Commit 4be2293
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improvement(salesforce): align tools + block with Salesforce API and harden CRUD/analytics
- Migrate all 4 Account tools to shared getInstanceUrl + extractErrorMessage helpers (drop ~40 lines of inlined idToken decode per file)
- Use extractErrorMessage consistently across every CRUD tool; add loggers to the opportunity tools
- Trim ID path params on all update/delete/single-get tools; URL-encode single-record field lists
- Fix dashboard tools: read name/metadata from dashboardMetadata.attributes (was always null); refresh now returns status/statusUrl defensively; drop no-op list_dashboards folderName filter
- Expose update_case origin/contact/account and update_task who/what fields end-to-end
- Block: mark create-required (Name, LastName, Company, StageName, Subject) and update/delete IDs conditionally required; add account billing*/revenue/employees and contact mailing*/department subBlocks; convert includeDetails to a Yes/No dropdown; move optional fields to advanced mode
- Trim over-declared dashboard output types; make Task.Status optional
- Regenerate integration docs1 parent 1fdb43f commit 4be2293
36 files changed
Lines changed: 395 additions & 312 deletions
File tree
- apps
- docs/content/docs/en/integrations
- sim
- blocks/blocks
- lib/integrations
- tools/salesforce
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