Salesforce Connector (`src/node_wire_salesforce`)¶

The Salesforce connector provides a secure, asynchronous interface for managing CRM records (Leads and Contacts). It leverages Node Wire's OAuth2AuthProvider to handle token refresh automatically, allowing for seamless integration into agentic workflows and medical-to-CRM pipelines.

Capabilities¶

The connector exposes full CRUD (Create, Read, Update, Delete) operations for the two most common Salesforce objects used in healthcare and enterprise outreach:

Action	Description
`create_lead`	Create a new Lead record. Requires `LastName` and `Company`.
`read_lead`	Fetch a single Lead record by ID.
`update_lead`	Update specific fields on an existing Lead.
`delete_lead`	Remove a Lead record.
`create_contact`	Create a new Contact record. Requires `LastName`.
`read_contact`	Fetch a single Contact record by ID.
`update_contact`	Update specific fields on an existing Contact.
`delete_contact`	Remove a Contact record.

Configuration¶

Add the following to your config/connectors.yaml:

connectors:
  salesforce:
    enabled: true
    exposed_via: ["rest", "grpc", "mcp"]
    auth:
      provider: oauth2
      grant_method: refresh_token
      token_url_secret: SALESFORCE_TOKEN_URL
      client_id_secret: SALESFORCE_CLIENT_ID
      client_secret_secret: SALESFORCE_CLIENT_SECRET
      refresh_token_secret: SALESFORCE_REFRESH_TOKEN

Environment Variables¶

The following secrets must be provided (e.g., in .env or via your secret manager):

Variable	Example
`SALESFORCE_INSTANCE_URL`	`https://your-domain.my.salesforce.com`
`SALESFORCE_TOKEN_URL`	`https://login.salesforce.com/services/oauth2/token`
`SALESFORCE_CLIENT_ID`	`3MVG9...`
`SALESFORCE_CLIENT_SECRET`	`A1B2...`
`SALESFORCE_REFRESH_TOKEN`	`5Aep...`

Example Usage¶

REST API¶

curl -X POST http://localhost:8000/connectors/salesforce/create_lead \
  -H "X-API-Key: your-key" \
  -H "Content-Type: application/json" \
  -d '{
    "LastName": "Doe",
    "Company": "Acme Corp",
    "Email": "john.doe@example.com",
    "Status": "Open - Not Contacted"
  }'

Agentic (MCP)¶

If registered via MCP, the agent can call salesforce.create_lead with the following arguments:

{
  "LastName": "Smith",
  "Company": "HealthTech",
  "Email": "jane@smith.com"
}

Playground Interface¶

The Node Wire playground includes a CRM Synchronization panel specifically for Salesforce. This interface allows you to:

Toggle between Lead and Contact management: Use the action dropdown to switch contexts.
Execute full CRUD operations: The form dynamically adjusts based on whether you are creating, reading, updating, or deleting a record.
Real-time Pipeline Visualization: Watch the synchronization steps (Authentication → Fetch/Update → Verification) in real-time.
Instant Record Validation: See the exact Salesforce resource IDs and data returned by the API.

Access the playground at http://localhost:8000/playground (when running locally).

Security Note¶

OAuth2: Tokens are never stored in plain text in logs. Node Wire's AuthProvider handles encryption and secure memory storage.
Refresh Token Support: The connector is configured to use grant_method: refresh_token, ensuring it can stay authenticated for long-running agentic tasks.
Traceability: All actions are logged with a trace_id for auditing and idempotency tracking.
PII Protection: Ensure your logging levels are set correctly; by default, the connector logs the metadata of the transaction but not the full PII payload.

Salesforce Connector (src/node_wire_salesforce)¶