Inside My MergeTober Contribution: Integrating Salesforce with Cognee

Description and use

The MergeTober contribution added a Salesforce connector to Cognee, enabling OAuth authentication, ingestion of accounts, opportunities, cases, and chatter, incremental sync via LastModifiedDate, and deletion handling. All 9 unit tests passed locally, but live Salesforce validation is pending.

Problem

Integrating Salesforce CRM data into Cognee’s memory layer so AI applications can retrieve relevant business context.

Outcome

The connector was fully unit‑tested (9/9 tests passed) and is ready for review. It enables Cognee to ingest and sync Salesforce data, supporting real‑world AI knowledge workflows.

Workflow

• Create a Salesforce Connected App and obtain OAuth credentials
• Configure the connector with client ID, secret and redirect URI
• Run the connector to authenticate and fetch initial data (accounts, opportunities, cases, chatter)
• Execute incremental sync by querying records modified since the last sync
• Detect and propagate deletions to keep Cognee’s knowledge up‑to‑date
• Use the ingested data as context in downstream AI applications
• Run unit tests to verify functionality

Evidence

I tested the connector locally using mocked Salesforce responses and verified that 9 out of 9 mocked unit tests passed.

Source

The goal of my connector is to support: Authentication: OAuth 2.0 with a Salesforce Connected App. Data ingestion: Accounts, Opportunities, Cases, and Chatter records. Incremental synchronization: SOQL queries using LastModifiedDate. Deletion handling: Detect deleted source records and support downstream cleanup.

Source