Chat with Azure OpenAI Service API on New Updated Record (Instant, of Selectable Type) from Salesforce API

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Azure OpenAI Service action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Updated Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Optional- Select one or more Fields To Watch
Configure the Chat action
1. Connect your Azure OpenAI Service account
2. Configure User Message
3. Optional- Configure System Instructions
4. Optional- Configure Prior Message History
5. Optional- Configure Temperature
6. Optional- Configure N
7. Optional- Configure Stream
8. Optional- Configure Stop
9. Optional- Configure Max Tokens
10. Optional- Configure Presence Penalty
11. Optional- Configure Frequency Penalty
12. Optional- Configure User
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Updated Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.2.0

Key:salesforce_rest_api-record-updated-instant

View on GitHub

Salesforce Overview#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Trigger Code#

import startCase from "lodash/startCase.js";
import common from "../common.mjs";
import constants from "../../common/constants.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-updated-instant",
  description: "Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
      label: "Fields To Watch",
      type: "string[]",
      optional: true,
      description: "If specified, events will only be emitted if at least one of the selected fields is updated. This filter is only available when a webhook is created successfully.",
    },
  },
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;

      const {
        LastModifiedDate: lastModifiedDate,
        [fieldName]: name,
        Id: id,
      } = item;

      const entityType = startCase(objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      return {
        id: `${id}-${ts}`,
        summary,
        ts,
      };
    },
    getEventType() {
      return "updated";
    },
    isEventRelevant(changedFields) {
      const { fields } = this;
      return fields?.length
        ? Object.keys(changedFields).some((key) => fields.includes(key))
        : true;
    },
    getChangedFields(body) {
      return Object.entries(body.New).filter(([
        key,
        value,
      ]) => {
        const oldValue = body.Old[key];
        return (
          value !== undefined
          && oldValue !== undefined
          && JSON.stringify(value) !== JSON.stringify(oldValue)
        );
      })
        .reduce((obj, [
          key,
          value,
        ]) => {
          obj[key] = {
            old: body.Old[key],
            new: value,
          };
          return obj;
        }, {});
    },
    processWebhookEvent(event) {
      const { body } = event;
      const changedFields = this.getChangedFields(body);
      if (this.isEventRelevant(changedFields)) {
        const meta = this.generateWebhookMeta(event);
        this.$emit({
          ...body,
          changedFields,
        }, meta);
      }
    },
    async processTimerEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

      const fieldName = getNameField();
      const columns = getObjectTypeColumns();

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
        dateFieldName: constants.FIELD_NAME.LAST_MODIFIED_DATE,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.LastModifiedDate) {
        const latestDateCovered = new Date(latestEvent.LastModifiedDate);
        latestDateCovered.setSeconds(0);
        setLatestDateCovered(latestDateCovered.toISOString());
      }

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      const { fields } = await getObjectTypeDescription(objectType);
      const columns = fields.map(({ name }) => name);

      setObjectTypeColumns(columns);
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
Object Type	`objectType`	`string`	Select a value from the drop down menu.
Fields To Watch	`fields`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce API.

Pipedream requests the following authorization scopes when you connect your account:

About Salesforce#

Web services API for interacting with Salesforce

Action#

Chat on Azure OpenAI Service

Description:Create completions for chat messages with the GPT-35-Turbo and GPT-4 models. [See the documentation](https://learn.microsoft.com/en-us/azure/ai-services/openai/reference#chat-completions)

Version:0.0.1

Key:azure_openai_service-chat

View on GitHub

Azure OpenAI Service Overview#

The Azure OpenAI Service API provides access to powerful AI models that can understand and generate human-like text. With Pipedream, you can harness this capability to create a variety of serverless workflows, automating tasks like content creation, code generation, and language translation. By integrating the API with other apps on Pipedream, you can streamline processes, analyze sentiment, and even automate customer support.

Action Code#

import azureOpenAI from "../../azure_openai_service.app.mjs";
import common from "../common/common.mjs";

export default {
  ...common,
  key: "azure_openai_service-chat",
  name: "Chat",
  description: "Create completions for chat messages with the GPT-35-Turbo and GPT-4 models. [See the documentation](https://learn.microsoft.com/en-us/azure/ai-services/openai/reference#chat-completions)",
  version: "0.0.1",
  type: "action",
  props: {
    azureOpenAI,
    userMessage: {
      type: "string",
      label: "User Message",
      description: "The user messages to provide instructions to the assistant.",
    },
    systemInstructions: {
      label: "System Instructions",
      type: "string",
      description: "The system message helps set the behavior of the assistant. For example: \"You are a helpful assistant.\"",
      optional: true,
    },
    messages: {
      label: "Prior Message History",
      type: "string[]",
      description: "_Advanced_. Because [the models have no memory of past chat requests](https://platform.openai.com/docs/guides/chat/introduction), all relevant information must be supplied via the conversation. You can provide [an array of messages](https://platform.openai.com/docs/guides/chat/introduction) from prior conversations here. If this param is set, the action ignores the values passed to **System Instructions** and **Assistant Response**, appends the new **User Message** to the end of this array, and sends it to the API.",
      optional: true,
    },
    ...common.props,
  },
  async run({ $ }) {
    const data = this._getChatArgs();
    const response = await this.azureOpenAI.createChatCompletion({
      data,
      $,
    });

    if (response) {
      $.export("$summary", `Successfully sent chat with ID ${response.id}.`);
    }

    const { messages } = data;
    return {
      original_messages: messages,
      original_messages_with_assistant_response: messages.concat(response.choices[0]?.message),
      ...response,
    };
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Azure OpenAI Service	`azureOpenAI`	`app`	This component uses the Azure OpenAI Service app.
User Message	`userMessage`	`string`	The user messages to provide instructions to the assistant.
System Instructions	`systemInstructions`	`string`	The system message helps set the behavior of the assistant. For example: "You are a helpful assistant."
Prior Message History	`messages`	`string[]`	Advanced. Because the models have no memory of past chat requests, all relevant information must be supplied via the conversation. You can provide an array of messages from prior conversations here. If this param is set, the action ignores the values passed to System Instructions and Assistant Response, appends the new User Message to the end of this array, and sends it to the API.
Temperature	`temperature`	`string`	What sampling temperature to use, between 0 and 2. Higher values like 0.8 will make the output more random, while lower values like 0.2 will make it more focused and deterministic.
N	`n`	`integer`	How many completions to generate
Stream	`stream`	`boolean`	If set, partial message deltas will be sent, like in ChatGPT. Tokens will be sent as data-only server-sent events as they become available, with the stream terminated by a data: [DONE] message.
Stop	`stop`	`string`	Up to 4 sequences where the API will stop generating further tokens.
Max Tokens	`maxTokens`	`integer`	The maximum number of tokens allowed for the generated answer. By default, the number of tokens the model can return will be (4096 - prompt tokens).
Presence Penalty	`presencePenalty`	`string`	Number between -2.0 and 2.0. Positive values penalize new tokens based on whether they appear in the text so far, increasing the model's likelihood to talk about new topics.
Frequency Penalty	`frequencyPenalty`	`string`	Number between -2.0 and 2.0. Positive values penalize new tokens based on their existing frequency in the text so far, decreasing the model's likelihood to repeat the same line verbatim.
User	`user`	`string`	A unique identifier representing your end-user, which can help Azure OpenAI to monitor and detect abuse.

Action Authentication#

Azure OpenAI Service uses API keys for authentication. When you connect your Azure OpenAI Service account, Pipedream securely stores the keys so you can easily authenticate to Azure OpenAI Service APIs in both code and no-code steps.

Before you start, you'll need to deploy a model in the Azure OpenAI Service.

Once that's done, enter the name of your Azure OpenAI resource, the deployment name you chose when you deployed the model, and your Azure OpenAI key below.

About Azure OpenAI Service#

Apply large language models and generative AI to a variety of use cases

More Ways to Connect Azure OpenAI Service + Salesforce#

Other Popular Integrations#

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Chat with Azure OpenAI Service API on New Updated Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Azure OpenAI Service, Salesforce and 2,200+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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