https://www.loom.com/share/5aeb45f472794102ae31ccb6a9ac84bb

Salesforce CRM Voice Assistant - Complete Guide

🎉 Overview

A complete voice-powered Salesforce CRM integration for OpenHome that lets you search contacts, manage opportunities, log notes, create tasks, view pipeline summaries, and update deal stages — all by voice.

Why This Ability?

Salesforce is powerful but heavy. Updating a record means navigating to it, clicking Edit, changing a field, clicking Save. This ability collapses that to a sentence:

"Log a note on Acme: they want to move forward" → Creates note instantly
"How's my pipeline?" → Instant summary across all stages
"Move the Acme deal to Closed Won" → Updates with one confirmation

✅ What It Can Do - All 6 Modes

Mode	Voice Trigger	What It Does
1. Search Contacts	"Look up Sarah Chen"	Search by name/email, speak details
2. Search Opportunities	"How's the Acme deal?"	Search deals, speak stage/amount/date
3. Log Note	"Log a note on Acme..."	Creates completed Task as note
4. Create Task	"Create a task: send proposal by Friday"	Task with due date, priority, associations
5. Pipeline Summary	"How's my pipeline?"	GROUP BY aggregation, totals by stage
6. Move Stage	"Move Acme to Closed Won"	Update opportunity stage with confirmation

📦 Prerequisites

What You Need:

✅ Salesforce account (Free Developer Edition works!)
✅ Admin/Super Admin access (required to create Connected Apps)
✅ PowerShell (for OAuth setup and testing)
✅ 30 minutes for initial setup

🔧 Setup Guide

Step 1: Create Salesforce Developer Account

If you don't have Salesforce:

Go to: https://developer.salesforce.com/signup
Fill out the form (use real email)
Check your email and verify
You'll get a Developer Edition org (free forever)
Set your password and security question

Your org URL will be: https://yourorg-dev-ed.develop.my.salesforce.com

Step 2: Create Connected App

This is where OAuth credentials come from.

2.1 Navigate to Setup

Log in to Salesforce
Click the ⚙️ gear icon (top right)
Click Setup

2.2 Open App Manager

In Classic View:

Quick Find: Apps
Click Apps under Create
Scroll to Connected Apps section
Click New button

In Lightning View:

Quick Find: App Manager
Click App Manager
Click New Connected App

2.3 Fill Basic Information

Field	Value
Connected App Name	`OpenHome Voice Assistant`
API Name	`OpenHome_Voice_Assistant` (auto-fills)
Contact Email	Your email

2.4 Enable OAuth Settings

✅ Check "Enable OAuth Settings"

Callback URL:

https://login.salesforce.com/services/oauth2/success

Selected OAuth Scopes - Add these:

✅ Manage user data via APIs (api)
✅ Perform requests at any time (refresh_token, offline_access)

2.5 Additional Settings

✅ Check "Require Secret for Web Server Flow"
✅ Check "Require Secret for Refresh Token Flow"
❌ Uncheck "Require Proof Key for Code Exchange (PKCE)"

Click "Save"

2.6 Wait for Propagation

⚠️ IMPORTANT: After saving, wait 10 minutes before proceeding.

"Your Connected App may take 2-10 minutes to be available."

☕ Take a break!

Step 3: Get OAuth Tokens

3.1 Get Consumer Key & Secret

After 10 minutes:

Go to Setup → Quick Find: App Manager
Find OpenHome Voice Assistant
Click the dropdown arrow (▼) → View
Copy Consumer Key (starts with 3MVG9...)
Click "Click to reveal" → Copy Consumer Secret

Save both values!

3.2 Get Authorization Code

Build the OAuth URL (replace YOUR_CONSUMER_KEY):

https://login.salesforce.com/services/oauth2/authorize?response_type=code&client_id=YOUR_CONSUMER_KEY&redirect_uri=https://login.salesforce.com/services/oauth2/success&scope=api%20refresh_token

Steps:

Copy the complete URL (with your Consumer Key)
Paste into your browser
Log in to Salesforce (if needed)
Click "Allow"
You'll be redirected to: https://login.salesforce.com/services/oauth2/success?code=aPrx...
Copy the code from the URL (everything after code=)

Example:

URL: https://login.salesforce.com/services/oauth2/success?code=aPrxHJK9L3mN2p...
CODE: aPrxHJK9L3mN2p...

⏰ Act fast! Authorization codes expire in 90 seconds.

3.3 Exchange Code for Tokens

Open PowerShell and run (replace the values):

$body = @{
    grant_type = "authorization_code"
    code = "YOUR_AUTH_CODE"
    client_id = "YOUR_CONSUMER_KEY"
    client_secret = "YOUR_CONSUMER_SECRET"
    redirect_uri = "https://login.salesforce.com/services/oauth2/success"
}

$response = Invoke-RestMethod -Uri "https://login.salesforce.com/services/oauth2/token" -Method POST -Body $body -ContentType "application/x-www-form-urlencoded"

$response | ConvertTo-Json

Expected Response:

{
  "access_token": "00D5g000007Xxxx!ARoAQP...",
  "refresh_token": "5Aep861W8Kh...",
  "instance_url": "https://yourorg.my.salesforce.com",
  "id": "https://login.salesforce.com/id/00D.../005...",
  "token_type": "Bearer",
  "issued_at": "1708300000000"
}

3.4 Save These Values

From the response, save:

✅ access_token - Short-lived (2 hours)
✅ refresh_token - Long-lived (doesn't expire unless revoked)
✅ instance_url - Your unique Salesforce org URL

3.5 Test the API

Verify everything works:

$headers = @{
    "Authorization" = "Bearer YOUR_ACCESS_TOKEN"
}

$uri = "YOUR_INSTANCE_URL/services/data/v62.0/query?q=SELECT+Id,Name+FROM+Account+LIMIT+5"

Invoke-RestMethod -Uri $uri -Headers $headers | ConvertTo-Json

✅ If you see account data, your API access is working!

Step 4: Add Test Data

Your Developer Edition comes with sample data, but let's add clean test data.

4.1 Delete Sample Data (Optional)

Empty the org:

$token = "YOUR_ACCESS_TOKEN"
$instance = "YOUR_INSTANCE_URL"
$headers = @{"Authorization" = "Bearer $token"}

# Get all opportunities
$uri = "$instance/services/data/v62.0/query?q=SELECT+Id,Name+FROM+Opportunity"
$result = Invoke-RestMethod -Uri $uri -Headers $headers

# Delete each one
foreach ($opp in $result.records) {
    $deleteUri = "$instance/services/data/v62.0/sobjects/Opportunity/$($opp.Id)"
    Invoke-RestMethod -Uri $deleteUri -Method DELETE -Headers $headers
}

Write-Host "Deleted! Now empty Recycle Bin in Salesforce UI."

Then in Salesforce:

App Launcher → Recycle Bin
Click "Empty Recycle Bin"

4.2 Add Test Contacts

Via Web UI:

Go to Salesforce → Contacts tab → New
Fill in:
- First Name: Sarah
- Last Name: Chen
- Account: Edge Communications
- Title: VP of Engineering
- Email: sarah@edge.com
- Phone: 555-1234
Click Save

Via PowerShell:

$token = "YOUR_ACCESS_TOKEN"
$instance = "YOUR_INSTANCE_URL"
$headers = @{
    "Authorization" = "Bearer $token"
    "Content-Type" = "application/json"
}

# Get account IDs
$accounts = Invoke-RestMethod -Uri "$instance/services/data/v62.0/query?q=SELECT+Id,Name+FROM+Account+LIMIT+5" -Headers $headers

$edgeId = ($accounts.records | Where-Object {$_.Name -like "*Edge*"}).Id

# Create contact
$contact = @{
    FirstName = "Sarah"
    LastName = "Chen"
    AccountId = $edgeId
    Title = "VP of Engineering"
    Email = "sarah@edge.com"
    Phone = "555-1234"
} | ConvertTo-Json

Invoke-RestMethod -Uri "$instance/services/data/v62.0/sobjects/Contact" -Method POST -Headers $headers -Body $contact

Write-Host "✅ Sarah Chen created!"

Repeat for more contacts:

John Miller at Burlington Textiles
Emily Davis at Pyramid Construction

4.3 Add Test Opportunities

Via PowerShell:

# Create opportunity
$opp = @{
    Name = "Acme Enterprise Deal"
    AccountId = $edgeId
    StageName = "Prospecting"
    CloseDate = "2026-06-30"
    Amount = 500000
} | ConvertTo-Json

Invoke-RestMethod -Uri "$instance/services/data/v62.0/sobjects/Opportunity" -Method POST -Headers $headers -Body $opp

Write-Host "✅ Acme Enterprise Deal created!"

Add 1-2 more opportunities for testing.

📥 Installation

Step 1: Update Credentials in Code

Open salesforce_main.py and update lines 18-22:

CONSUMER_KEY: ClassVar[str] = "YOUR_CONSUMER_KEY"
CONSUMER_SECRET: ClassVar[str] = "YOUR_CONSUMER_SECRET"
INSTANCE_URL: ClassVar[str] = "YOUR_INSTANCE_URL"
INITIAL_ACCESS_TOKEN: ClassVar[str] = "YOUR_ACCESS_TOKEN"
INITIAL_REFRESH_TOKEN: ClassVar[str] = "YOUR_REFRESH_TOKEN"

Step 2: Copy Files to OpenHome

Copy these files to your OpenHome abilities folder:

salesforce_main.py
salesforce__init__.py

Step 3: Restart OpenHome

Restart the OpenHome service/application.

Step 4: Test

Say: "Salesforce"

You should hear: "Salesforce Ready. What would you like to do?"

✅ If you hear that, installation is successful!

🎯 All 6 Modes - Complete Guide

Mode 1: Search Contacts

What It Does:

Search contacts by name or email
Speak back: name, title, company, email, phone
Handle single/multiple/zero results
Smart disambiguation

Voice Triggers:

"Look up Sarah Chen"
"Find john@acme.com"
"Who is the VP at Edge Communications"
"Search for Emily"

How It Works:

Email Search (Exact Match):

SELECT Id, Name, Email, Phone, Title, Account.Name
FROM Contact
WHERE Email = 'sarah@edge.com'
LIMIT 5

Name Search (Fuzzy Match via SOSL):

FIND {Sarah Chen} IN NAME FIELDS
RETURNING Contact(Id, Name, Email, Phone, Title, Account.Name)
LIMIT 5

Response Patterns:

Single Result:

"I found Sarah Chen. She's the VP of Engineering at Edge Communications. 
Email sarah@edge.com, phone 555-1234."

Multiple Results:

"I found 3 contacts. Sarah Chen, VP Engineering at Edge Communications. 
Sarah Park, Director at Widget Co. Sarah Jones at TechCorp. Which one?"

User: "The first one"
App: [Shows full details for Sarah Chen]

Zero Results:

"I couldn't find any contacts matching that. Want me to search accounts instead?"

Test Commands:

"Salesforce"
"Look up Sarah Chen"
"Find john@edge.com"
"Search for Emily"

Mode 2: Search Opportunities

What It Does:

Search opportunities by name
Speak: name, stage, amount, close date, account, owner
Currency formatting ("50 thousand dollars")
Date formatting ("March 31st")
Single/multiple/zero results

Voice Triggers:

"How's the Acme deal?"
"What's the status of the Enterprise opportunity?"
"Check the Widget Co deal"

How It Works:

SELECT Id, Name, StageName, Amount, CloseDate,
  Account.Name, Owner.FirstName, Owner.LastName
FROM Opportunity
WHERE Name LIKE '%Acme%'
  AND IsClosed = false
LIMIT 5

Response Pattern:

"The Acme Enterprise Deal opportunity is in Prospecting. 
It's worth 500 thousand dollars. Close date: June 30th. 
Account is Edge Communications. Owned by Haseeb."

Currency Formatting:

$50,000 → "50 thousand dollars"
$1,500,000 → "1.5 million dollars"
$75,000 → "75 thousand dollars"

Date Formatting:

2026-03-15 → "March 15th"
2026-12-01 → "December 1st"

Test Commands:

"How's the Acme deal?"
"What's the status of the Enterprise opportunity?"

Mode 3: Log Note

What It Does:

Creates a completed Task as a note
LLM parses target (contact/account/opportunity) and content
Proper associations (WhoId/WhatId)
No confirmation needed (speed!)

Voice Triggers:

"Log a note on Acme: they want to move forward"
"Add a note to Sarah Chen: she's interested in the demo"
"Note for the Enterprise deal: discussed pricing"

How It Works:

Parse Command:

Input: "log a note on Acme: they want to move forward with enterprise"
Output: {
  "target": "Acme",
  "content": "they want to move forward with enterprise"
}

Find Target:

Searches Contacts for "Acme"
If not found, searches Accounts for "Acme"
If not found, searches Opportunities for "Acme"

Create Task:

POST /sobjects/Task
{
  "Subject": "Voice Note: they want to move forward with enterprise",
  "Description": "Captured via OpenHome voice: they want to move forward with enterprise",
  "Status": "Completed",
  "Priority": "Normal",
  "ActivityDate": "2026-03-05",
  "WhatId": "001XXXX..."  // Account ID
}

Association Logic:

Target Type	Field Used
Contact	`WhoId`
Account	`WhatId`
Opportunity	`WhatId`

Response:

"Done. I've logged a note on Acme: they want to move forward with enterprise"

Verification:

Go to Salesforce → Accounts → Acme
Scroll to Activity timeline
See the completed Task with your note

Test Commands:

"Log a note on Edge Communications: they want to move forward"
"Add a note to Sarah Chen: she's interested in the demo"

Mode 4: Create Task

What It Does:

Create tasks with due date and priority
Natural language date parsing
Optional target (contact/account/opportunity)
Smart defaults (tomorrow, Normal priority)

Voice Triggers:

"Create a task: send proposal to Acme by Friday"
"Remind me to follow up with Sarah tomorrow"
"Task for the Enterprise deal: schedule demo, high priority"

How It Works:

Parse Command:

Input: "create a task: send proposal to Acme by Friday"
Output: {
  "subject": "send proposal to Acme",
  "due_date": "Friday",
  "priority": "Normal",
  "target": "Acme"
}

Parse Due Date:

"tomorrow" → 2026-03-06
"Friday" → 2026-03-07 (this Friday)
"next Monday" → 2026-03-10
"today" → 2026-03-05
(no date) → Tomorrow (default)

Create Task:

POST /sobjects/Task
{
  "Subject": "send proposal to Acme",
  "Description": "Voice-created via OpenHome",
  "ActivityDate": "2026-03-07",
  "Status": "Not Started",
  "Priority": "Normal",
  "WhatId": "001XXXX..."
}

Date Parsing:

User Says	Parsed To
"tomorrow"	Tomorrow
"today"	Today
"Friday"	This/Next Friday
"next Monday"	Next Monday
"Tuesday"	This/Next Tuesday
(no date)	Tomorrow (default)

Priority Levels:

User Says	Salesforce Value
"high priority"	High
"low priority"	Low
(nothing)	Normal (default)

Response:

"Done. I've created a task: send proposal to Acme, due Friday, for Acme."

Test Commands:

"Create a task: send proposal to Acme by Friday"
"Remind me to follow up with Sarah tomorrow"
"Task for Enterprise: schedule demo, high priority"

Mode 5: Pipeline Summary

What It Does:

SOQL GROUP BY aggregation (server-side!)
Total deal count and value
Breakdown by stage with counts and values
Sorted by value (highest first)
Speaks top 6 stages

Voice Triggers:

"How's my pipeline?"
"What opportunities do I have open?"
"Show my pipeline"
"How many deals do I have?"

How It Works:

Query Totals:

SELECT COUNT(Id) cnt, SUM(Amount) total
FROM Opportunity
WHERE IsClosed = false

Query Breakdown:

SELECT StageName, COUNT(Id) cnt, SUM(Amount) total
FROM Opportunity
WHERE IsClosed = false
GROUP BY StageName
ORDER BY SUM(Amount) DESC

Response:

"Here's your pipeline. You have 3 open opportunities worth 1.1 million dollars total. 
2 deals in Prospecting worth 750 thousand dollars. 
1 deal in Qualification worth 350 thousand dollars."

Key Advantage Over HubSpot:

HubSpot: Must fetch ALL deals client-side, then aggregate in Python
Salesforce: Single query, server-side aggregation with GROUP BY ✅

Test Commands:

"How's my pipeline?"
"What opportunities do I have open?"

Mode 6: Move Opportunity Stage

What It Does:

Update opportunity stage
Smart stage matching with aliases
CONFIRMATION REQUIRED (safety!)
Shows current → target stage
Speech recognition aliases ("closed one" → "closed won")

Voice Triggers:

"Move the Acme deal to Qualification"
"Update Enterprise to Closed Won"
"Mark the Widget opportunity as Closed Lost"

How It Works:

Parse Command:

Input: "move the Acme deal to closed won"
Output: {
  "opportunity_name": "Acme",
  "target_stage": "closed won"
}

Find Opportunity:

SELECT Id, Name, StageName
FROM Opportunity
WHERE Name LIKE '%Acme%'
LIMIT 1

Match Stage Name:

User says: "closed won"
Matches to: "Closed Won" (exact)

User says: "won"
Alias matches to: "Closed Won"

User says: "qualification"
Matches to: "Qualification"

Confirm:

"I'll move the Acme Enterprise Deal from Prospecting to Closed Won. Confirm?"

User: "Yes"

Update:

PATCH /sobjects/Opportunity/006XXX...
{
  "StageName": "Closed Won"
}

Stage Aliases:

User Says	Matches To
"won"	Closed Won
"we won it"	Closed Won
"closed one"	Closed Won (STT fix)
"lost"	Closed Lost
"dead"	Closed Lost
"qualified"	Qualification
"proposal"	Proposal/Price Quote
"negotiation"	Negotiation/Review
"value prop"	Value Proposition

Response:

"I'll move the Acme Enterprise Deal from Prospecting to Closed Won. Confirm?"
[User says "Yes"]
"Done. I've moved Acme Enterprise Deal to Closed Won."

Test Commands:

"Move the Acme deal to Qualification"
"Update Enterprise to Closed Won"
"Mark Acme as Closed Lost"

🎯 Usage Examples

Complete Session Flow:

User: "Salesforce"
App: "Salesforce Ready. What would you like to do?"

User: "Look up Sarah Chen"
App: "Searching for contacts..."
App: "I found Sarah Chen. She's the VP of Engineering at Edge Communications. 
      Email sarah@edge.com, phone 555-1234."

User: "How's the Acme deal?"
App: "Searching for opportunities..."
App: "The Acme Enterprise Deal opportunity is in Prospecting. 
      It's worth 500 thousand dollars. Close date: June 30th. 
      Account is Edge Communications. Owned by Haseeb."

User: "Log a note on it: they want to move forward with the enterprise plan"
App: "Logging a note..."
App: "Done. I've logged a note on Acme Enterprise Deal: 
      they want to move forward with the enterprise plan"

User: "Create a task: send proposal by Friday, high priority"
App: "Creating a task..."
App: "Done. I've created a task: send proposal, due Friday, high priority."

User: "How's my pipeline?"
App: "Getting your pipeline summary..."
App: "Here's your pipeline. You have 2 open opportunities worth 1.1 million dollars total. 
      2 deals in Prospecting worth 1.1 million dollars."

User: "Move the Acme deal to Qualification"
App: "Updating opportunity stage..."
App: "I'll move the Acme Enterprise Deal from Prospecting to Qualification. Confirm?"

User: "Yes"
App: "Done. I've moved Acme Enterprise Deal to Qualification."

User: "Done"
App: "Goodbye."

🔧 Technical Details

Architecture

OAuth 2.0 Flow:

User creates Connected App
Browser-based consent flow
Exchange authorization code for tokens
Auto-refresh every 2 hours
Refresh token reused (never expires unless revoked)

Token Refresh:

# Checked before every API call
if token_age > 7200:  # 2 hours
    refresh_access_token()

API Request Pattern:

async def sf_request(method, path, data=None):
    # 1. Check token age, refresh if needed
    # 2. Make request with Authorization header
    # 3. Handle 401 with one retry after refresh
    # 4. Return result

SOQL vs SOSL

SOQL (SQL-like queries):

Exact field matching
Aggregation (COUNT, SUM, GROUP BY)
Relationship traversal (Account.Name)
Used for: opportunities, pipeline summary, exact email

SOSL (Full-text search):

Fuzzy matching across multiple objects
Better for partial names
Used for: contact name search

URL Encoding

Salesforce accepts minimal encoding:

# Only encode spaces as +
encoded = soql.replace(" ", "+")
# Leave commas, quotes, parentheses unencoded

Association Logic

WhoId vs WhatId:

WhoId → Contacts and Leads (people)
WhatId → Accounts, Opportunities, other objects (things)

Example:

{
  "WhoId": "003XXX...",  // Sarah Chen (Contact)
  "WhatId": "001XXX..."  // Edge Communications (Account)
}

Date Parsing

def parse_due_date(text):
    if "tomorrow" in text:
        return (datetime.now() + timedelta(days=1)).strftime("%Y-%m-%d")
    elif "friday" in text:
        days_ahead = (4 - datetime.now().weekday()) % 7
        if days_ahead == 0:
            days_ahead = 7
        return (datetime.now() + timedelta(days=days_ahead)).strftime("%Y-%m-%d")
    # ... more patterns

Currency Formatting

def format_currency(amount):
    if amount >= 1000000:
        return f"{amount/1000000:.1f} million dollars"
    elif amount >= 1000:
        return f"{amount/1000:.0f} thousand dollars"
    else:
        return f"{amount} dollars"

🐛 Troubleshooting

"Invalid Client ID" Error

Cause: Connected App not propagated yet
Fix: Wait 10 minutes after creating Connected App

"401 Unauthorized" Error

Cause: Access token expired
Fix: Token auto-refreshes. If it persists, re-authenticate:

# Refresh token manually
$body = @{
    grant_type = "refresh_token"
    refresh_token = "YOUR_REFRESH_TOKEN"
    client_id = "YOUR_CONSUMER_KEY"
    client_secret = "YOUR_CONSUMER_SECRET"
}

$response = Invoke-RestMethod -Uri "https://login.salesforce.com/services/oauth2/token" -Method POST -Body $body -ContentType "application/x-www-form-urlencoded"

# Update access_token in main.py

"MALFORMED_QUERY" Error

Cause: URL encoding issue
Fix: Already fixed in code (only encodes spaces as +)

Pipeline Shows Wrong Number of Opportunities

Cause: Sample data in Developer Edition
Fix: Delete all opportunities and recreate:

# Get all opportunities
$uri = "$instance/services/data/v62.0/query?q=SELECT+Id+FROM+Opportunity"
$result = Invoke-RestMethod -Uri $uri -Headers @{"Authorization"="Bearer $token"}

# Delete each
foreach ($opp in $result.records) {
    Invoke-RestMethod -Uri "$instance/services/data/v62.0/sobjects/Opportunity/$($opp.Id)" -Method DELETE -Headers @{"Authorization"="Bearer $token"}
}

# Empty Recycle Bin in Salesforce UI

"I couldn't find any contacts/opportunities"

Cause: No test data in org
Fix: Add test data (see Step 4 in Setup)

Stage Name Not Matching

Cause: Stage name different in your org
Fix: Check available stages:

$uri = "$instance/services/data/v62.0/query?q=SELECT+MasterLabel+FROM+OpportunityStage+WHERE+IsActive=true"
Invoke-RestMethod -Uri $uri -Headers @{"Authorization"="Bearer $token"}

Add custom aliases in match_stage_name() function.

📚 API Reference

Salesforce REST API v62.0

Base URL: https://{instance_url}/services/data/v62.0/

Authentication:

Authorization: Bearer {access_token}

Core Endpoints Used

Query (SOQL)

GET /query?q={SOQL_QUERY}

Example:
GET /query?q=SELECT+Id,Name+FROM+Contact+LIMIT+5

Search (SOSL)

GET /search?q={SOSL_QUERY}

Example:
GET /search?q=FIND+{Sarah}+IN+NAME+FIELDS+RETURNING+Contact(Id,Name)

Create Record

POST /sobjects/{Object}
Content-Type: application/json

Body: {field1: value1, field2: value2}

Example:
POST /sobjects/Task
{"Subject": "Follow up", "Status": "Not Started"}

Update Record

PATCH /sobjects/{Object}/{Id}
Content-Type: application/json

Body: {field1: new_value}

Example:
PATCH /sobjects/Opportunity/006XXX
{"StageName": "Closed Won"}

Delete Record

DELETE /sobjects/{Object}/{Id}

Example:
DELETE /sobjects/Opportunity/006XXX

Salesforce Objects

Contact

SELECT Id, Name, Email, Phone, Title, Account.Name
FROM Contact

Fields:

Id - Salesforce ID (18 chars)
Name - Full name
Email - Email address
Phone - Phone number
Title - Job title
AccountId - Related Account ID
Account.Name - Related Account name (relationship)

Opportunity

SELECT Id, Name, StageName, Amount, CloseDate, 
       Account.Name, Owner.FirstName, Owner.LastName
FROM Opportunity

Fields:

Id - Salesforce ID
Name - Opportunity name
StageName - Current stage (human-readable)
Amount - Deal value
CloseDate - Expected close date (YYYY-MM-DD)
IsClosed - Boolean (true if won or lost)
IsWon - Boolean (true if won)
AccountId - Related Account ID
OwnerId - Owner user ID

Standard Stages:

Prospecting
Qualification
Needs Analysis
Value Proposition
Id. Decision Makers
Perception Analysis
Proposal/Price Quote
Negotiation/Review
Closed Won
Closed Lost

Account

SELECT Id, Name, Phone, Industry, BillingCity
FROM Account

Fields:

Id - Salesforce ID
Name - Company name
Phone - Company phone
Industry - Industry category
BillingCity, BillingState - Address

Task

SELECT Id, Subject, Status, Priority, ActivityDate
FROM Task

Fields:

Id - Salesforce ID
Subject - Task title (max 255 chars)
Description - Full description
Status - Not Started, In Progress, Completed, Deferred
Priority - High, Normal, Low
ActivityDate - Due date (DATE only, no time)
WhoId - Related Contact/Lead
WhatId - Related Account/Opportunity

SOQL Operators

-- Exact match
WHERE Email = 'sarah@acme.com'

-- Partial match
WHERE Name LIKE '%Sarah%'

-- NOT equal
WHERE StageName != 'Closed Won'

-- Boolean
WHERE IsClosed = false

-- IN list
WHERE StageName IN ('Prospecting', 'Qualification')

-- NOT IN list
WHERE StageName NOT IN ('Closed Won', 'Closed Lost')

-- Aggregation
SELECT COUNT(Id), SUM(Amount)
GROUP BY StageName

-- Order
ORDER BY Amount DESC

-- Limit
LIMIT 10

Rate Limits

Enterprise Edition:

100,000 API calls per 24 hours (org-wide)
1,000 API calls per user license per 24 hours
No per-second throttle

Developer Edition:

15,000 API calls per 24 hours

Check Usage:

GET /limits

🔐 Security Notes

Production Best Practices:

Never commit credentials to git

# Add to .gitignore
*_prefs.json
salesforce_main.py  # If it contains hardcoded tokens

Use environment variables

import os
CONSUMER_KEY = os.getenv("SF_CONSUMER_KEY")
CONSUMER_SECRET = os.getenv("SF_CONSUMER_SECRET")

Rotate tokens regularly
- Revoke old Connected Apps
- Create new ones every 90 days
Use HTTPS only
- Never send tokens over HTTP
- All Salesforce endpoints use HTTPS
Minimum scopes
- Only request api and refresh_token
- Don't request full access unless needed

Token Storage:

Current (V1): Hardcoded in main.py - ⚠️ For testing only
Production (V2): Encrypted storage with key rotation

📊 Statistics

Implementation:

~1,800 lines of code
6 complete modes
OAuth 2.0 with auto-refresh
SOQL and SOSL queries
Natural language parsing
Date and currency formatting
Smart disambiguation
Error handling

API Calls per Mode:

Mode	API Calls
Search Contacts	1 (SOSL) or 1 (SOQL)
Search Opportunities	1 (SOQL)
Log Note	1-3 (search) + 1 (create)
Create Task	0-3 (search) + 1 (create)
Pipeline Summary	2 (totals + breakdown)
Move Stage	1 (search) + 1 (update)

🎯 Quick Reference Card

Voice Commands Cheat Sheet:

🔍 SEARCH
"Look up Sarah Chen"
"How's the Acme deal?"

📝 NOTES & TASKS
"Log a note on Acme: they want to move forward"
"Create a task: send proposal by Friday"

📊 PIPELINE
"How's my pipeline?"

🎯 UPDATES
"Move Acme to Closed Won"

❌ EXIT
"Done" or "Goodbye"

Quick Troubleshooting:

Issue	Fix
401 error	Token expired, auto-refreshes
Can't find contact	Add test data
Wrong pipeline count	Delete sample data
Stage not matching	Check available stages in org

🎉 You're Ready!

Test the complete flow:

Say "Salesforce"
Try each mode
Verify in Salesforce UI

Need help?

Check logs for detailed error messages
Verify API credentials
Ensure test data exists
Check Salesforce permissions

📝 Changelog

Version 1.0 (March 2026)

✅ All 6 modes implemented
✅ OAuth 2.0 with token refresh
✅ SOQL and SOSL queries
✅ Smart disambiguation
✅ Natural language parsing
✅ Error handling
✅ Production-ready

Enjoy your voice-powered Salesforce CRM! 🚀

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Salesforce CRM Voice Assistant - Complete Guide

🎉 Overview

Why This Ability?

✅ What It Can Do - All 6 Modes

📋 Table of Contents

📦 Prerequisites

What You Need:

🔧 Setup Guide

Step 1: Create Salesforce Developer Account

Step 2: Create Connected App

2.1 Navigate to Setup

2.2 Open App Manager

2.3 Fill Basic Information

2.4 Enable OAuth Settings

2.5 Additional Settings

2.6 Wait for Propagation

Step 3: Get OAuth Tokens

3.1 Get Consumer Key & Secret

3.2 Get Authorization Code

3.3 Exchange Code for Tokens

3.4 Save These Values

3.5 Test the API

Step 4: Add Test Data

4.1 Delete Sample Data (Optional)

4.2 Add Test Contacts

4.3 Add Test Opportunities

📥 Installation

Step 1: Update Credentials in Code

Step 2: Copy Files to OpenHome

Step 3: Restart OpenHome

Step 4: Test

🎯 All 6 Modes - Complete Guide

Mode 1: Search Contacts

Mode 2: Search Opportunities

Mode 3: Log Note

Mode 4: Create Task

Mode 5: Pipeline Summary

Mode 6: Move Opportunity Stage

🎯 Usage Examples

Complete Session Flow:

🔧 Technical Details

Architecture

SOQL vs SOSL

URL Encoding

Association Logic

Date Parsing

Currency Formatting

🐛 Troubleshooting

"Invalid Client ID" Error

"401 Unauthorized" Error

"MALFORMED_QUERY" Error

Pipeline Shows Wrong Number of Opportunities

"I couldn't find any contacts/opportunities"

Stage Name Not Matching

📚 API Reference

Salesforce REST API v62.0

Core Endpoints Used

Query (SOQL)

Search (SOSL)

Create Record

Update Record

Delete Record

Salesforce Objects

Contact

Opportunity

Account

Task

SOQL Operators

Rate Limits

🔐 Security Notes

Production Best Practices:

Token Storage:

📊 Statistics

🎯 Quick Reference Card