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Salesforce

交互式使用Salesforce的工具。

概览​

这个笔记本提供了使用 LangChain 与 Salesforce 交互的示例。

设置​

  1. 安装所需的依赖项：
   pip install langchain-salesforce
  1. 设置您的Salesforce凭证作为环境变量：
   export SALESFORCE_USERNAME="your-username"
   export SALESFORCE_PASSWORD="your-password" 
   export SALESFORCE_SECURITY_TOKEN="your-security-token"
   export SALESFORCE_DOMAIN="test" # Use 'test' for sandbox, remove for production

这些环境变量将会被集成自动识别。

获取您的安全令牌​

如果需要安全令牌:

  1. 登录Salesforce
  2. 去设置
  3. 点击"重置我的安全令牌"按钮，位于"个人信息"部分下
  4. 检查您的邮箱以获取新令牌

Instantiation​

import os

from langchain_salesforce import SalesforceTool

username = os.getenv("SALESFORCE_USERNAME", "your-username")
password = os.getenv("SALESFORCE_PASSWORD", "your-password")
security_token = os.getenv("SALESFORCE_SECURITY_TOKEN", "your-security-token")
domain = os.getenv("SALESFORCE_DOMAIN", "login")

tool = SalesforceTool(
    username=username, password=password, security_token=security_token, domain=domain
)

Invocation​

def execute_salesforce_operation(
    operation, object_name=None, query=None, record_data=None, record_id=None
):
    """Executes a given Salesforce operation."""
    request = {"operation": operation}
    if object_name:
        request["object_name"] = object_name
    if query:
        request["query"] = query
    if record_data:
        request["record_data"] = record_data
    if record_id:
        request["record_id"] = record_id
    result = tool.run(request)
    return result

查询​

这个例子会查询Salesforce获取5个联系人。

query_result = execute_salesforce_operation(
    "query", query="SELECT Id, Name, Email FROM Contact LIMIT 5"
)

描述一个对象​

获取特定Salesforce对象的元数据。

describe_result = execute_salesforce_operation("describe", object_name="Account")

列表可用对象​

从Salesforce实例中检索所有可用的对象。

list_objects_result = execute_salesforce_operation("list_objects")

创建新联系人​

创建一个新的联系人记录在Salesforce。

create_result = execute_salesforce_operation(
    "create",
    object_name="Contact",
    record_data={"LastName": "Doe", "Email": "doe@example.com"},
)

更新联系人​

更新现有的联系人记录。

update_result = execute_salesforce_operation(
    "update",
    object_name="Contact",
    record_id="003XXXXXXXXXXXXXXX",
    record_data={"Email": "updated@example.com"},
)

删除联系人​

从Salesforce中删除联系人记录。

delete_result = execute_salesforce_operation(
    "delete", object_name="Contact", record_id="003XXXXXXXXXXXXXXX"
)

链式调用​

from langchain.prompts import PromptTemplate
from langchain_openai import ChatOpenAI
from langchain_salesforce import SalesforceTool

tool = SalesforceTool(
    username=username, password=password, security_token=security_token, domain=domain
)

llm = ChatOpenAI(model="gpt-4o-mini")

prompt = PromptTemplate.from_template(
    "What is the name of the contact with the id {contact_id}?"
)

chain = prompt | tool.invoke | llm

result = chain.invoke({"contact_id": "003XXXXXXXXXXXXXXX"})

API 参考​

langchain-salesforce 说明文档