Package com.tnsai.tools.crm

Class SalesforceTools

java.lang.Object

com.tnsai.tools.crm.SalesforceTools

public class SalesforceTools
extends Object

Function-shape Salesforce CRM tools — SOQL query + SOSL search + sObject read via the Salesforce REST API. Replaces the Salesforce half of the legacy UnifiedCRMTool (the HubSpot half was migrated in HubSpotTools, batch 29).

Method	Endpoint	Idempotent
salesforceQuery(java.lang.String)	GET /services/data/v59.0/query?q=<SOQL>	true
salesforceSearch(java.lang.String)	GET /services/data/v59.0/search?q=<SOSL>	true
salesforceGetSObject(java.lang.String, java.lang.String)	GET /services/data/v59.0/sobjects/{type}/{id}	true

Salesforce uses per-org instance URLs (e.g. https://yourcorp.my.salesforce.com). Auth is OAuth2 bearer token (use the JWT bearer flow for server-to-server, or password flow for dev).

Requires SALESFORCE_INSTANCE_URL + SALESFORCE_ACCESS_TOKEN. API version pinned to v59.0 for response-shape stability across Salesforce releases.

Since:

0.5.7 (Phase 2 batch 31b — built-in tool migration to function shape, see #188)

Constructor Summary

Constructors

Constructor	Description
SalesforceTools()	Default constructor — picks SALESFORCE_INSTANCE_URL + SALESFORCE_ACCESS_TOKEN from env.
SalesforceTools(String instanceUrl, String accessToken)	Explicit-credentials constructor.
SalesforceTools(String instanceUrl, String accessToken, okhttp3.OkHttpClient http, com.fasterxml.jackson.databind.ObjectMapper mapper)	Full constructor for tests / shared HTTP.

Method Summary

Modifier and Type	Method	Description
String	salesforceGetSObject(String type, String id)
String	salesforceQuery(String soql)
String	salesforceSearch(String sosl)

Methods inherited from class java.lang.Object

equals, getClass, hashCode, notify, notifyAll, toString, wait, wait, wait

Constructor Details

SalesforceTools

public SalesforceTools()

Default constructor — picks SALESFORCE_INSTANCE_URL + SALESFORCE_ACCESS_TOKEN from env.

SalesforceTools

public SalesforceTools(String instanceUrl,
 String accessToken)

Explicit-credentials constructor.

SalesforceTools

public SalesforceTools(String instanceUrl,
 String accessToken,
 okhttp3.OkHttpClient http,
 com.fasterxml.jackson.databind.ObjectMapper mapper)

Full constructor for tests / shared HTTP.

Method Details

salesforceQuery

@Tool(name="salesforce_query",
      description="Run a SOQL query against the Salesforce org and return the raw JSON response (records under \"records\"). Example: \"SELECT Id, Name, Industry FROM Account WHERE Industry = \'Technology\' LIMIT 10\". Requires SALESFORCE_INSTANCE_URL + SALESFORCE_ACCESS_TOKEN.",
      keywords={"salesforce","soql","query","crm"},
      idempotent=true)
public String salesforceQuery(@ToolParam(description="SOQL query string")
 String soql)
                       throws IOException

Throws:

IOException

salesforceSearch

@Tool(name="salesforce_search",
      description="Run a SOSL (Salesforce Object Search Language) search across multiple sObject types. Example: \"FIND {acme} IN ALL FIELDS RETURNING Account(Id, Name), Contact(Id, Email)\". Returns the raw JSON.",
      keywords={"salesforce","sosl","search","crm","fulltext"},
      idempotent=true)
public String salesforceSearch(@ToolParam(description="SOSL search string")
 String sosl)
                        throws IOException

Throws:

IOException

salesforceGetSObject

@Tool(name="salesforce_get_sobject",
      description="Fetch a single Salesforce sObject by type + id (e.g. {type=\"Account\", id=\"001\u2026\"}). Returns the raw JSON with all fields the access token can read.",
      keywords={"salesforce","sobject","get","account","contact","lead"},
      idempotent=true)
public String salesforceGetSObject(@ToolParam(description="sObject type (e.g. \"Account\", \"Contact\", \"Lead\")")
 String type,
 @ToolParam(description="Salesforce id (15- or 18-char)")
 String id)
                            throws IOException

Throws:

IOException