improvement(salesforce): align tools + block with Salesforce API and harden CRUD/analytics (#5040)

* improvement(salesforce): align tools + block with Salesforce API and harden CRUD/analytics

- Migrate all 4 Account tools to shared getInstanceUrl + extractErrorMessage helpers (drop ~40 lines of inlined idToken decode per file)
- Use extractErrorMessage consistently across every CRUD tool; add loggers to the opportunity tools
- Trim ID path params on all update/delete/single-get tools; URL-encode single-record field lists
- Fix dashboard tools: read name/metadata from dashboardMetadata.attributes (was always null); refresh now returns status/statusUrl defensively; drop no-op list_dashboards folderName filter
- Expose update_case origin/contact/account and update_task who/what fields end-to-end
- Block: mark create-required (Name, LastName, Company, StageName, Subject) and update/delete IDs conditionally required; add account billing*/revenue/employees and contact mailing*/department subBlocks; convert includeDetails to a Yes/No dropdown; move optional fields to advanced mode
- Trim over-declared dashboard output types; make Task.Status optional
- Regenerate integration docs

* fix(salesforce): correct list/refresh response shapes per live API docs

- list_dashboards: GET /analytics/dashboards returns a bare top-level array, not a {dashboards} wrapper (fixes always-empty result)
- refresh_dashboard: statusUrl is returned at the top level of the PUT response, read it there first
- list_reports: the list resource only returns report name/id/url/describeUrl/instancesUrl, so drop the no-op folderName filter and match searchTerm on name only

Validated tool-by-tool against the live Salesforce REST/Analytics/Object-Reference docs (API v67.0).

* fix(salesforce): address Greptile/Cursor review

- Add shared requireId() guard so whitespace-only IDs fail fast instead of producing malformed /sobjects/Object/ empty-path requests (all update/delete/single-get tools)
- URL-encode the fields query value in get_opportunities and get_tasks single-record GETs (matching the other get_* tools)
- Reflect the Salesforce API success flag consistently across all create tools (success/created use data.success === true)

* fix(salesforce): trim echoed output IDs and relation reference IDs

- update/delete tools now return output.id from the trimmed ID so chained workflows never receive whitespace-padded IDs
- trim relation reference IDs (AccountId, ContactId, WhoId, WhatId) in create/update bodies to avoid Salesforce reference errors from copy-pasted whitespace

* fix(salesforce): trim accountId in update_contact body

Last remaining untrimmed relation reference ID — update_contact now trims AccountId like the other create/update tools.

Author: waleedlatif1

apps/docs/content/docs/en/integrations/salesforce.mdx

@@ -276,7 +276,7 @@ Delete a contact from Salesforce CRM
 
 ### `salesforce_get_leads`
 
-Get lead(s) from Salesforce
+Retrieve lead(s) from Salesforce CRM
 
 #### Input
 
@@ -571,6 +571,9 @@ Update an existing case
 | `subject` | string | No | Case subject |
 | `status` | string | No | Status \(e.g., New, Working, Escalated, Closed\) |
 | `priority` | string | No | Priority \(e.g., Low, Medium, High\) |
+| `origin` | string | No | Origin \(e.g., Phone, Email, Web\) |
+| `contactId` | string | No | Salesforce Contact ID \(18-character string starting with 003\) |
+| `accountId` | string | No | Salesforce Account ID \(18-character string starting with 001\) |
 | `description` | string | No | Case description |
 
 #### Output
@@ -678,6 +681,8 @@ Update an existing task
 | `status` | string | No | Status \(e.g., Not Started, In Progress, Completed\) |
 | `priority` | string | No | Priority \(e.g., Low, Normal, High\) |
 | `activityDate` | string | No | Due date in YYYY-MM-DD format |
+| `whoId` | string | No | Related Contact ID \(003...\) or Lead ID \(00Q...\) |
+| `whatId` | string | No | Related Account ID \(001...\) or Opportunity ID \(006...\) |
 | `description` | string | No | Task description |
 
 #### Output
@@ -720,8 +725,7 @@ Get a list of reports accessible by the current user
 | --------- | ---- | -------- | ----------- |
 | `idToken` | string | No | No description |
 | `instanceUrl` | string | No | No description |
-| `folderName` | string | No | Filter reports by folder name \(case-insensitive partial match\) |
-| `searchTerm` | string | No | Search term to filter reports by name or description |
+| `searchTerm` | string | No | Filter reports by name \(case-insensitive partial match\) |
 
 #### Output
 
@@ -735,7 +739,7 @@ Get a list of reports accessible by the current user
 
 ### `salesforce_get_report`
 
-Get metadata and describe information for a specific report
+Get the describe (definition and metadata) for a specific report
 
 #### Input
 
@@ -818,7 +822,6 @@ Get a list of dashboards accessible by the current user
 | --------- | ---- | -------- | ----------- |
 | `idToken` | string | No | No description |
 | `instanceUrl` | string | No | No description |
-| `folderName` | string | No | Filter dashboards by folder name \(case-insensitive partial match\) |
 
 #### Output
 
@@ -852,7 +855,7 @@ Get details and results for a specific dashboard
 |   ↳ `dashboardId` | string | Dashboard ID |
 |   ↳ `components` | array | Array of dashboard component data with visualizations and filters |
 |   ↳ `dashboardName` | string | Display name of the dashboard |
-|   ↳ `folderId` | string | ID of the folder containing the dashboard |
+|   ↳ `dashboardMetadata` | object | Structured dashboard metadata \(attributes, component definitions, layout\) |
 |   ↳ `runningUser` | object | User context under which the dashboard data was retrieved |
 |   ↳ `success` | boolean | Salesforce operation success |
 
@@ -877,9 +880,10 @@ Refresh a dashboard to get the latest data
 |   ↳ `dashboard` | object | Full dashboard details object |
 |   ↳ `dashboardId` | string | Dashboard ID |
 |   ↳ `components` | array | Array of dashboard component data with fresh visualizations |
-|   ↳ `status` | object | Dashboard refresh status information |
+|   ↳ `status` | object | Dashboard refresh status \(dashboardStatus\), when returned by the refresh |
+|   ↳ `statusUrl` | string | URL of the status resource to poll for refresh completion |
 |   ↳ `dashboardName` | string | Display name of the dashboard |
-|   ↳ `refreshDate` | string | ISO 8601 timestamp when the dashboard was last refreshed |
+|   ↳ `dashboardMetadata` | object | Structured dashboard metadata \(attributes, component definitions, layout\) |
 |   ↳ `success` | boolean | Salesforce operation success |
 
 ### `salesforce_query`