from src.domain.connectors.catalog._base import ( ConnectorActionDef, ConnectorChangelogEntry, ConnectorDef, ConnectorFieldDef, ConnectorTriggerDef, ) CONNECTOR = ConnectorDef( key="salesforce", name="Salesforce", category="crm", auth_type="oauth", version="01.05.00", icon="salesforce", image_url=None, description="Salesforce CRM leads, contacts, accounts, opportunities, cases, tasks, events, associations, and SOQL search.", docs_url="https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_rest.htm", config_fields=( "api_version", "instance_url", "login_host", "environment", "client_id", "org_id", "change_origin", "stage_map", ), secret_fields=("access_token", "refresh_token", "client_secret",), config_field_defs=( ConnectorFieldDef( key="api_version", label="Salesforce API version", description="Optional REST API version override. Leave blank to use the Cloud adapter default. Canonical CRM does not know this version.", placeholder="v63.0", ), ConnectorFieldDef( key="instance_url", label="Salesforce instance URL", description="Your Salesforce My Domain or instance URL. Required for every REST call. Never login.salesforce.com or test.salesforce.com.", placeholder="https://your-domain.my.salesforce.com", input_type="url", required=True, ), ConnectorFieldDef( key="login_host", label="OAuth login host", description="Used only to refresh tokens. Production is https://login.salesforce.com; sandbox is https://test.salesforce.com. Runtime CRUD still uses instance_url.", placeholder="https://login.salesforce.com", input_type="url", ), ConnectorFieldDef( key="environment", label="Login environment", description="production or sandbox. Selects the OAuth host when login_host is empty. Not a canonical CRM field.", placeholder="production", ), ConnectorFieldDef( key="client_id", label="Connected App consumer key", description="Consumer Key from your Salesforce Connected App. Required, together with the consumer secret and refresh token, to renew the access token when it expires.", required=True, ), ConnectorFieldDef( key="org_id", label="Salesforce org ID", description="18-character Organization Id used to attribute inbound CDC/Pub/Sub change events to this connection.", ), ConnectorFieldDef( key="change_origin", label="Self-origin marker", description="Optional substring matched against CDC ChangeEventHeader.changeOrigin to suppress P2HS-originated mutations.", ), ConnectorFieldDef( key="stage_map", label="Opportunity stage bindings", input_type="json", description=( "Logical stage aliases to Salesforce StageName values, scoped to this " "connection. No pipeline map: Salesforce pipeline is not portable." ), ), ), secret_field_defs=( ConnectorFieldDef( key="access_token", label="Access token", description="Salesforce API access token. Salesforce sessions expire after a few hours, so pair this with a refresh token.", required=True, input_type="password", ), ConnectorFieldDef( key="refresh_token", label="Refresh token", description="Refresh token from your Salesforce Connected App. Required to keep this connection working once the access token expires.", required=True, input_type="password", ), ConnectorFieldDef( key="client_secret", label="Connected App consumer secret", description="Consumer Secret from your Salesforce Connected App. Required to exchange the refresh token for a new access token.", required=True, input_type="password", ), ), actions=( ConnectorActionDef( key="create_lead", slug="salesforce.create_lead", name="Create lead", description="Create a Salesforce Lead. If email is provided, Cloud searches first and returns already_exists for duplicates.", input_schema={ "type": "object", "properties": { "email": {"type": "string", "format": "email"}, "fields": {"type": "object"}, }, "required": ["fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="update_lead", slug="salesforce.update_lead", name="Update lead", description="Update an existing Salesforce Lead by Id.", input_schema={ "type": "object", "properties": {"lead_id": {"type": "string"}, "fields": {"type": "object"}}, "required": ["lead_id", "fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="upsert_lead", slug="salesforce.upsert_lead", name="Upsert lead", description="Create or update a Salesforce Lead by email, or by external id when external_id_field is supplied.", input_schema={ "type": "object", "properties": { "email": {"type": "string", "format": "email"}, "external_id_field": {"type": "string"}, "external_id_value": {"type": "string"}, "fields": {"type": "object"}, }, "required": ["fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="get_lead", slug="salesforce.get_lead", name="Get lead", description="Retrieve a Salesforce Lead by Id.", input_schema={ "type": "object", "properties": {"lead_id": {"type": "string"}, "fields": {"type": "array"}}, "required": ["lead_id"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="search_leads", slug="salesforce.search_leads", name="Search leads", description="Search Salesforce Leads using a generated SOQL query.", input_schema={ "type": "object", "properties": { "filters": {"type": "object"}, "fields": {"type": "array"}, "limit": {"type": "integer", "minimum": 1, "maximum": 200, "default": 20}, }, "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="create_contact", slug="salesforce.create_contact", name="Create contact", description="Create a Salesforce Contact. If email is provided, Cloud searches first and returns already_exists for duplicates.", input_schema={ "type": "object", "properties": { "email": {"type": "string", "format": "email"}, "fields": {"type": "object"}, }, "required": ["fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.contact.create",), ), ConnectorActionDef( key="update_contact", slug="salesforce.update_contact", name="Update contact", description="Update an existing Salesforce Contact by Id.", input_schema={ "type": "object", "properties": {"contact_id": {"type": "string"}, "fields": {"type": "object"}}, "required": ["contact_id", "fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.contact.update", "crm.association.create",), ), ConnectorActionDef( key="upsert_contact", slug="salesforce.upsert_contact", name="Upsert contact", description="Create or update a Salesforce Contact by email, or by external id when external_id_field is supplied.", input_schema={ "type": "object", "properties": { "email": {"type": "string", "format": "email"}, "external_id_field": {"type": "string"}, "external_id_value": {"type": "string"}, "fields": {"type": "object"}, }, "required": ["fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.contact.upsert",), ), ConnectorActionDef( key="get_contact", slug="salesforce.get_contact", name="Get contact", description="Retrieve a Salesforce Contact by Id.", input_schema={ "type": "object", "properties": {"contact_id": {"type": "string"}, "fields": {"type": "array"}}, "required": ["contact_id"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.contact.get",), ), ConnectorActionDef( key="search_contacts", slug="salesforce.search_contacts", name="Search contacts", description="Search Salesforce Contacts using a generated SOQL query.", input_schema={ "type": "object", "properties": { "filters": {"type": "object"}, "fields": {"type": "array"}, "limit": {"type": "integer", "minimum": 1, "maximum": 200, "default": 20}, }, "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.contact.search",), ), ConnectorActionDef( key="create_account", slug="salesforce.create_account", name="Create account", description="Create a Salesforce Account.", input_schema={ "type": "object", "properties": {"fields": {"type": "object"}}, "required": ["fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.company.create",), ), ConnectorActionDef( key="update_account", slug="salesforce.update_account", name="Update account", description="Update an existing Salesforce Account by Id.", input_schema={ "type": "object", "properties": {"account_id": {"type": "string"}, "fields": {"type": "object"}}, "required": ["account_id", "fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.company.update",), ), ConnectorActionDef( key="get_account", slug="salesforce.get_account", name="Get account", description="Retrieve a Salesforce Account by Id.", input_schema={ "type": "object", "properties": {"account_id": {"type": "string"}, "fields": {"type": "array"}}, "required": ["account_id"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.company.get",), ), ConnectorActionDef( key="search_accounts", slug="salesforce.search_accounts", name="Search accounts", description="Search Salesforce Accounts using a generated SOQL query.", input_schema={ "type": "object", "properties": { "filters": {"type": "object"}, "fields": {"type": "array"}, "limit": {"type": "integer", "minimum": 1, "maximum": 200, "default": 20}, }, "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.company.search",), ), ConnectorActionDef( key="upsert_account", slug="salesforce.upsert_account", name="Upsert account", description="Create or update a Salesforce Account by external id, or by Website/Name duplicate search.", input_schema={ "type": "object", "properties": { "external_id_field": {"type": "string"}, "external_id_value": {"type": "string"}, "website": {"type": "string"}, "name": {"type": "string"}, "fields": {"type": "object"}, }, "required": ["fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="create_opportunity", slug="salesforce.create_opportunity", name="Create opportunity", description="Create a Salesforce Opportunity.", input_schema={ "type": "object", "properties": {"fields": {"type": "object"}}, "required": ["fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.deal.create",), ), ConnectorActionDef( key="update_opportunity", slug="salesforce.update_opportunity", name="Update opportunity", description="Update an existing Salesforce Opportunity by Id.", input_schema={ "type": "object", "properties": {"opportunity_id": {"type": "string"}, "fields": {"type": "object"}}, "required": ["opportunity_id", "fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.deal.update", "crm.association.create",), ), ConnectorActionDef( key="get_opportunity", slug="salesforce.get_opportunity", name="Get opportunity", description="Retrieve a Salesforce Opportunity by Id.", input_schema={ "type": "object", "properties": { "opportunity_id": {"type": "string"}, "fields": {"type": "array"}, }, "required": ["opportunity_id"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.deal.get",), ), ConnectorActionDef( key="search_opportunities", slug="salesforce.search_opportunities", name="Search opportunities", description="Search Salesforce Opportunities using a generated SOQL query.", input_schema={ "type": "object", "properties": { "filters": {"type": "object"}, "fields": {"type": "array"}, "limit": {"type": "integer", "minimum": 1, "maximum": 200, "default": 20}, }, "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), implements=("crm.deal.search",), ), ConnectorActionDef( key="upsert_opportunity", slug="salesforce.upsert_opportunity", name="Upsert opportunity", description="Create or update a Salesforce Opportunity by external id.", input_schema={ "type": "object", "properties": { "external_id_field": {"type": "string"}, "external_id_value": {"type": "string"}, "fields": {"type": "object"}, }, "required": ["external_id_field", "external_id_value", "fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="create_case", slug="salesforce.create_case", name="Create case", description="Create a Salesforce Case.", input_schema={ "type": "object", "properties": {"fields": {"type": "object"}}, "required": ["fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="update_case", slug="salesforce.update_case", name="Update case", description="Update an existing Salesforce Case by Id.", input_schema={ "type": "object", "properties": {"case_id": {"type": "string"}, "fields": {"type": "object"}}, "required": ["case_id", "fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="create_task", slug="salesforce.create_task", name="Create task", description="Create a Salesforce Task.", input_schema={ "type": "object", "properties": {"fields": {"type": "object"}}, "required": ["fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="create_event", slug="salesforce.create_event", name="Create event", description="Create a Salesforce Event.", input_schema={ "type": "object", "properties": {"fields": {"type": "object"}}, "required": ["fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="associate_record", slug="salesforce.associate_record", name="Associate record", description="Associate two Salesforce records by updating a lookup field on the source record.", input_schema={ "type": "object", "properties": { "object_type": {"type": "string"}, "record_id": {"type": "string"}, "lookup_field": {"type": "string"}, "target_record_id": {"type": "string"}, }, "required": ["object_type", "record_id", "lookup_field", "target_record_id"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="upsert_record", slug="salesforce.upsert_record", name="Upsert record", description=( "Upsert any standard or custom Salesforce object (Order, OrderItem, a custom " "object, ...) by external ID — use instead of a bespoke action per object type." ), input_schema={ "type": "object", "properties": { "object_type": {"type": "string"}, "external_id_field": {"type": "string"}, "external_id_value": {"type": "string"}, "fields": {"type": "object"}, }, "required": ["object_type", "external_id_field", "external_id_value", "fields"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ConnectorActionDef( key="query_soql", slug="salesforce.query_soql", name="Query SOQL", description="Run a read-only SOQL SELECT query.", input_schema={ "type": "object", "properties": {"query": {"type": "string"}}, "required": ["query"], "additionalProperties": False, }, required_scopes=("api", "refresh_token",), required_capabilities=("integrations.execute",), ), ), triggers=( ConnectorTriggerDef( key="lead_created", event_type="crm.lead.created", name="Lead created", ), ConnectorTriggerDef( key="lead_updated", event_type="crm.lead.updated", name="Lead updated", ), ConnectorTriggerDef( key="lead_deleted", event_type="crm.lead.deleted", name="Lead deleted", ), ConnectorTriggerDef( key="contact_created", event_type="crm.contact.created", name="Contact created", ), ConnectorTriggerDef( key="contact_updated", event_type="crm.contact.updated", name="Contact updated", ), ConnectorTriggerDef( key="contact_deleted", event_type="crm.contact.deleted", name="Contact deleted", ), ConnectorTriggerDef( key="account_created", event_type="crm.company.created", name="Account created", ), ConnectorTriggerDef( key="account_updated", event_type="crm.company.updated", name="Account updated", ), ConnectorTriggerDef( key="account_deleted", event_type="crm.company.deleted", name="Account deleted", ), ConnectorTriggerDef( key="opportunity_created", event_type="crm.deal.created", name="Opportunity created", ), ConnectorTriggerDef( key="opportunity_updated", event_type="crm.deal.updated", name="Opportunity updated", ), ConnectorTriggerDef( key="opportunity_deleted", event_type="crm.deal.deleted", name="Opportunity deleted", ), ConnectorTriggerDef( key="case_created", event_type="crm.case.created", name="Case created", ), ConnectorTriggerDef( key="case_updated", event_type="crm.case.updated", name="Case updated", ), ), changelog=( ConnectorChangelogEntry( version="01.00.00", date="2026-04-26", notes="Initial Salesforce catalog with CRM object CRUD/upsert/search, association, SOQL read query, and normalized CRM triggers.", ), ConnectorChangelogEntry( version="01.01.00", date="2026-09-13", notes=( "Dedicated Account/Opportunity get and search wrappers for canonical " "crm.company.get/search and crm.deal.get/search. Generic query_soql " "stays provider-specific." ), ), ConnectorChangelogEntry( version="01.02.00", date="2026-09-13", notes=( "Connection-scoped stage_map for logical Opportunity stage aliases. " "No Salesforce pipeline binding." ), ), ConnectorChangelogEntry( version="01.03.00", date="2026-09-13", notes=( "org_id attributes inbound CDC events to this connection. " "Optional change_origin suppresses self-originated mutations. " "Salesforce inbound is CDC, not a HubSpot-style webhook adapter." ), ), ConnectorChangelogEntry( version="01.04.00", date="2026-09-13", notes=( "Runtime REST uses instance_url only; login/test hosts are OAuth. " "environment/login_host select sandbox vs production token refresh. " "Canonical email upsert rejects ambiguous matches; creates are not retried." ), ), ConnectorChangelogEntry( version="01.05.00", date="2026-09-13", notes=( "Catalog implements for the frozen crm.* invoke surface. " "Canonical association uses Contact.AccountId and Opportunity.AccountId " "PATCH via update_contact / update_opportunity; no associate_objects action." ), ), ), )