← Salesforce + Cohere integrations

Choose Best Completion with Cohere API on New Record (of Selectable Type) from Salesforce API

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New Record (of Selectable Type) from the Salesforce API
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Choose Best Completion with the Cohere API
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Getting Started

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

  1. Select this integration
  2. Configure the New Record (of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Choose Best Completion action
    1. Connect your Cohere account
    2. Configure Prompt
    3. Optional- Select a Model
    4. Optional- Configure Number of generations
    5. Optional- Configure Max Tokens
    6. Optional- Configure Preset
    7. Optional- Configure Temperature
    8. Optional- Configure K
    9. Optional- Configure P
    10. Optional- Configure Frequency Penalty
    11. Optional- Configure End Sequences
    12. Optional- Configure Stop Sequences
    13. Optional- Select a Return Likelihoods
    14. Optional- Configure Logit Bias
    15. Optional- Select a Truncate
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.
Version:0.0.6
Key:salesforce_rest_api-new-record

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";

export default {
  ...common,
  type: "source",
  name: "New Record (of Selectable Type)",
  key: "salesforce_rest_api-new-record",
  description: "Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.",
  version: "0.0.6",
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      await common.hooks.activate.call(this);

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

      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    generateMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

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

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
      });

      const [
        latestEvent,
      ] = events;

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

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateMeta(item, fieldName);
          emit(item, meta);
        });
    },
  },
};

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.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Object TypeobjectTypestringSelect 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

Description:This action chooses the best completion conditioned on a given examples. [See the docs here](https://docs.cohere.ai/reference/generate)
Version:0.0.2
Key:cohere_platform-choose-best-completion

Cohere Overview

The Cohere API enables the development of apps with advanced natural language understanding capabilities. Utilizing machine learning, it can help with tasks like text generation, summarization, sentiment analysis, and more. On Pipedream, you can seamlessly integrate Cohere's features into serverless workflows, triggering actions based on text input, processing large volumes of data, or even enhancing chatbots with more human-like responses.

Action Code

import common from "../common/base.mjs";

export default {
  ...common,
  key: "cohere_platform-choose-best-completion",
  name: "Choose Best Completion",
  version: "0.0.2",
  description: "This action chooses the best completion conditioned on a given examples. [See the docs here](https://docs.cohere.ai/reference/generate)",
  type: "action",
  props: {
    ...common.props,
    prompt: {
      propDefinition: [
        common.props.coherePlatform,
        "prompt",
      ],
      type: "string[]",
    },
  },
  methods: {
    ...common.methods,
    prepareAdditionalData({ prompt }) {
      return {
        prompt: prompt.toString(),
      };
    },
  },
};

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.

LabelPropTypeDescription
CoherecoherePlatformappThis component uses the Cohere app.
Promptpromptstring[]

Represents the prompt or text to be completed. Trailing whitespaces will be trimmed. If your use case requires trailing whitespaces, please contact ivan@cohere.ai.

ModelmodelstringSelect a value from the drop down menu:mediumxlarge
Number of generationsnumGenerationsinteger

Defaults to 1, min value of 1, max value of 5. Denotes the maximum number of generations that will be returned.

Max TokensmaxTokensinteger

Denotes the number of tokens to predict per generation, defaults to 20. See BPE Tokens for more details. Can only be set to 0 if return_likelihoods is set to ALL to get the likelihood of the prompt.

Presetpresetstring

The ID of a custom playground preset. You can create presets in the playground. If you use a preset, all other parameters become optional, and any included parameters will override the preset's parameters.

Temperaturetemperaturestring

Defaults to 0.75, min value of 0.0, max value of 5.0. A non-negative float that tunes the degree of randomness in generation. Lower temperatures mean less random generations. See Temperature for more details.

Kkinteger

Defaults to 0(disabled), which is the minimum. Maximum value is 500. Ensures only the top k most likely tokens are considered for generation at each step.

Ppstring

Defaults to 0.75. Set to 1.0 or 0 to disable. If set to a probability 0.0 < p < 1.0, it ensures that only the most likely tokens, with total probability mass of p, are considered for generation at each step. If both k and p are enabled, p acts after k.

Frequency PenaltyfrequencyPenaltystring

Defaults to 0.0, min value of 0.0, max value of 1.0. Can be used to reduce repetitiveness of generated tokens. Similar to frequency_penalty, except that this penalty is applied equally to all tokens that have already appeared, regardless of their exact frequencies.

End SequencesendSequencesstring[]

The generated text will be cut at the beginning of the earliest occurence of an end sequence. The sequence will be excluded from the text.

Stop SequencesstopSequencesstring[]

The generated text will be cut at the end of the earliest occurence of a stop sequence. The sequence will be included the text.

Return LikelihoodsreturnLikelihoodsstringSelect a value from the drop down menu:GENERATIONALLNONE
Logit BiaslogitBiasobject

Used to prevent the model from generating unwanted tokens or to incentivize it to include desired tokens. The format is {token_id: bias} where bias is a float between -10 and 10. Tokens can be obtained from text using Tokenize. For example, if the value {'11': -10} is provided, the model will be very unlikely to include the token 11 (" ", the newline character) anywhere in the generated text. In contrast {'11': 10} will result in generations that nearly only contain that token. Values between -10 and 10 will proportionally affect the likelihood of the token appearing in the generated text. Note: logit bias may not be supported for all custom models.

TruncatetruncatestringSelect a value from the drop down menu:NONESTARTEND

Action Authentication

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

Generate and copy your API key from your Cohere Platform dashboard.

About Cohere

Making NLP part of every developer's toolkit. Harness the power of language understanding. Join the developers and businesses who are using Cohere to generate, categorize and organize text at a scale that was previously unimaginable.

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