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@robinpath/salesforce

v0.3.0

Published

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.

Vulnerabilities

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  • 0High
  • 0Medium
  • 0Low

Links

Maintainers

selena-yooselena-yooryanwiredwpryanwiredwpdmitry002dmitry002nabivogedunabivogedu

Keywords

salesforcecrmsalesleadcontactopportunitysoqlsosloauth

Readme

@robinpath/salesforce

Salesforce module for RobinPath.

Category Functions Auth License

Why use this module?

The salesforce module lets you:

  • query
  • getRecord
  • createRecord
  • updateRecord
  • deleteRecord

All functions are callable directly from RobinPath scripts with a simple, consistent API.

Installation

robinpath add @robinpath/salesforce

Quick Start

1. Set up credentials

salesforce.setCredentials "your-credentials"

2. query

salesforce.query

Available Functions

| Function | Description | |----------|-------------| | salesforce.setCredentials | Configure salesforce credentials. | | salesforce.query | query | | salesforce.getRecord | getRecord | | salesforce.createRecord | createRecord | | salesforce.updateRecord | updateRecord | | salesforce.deleteRecord | deleteRecord | | salesforce.upsertRecord | upsertRecord | | salesforce.describeObject | describeObject | | salesforce.listObjects | listObjects | | salesforce.search | search | | salesforce.createLead | createLead | | salesforce.createContact | createContact | | salesforce.createOpportunity | createOpportunity | | salesforce.createAccount | createAccount | | salesforce.createTask | createTask | | salesforce.createCase | createCase | | salesforce.getReport | getReport | | salesforce.listReports | listReports | | salesforce.bulkQuery | bulkQuery | | salesforce.getUser | getUser | | salesforce.listUsers | listUsers | | salesforce.getOrganization | getOrganization | | salesforce.runApex | runApex | | salesforce.getRecentRecords | getRecentRecords | | salesforce.searchRecords | searchRecords |

Examples

query

salesforce.query

getRecord

salesforce.getRecord

createRecord

salesforce.createRecord

Integration with RobinPath

import { RobinPath } from "@wiredwp/robinpath";
import Module from "@robinpath/salesforce";

const rp = new RobinPath();
rp.registerModule(Module.name, Module.functions);
rp.registerModuleMeta(Module.name, Module.functionMetadata);

const result = await rp.executeScript(`
  salesforce.setCredentials "your-credentials"
  salesforce.query
`);

Full API Reference

See MODULE.md for complete documentation including all parameters, return types, error handling, and advanced examples.

Related Modules

License

MIT