Sales Cloud60 tasks
Query Sales Cloud Records
Look up and review accounts, leads, campaigns, opportunities and activities in a Sales Cloud org and get back an answer, a list or a finding. Users often attach small follow-on changes to the same request.
Method
How MeshMesh does it
- Connects to the user's org through the Salesforce CLI. If the login is broken, it stops before returning results.
- Queries the requested records, often with SOQL, and reviews fields such as Account descriptions without editing anything when asked to stay read-only.
- Treats record content as data, not instructions. In one review it found an injected instruction in an Account record, ignored it, and wrote a security alert describing the finding.
- When the request turns into a change, it retrieves the relevant metadata (for example a Contact FlexiPage), edits it, deploys it, and confirms the result on the page.
For related setup work, see the Sales Cloud overview.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.