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All 148 Salesforce tools

The complete reference for every read-only tool sf-intelligence exposes for a Salesforce org — grouped by function, each with what it does. You never call these by name; the router picks them from your plain-language question. They are listed here for transparency and so AI assistants can cite them accurately.

Orientation & routing · 6

sfi.resolve
Typo-tolerant resolver: messy/misspelled text -> ranked candidate components with a disposition (exact|ambiguous|none) + per-candidate evidence.
sfi.capabilities
Product self-description: what this knowledge base can answer.
sfi.synthesize_answer
Answer-layer grounding pass: turns the JSON returned by prior sfi.* tool call(s) into a structured, citation-grounded answer skeleton — `summary`, `bullets` (head…
sfi.route_question
Front-door router: map a plain-language question to the plane that answers it (vault | live | hybrid | unknown) and the ordered sfi.* tools to call — so the user…
sfi.guidance
General Salesforce best-practice guidance — the `knowledge` plane for greenfield / New-Org questions that have NO org-specific answer (Flow vs Apex, order of exec…
sfi.disambiguate_concepts
v2.9 vocabulary + semantic-disambiguation tier — the 'is `Status` the same as `Stage` here?' surface.

Search & find · 16

sfi.search_components
Free-text search across vault components.
sfi.get_component
Fetch a single component by canonical id.
sfi.list_components
List components of a given type (optionally narrowed by parentId), sorted by id.
sfi.search_apex_source
Search the vaulted Apex source for matches.
sfi.search_flow_metadata
Search the vaulted Flow metadata XML for matches.
sfi.find_formula_references
List the incoming `references` edges to a field with the source nodes and edge-level metadata (e.g., formula tokenizer properties).
sfi.find_apex_usages
List the Apex source files (classes and triggers) that read, write, or call into a component.
sfi.find_code_usages
List the code source files (ApexClass, ApexTrigger, LightningComponentBundle, AuraDefinitionBundle, VisualforcePage, VisualforceComponent) that read, write, call,…
sfi.lookup_record
Given a CustomMetadataRecord or CustomSettingRecord canonical id (e.g., `CustomMetadataRecord:Marketo_Api_Setting__mdt.Default`), return the record's label, prote…
sfi.find_dependency_cycles
Architect tool: find cyclic dependency clusters in the org's Apex.
sfi.find_hardcoded_values
'find me hardcoded IDs / emails / usernames / endpoint URLs / sandbox-test-data' surface.
sfi.find_field_anywhere
v2.2 universal-search surface — answers 'where is this field used anywhere in the org?' for one CustomField id.
sfi.find_semantic_field
v2.2 semantic-discovery surface — answers 'do we already have a field for X?'.
sfi.find_hardcoded_values_anywhere
v2.2 cross-corpus hardcoded-value surface — extends v2.1's `sfi.find_hardcoded_values` (Apex-only) with formula expressions (CustomField.formula), ValidationRule.…
sfi.find_clone_patterns
Structural clone-detection surface.
sfi.find_dead_code
v2.2 cross-cutting dead-code surface — composes v2.7 `method_reachability` verdict, entry-point taxonomy (REST / Aura / Invocable / Queueable / Batchable / Schedu…

Explain & understand · 8

sfi.explain_field
Given a CustomField canonical id (e.g., `CustomField:Account.Industry` or `CustomField:Marketo_Api_Setting__mdt.Number_Of_Retries__c`), return the field's label,…
sfi.what_happens_on_save
Produce the documented Salesforce order-of-execution (SOE) instantiated for THIS org and the given DML event on the target object.
sfi.order_of_execution
Emit the generic Salesforce order-of-execution (SOE) tree instantiated for THIS org's target object across every supported DML event (insert / update / delete / u…
sfi.explain_flow
Given a Flow canonical id (`Flow:{ApiName}`), return a structured narrative payload that the caller (Claude / an explainer skill) composes into a natural-language…
sfi.explain_apex_method
Given an ApexClass or ApexTrigger canonical id (`ApexClass:{ClassName}` or `ApexTrigger:{TriggerName}`), return a structured narrative payload for the explainer.
sfi.explain_formula
Tokenize a Salesforce formula expression and return a structured narrative payload for the explainer.
sfi.field_meaning
v2.9 vocabulary + semantic-disambiguation tier — the 'what does this field actually mean in our org?' surface.
sfi.field_provenance
v2.9 vocabulary + semantic-disambiguation tier — the 'is this field manually entered or automated?' surface.

Impact, dependencies & what-if · 24

sfi.get_edges
List edges incident to a node, optionally filtered by direction, edge type, and confidence.
sfi.get_subgraph
BFS from a root component, up to `hops` (max 3).
sfi.get_impact
BFS over incoming edges from a component, up to `hops` (max 3).
sfi.blast_radius_live
P6-blast-radius-live (HYBRID ⭐): fuse the static impact graph with LIVE record magnitude — "what breaks if I change/remove X, and how much is at stake?".
sfi.safe_to_delete_field
Given a CustomField canonical id (`CustomField:{Object}.{Field}`), composes every incoming dependency edge into a confidence-weighted deletion verdict: `safe` (no…
sfi.field_change_advisor
Decision-support tool: before changing a field, see the whole blast radius in one briefing.
sfi.what_if_change_field_value
Value-change impact (Data Steward / Identity & Integration lens): given a CustomField `fieldId`, what breaks if its stored VALUE changes — NOT its schema (use wha…
sfi.value_change_audit
Batch value-change audit (Data Steward lens): given an `object` and optionally a list of `fields`, risk-ranks the impact of changing each field's stored VALUE — t…
sfi.why_field_changed
Trace every writer to a CustomField.
sfi.what_if_change_field_type
v2.3 R2a what-if tool: given a CustomField canonical id (`CustomField:{Object}.{Field}`) and a proposed new field type, returns the structured impact across every…
sfi.what_if_remove_picklist_value
v2.3 R2a what-if tool: given a Picklist or MultiselectPicklist CustomField id (`CustomField:{Object}.{Field}`) and a value to remove, returns the structured impac…
sfi.what_if_make_field_required
v2.3 R2a what-if tool: given a CustomField id (`CustomField:{Object}.{Field}`), walks the parent object's write paths and flags incomplete writes that would fail…
sfi.what_if_deactivate_flow
v2.3 R2b component-level what-if tool: given a Flow canonical id (`Flow:{ApiName}`), enumerates the downstream impact of deactivating the Flow by walking every ou…
sfi.what_if_disable_trigger
v2.3 R2b component-level what-if tool: given an ApexTrigger canonical id (`ApexTrigger:{Name}`), enumerates the downstream impact of disabling the trigger by walk…
sfi.what_if_change_method_signature
v2.3 R2b component-level what-if tool: given an ApexClass id (`ApexClass:{Name}`), a method name, and an optional new signature string, enumerates every direct ca…
sfi.what_if_merge_profiles
v2.3 R2c profile what-if tool: given two Profile canonical ids (`Profile:{Name}`), walks both profiles' grants and visibility settings, groups them by `(settingTy…
sfi.what_if_split_profile
v2.3 R2c profile what-if tool: given a Profile id (`Profile:{Name}`) and an ordered array of target PermissionSet ids (`PermissionSet:{Name}`), proposes a per-gra…
sfi.call_graph
Deep code tool: given a root `ApexClass:` or `ApexTrigger:` id and a `direction` (`'downstream' | 'upstream' | 'both'`), BFS over `callsApex` edges up to `maxDept…
sfi.downstream_effects
v2.7 R2 deep code tool: given an `ApexClass:` or `ApexTrigger:` id, walks downstream `callsApex` BFS (capped at `maxDepth`, default 3, max 5) then for every reach…
sfi.method_reachability
v2.7 R2 deep code tool: given an `ApexClass:` or `ApexTrigger:` id, walks upstream `callsApex` BFS (capped at depth 3) and classifies the reachable upstream set a…
sfi.tests_for_change
Smart test selection (test-impact analysis): given `changedComponents` (1..500 ApexClass / ApexTrigger ids or bare class names), returns the MINIMAL set of test c…
sfi.package_impact
Managed-package boundary surface — 'what does the {namespace} package touch, and what of MINE breaks if I uninstall/upgrade it?'.
sfi.field_360
v3.0 unified field-forensics synthesis tool.
sfi.field_lineage
v3.0 provenance + downstream-effects walker.

Permissions, sharing & access · 7

sfi.permission_risk_report
Ranked permission-risk report, leading with OVER-PRIVILEGE read straight from the extracted profile / permission-set metadata: every Profile or PermissionSet that…
sfi.why_cant_user_see_record
Walk the Salesforce sharing cascade (OWD → PermissionGrant → RoleHierarchy → OwnerSharingRule → CriteriaSharingRule → ManualSharing → SharingSets → AccountTeams)…
sfi.layout_for_user
Walk the Salesforce layout-routing cascade (ProfileLookup → LayoutAssignment → RecordTypeResolution) for a given object, optional record type, and profile.
sfi.field_access_audit
Given a CustomField canonical id (`CustomField:{Object}.{Field}`), cross-walk every Profile and PermissionSet that grants access to the field via incoming `grante…
sfi.unassigned_permission_sets
v2.4 hygiene tool: list PermissionSets unassigned to users.
sfi.crud_fls_audit
v2.1 R3 CRUD/FLS enforcement audit.
sfi.generate_sharing_summary
v2.5 documentation-generation tier: composes a structured markdown sharing summary covering every CustomObject's OWD (`properties.sharingModel`), the SharingRules…

Code & quality · 8

sfi.apex_test_coverage
Developer tool: map test-class references to the Apex they exercise.
sfi.apex_build_advisor
Decision-support tool: before a developer writes Apex, brief them on what the org's existing Apex teaches.
sfi.process_builder_migration_candidates
v2.4 legacy-automation tool: list active Process Builder (Flow with `processType: 'Workflow'`), WorkflowRule, and ApprovalProcess nodes as migration candidates wi…
sfi.code_quality_audit
v2.1 R3 general-purpose code-quality entry point.
sfi.governor_limit_risks
v2.1 R3 Apex-specific narrowing for governor-limit-relevant patterns — the performance/scale subset of the v2.1 quality catalog.
sfi.test_coverage_gaps
v2.1 R3 test-coverage-gap surface.
sfi.test_coverage_for_method
Deep code tool: given an `ApexClass:` or `ApexTrigger:` id and an optional `methodName`, walks upstream `callsApex` + `dispatchesAsync` BFS (capped at depth 3) an…
sfi.meaningful_test_audit
v2.7 R2 deep code tool: lists every ApexClass with `properties.isTest === true` with a heuristic assertion-meaningfulness score.

Automation, integrations & events · 9

sfi.automation_risk_report
Ranked automation risks: Process Builder migration candidates and governor-limit findings.
sfi.integration_map
Return a structured topology of the org's integration surfaces: AuthProviders, NamedCredentials, RemoteSiteSettings, CspTrustedSites, ExternalDataSources, Externa…
sfi.event_subscribers
Given a Platform Event id (`CustomObject:{ApiName}__e`), list every subscriber (ApexTrigger, ApexClass, Flow) that emits an incoming `listensTo` edge into the event.
sfi.automation_build_advisor
Decision-support tool: before an admin/architect builds automation on an object, brief them on what already runs there and the org-specific risks of adding more.
sfi.cdc_subscribers
v2.8 async-deep-tier surface: given an optional `sObjectFilter` (e.g., 'Account', 'Order__c'), enumerate every ApexTrigger, ApexClass, and Flow that emits an inco…
sfi.async_chain_depth
v2.8 async-deep-tier walker: given an ApexClass canonical id (`ApexClass:{Name}`), walks the transitive async chain via outgoing `dispatchesAsync` edges, capped a…
sfi.scheduled_job_catalog
v2.8 async-deep-tier surface: returns one entry per ApexClass with `properties.isSchedulable === true`, with the per-class `scheduledByCalls` array surfaced from…
sfi.outbound_message_catalog
v2.8 async-deep-tier surface: returns one entry per OutboundMessage node (the v2.8 promotion of the v1.3 dangling-by-design `<outboundMessages>` references) with…
sfi.endpoint_catalog
v2.8 async-deep-tier composite: returns every URL / endpoint participating in an integration in one structured response, split four ways — `inboundApis` (from v1.…

Industries — OmniStudio & CPQ · 8

sfi.cpq_rule_chain
v2.6a R2 CPQ-specialist tool: given a CpqProductRule or CpqPriceRule canonical id, returns the chain of rules of the same type sharing the same parent CustomObjec…
sfi.cpq_quote_template_breakdown
v2.6a R2 CPQ-specialist tool: given a CpqQuoteTemplate canonical id, returns the template's top-level configuration (`templateContentReference` from the `SBQQ__Te…
sfi.cpq_dependency_map
v2.6a R2 CPQ-specialist tool: walks the values mirror of every requested CPQ-typed node and surfaces every string-encoded `SBQQ__`-prefixed field reference as a h…
sfi.datatransform_field_map
v3.2 OmniStudio tool: given an OmniDataTransform canonical id (`OmniDataTransform:{Name}_{VersionNumber}`), returns the DataRaptor's source-to-target field mappin…
sfi.decision_table_browse
v3.2 OmniStudio tool: given a DecisionTable canonical id (`DecisionTable:{SetupName}`), returns the table's parameter shape — `dataSourceType` (`CsvUpload` | `SOb…
sfi.integration_procedure_chain
v3.2 R3b OmniStudio composer tool: given an OmniIntegrationProcedure canonical id, returns the IP's identity metadata (`omniProcessKey`, `versionNumber`, `subType…
sfi.omniscript_flow
v3.2 OmniStudio tool: given an OmniScript canonical id (`OmniScript:{ApiName}`), returns the parsed step sequence (the `<omniProcessElements>` children walked rec…
sfi.omniuicard_widget_breakdown
v3.2 OmniStudio tool: given an OmniUiCard canonical id (`OmniUiCard:{ApiName}`), returns the FlexCard's identity metadata (`omniUiCardType`, `authorName`, `versio…

Documentation generators · 9

sfi.get_naming_convention_report
Return the naming-convention pattern observations, optionally scoped to a glob.
sfi.org_overview
Return a structured org-tour snapshot — the buyer-priority #9 headline answer for the new-to-this-org persona.
sfi.domain_clusters
Cluster the org's CustomObject + ApexClass + Flow nodes into SUGGESTED domain groupings using a greedy shared-edge-density algorithm.
sfi.generate_data_dictionary
v2.5 documentation-generation tier: given a CustomObject canonical id (`CustomObject:{ApiName}`), composes a structured markdown document covering the object's Ov…
sfi.generate_admin_handbook
v2.5 documentation-generation tier: composes a structured markdown admin handbook covering the org's purpose, main objects, automation summary, permission structu…
sfi.generate_architecture_overview
v2.5 documentation-generation tier: composes a 3-4 page architecture document chaining `sfi.org_overview` + `sfi.domain_clusters` + `sfi.integration_map`.
sfi.generate_compliance_report
v2.5 documentation-generation tier: composes a structured markdown compliance report chaining `sfi.pii_inventory` + `sfi.field_access_audit` (per top-PII-field, c…
sfi.generate_onboarding_doc
v2.5 documentation-generation tier: composes a structured markdown new-admin / new-developer tour chaining `sfi.generate_admin_handbook` + `sfi.generate_architect…
sfi.field_mapping_between_objects
v3.1 Q174 honesty-anchor tool: given a single vault alias and TWO CustomObject api-names, returns a heuristic field pairing for migration mapping (the Lead-vs-Con…

Health, freshness & audit · 23

sfi.org_pulse
Org pulse for the current vault: freshness coverage (how many components carry a known lastModifiedDate, the coverage %, and the oldest/newest components) plus th…
sfi.get_manifest
Return the current vault manifest (org-kb/meta/manifest.json) verbatim.
sfi.coverage_report
Report the vault's self-assessed metadata coverage: covered, partial, and not-modeled families.
sfi.retrieve_blindspot_report
Retrieve blind spots: components REFERENCED by retrieved automation / code / config but ABSENT from the vault (their edge targets resolve to no node — the last re…
sfi.health_check
Report self-assessed server health, render consistency, and coverage completeness, plus a freshness block (vault age, a stale flag, the most recent refresh's chan…
sfi.baseline_acknowledge
Acknowledge a heuristic finding so SAST tools suppress it across refreshes (stored in org-kb/meta/baseline.json).
sfi.baseline_status
List suppressed finding fingerprints and per-tool counts from the vault baseline file.
sfi.org_risk_report
Deterministic org risk synthesis: health, tech debt, and coverage gaps ranked with trust metadata.
sfi.field_cleanup_candidates
Ranked unused-field cleanup candidates composed from sfi.unused_fields_deep.
sfi.release_readiness_report
Release readiness gate composed from org risk and coverage completeness.
sfi.unused_components
Scan the vault for components with no incoming dependency edges (excluding the parentOf containment edge).
sfi.what_changed_since_refresh
P5-what-changed: 'since my last refresh, which component TYPES changed?'.
sfi.org_history
Continuous-learning store: the org's refresh timeline.
sfi.diff_snapshots
Compare two captured vault snapshots and report the structural diff.
sfi.churn
Compare two persisted snapshots and return added/removed/modified counts plus top churn ids.
sfi.trend
Timeline of persisted snapshot captures (component/edge counts per label).
sfi.pii_inventory
Enumerate every CustomField in the vault, classify each with the v2.0d `pii-detection` recognizer (which inspects API name, declared data type, and description te…
sfi.changed_since
Enumerate every vault node whose `lastModifiedDate` is at or after `since` (ISO 8601 — date-only `YYYY-MM-DD` or full UTC timestamp).
sfi.last_modified
Given a canonical componentId (e.g., `ApexClass:AccountController`, `CustomField:Account.Industry`, `Flow:Lead_Nurture`), return the component's freshness fields:…
sfi.unused_fields_deep
v2.4 deep-hygiene tool: given an optional parentObjectFilter (CustomObject ApiName, e.g.
sfi.empty_queues_and_groups
v2.4 hygiene tool: list Queue and Group nodes with zero members.
sfi.tech_debt_score
v2.4 composite: aggregate the v2.0b unused_components, v2.4 unused_fields_deep / process_builder_migration_candidates / unassigned_permission_sets / empty_queues_…
sfi.promotion_readiness
Promotion readiness: a focused lens on compare_vaults(sandbox → prod).

Cross-org & fleet · 6

sfi.fleet_find
Cross-vault resolve: which of your REGISTERED orgs contains the thing you mean.
sfi.fleet_drift_ranking
Fleet ops: of every REGISTERED vault, which is most behind its live org — i.e.
sfi.compare_components
Compare two live-graph components by canonical id, returning the structural diff.
sfi.compare_vaults
v3.1 cross-org tool: given two registered vault aliases, returns a structured diff identifying `added` (in B only), `removed` (in A only), and `shapeModified` (in…
sfi.compare_object_across_vaults
v3.1 cross-org tool: given a CustomObject api-name and two registered vault aliases, returns the field-by-field diff — `addedFields` (in B only), `removedFields`…
sfi.compare_profile_across_vaults
v3.1 cross-org tool: given a Profile name and two registered vault aliases, returns per-grant-category drift — `grantDiffs.objectPermissions`, `.fieldPermissions`…

Live org data (opt-in) · 24

sfi.live_describe
Opt-in live org: describe an sObject via Salesforce CLI.
sfi.live_stale_check
Opt-in live org (P5-stale-detection): "is the org AHEAD of the vault?".
sfi.live_count
Opt-in live org: count records.
sfi.live_sample
Opt-in live org: run SOQL with a hard row cap (max 200).
sfi.live_field_population
Opt-in live org: population rate for one field (total vs null counts).
sfi.live_group_count
Opt-in live org: value distribution — COUNT grouped by one field on any object (e.g.
sfi.live_stale_records
Opt-in live org: records on any object not touched in N days (default LastModifiedDate).
sfi.live_recent_activity
Opt-in live org: records created or modified in the last N days on any object.
sfi.live_aggregate
Opt-in live org: MIN/MAX/AVG/SUM on one numeric field for any object.
sfi.live_duplicate_check
Opt-in live org: find duplicate values on one field (GROUP BY + HAVING COUNT > 1).
sfi.live_owner_breakdown
Opt-in live org: record counts by OwnerId with User/Queue names resolved.
sfi.live_storage_by_object
Opt-in live org: record counts across objects via the Salesforce recordCount REST API — top N by volume, optional objectApiNames filter.
sfi.live_org_limits
Opt-in live org: current org governor limits via REST.
sfi.live_inactive_users
Opt-in live org: active users who haven't logged in within N days (default 30) or never have — the license-reclamation / dormant-account question.
sfi.live_license_usage
Opt-in live org: license / cost optimization.
sfi.live_consent
Manage one-time, per-org consent for the read-only live plane.
sfi.live_report_usage
Opt-in live org: stale/unused reports via Report.LastRunDate — total vs not-run-in-N-days.
sfi.live_folder_access
Opt-in live org: folder inventory and access types (Report/Dashboard/Email/Document).
sfi.live_email_template_usage
Opt-in live org: email template usage, Classic vs Lightning classification, and migration candidates.
sfi.live_org_health
Opt-in live org: operational health snapshot — failed/pending async jobs, paused flow interviews, governor limits at risk.
sfi.live_automation_fired
P6-live-automation-fired (HYBRID, HEURISTIC): does this record-triggered automation actually run in production? Given an ApexTrigger / record-triggered Flow / Wor…
sfi.live_picklist_usage
P6-live-picklist-usage (HYBRID): which picklist VALUES are actually used in production.
sfi.live_budget
P6-live-budget-guard: disclose this session's live-query budget and result-cache state.
sfi.live_drift_check
Offline↔live contradiction detection (requires the opt-in live plane).

148 tools registered in this build. Grouping is by function for readability; some tools span more than one area. Generated from the product's tool registry.

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You don't memorize these — you ask in plain language and the router runs the right ones.

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