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Co-authored-by: Devin AI <158243242+devin-ai-integration[bot]@users.noreply.github.com> Co-authored-by: ian.alton@airbyte.io <ian.alton@airbyte.io> Co-authored-by: octavia-bot[bot] <108746235+octavia-bot[bot]@users.noreply.github.com>
3.4 KiB
3.4 KiB
Airbyte Salesforce AI 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
- 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 [customerX]'s account
Unsupported Questions
- Create a new lead for [personX]
- Update the status of my sales opportunity
- Schedule a follow-up meeting with [customerX]
- Delete this old contact record
- Send an email to all contacts in this campaign
Installation
uv pip install airbyte-ai-salesforce
Usage
from airbyte_ai_salesforce import SalesforceConnector, SalesforceAuthConfig
connector = SalesforceConnector(
auth_config=SalesforceAuthConfig(
refresh_token="...",
client_id="...",
client_secret="..."
)
)
result = connector.accounts.list()
Documentation
| Entity | Actions |
|---|---|
| Accounts | List, Get, Search |
| Contacts | List, Get, Search |
| Leads | List, Get, Search |
| Opportunities | List, Get, Search |
| Tasks | List, Get, Search |
| Events | List, Get, Search |
| Campaigns | List, Get, Search |
| Cases | List, Get, Search |
| Notes | List, Get, Search |
| Content Versions | List, Get, Download |
| Attachments | List, Get, Download |
| Query | List |
For detailed documentation on available actions and parameters, see REFERENCE.md.
For the service's official API docs, see Salesforce API Reference.
Version Information
Package Version: 0.1.4
Connector Version: 1.0.3
Generated with connector-sdk: 1ab72bd8e7249872a4cf66327dd1a0bf68905acb