Inside My MergeTober Contribution: Integrating Salesforce with Cognee

Описание и применение

Вклад в проект MergeTober добавил коннектор Salesforce к Cognee, позволяющий аутентифицироваться через OAuth, извлекать аккаунты, сделки, обращения и сообщения, синхронизировать данные по LastModifiedDate и обрабатывать удалённые записи. Все 9 юнит‑тестов прошли, но интеграция с живой организацией Salesforce ещё не проверена.

Задача

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

Результат

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.

Рабочий процесс

• 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

Доказательства

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

Источник

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.

Источник