Waleed 32b380fd37 improvement(salesforce): align tools + block with Salesforce API and harden CRUD/analytics (#5040)
* improvement(salesforce): align tools + block with Salesforce API and harden CRUD/analytics

- Migrate all 4 Account tools to shared getInstanceUrl + extractErrorMessage helpers (drop ~40 lines of inlined idToken decode per file)
- Use extractErrorMessage consistently across every CRUD tool; add loggers to the opportunity tools
- Trim ID path params on all update/delete/single-get tools; URL-encode single-record field lists
- Fix dashboard tools: read name/metadata from dashboardMetadata.attributes (was always null); refresh now returns status/statusUrl defensively; drop no-op list_dashboards folderName filter
- Expose update_case origin/contact/account and update_task who/what fields end-to-end
- Block: mark create-required (Name, LastName, Company, StageName, Subject) and update/delete IDs conditionally required; add account billing*/revenue/employees and contact mailing*/department subBlocks; convert includeDetails to a Yes/No dropdown; move optional fields to advanced mode
- Trim over-declared dashboard output types; make Task.Status optional
- Regenerate integration docs

* fix(salesforce): correct list/refresh response shapes per live API docs

- list_dashboards: GET /analytics/dashboards returns a bare top-level array, not a {dashboards} wrapper (fixes always-empty result)
- refresh_dashboard: statusUrl is returned at the top level of the PUT response, read it there first
- list_reports: the list resource only returns report name/id/url/describeUrl/instancesUrl, so drop the no-op folderName filter and match searchTerm on name only

Validated tool-by-tool against the live Salesforce REST/Analytics/Object-Reference docs (API v67.0).

* fix(salesforce): address Greptile/Cursor review

- Add shared requireId() guard so whitespace-only IDs fail fast instead of producing malformed /sobjects/Object/ empty-path requests (all update/delete/single-get tools)
- URL-encode the fields query value in get_opportunities and get_tasks single-record GETs (matching the other get_* tools)
- Reflect the Salesforce API success flag consistently across all create tools (success/created use data.success === true)

* fix(salesforce): trim echoed output IDs and relation reference IDs

- update/delete tools now return output.id from the trimmed ID so chained workflows never receive whitespace-padded IDs
- trim relation reference IDs (AccountId, ContactId, WhoId, WhatId) in create/update bodies to avoid Salesforce reference errors from copy-pasted whitespace

* fix(salesforce): trim accountId in update_contact body

Last remaining untrimmed relation reference ID — update_contact now trims AccountId like the other create/update tools.
2026-06-13 20:21:45 -07:00
2026-06-11 18:13:21 -07:00

Sim Logo

The open-source AI workspace where teams build, deploy, and manage AI agents. Build conversationally, visually, or with code. Connect 1,000+ integrations and every major LLM to automate real work.

Sim.ai Discord Twitter Documentation

Ask DeepWiki Set Up with Cursor

Build everything in Chat

Your AI command center. Describe what you want in plain language. Sim knows your entire workspace and takes action: building agents, running them, querying data, and more.

Sim building and running an agent from chat

Create files and documents

Generate documents, reports, and presentations from a single prompt, grounded in your workspace data.

Sim generating a document from a prompt

Ground agents in your knowledge

Upload documents to a knowledge base and let agents answer questions from your own content.

Creating a knowledge base

Structured data with Tables

A database, built in. Store, query, and wire structured data into agent runs.

Tables view with typed columns

Build visually with Workflows

Prefer a canvas? Design agents block by block in the visual builder, and let Sim generate blocks, wire variables, and fix errors from natural language.

Workflow builder demo

Quickstart

Cloud-hosted: sim.ai

Sim.ai

Self-hosted: NPM Package

npx simstudio

→ http://localhost:3000

Note

Docker must be installed and running on your machine.

Options

Flag Description
-p, --port <port> Port to run Sim on (default 3000)
--no-pull Skip pulling latest Docker images

Self-hosted: Docker Compose

git clone https://github.com/simstudioai/sim.git && cd sim
docker compose -f docker-compose.prod.yml up -d

Open http://localhost:3000

Sim also supports local models via Ollama and vLLM. See the Docker self-hosting docs for setup details.

Self-hosted: Manual Setup

Requirements: Bun, Node.js v20+, PostgreSQL 12+ with pgvector

  1. Clone and install:
git clone https://github.com/simstudioai/sim.git
cd sim
bun install
bun run prepare  # Set up pre-commit hooks
  1. Set up PostgreSQL with pgvector:
docker run --name simstudio-db -e POSTGRES_PASSWORD=your_password -e POSTGRES_DB=simstudio -p 5432:5432 -d pgvector/pgvector:pg17

Or install manually via the pgvector guide.

  1. Configure environment:
cp apps/sim/.env.example apps/sim/.env
# Create your secrets
perl -i -pe "s/your_encryption_key/$(openssl rand -hex 32)/" apps/sim/.env
perl -i -pe "s/your_internal_api_secret/$(openssl rand -hex 32)/" apps/sim/.env
perl -i -pe "s/your_api_encryption_key/$(openssl rand -hex 32)/" apps/sim/.env
# DB configs for migration
cp packages/db/.env.example packages/db/.env
# Edit both .env files to set DATABASE_URL="postgresql://postgres:your_password@localhost:5432/simstudio"
  1. Run migrations:
cd packages/db && bun run db:migrate
  1. Start development servers:
bun run dev:full  # Starts Next.js app and realtime socket server

Or run separately: bun run dev (Next.js) and cd apps/sim && bun run dev:sockets (realtime).

Chat API Keys

Chat is a Sim-managed service. To use Chat on a self-hosted instance:

  • Go to https://sim.ai → Settings → Chat keys and generate a Chat API key
  • Set COPILOT_API_KEY environment variable in your self-hosted apps/sim/.env file to that value

Environment Variables

See the environment variables reference for the full list, or apps/sim/.env.example for defaults.

Tech Stack

Contributing

We welcome contributions! Please see our Contributing Guide for details.

License

This project is licensed under the Apache License 2.0 - see the LICENSE file for details.

Made with ❤️ by the Sim Team

Languages
TypeScript 77%
MDX 20.8%
JavaScript 1.9%
CSS 0.1%