Sby Salesforce
Update a record
Changes the fields you pass on one record, found by its ID, and leaves every other field as it is.
Description
Use it to move an opportunity's stage or fill in fields from research. It fails if the record does not exist, the user cannot edit it, or a validation rule rejects a value.
update-record.md
Update a record
Changes the fields you pass on one record, found by its ID, and leaves every other field as it is.
Use it to move an opportunity's stage or fill in fields from research. It fails if the record does not exist, the user cannot edit it, or a validation rule rejects a value.
Set up
Use the first option your agent supports.
MCP (official, remote)
Add this server to your agent's MCP settings, then sign in when asked.
{ "mcpServers": { "salesforce": { "url": "https://api.salesforce.com/platform/mcp/v1/platform/sobject-mutations" } } }
Call the MCP tool updateSobjectRecord.
Server URL: https://api.salesforce.com/platform/mcp/v1/platform/sobject-mutations
CLI (official)
Install the command, then confirm it runs.
npm install @salesforce/cli --global
sf --version
Run sf data update record.
API (official)
- Base URL: https://{MyDomainName}.my.salesforce.com
- Endpoint:
PATCH /services/data/vXX.X/sobjects/sObject/id/ - Auth: OAuth; sign in when the agent asks
- Docs: https://developer.salesforce.com/docs/platform/api-rest/guide/intro-rest.html
Before doing anything else, make one read-only call to confirm access.
Rules
- Ask the user before anything that sends messages, costs money, or changes data.
- Never print API keys.
Built from these files in the repository
The layout and the rules come from lib/catalog/render-markdown.ts, the set-up wording from lib/catalog/render-access.ts.