← Salesforce + KodaGPT integrations

Semantic Search with KodaGPT API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API
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Semantic Search with the KodaGPT API
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Getting Started

This integration creates a workflow with a Salesforce trigger and KodaGPT 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 Deleted Record (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Semantic Search action
    1. Connect your KodaGPT account
    2. Configure Question
    3. Optional- Configure Chatbot ID
    4. Configure alert
  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 when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)
Version:0.1.0
Key:salesforce_rest_api-record-deleted-instant

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 Deleted Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-deleted-instant",
  description: "Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)",
  version: "0.1.0",
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { Old: oldObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = oldObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "deleted";
    },
    async processTimerEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateTimerMeta(item);
        this.$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 $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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 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:Perform a semantic search within chatbot data [See the documentation](https://kodagpt.readme.io/reference/buscas-semanticas)
Version:0.0.1
Key:kodagpt-semantic-search

KodaGPT Overview

The KodaGPT API offers a versatile platform for integrating advanced language processing into your applications, enabling the automation of text-based tasks and enhancing user interactions through natural language understanding. With its capabilities, developers can create dynamic content, automate responses, and analyze text on-the-fly. Leveraging Pipedream's robust integration platform, users can connect KodaGPT with other services to design complex workflows that simplify operations, improve efficiency, and deliver personalized experiences.

Action Code

import app from "../../kodagpt.app.mjs";

export default {
  key: "kodagpt-semantic-search",
  name: "Semantic Search",
  description: "Perform a semantic search within chatbot data [See the documentation](https://kodagpt.readme.io/reference/buscas-semanticas)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    question: {
      propDefinition: [
        app,
        "question",
      ],
    },
    chatbotId: {
      propDefinition: [
        app,
        "chatbotId",
      ],
      optional: true,
    },
    alert: {
      type: "alert",
      alertType: "info",
      content: "Bot ID is required if you don't specify Bot ID on the connection popup",
    },
  },
  async run({ $ }) {
    const response = await this.app.semanticSearch({
      $,
      question: this.question,
      chatbotId: this.chatbotId,
    });

    $.export("$summary", `Successfully generated '${response.length}' answers`);

    return 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.

LabelPropTypeDescription
KodaGPTappappThis component uses the KodaGPT app.
Questionquestionstring

The question to ask the chatbot

Chatbot IDchatbotIdstring

To get your Chatbot ID, sign in, go to "Integrations". Copy your Chatbot ID from "My Chatbots".

Action Authentication

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

About KodaGPT

Customer Communication: Customize ChatGPT to meet the unique needs of your business.

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