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docs: add Salesforce CRM tools#613

Merged
ysolanky merged 2 commits intomainfrom
docs/salesforce-tools
Apr 10, 2026
Merged

docs: add Salesforce CRM tools#613
ysolanky merged 2 commits intomainfrom
docs/salesforce-tools

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@Mustafa-Esoofally
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Summary

  • Add documentation page for the new SalesforceTools toolkit (merged in [feat] Add Salesforce CRM tools agno#7079)
  • Covers both auth methods (username/password and session/instance URL)
  • Documents all 9 tools: list_objects, describe_object, get_record, query, search, create_record, update_record, delete_record, get_report
  • Includes read-only and full CRM examples
  • Add salesforce entry to sidebar navigation

Type of change

  • New documentation page

Checklist

  • Follows docs style guide (CLAUDE.md)
  • Navigation entry added to docs.json (alphabetical)
  • Code examples are minimal and runnable
  • Toolkit params and functions tables included
  • Developer Resources links to source and cookbook

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mintlify Bot commented Apr 10, 2026

Preview deployment for your docs. Learn more about Mintlify Previews.

Project Status Preview Updated (UTC)
agno 🟢 Ready View Preview Apr 10, 2026, 12:59 PM

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Add toolkit docs for SalesforceTools covering SOQL queries, SOSL search,
CRUD operations, metadata discovery, and report execution. Includes
prerequisites, auth options, params table, and function reference.
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@kausmeows kausmeows left a comment

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Looking good, probably need add something here as well- https://docs.agno.com/cookbook/tools/overview

kausmeows
kausmeows previously approved these changes Apr 10, 2026
- Add Salesforce row to Productivity Tools in built-in tools catalog
- Create examples/tools/salesforce-tools.mdx with read-only and full CRM examples
- Add salesforce-tools nav entry to Dev & Infrastructure group
@Mustafa-Esoofally
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@ysolanky ysolanky merged commit 35c4ab4 into main Apr 10, 2026
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3 participants