Salesforce Agent

The Salesforce Agent provides an intelligent interface for querying and analyzing Salesforce data. It translates natural language questions into SOQL queries, handles authentication, and processes CRM data while maintaining Salesforce-specific security and optimization.

Salesforce Agent workflow and architecture

Configuration Parameters

Required Input Parameters

user_question: Natural language query
salesforce_username: Salesforce login email
salesforce_password: Salesforce password
salesforce_security_token: Security token

Optional Configuration

llm: Language model configuration
- model_name: Model identifier
- temperature: Response creativity
- max_tokens: Response length limit
query_params: Query configuration
- batch_size: Records per batch
- timeout: Query timeout
- include_deleted: Include deleted records

Output Format

{
  "query_results": {
    "status": "success" | "error",
    "data": {
      "records": [
        {
          "Id": string,
          "attributes": {
            "type": string,
            "url": string
          },
          ...fields
        }
      ],
      "totalSize": number,
      "done": boolean,
      "nextRecordsUrl": string | null
    },
    "metadata": {
      "object_type": string,
      "fields_queried": array,
      "filters_applied": array,
      "batch_info": {
        "current_batch": number,
        "total_batches": number,
        "records_processed": number
      }
    }
  },
  "query_message": {
    "natural_query": string,
    "generated_soql": string,
    "execution_time": number,
    "analysis": {
      "summary": string,
      "key_insights": array,
      "suggested_actions": array
    },
    "performance_metrics": {
      "api_calls": number,
      "data_volume": string,
      "query_optimization": {
        "indexes_used": array,
        "suggestions": array
      }
    }
  }
}

Features

Natural language to SOQL translation
Secure authentication handling
Batch processing
Query optimization
Field-level security
Relationship queries
Performance monitoring
Data analysis

Note: Be mindful of API limits and batch sizes. Use selective queries to optimize performance and reduce API consumption.

Tip: Specify required fields explicitly in queries. Use relationship queries judiciously to minimize API calls.

Example Usage

const salesforceAgent = new SalesforceAgent({
  salesforce_username: "user@example.com",
  salesforce_password: "****",
  salesforce_security_token: "YOUR_SECURITY_TOKEN",
  llm: {
    model_name: "gpt-4",
    temperature: 0.3
  },
  query_params: {
    batch_size: 2000,
    timeout: 30000,
    include_deleted: false
  }
});

const response = await salesforceAgent.query({
  user_question: "Show me all opportunities closed last quarter with value over $100k"
});