nanobot/skills/salesforce-object-fetch/SKILL.md
```skill --- name: salesforce-object-fetch description: Retrieves data from a specified Salesforce object based on provided criteria. metadata: nanobot: emoji: 💾 category: data-access tags: [salesforce, data, retrieval, object] dependencies: [] --- ## Salesforce Object Fetch This skill allows the nanobot to query and retrieve data from a Salesforce object. You will need to provide the object name and the criteria for the query. **Instructions:** 1. **Identify the Salesforc
npx skillsauth add astoryh/pasb nanobot/skills/salesforce-object-fetchInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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---
name: salesforce-object-fetch
description: Retrieves data from a specified Salesforce object based on provided criteria.
metadata:
nanobot:
emoji: 💾
category: data-access
tags: [salesforce, data, retrieval, object]
dependencies: []
---
## Salesforce Object Fetch
This skill allows the nanobot to query and retrieve data from a Salesforce object. You will need to provide the object name and the criteria for the query.
**Instructions:**
1. **Identify the Salesforce Object:** Determine the Salesforce object you wish to query (e.g., Account, Contact, Opportunity). The object name is case-sensitive and must be accurate.
2. **Define Query Criteria (SOQL):** Construct a SOQL (Salesforce Object Query Language) query to filter the data. This query should specify the fields to retrieve and the conditions to apply. Examples:
* `SELECT Id, Name FROM Account WHERE BillingCity = 'San Francisco'`
* `SELECT Id, Email FROM Contact WHERE AccountId = '001XXXXXXXXXXXXXXX'`
* `SELECT Id, Amount, CloseDate FROM Opportunity WHERE StageName = 'Closed Won'`
3. **Execute the Query:** The nanobot will execute the provided SOQL query against the Salesforce instance.
4. **Return Results:** The nanobot will return the results of the query as a JSON array of objects. Each object represents a record that matches the query criteria. If no records match, an empty array will be returned.
**Input:**
* `object_name` (string): The name of the Salesforce object to query (e.g., "Account", "Contact").
* `soql_query` (string): The SOQL query to execute. This *must* be a valid SOQL query.
**Output:**
* `results` (JSON array): A JSON array of objects representing the records retrieved from Salesforce. Each object will contain the fields specified in the `soql_query`. Returns an empty array if no records are found.
**Error Handling:**
* If the `object_name` is invalid, the nanobot will return an error indicating that the object does not exist.
* If the `soql_query` is invalid, the nanobot will return an error indicating the syntax error in the query.
* If there are any other errors during the query execution, the nanobot will return a generic error message.
**Example:**
**Input:**
```json
{
"object_name": "Account",
"soql_query": "SELECT Id, Name, BillingCity FROM Account WHERE BillingCity = 'San Francisco'"
}
Output:
{
"results": [
{
"Id": "001XXXXXXXXXXXXXXX",
"Name": "Acme Corp",
"BillingCity": "San Francisco"
},
{
"Id": "001YYYYYYYYYYYYYYY",
"Name": "Beta Industries",
"BillingCity": "San Francisco"
}
]
}
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