تكامل Salesforce

uv add crewai-tools

export CREWAI_PLATFORM_INTEGRATION_TOKEN="your_enterprise_token"

CREWAI_PLATFORM_INTEGRATION_TOKEN=your_enterprise_token

from crewai import Agent, Task, Crew
from crewai import Agent, Task, Crew

# Create an agent with Salesforce capabilities
salesforce_agent = Agent(
    role="CRM Manager",
    goal="Manage customer relationships and sales processes efficiently",
    backstory="An AI assistant specialized in CRM operations and sales automation.",
    apps=['salesforce']  # All Salesforce actions will be available
)

# Task to create a new lead
create_lead_task = Task(
    description="Create a new lead for John Doe from Example Corp with email john.doe@example.com",
    agent=salesforce_agent,
    expected_output="Lead created successfully with lead ID"
)

# Run the task
crew = Crew(
    agents=[salesforce_agent],
    tasks=[create_lead_task]
)

crew.kickoff()

from crewai import Agent, Task, Crew

data_analyst = Agent(
    role="Sales Data Analyst",
    goal="Generate insights from Salesforce data using SOQL queries",
    backstory="An analytical AI that excels at extracting meaningful insights from CRM data.",
    apps=['salesforce']
)

# Complex task involving SOQL queries and data analysis
analysis_task = Task(
    description="""
    1. Execute a SOQL query to find all opportunities closing this quarter
    2. Search for contacts at companies with opportunities over $100K
    3. Create a summary report of the sales pipeline status
    4. Update high-value opportunities with next steps
    """,
    agent=data_analyst,
    expected_output="Comprehensive sales pipeline analysis with actionable insights"
)

crew = Crew(
    agents=[data_analyst],
    tasks=[analysis_task]
)

crew.kickoff()