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@robinpath/salesforce

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@robinpath/salesforce - npm Package Compare versions

Comparing version
0.1.1
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dist/index.d.ts
import type { ModuleAdapter } from "@robinpath/core";
declare const SalesforceModule: ModuleAdapter;
export default SalesforceModule;
export { SalesforceModule };
export { SalesforceFunctions, SalesforceFunctionMetadata, SalesforceModuleMetadata, SalesforceCredentialTypes, configureSalesforce, } from "./salesforce.js";
//# sourceMappingURL=index.d.ts.map
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import { SalesforceFunctions, SalesforceFunctionMetadata, SalesforceModuleMetadata, SalesforceCredentialTypes, configureSalesforce, } from "./salesforce.js";
const SalesforceModule = {
name: "salesforce",
functions: SalesforceFunctions,
functionMetadata: SalesforceFunctionMetadata,
moduleMetadata: SalesforceModuleMetadata,
credentialTypes: SalesforceCredentialTypes,
configure: configureSalesforce,
global: false,
};
export default SalesforceModule;
export { SalesforceModule };
export { SalesforceFunctions, SalesforceFunctionMetadata, SalesforceModuleMetadata, SalesforceCredentialTypes, configureSalesforce, } from "./salesforce.js";
//# sourceMappingURL=index.js.map
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/**
* RobinPath Salesforce Module (Node port)
*
* Salesforce CRM integration via the REST API — leads, contacts, opportunities,
* and arbitrary SOQL queries / SOSL searches. Mirror of
* packages/php/salesforce/src/index.php for the WordPress plugin; shares the
* same credential contract, metadata shape, and error taxonomy so the visual
* editor can render both identically.
*
* Salesforce uses OAuth 2.0 with a per-org instance URL. Each Salesforce org
* (production, sandbox, or scratch) lives at its own subdomain, returned in the
* `instance_url` field of the OAuth token response. Because of this, the
* credential must store BOTH the bearer access token AND the instance URL —
* there is no single global API host.
*
* Authentication uses the RobinPath credential vault. Every handler takes a
* credential slug as its first argument; the module resolves the stored token
* + instance URL at call time via the injected ModuleHost. If a
* `refreshToken` (plus `clientId` + `clientSecret`) is stored on the
* credential, 401 responses trigger a one-shot refresh against
* `https://login.salesforce.com/services/oauth2/token` and the new access
* token is written back into the vault.
*
* Credential type declared by this module:
* - salesforce_oauth2 : { accessToken, instanceUrl, refreshToken?, clientId?, clientSecret? }
*/
import type { BuiltinHandler, CredentialTypeSchema, FunctionMetadata, ModuleHost, ModuleMetadata } from "@robinpath/core";
export declare function configureSalesforce(h: ModuleHost): void;
export declare const SalesforceFunctions: Record<string, BuiltinHandler>;
export declare const SalesforceCredentialTypes: CredentialTypeSchema[];
export declare const SalesforceFunctionMetadata: Record<string, FunctionMetadata>;
export declare const SalesforceModuleMetadata: ModuleMetadata;
//# sourceMappingURL=salesforce.d.ts.map
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/**
* RobinPath Salesforce Module (Node port)
*
* Salesforce CRM integration via the REST API — leads, contacts, opportunities,
* and arbitrary SOQL queries / SOSL searches. Mirror of
* packages/php/salesforce/src/index.php for the WordPress plugin; shares the
* same credential contract, metadata shape, and error taxonomy so the visual
* editor can render both identically.
*
* Salesforce uses OAuth 2.0 with a per-org instance URL. Each Salesforce org
* (production, sandbox, or scratch) lives at its own subdomain, returned in the
* `instance_url` field of the OAuth token response. Because of this, the
* credential must store BOTH the bearer access token AND the instance URL —
* there is no single global API host.
*
* Authentication uses the RobinPath credential vault. Every handler takes a
* credential slug as its first argument; the module resolves the stored token
* + instance URL at call time via the injected ModuleHost. If a
* `refreshToken` (plus `clientId` + `clientSecret`) is stored on the
* credential, 401 responses trigger a one-shot refresh against
* `https://login.salesforce.com/services/oauth2/token` and the new access
* token is written back into the vault.
*
* Credential type declared by this module:
* - salesforce_oauth2 : { accessToken, instanceUrl, refreshToken?, clientId?, clientSecret? }
*/
// ── Module-local state (populated by configure hook) ────────────────────
const state = {};
function host() {
if (!state.host) {
throw new Error("Salesforce module not initialized. Pass the adapter to rp.registerModule() via loadModule so its configure() hook runs first.");
}
return state.host;
}
export function configureSalesforce(h) {
state.host = h;
}
// ── Constants ──────────────────────────────────────────────────────────
const API_VERSION = "v60.0";
const TOKEN_URL = "https://login.salesforce.com/services/oauth2/token";
const CREDENTIAL_TYPE = "salesforce_oauth2";
function errorReturn(error, code, extra = {}) {
return { error, code, ...extra };
}
function isErrorReturn(v) {
return !!v && typeof v === "object" && "error" in v && "code" in v;
}
async function resolveAuth(credentialSlug) {
if (!credentialSlug) {
return errorReturn("Credential slug is required.", "credential_not_found");
}
let fields;
try {
fields = await host().credentials.get(credentialSlug);
}
catch (e) {
return errorReturn(e instanceof Error ? e.message : String(e), "credential_not_found");
}
if (!fields) {
return errorReturn(`Credential '${credentialSlug}' not found.`, "credential_not_found");
}
const token = String(fields.accessToken ?? "");
if (!token) {
return errorReturn(`Credential '${credentialSlug}' has no \`accessToken\` field.`, "access_token_missing");
}
const instanceUrl = String(fields.instanceUrl ?? "").replace(/\/+$/, "");
if (!instanceUrl) {
return errorReturn(`Credential '${credentialSlug}' has no \`instanceUrl\` field.`, "instance_url_missing");
}
return { token, instanceUrl, credentialSlug, fields };
}
// ── OAuth refresh (used on 401) ────────────────────────────────────────
async function refreshAccessToken(refreshToken, clientId, clientSecret, instanceUrl) {
const body = new URLSearchParams({
grant_type: "refresh_token",
refresh_token: refreshToken,
client_id: clientId,
client_secret: clientSecret,
}).toString();
// Prefer the org's token endpoint if the instance URL is available (sandbox
// vs prod etc.), falling back to the canonical login host.
const endpoints = [
instanceUrl ? `${instanceUrl}/services/oauth2/token` : "",
TOKEN_URL,
].filter(Boolean);
let lastError = null;
for (const url of endpoints) {
let response;
try {
response = await fetch(url, {
method: "POST",
headers: { "Content-Type": "application/x-www-form-urlencoded" },
body,
});
}
catch (e) {
lastError = errorReturn(e instanceof Error ? e.message : String(e), "transport");
continue;
}
const raw = await response.text();
let decoded = {};
try {
decoded = raw ? JSON.parse(raw) : {};
}
catch {
decoded = {};
}
const status = response.status;
const accessToken = String(decoded.access_token ?? "");
if (status >= 200 && status < 300 && accessToken) {
return { token: accessToken };
}
const msg = String(decoded.error_description ?? decoded.error ?? "Refresh failed.");
lastError = errorReturn(msg, "token_exchange_failed", { status });
}
return lastError ?? errorReturn("Refresh failed.", "token_exchange_failed");
}
async function writeBackAccessToken(slug, fields, newToken) {
try {
await host().credentials.set(slug, CREDENTIAL_TYPE, {
...fields,
accessToken: newToken,
});
}
catch {
// Best-effort — the in-memory resolved auth still has the fresh token.
}
}
// ── HTTP helper (normalized envelope, never throws for API errors) ─────
async function httpWithToken(token, instanceUrl, method, path, body) {
const url = `${instanceUrl}/services/data/${API_VERSION}/${path.replace(/^\/+/, "")}`;
const headers = {
Authorization: `Bearer ${token}`,
Accept: "application/json",
};
if (body !== null && body !== undefined) {
headers["Content-Type"] = "application/json";
}
const init = { method, headers };
if (body !== null && body !== undefined) {
init.body = JSON.stringify(body);
}
let response;
try {
response = await fetch(url, init);
}
catch (e) {
return errorReturn(e instanceof Error ? e.message : String(e), "transport");
}
const status = response.status;
const rawBody = await response.text();
if (status === 204 || rawBody === "") {
if (status >= 200 && status < 300) {
return { ok: true };
}
}
let decoded;
try {
decoded = rawBody ? JSON.parse(rawBody) : null;
}
catch {
decoded = { raw: rawBody.slice(0, 500) };
}
if (status >= 200 && status < 300) {
if (decoded && typeof decoded === "object")
return decoded;
return { raw: rawBody };
}
return salesforceError(status, decoded && typeof decoded === "object" ? decoded : { raw: rawBody.slice(0, 500) });
}
function salesforceError(status, decoded) {
// Salesforce returns errors as either an array of {message, errorCode} or a single object.
let first = {};
if (Array.isArray(decoded) && decoded.length > 0 && typeof decoded[0] === "object" && decoded[0] !== null) {
first = decoded[0];
}
else if (decoded && typeof decoded === "object") {
first = decoded;
}
const message = String(first.message ?? `Salesforce returned HTTP ${status}.`);
const sfCode = String(first.errorCode ?? "");
let code = "salesforce_error";
if (status === 401) {
code = "unauthorized";
}
else if (status === 404 || sfCode === "NOT_FOUND") {
code = "not_found";
}
else if (status === 429 || sfCode === "REQUEST_LIMIT_EXCEEDED") {
code = "rate_limited";
}
else if (sfCode === "DUPLICATES_DETECTED") {
code = "duplicates_detected";
}
else if (sfCode === "MALFORMED_QUERY") {
code = "malformed_query";
}
return errorReturn(message, code, {
status,
salesforce_error: decoded,
});
}
/**
* Shared caller — resolves the credential, invokes httpWithToken, and on a 401
* attempts a one-shot OAuth refresh + retry if the credential has the
* necessary refresh fields.
*/
async function call(credentialSlug, method, path, body) {
const resolved = await resolveAuth(credentialSlug);
if (isErrorReturn(resolved))
return resolved;
const first = await httpWithToken(resolved.token, resolved.instanceUrl, method, path, body);
if (isErrorReturn(first) && first.status === 401) {
const refreshToken = String(resolved.fields.refreshToken ?? "");
const clientId = String(resolved.fields.clientId ?? "");
const clientSecret = String(resolved.fields.clientSecret ?? "");
if (refreshToken && clientId && clientSecret) {
const refreshed = await refreshAccessToken(refreshToken, clientId, clientSecret, resolved.instanceUrl);
if (!isErrorReturn(refreshed)) {
await writeBackAccessToken(resolved.credentialSlug, resolved.fields, refreshed.token);
return httpWithToken(refreshed.token, resolved.instanceUrl, method, path, body);
}
}
}
return first;
}
// ── Handlers: Leads ────────────────────────────────────────────────────
function isPlainObject(v) {
return !!v && typeof v === "object" && !Array.isArray(v);
}
const createLead = async (args) => {
const cred = String(args[0] ?? "");
const fields = (isPlainObject(args[1]) ? args[1] : {});
if (Object.keys(fields).length === 0) {
return { error: "`fields` is required." };
}
return (await call(cred, "POST", "sobjects/Lead", fields));
};
const updateLead = async (args) => {
const cred = String(args[0] ?? "");
const id = String(args[1] ?? "");
const fields = (isPlainObject(args[2]) ? args[2] : {});
if (!id) {
return { error: "`leadId` is required." };
}
if (Object.keys(fields).length === 0) {
return { error: "`fields` is required." };
}
return (await call(cred, "PATCH", `sobjects/Lead/${encodeURIComponent(id)}`, fields));
};
const getLead = async (args) => {
const cred = String(args[0] ?? "");
const id = String(args[1] ?? "");
if (!id) {
return { error: "`leadId` is required." };
}
return (await call(cred, "GET", `sobjects/Lead/${encodeURIComponent(id)}`, null));
};
// ── Handlers: Contacts ─────────────────────────────────────────────────
const createContact = async (args) => {
const cred = String(args[0] ?? "");
const fields = (isPlainObject(args[1]) ? args[1] : {});
if (Object.keys(fields).length === 0) {
return { error: "`fields` is required." };
}
return (await call(cred, "POST", "sobjects/Contact", fields));
};
const getContact = async (args) => {
const cred = String(args[0] ?? "");
const id = String(args[1] ?? "");
if (!id) {
return { error: "`contactId` is required." };
}
return (await call(cred, "GET", `sobjects/Contact/${encodeURIComponent(id)}`, null));
};
// ── Handlers: Opportunities ────────────────────────────────────────────
const createOpportunity = async (args) => {
const cred = String(args[0] ?? "");
const fields = (isPlainObject(args[1]) ? args[1] : {});
if (Object.keys(fields).length === 0) {
return { error: "`fields` is required." };
}
return (await call(cred, "POST", "sobjects/Opportunity", fields));
};
// ── Handlers: Query / Search ───────────────────────────────────────────
const query = async (args) => {
const cred = String(args[0] ?? "");
const soql = String(args[1] ?? "");
if (!soql) {
return { error: "`soql` is required." };
}
return (await call(cred, "GET", `query?q=${encodeURIComponent(soql)}`, null));
};
const searchSosl = async (args) => {
const cred = String(args[0] ?? "");
const sosl = String(args[1] ?? "");
if (!sosl) {
return { error: "`sosl` is required." };
}
return (await call(cred, "GET", `search?q=${encodeURIComponent(sosl)}`, null));
};
// ── Exports: functions map ─────────────────────────────────────────────
export const SalesforceFunctions = {
// Leads.
createLead,
updateLead,
getLead,
// Contacts.
createContact,
getContact,
// Opportunities.
createOpportunity,
// Query / search.
query,
searchSosl,
};
// ── Exports: credential types ──────────────────────────────────────────
export const SalesforceCredentialTypes = [
{
slug: CREDENTIAL_TYPE,
title: "Salesforce OAuth 2.0",
icon: "cloud",
fields: [
{
name: "accessToken",
title: "Access Token",
type: "password",
required: true,
placeholder: "00D...!AQ...",
description: "Bearer access token issued by Salesforce OAuth 2.0. Obtain via the Connected App flow (web server, JWT bearer, username-password, or device flow). Tokens are short-lived (default 2 hours) — refresh out-of-band and update this credential.",
},
{
name: "instanceUrl",
title: "Instance URL",
type: "text",
required: true,
placeholder: "https://your-org.my.salesforce.com",
description: "The per-org REST endpoint returned in the OAuth response's `instance_url`. Looks like `https://yourcompany.my.salesforce.com` or `https://test.salesforce.com` for sandboxes. No trailing slash needed.",
pattern: "^https://[a-zA-Z0-9.-]+\\.salesforce\\.com$",
},
{
name: "refreshToken",
title: "Refresh Token",
type: "password",
required: false,
placeholder: "5Aep...",
description: "Optional long-lived refresh token from the OAuth response. Declared here for future auto-refresh support — not currently consumed by any method. Store it now so you do not have to re-create the credential later.",
},
],
},
];
// ── Shared parameter metadata ──────────────────────────────────────────
const credentialParam = {
name: "credential",
title: "Credential",
description: "Slug of a saved `salesforce_oauth2` credential. Resolves to the bearer access token and per-org instance URL at call time.",
dataType: "string",
formInputType: "resource",
required: true,
allowExpression: true,
placeholder: "my_salesforce",
resource: {
type: "credential",
listFn: "credential.list",
modes: ["list", "expression"],
searchable: true,
filter: { type: CREDENTIAL_TYPE },
},
};
const leadIdParam = {
name: "leadId",
title: "Lead ID",
description: "Salesforce Lead ID (15- or 18-character alphanumeric — e.g. `00Q5g00000ABCDE`).",
dataType: "string",
formInputType: "text",
required: true,
allowExpression: true,
placeholder: "00Q5g00000ABCDE",
validation: { pattern: "^[a-zA-Z0-9]{15,18}$" },
};
const contactIdParam = {
name: "contactId",
title: "Contact ID",
description: "Salesforce Contact ID (15- or 18-character alphanumeric — e.g. `0035g00000ABCDE`).",
dataType: "string",
formInputType: "text",
required: true,
allowExpression: true,
placeholder: "0035g00000ABCDE",
validation: { pattern: "^[a-zA-Z0-9]{15,18}$" },
};
function fieldsParam(object, example) {
return {
name: "fields",
title: "Fields",
description: `Flat object of ${object} field values. Field names are the API names from the Salesforce object — e.g. \`FirstName\`, \`LastName\`, \`Email\`, \`Company\`. Custom fields end with \`__c\`.\n\nExample: ${example}`,
dataType: "object",
formInputType: "json",
required: true,
allowExpression: true,
language: "json",
rows: 6,
};
}
const commonErrors = {
credential_not_found: "No credential with that slug exists in the vault.",
access_token_missing: "The credential exists but has no `accessToken` field.",
instance_url_missing: "The credential exists but has no `instanceUrl` field.",
transport: "Network failure calling the Salesforce instance.",
salesforce_error: "Salesforce returned an error — see `salesforce_error` for the parsed response body.",
rate_limited: "Hit the org-level API request limit (HTTP 429 or REQUEST_LIMIT_EXCEEDED).",
not_found: "No record with that ID exists in this org.",
unauthorized: "Access token expired or invalid — refresh it and update the credential.",
};
// ── Exports: function metadata ─────────────────────────────────────────
export const SalesforceFunctionMetadata = {
// ===================== LEADS =====================
createLead: {
title: "Create lead",
summary: "Add a new lead to Salesforce",
description: "Calls `POST /services/data/v60.0/sobjects/Lead`. `LastName` and `Company` are required by the standard Lead object; everything else is optional. Returns `{id, success, errors}`. Note: if duplicate-management rules are enabled in the org, this can return a 400 with `DUPLICATES_DETECTED` — handle by querying first or using the upsert endpoint with an external ID.",
group: "leads",
action: "write",
icon: "user-plus",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: false,
since: "1.0.0",
tags: ["salesforce", "lead", "crm", "create"],
parameters: [
credentialParam,
fieldsParam("Lead", '{FirstName: "Ada", LastName: "Lovelace", Company: "Analytical Engines", Email: "ada@example.com", Status: "Open - Not Contacted", LeadSource: "Web"}'),
],
returnType: "object",
returnDescription: "{id, success, errors}.",
errors: {
...commonErrors,
duplicates_detected: "Org duplicate rules matched — see errors[].",
},
examples: [
{
title: "Create a web lead",
code: 'salesforce.createLead "my_salesforce" {\n FirstName: {{ form.first_name }},\n LastName: {{ form.last_name }},\n Company: {{ form.company }},\n Email: {{ form.email }},\n LeadSource: "Website form"\n}',
},
],
example: 'salesforce.createLead "my_salesforce" {LastName:"Lovelace", Company:"Analytical Engines"}',
},
updateLead: {
title: "Update lead",
summary: "Patch fields on an existing lead",
description: "Calls `PATCH /services/data/v60.0/sobjects/Lead/{id}`. Salesforce returns 204 No Content on success — this module returns `{ok: true}` to signal that. Only the fields you supply are changed.",
group: "leads",
action: "write",
icon: "user-check",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: true,
since: "1.0.0",
tags: ["salesforce", "lead", "update"],
parameters: [
credentialParam,
leadIdParam,
fieldsParam("Lead", '{Status: "Working - Contacted", Rating: "Hot"}'),
],
returnType: "object",
returnDescription: "{ok: true} on success (Salesforce returns 204 No Content).",
errors: commonErrors,
example: 'salesforce.updateLead "my_salesforce" "00Q5g00000ABCDE" {Status:"Working - Contacted"}',
},
getLead: {
title: "Get lead",
summary: "Fetch a single lead by ID",
description: "Calls `GET /services/data/v60.0/sobjects/Lead/{id}`. Returns the full Lead record including all standard and custom fields the user has access to.",
group: "leads",
action: "read",
icon: "user",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: true,
since: "1.0.0",
tags: ["salesforce", "lead", "lookup"],
parameters: [credentialParam, leadIdParam],
returnType: "object",
returnDescription: 'Full Lead record or `{error: "not_found"}`.',
errors: commonErrors,
example: 'salesforce.getLead "my_salesforce" "00Q5g00000ABCDE"',
},
// ===================== CONTACTS =====================
createContact: {
title: "Create contact",
summary: "Add a new contact to Salesforce",
description: "Calls `POST /services/data/v60.0/sobjects/Contact`. `LastName` is required; `AccountId` ties the contact to an Account record. Returns `{id, success, errors}`.",
group: "contacts",
action: "write",
icon: "user-plus",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: false,
since: "1.0.0",
tags: ["salesforce", "contact", "create"],
parameters: [
credentialParam,
fieldsParam("Contact", '{FirstName: "Ada", LastName: "Lovelace", Email: "ada@example.com", AccountId: "0015g00000ABCDE", Title: "CTO"}'),
],
returnType: "object",
returnDescription: "{id, success, errors}.",
errors: commonErrors,
example: 'salesforce.createContact "my_salesforce" {LastName:"Lovelace", Email:"ada@example.com"}',
},
getContact: {
title: "Get contact",
summary: "Fetch a single contact by ID",
description: "Calls `GET /services/data/v60.0/sobjects/Contact/{id}`. Returns the full Contact record.",
group: "contacts",
action: "read",
icon: "user",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: true,
since: "1.0.0",
tags: ["salesforce", "contact", "lookup"],
parameters: [credentialParam, contactIdParam],
returnType: "object",
returnDescription: 'Full Contact record or `{error: "not_found"}`.',
errors: commonErrors,
example: 'salesforce.getContact "my_salesforce" "0035g00000ABCDE"',
},
// ===================== OPPORTUNITIES =====================
createOpportunity: {
title: "Create opportunity",
summary: "Open a new sales opportunity",
description: "Calls `POST /services/data/v60.0/sobjects/Opportunity`. Required fields by the standard Opportunity object: `Name`, `StageName` (must match a stage from your sales process — e.g. `Prospecting`, `Qualification`, `Closed Won`), and `CloseDate` (ISO `YYYY-MM-DD`). Strongly recommended: `AccountId`, `Amount`.",
group: "opportunities",
action: "write",
icon: "dollar-sign",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: false,
since: "1.0.0",
tags: ["salesforce", "opportunity", "sales", "deal"],
parameters: [
credentialParam,
fieldsParam("Opportunity", '{Name: "Acme Q4 Renewal", StageName: "Prospecting", CloseDate: "2026-06-30", Amount: 25000, AccountId: "0015g00000ABCDE"}'),
],
returnType: "object",
returnDescription: "{id, success, errors}.",
errors: commonErrors,
examples: [
{
title: "Create a renewal opportunity",
code: 'salesforce.createOpportunity "my_salesforce" {\n Name: "Acme Q4 renewal",\n StageName: "Prospecting",\n CloseDate: "2026-06-30",\n Amount: 25000,\n AccountId: "0015g00000ABCDE"\n}',
},
],
example: 'salesforce.createOpportunity "my_salesforce" {Name:"New Deal", StageName:"Prospecting", CloseDate:"2026-06-30"}',
},
// ===================== QUERY / SEARCH =====================
query: {
title: "SOQL query",
summary: "Run a Salesforce Object Query Language statement",
description: "Calls `GET /services/data/v60.0/query?q=<encoded SOQL>`. SOQL is Salesforce's SQL-like query language — supports SELECT, WHERE, ORDER BY, LIMIT, and relationship traversal via dot-notation (`Account.Name` from the Contact object) or subqueries.\n\nReturns the standard envelope `{totalSize, done, records, nextRecordsUrl?}`. For result sets larger than `LIMIT 200` (or 2000 by default), `done` will be false and you'll need to follow `nextRecordsUrl` for the next page.",
group: "query",
action: "query",
icon: "search",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: true,
since: "1.0.0",
tags: ["salesforce", "soql", "query", "search"],
parameters: [
credentialParam,
{
name: "soql",
title: "SOQL statement",
description: "A Salesforce Object Query Language statement. Wrap field values in single quotes; backslash-escape special chars.",
dataType: "string",
formInputType: "textarea",
required: true,
allowExpression: true,
language: "sql",
rows: 4,
placeholder: "SELECT Id, Name, Email FROM Lead WHERE Status = 'Open - Not Contacted' LIMIT 50",
},
],
returnType: "object",
returnDescription: "{totalSize, done, records, nextRecordsUrl?}.",
errors: {
...commonErrors,
malformed_query: "SOQL parse error — see salesforce_error for details.",
},
examples: [
{
title: "Recent leads",
code: 'salesforce.query "my_salesforce" "SELECT Id, Name, Email FROM Lead WHERE CreatedDate = LAST_N_DAYS:7"',
},
{
title: "Open deals",
code: 'salesforce.query "my_salesforce" "SELECT Id, Name, Amount, StageName FROM Opportunity WHERE IsClosed = false ORDER BY CloseDate ASC LIMIT 100"',
},
],
example: 'salesforce.query "my_salesforce" "SELECT Id, Name FROM Account LIMIT 10"',
},
searchSosl: {
title: "SOSL search",
summary: "Full-text search across multiple Salesforce objects",
description: "Calls `GET /services/data/v60.0/search?q=<encoded SOSL>`. SOSL is Salesforce's full-text search language — use it to find a term across many objects in one call.\n\nMinimal SOSL form: `FIND {searchTerm} IN ALL FIELDS RETURNING Account(Name), Contact(FirstName, LastName), Lead(Email)`. Returns `{searchRecords: [...]}` — a flat array tagged with each record's object type.",
group: "query",
action: "query",
icon: "search",
capability: "manage_options",
sideEffects: ["makes_http_call"],
idempotent: true,
since: "1.0.0",
tags: ["salesforce", "sosl", "search", "full-text"],
parameters: [
credentialParam,
{
name: "sosl",
title: "SOSL statement",
description: "A Salesforce Object Search Language statement. The search term goes in curly braces.",
dataType: "string",
formInputType: "textarea",
required: true,
allowExpression: true,
language: "sql",
rows: 4,
placeholder: "FIND {acme} IN ALL FIELDS RETURNING Account(Id, Name), Contact(Id, Email), Lead(Id, Email)",
},
],
returnType: "object",
returnDescription: "{searchRecords: [...]}.",
errors: commonErrors,
examples: [
{
title: 'Find anything mentioning "acme"',
code: 'salesforce.searchSosl "my_salesforce" "FIND {acme} IN ALL FIELDS RETURNING Account(Id, Name), Contact(Id, Email), Lead(Id, Email)"',
},
],
example: 'salesforce.searchSosl "my_salesforce" "FIND {ada} RETURNING Contact(Id, Email)"',
},
};
// ── Exports: module metadata ───────────────────────────────────────────
export const SalesforceModuleMetadata = {
slug: "salesforce",
title: "Salesforce",
summary: "Leads, contacts, opportunities, SOQL queries, and SOSL search via the Salesforce REST API",
description: "Pipe form submissions and webhook events into Salesforce. Create or update leads, look up contacts, open opportunities, and run arbitrary SOQL/SOSL queries from RobinPath scripts.\n\nSalesforce orgs each live at their own `https://{org}.my.salesforce.com` instance URL, returned in the OAuth token response. The `salesforce_oauth2` credential stores both the bearer access token and the instance URL together so methods can build the right base URL without per-call configuration.\n\nResponses are returned as parsed JSON exactly as Salesforce sends them. For create operations that means `{id, success, errors}`. For queries that means the full envelope `{totalSize, done, records}`.",
category: "crm",
icon: "icon.svg",
color: "#00A1E0",
version: "0.2.0",
docsUrl: "https://docs.robinpath.com/modules/salesforce",
status: "stable",
requires: [],
minNodeVersion: "18.0.0",
credentialsType: CREDENTIAL_TYPE,
operationGroups: {
leads: {
title: "Leads",
description: "Inbound prospect records before qualification.",
order: 1,
},
contacts: {
title: "Contacts",
description: "People associated with accounts.",
order: 2,
},
opportunities: {
title: "Opportunities",
description: "Open sales deals tied to accounts.",
order: 3,
},
query: {
title: "Query",
description: "Run SOQL queries and SOSL searches.",
order: 4,
},
},
methods: Object.keys(SalesforceFunctions),
};
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+21
-8
{
"name": "@robinpath/salesforce",
"version": "0.1.1",
"version": "0.3.0",
"publishConfig": {

@@ -23,12 +23,19 @@ "access": "public"

"peerDependencies": {
"@robinpath/core": ">=0.20.0"
"@robinpath/core": ">=0.40.0"
},
"devDependencies": {
"@robinpath/core": "^0.30.1",
"@robinpath/core": "^0.40.0",
"typescript": "^5.6.0"
},
"description": "Salesforce module for RobinPath.",
"description": "Salesforce CRM integration via the REST API — leads, contacts, opportunities, SOQL queries, and SOSL search. Uses the encrypted credential vault for OAuth 2.0 access tokens with a per-org instance URL.",
"keywords": [
"salesforce",
"crm"
"crm",
"sales",
"lead",
"contact",
"opportunity",
"soql",
"sosl",
"oauth"
],

@@ -38,6 +45,12 @@ "license": "MIT",

"category": "crm",
"type": "integration",
"auth": "api-key",
"functionCount": 25
"type": "module",
"auth": "credential-vault",
"functionCount": 25,
"language": "nodejs",
"platforms": [
"cloud",
"cli",
"desktop"
]
}
}

@@ -22,3 +22,3 @@ # @robinpath/salesforce

```bash
npm install @robinpath/salesforce
robinpath add @robinpath/salesforce
```

@@ -25,0 +25,0 @@