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simstudioai--sim/apps/sim/tools/salesforce/update_lead.ts
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chore: import upstream snapshot with attribution
2026-07-13 13:20:55 +08:00

132 lines
3.8 KiB
TypeScript

import type {
SalesforceUpdateLeadParams,
SalesforceUpdateLeadResponse,
} from '@/tools/salesforce/types'
import { SOBJECT_UPDATE_OUTPUT_PROPERTIES } from '@/tools/salesforce/types'
import { extractErrorMessage, getInstanceUrl, requireId } from '@/tools/salesforce/utils'
import type { ToolConfig } from '@/tools/types'
export const salesforceUpdateLeadTool: ToolConfig<
SalesforceUpdateLeadParams,
SalesforceUpdateLeadResponse
> = {
id: 'salesforce_update_lead',
name: 'Update Lead in Salesforce',
description: 'Update an existing lead',
version: '1.0.0',
oauth: {
required: true,
provider: 'salesforce',
},
params: {
accessToken: { type: 'string', required: true, visibility: 'hidden' },
idToken: { type: 'string', required: false, visibility: 'hidden' },
instanceUrl: { type: 'string', required: false, visibility: 'hidden' },
leadId: {
type: 'string',
required: true,
visibility: 'user-or-llm',
description: 'Salesforce Lead ID to update (18-character string starting with 00Q)',
},
lastName: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Last name',
},
company: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Company name',
},
firstName: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'First name',
},
email: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Email address',
},
phone: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Phone number',
},
status: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Lead status (e.g., Open, Working, Closed)',
},
leadSource: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Lead source (e.g., Web, Referral, Campaign)',
},
title: { type: 'string', required: false, visibility: 'user-or-llm', description: 'Job title' },
description: {
type: 'string',
required: false,
visibility: 'user-or-llm',
description: 'Lead description',
},
},
request: {
url: (params) => {
const leadId = requireId(params.leadId, 'Lead ID')
return `${getInstanceUrl(params.idToken, params.instanceUrl)}/services/data/v59.0/sobjects/Lead/${leadId}`
},
method: 'PATCH',
headers: (params) => ({
Authorization: `Bearer ${params.accessToken}`,
'Content-Type': 'application/json',
}),
body: (params) => {
const body: Record<string, any> = {}
if (params.lastName) body.LastName = params.lastName
if (params.company) body.Company = params.company
if (params.firstName) body.FirstName = params.firstName
if (params.email) body.Email = params.email
if (params.phone) body.Phone = params.phone
if (params.status) body.Status = params.status
if (params.leadSource) body.LeadSource = params.leadSource
if (params.title) body.Title = params.title
if (params.description) body.Description = params.description
return body
},
},
transformResponse: async (response, params?) => {
if (!response.ok) {
const data = await response.json()
throw new Error(extractErrorMessage(data, response.status, 'Failed to update lead'))
}
return {
success: true,
output: {
id: params?.leadId?.trim() || '',
updated: true,
},
}
},
outputs: {
success: { type: 'boolean', description: 'Operation success status' },
output: {
type: 'object',
description: 'Updated lead data',
properties: SOBJECT_UPDATE_OUTPUT_PROPERTIES,
},
},
}