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SalesforceAgent

What it is​

  • A minimal IntentAgent wrapper configured to provide general guidance about Salesforce CRM and sales operations.
  • Ships with no tools; it cannot access Salesforce data or perform actions.

Public API​

  • create_agent(agent_shared_state: Optional[AgentSharedState] = None, agent_configuration: Optional[AgentConfiguration] = None) -> IntentAgent

    • Builds and returns a configured SalesforceAgent instance.
    • Sets:
      • name: "Salesforce"
      • description: "Helps you interact with Salesforce for CRM and sales operations."
      • system_prompt: SYSTEM_PROMPT (if no configuration provided)
      • tools: [] (no tools)
      • intents: two IntentType.RAW intents for informational guidance
      • state: provided or new AgentSharedState()
      • memory: None
      • chat_model: imported from naas_abi_marketplace.ai.chatgpt.models.gpt_4_1

  • class SalesforceAgent(IntentAgent)

    • No additional behavior beyond IntentAgent (pass).

Configuration/Dependencies​

  • Depends on:
    • naas_abi_core.services.agent.IntentAgent:
      • IntentAgent, AgentConfiguration, AgentSharedState, Intent, IntentType
    • Chat model import inside create_agent:
      • from naas_abi_marketplace.ai.chatgpt.models.gpt_4_1 import model
  • Configuration:
    • SYSTEM_PROMPT defines role/objective/context and explicitly states no Salesforce tools are available.

Usage​

from naas_abi_marketplace.applications.salesforce.agents.SalesforceAgent import create_agent

agent = create_agent()
# Use `agent` according to the IntentAgent interface provided by naas_abi_core.

Caveats​

  • No tools are configured (tools = []), so the agent:
    • cannot connect to Salesforce,
    • cannot read/write CRM objects (leads, accounts, opportunities),
    • only provides general information and best-practice guidance.