Salesforce Integration

# Connect Salesforce CRM
$ hyperfold integrate add salesforce
 
Opening browser for Salesforce authorization...
 
Salesforce login successful!
Connected to: acme.salesforce.com (Enterprise Edition)
 
Select objects to sync:
  [x] Contact → customer
  [x] Account → organization
  [x] Opportunity → negotiation_context
  [ ] Lead
  [ ] Case
 
✓ Connected to Salesforce
✓ Initial sync started (3,450 contacts)
 
# View connection status
$ hyperfold integrate show salesforce
 
INTEGRATION: Salesforce
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
 
Instance:           acme.salesforce.com
Edition:            Enterprise
Status:             connected
Connected:          2025-01-15T10:00:00Z
 
SYNCED OBJECTS
  Contact:          3,450 records
  Account:          892 records
  Opportunity:      1,234 records
 
SYNC SCHEDULE
  Contacts:         Every 15 minutes
  Accounts:         Every 30 minutes
  Opportunities:    Real-time (webhook)

# Configure field mappings
$ hyperfold integrate map salesforce \
  --source=Contact \
  --target=customer
 
FIELD MAPPING: Salesforce Contact → Hyperfold Customer
 
SOURCE FIELD              TARGET FIELD       TYPE
FirstName                 first_name         string
LastName                  last_name          string
Email                     email              string
Phone                     phone              string
Account.Name              company            string
Title                     job_title          string
Loyalty_Tier__c           tier               enum
Account.AnnualRevenue     metadata.revenue   number
MailingCity               location.city      string
MailingCountry            location.country   string
 
COMPUTED FIELDS
  full_name:              "{{FirstName}} {{LastName}}"
  lifetime_value:         sum(Opportunities.Amount where Stage='Closed Won')
 
# Custom field mappings
$ hyperfold integrate map salesforce \
  --source=Contact \
  --target=customer \
  --custom='[
    {"source": "VIP_Status__c", "target": "is_vip", "transform": "boolean"},
    {"source": "Preferred_Contact__c", "target": "contact_preference"}
  ]'

# Configure sync settings
$ hyperfold integrate config salesforce \
  --sync-direction=bidirectional \
  --conflict-resolution=salesforce_wins
 
# Set sync filters
$ hyperfold integrate config salesforce \
  --object=Contact \
  --filter="Account.Type = 'Customer' AND IsDeleted = false"
 
# Configure real-time sync via webhooks
$ hyperfold integrate config salesforce \
  --object=Opportunity \
  --sync-mode=realtime \
  --events="created,updated,closed"
 
✓ Outbound Message configured in Salesforce
✓ Webhook endpoint: https://api.hyperfold.io/webhooks/sf/xxx
 
# View sync history
$ hyperfold integrate sync-history salesforce
 
SYNC HISTORY: Salesforce
 
TIMESTAMP            OBJECT      DIRECTION    RECORDS    STATUS
Jan 20, 10:00        Contact     inbound      45         ✓ success
Jan 20, 09:45        Contact     inbound      12         ✓ success
Jan 20, 09:30        Opportunity realtime     3          ✓ success
Jan 20, 09:15        Contact     outbound     8          ✓ success
Jan 20, 09:00        Account     inbound      2          ✓ success

// Agent using Salesforce data for personalization
@OnACPEvent("quote")
async handleQuote(event: QuoteEvent) {
  // Get customer context from Salesforce-synced data
  const customer = await this.tools.crm.getCustomer(event.customerId);
 
  // Access Salesforce-enriched fields
  const {
    tier,           // From Loyalty_Tier__c
    lifetime_value, // Computed from Opportunities
    company,        // From Account.Name
    is_vip          // From VIP_Status__c
  } = customer;
 
  // Use context for pricing decisions
  let discount = 0;
  if (is_vip) discount += 15;
  if (lifetime_value > 10000) discount += 5;
  if (tier === 'platinum') discount += 10;
 
  return this.generateQuote(event.product, discount);
}
 
// Update Salesforce when negotiation completes
@OnACPEvent("checkout.complete")
async handleCheckout(event: CheckoutEvent) {
  // Create Opportunity in Salesforce
  await this.tools.crm.createOpportunity({
    contactId: event.customer.salesforce_id,
    amount: event.order.total,
    stage: 'Closed Won',
    source: 'Hyperfold Agent',
    metadata: {
      session_id: event.session_id,
      negotiation_rounds: event.negotiation.rounds,
      discount_given: event.negotiation.final_discount
    }
  });
}