| Name | llama-index-tools-salesforce JSON |
| Version |
0.3.0
JSON |
| download |
| home_page | None |
| Summary | llama-index tools salesforce integration |
| upload_time | 2024-11-17 23:02:22 |
| maintainer | chrispangg |
| docs_url | None |
| author | Your Name |
| requires_python | <4.0,>=3.9 |
| license | MIT |
| keywords |
salesforce
|
| VCS |
|
| bugtrack_url |
|
| requirements |
No requirements were recorded.
|
| Travis-CI |
No Travis.
|
| coveralls test coverage |
No coveralls.
|
# Salesforce Tool
This tool connects to a Salesforce environment and allow the Agent to perform SOQL and SOSL queries.
## Usage
This tool is a wrapper tool using the simple salesforce library. More information on this library [here](https://simple-salesforce.readthedocs.io/)
Here's an example usage of the Salesforce Tool:
```python
from llama_index.tools.salesforce import SalesforceToolSpec
# Initialize the tool with your Salesforce credentials and other relevant details
sf = SalesforceToolSpec(
username=sf_username,
password=sf_password,
consumer_key=sf_consumer_key,
consumer_secret=sf_consumer_secret,
domain="test",
)
agent = OpenAIAgent.from_tools(
sf.to_tool_list(),
llm=llm,
verbose=True,
system_prompt=system_prompt,
memory=memory,
)
agent.chat("List 3 Accounts in Salesforce")
agent.chat("Provide information on a customer account John Doe")
```
`execute_sosl` - Returns the result of a Salesforce search as a dict decoded from the Salesforce response JSON payload.
`execute_soql` - Returns the full set of results for the `query`. The returned dict is the decoded JSON payload from the final call to Salesforce, but with the `totalSize` field representing the full number of results retrieved and the `records` list representing the full list of records retrieved.
This loader is designed to be used as a way to load data as a Tool in a Agent.
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