@fdekit/connector-salesforce

Purpose

@fdekit/connector-salesforce lets FDEKit agents create Salesforce activity records through both salesforce.task.create and the common crm.note.create capability. Local mode returns deterministic Salesforce activity records; API mode creates Salesforce Task records through the REST API.

Who should use this package

• Deployment authors who want CRM activity creation in Salesforce.
• Recipe authors using the common crm.note.create capability across HubSpot and Salesforce.
• Connector contributors maintaining Salesforce API behavior and local-mode parity.

Choose HubSpot when the customer CRM is HubSpot. Choose a custom connector for another CRM.

5-minute quick example

import { defineDeployment } from '@fdekit/core';
import { salesforceConnector } from '@fdekit/connector-salesforce';

const salesforce = salesforceConnector({
  mode: process.env.FDEKIT_CONNECTOR_MODE === 'api' ? 'api' : 'local',
  instanceUrl: process.env.SALESFORCE_INSTANCE_URL,
  accessTokenEnv: 'SALESFORCE_ACCESS_TOKEN',
});

export default defineDeployment({
  name: 'salesforce-sales-research',
  environment: 'local',
  connectors: { salesforce },
  providers: {
    mock: { name: 'mock' },
  },
  agents: {
    // ...
  },
});

Set SALESFORCE_INSTANCE_URL and SALESFORCE_ACCESS_TOKEN for API mode.

Public API surface

Import from the package root:

import { salesforceConnector } from '@fdekit/connector-salesforce';
import type { SalesforceConnectorOptions, CreateSalesforceTaskResult } from '@fdekit/connector-salesforce';

Root exports include salesforceConnector, SalesforceConnectorConfig, SalesforceConnectorMode, SalesforceConnectorOptions, CreateSalesforceTaskArgs, and CreateSalesforceTaskResult. The connector family is summarized in the public API index: Public API Reference.

Stability/backward-compat notes

@fdekit/connector-salesforce is public but pre-1.0. The package-root factory, option/result types, local/API modes, salesforce.task.create, and crm.note.create tool names are compatibility-sensitive.

Subpath imports are internal. Keep local mode deterministic so demos and tests do not require Salesforce credentials.

See also

• Connector authoring contracts: @fdekit/core
• Runtime execution: @fdekit/runtime
• CRM connector neighbor: HubSpot
• Connector family: customer API, codebase, GitHub, Slack, Jira, Linear, Postgres, k6