Salesforce

Integrate with Salesforce for CRM operations. Use when you need to: (1) create and query Salesforce records, (2) manage accounts and opportunities, or (3) automate sales workflows.

Input

Provide input as JSON:

{
  "record_type": "Type of CRM record to create (e.g., Lead, Contact, Account, Opportunity)",
  "record_data": "JSON data for the new record (e.g., {\"FirstName\": \"John\", \"LastName\": \"Doe\", \"Company\": \"Acme Corp\", \"Email\": \"[email protected]\"})",
  "query_criteria": "Search criteria for querying records (e.g., company name, email domain, date range)"
}

Execution (Pattern C: Action)

Step 1: Run the Skill and Get Run ID

RESULT=$(refly skill run --id skpi-l8hjpo6mjeb871d1y8ttw0og --input '{
  "object_type": "Lead",
  "first_name": "John",
  "last_name": "Doe",
  "company": "Tech Corp"
}')
RUN_ID=$(echo "$RESULT" | jq -r '.payload.workflowExecutions[0].id')
# RUN_ID is we-xxx format, use this for workflow commands