Description
Salesforce is the industry standard CRM platform. AI agents are increasingly being used for sales development, support tasks, customer intelligence, and automated lead nurturing. Having a native Salesforce plugin within Corsair will allow AI agents to securely query, update, and manage CRM data under Corsair's robust permission and approval system.
Proposed Package Structure
A new package under packages/salesforce similar to other integrations:
packages/salesforce/index.ts: Registers the plugin, metadata, and auth configurations.packages/salesforce/client.ts: Wraps Salesforce REST APIs (handling API versions and authorization headers).packages/salesforce/endpoints/:
leads.ts: Actions to create, search, and update Leads.contacts.ts: Actions to search, fetch, and update Contacts.opportunities.ts: Actions to manage sales opportunities.custom.ts: Execute custom SOQL queries if scoped access permits.
Endpoints Details
leads.create: POST /services/data/vXX.X/sobjects/Leadleads.get: GET /services/data/vXX.X/sobjects/Lead/{id}contacts.search: GET /services/data/vXX.X/parameterizedSearch or query SOQL.opportunities.update: PATCH /services/data/vXX.X/sobjects/Opportunity/{id}
Auth Mechanism
Support OAuth 2.0 (Authorization Code Flow) with Salesforce Connected App setup, storing the tokens securely via Corsair's multi-tenancy key manager.
Description
Salesforce is the industry standard CRM platform. AI agents are increasingly being used for sales development, support tasks, customer intelligence, and automated lead nurturing. Having a native Salesforce plugin within Corsair will allow AI agents to securely query, update, and manage CRM data under Corsair's robust permission and approval system.
Proposed Package Structure
A new package under
packages/salesforcesimilar to other integrations:packages/salesforce/index.ts: Registers the plugin, metadata, and auth configurations.packages/salesforce/client.ts: Wraps Salesforce REST APIs (handling API versions and authorization headers).packages/salesforce/endpoints/:leads.ts: Actions to create, search, and update Leads.contacts.ts: Actions to search, fetch, and update Contacts.opportunities.ts: Actions to manage sales opportunities.custom.ts: Execute custom SOQL queries if scoped access permits.Endpoints Details
leads.create:POST /services/data/vXX.X/sobjects/Leadleads.get:GET /services/data/vXX.X/sobjects/Lead/{id}contacts.search:GET /services/data/vXX.X/parameterizedSearchor query SOQL.opportunities.update:PATCH /services/data/vXX.X/sobjects/Opportunity/{id}Auth Mechanism
Support OAuth 2.0 (Authorization Code Flow) with Salesforce Connected App setup, storing the tokens securely via Corsair's multi-tenancy key manager.