airbyte-agent-salesforce 0.1.40

Airbyte Salesforce Connector for AI platforms

Salesforce agent connector

Salesforce is a cloud-based CRM platform that helps businesses manage customer relationships, sales pipelines, and business operations. This connector provides access to accounts, contacts, leads, opportunities, tasks, events, campaigns, cases, notes, and attachments for sales analytics and customer relationship management.

Example questions

The Salesforce connector is optimized to handle prompts like these.

• Show me my top 5 opportunities this month
• List all contacts from {company} in the last quarter
• Search for leads in the technology sector with revenue over $10M
• What trends can you identify in my recent sales pipeline?
• Summarize the open cases for my key accounts
• Find upcoming events related to my most important opportunities
• Analyze the performance of my recent marketing campaigns
• Identify the highest value opportunities I'm currently tracking
• Show me the notes and attachments for {customer}'s account

Unsupported questions

The Salesforce connector isn't currently able to handle prompts like these.

• Create a new lead for {person}
• Update the status of my sales opportunity
• Schedule a follow-up meeting with {customer}
• Delete this old contact record
• Send an email to all contacts in this campaign

Installation

uv pip install airbyte-agent-salesforce

Usage

from airbyte_agent_salesforce import SalesforceConnector, SalesforceAuthConfig

connector = SalesforceConnector(
  auth_config=SalesforceAuthConfig(
    refresh_token="...",
    client_id="...",
    client_secret="..."
  )
)
result = await connector.accounts.list()

Full documentation

This connector supports the following entities and actions.

Entity	Actions
Accounts	List, Get, Api_search
Contacts	List, Get, Api_search
Leads	List, Get, Api_search
Opportunities	List, Get, Api_search
Tasks	List, Get, Api_search
Events	List, Get, Api_search
Campaigns	List, Get, Api_search
Cases	List, Get, Api_search
Notes	List, Get, Api_search
Content Versions	List, Get, Download
Attachments	List, Get, Download
Query	List

For detailed documentation on available actions and parameters, see this connector's full reference documentation.

For the service's official API docs, see the Salesforce API reference.

Version information

• Package version: 0.1.40
• Connector version: 1.0.4
• Generated with Connector SDK commit SHA: 49673b7bd7003c15994897987408c7722319c739