A comprehensive Dify plugin that enables seamless integration with Salesforce, providing powerful data access and interaction capabilities for your AI workflows.

• Author: eric-2369
• Version: 0.0.1
• Type: tool

• Secure Authentication: Robust authentication with automatic credential management
• Smart Session Management: Intelligent session handling with automatic token storage and refresh
• Auto Recovery: Automatic error handling and session recovery for uninterrupted workflows
• Comprehensive Logging: Full logging integration with Dify's plugin logging system
• Multi-language Support: English, Chinese, and Portuguese interface support
• High Performance: Optimized for efficient Salesforce data operations

1. Install the plugin in your Dify environment
2. Configure your Salesforce credentials in the plugin settings

1. Salesforce Login URL

   • Production: https://login.salesforce.com
   • Sandbox: https://test.salesforce.com

2. Salesforce Username

   • Your Salesforce account username

3. Salesforce Password + Security Token

   • Your password concatenated with your security token (no space between them)
   • Example: If password is mypassword and token is ABC123, enter mypasswordABC123

1. Log in to Salesforce
2. Go to Setup → My Personal Information → Reset My Security Token
3. Click "Reset Security Token"
4. Check your email for the new security token

Retrieve account information:

SELECT Id, Name
FROM Account LIMIT 10

Query contacts with specific criteria:

SELECT Id, Email
FROM Contact
WHERE Name = 'John Doe'

Access related data across objects:

SELECT Id, Channel_Type__c
FROM Holistic_Engagement__c
WHERE Person__r.Contact__r.Name = 'John Doe' LIMIT 10

The plugin returns results in the following JSON format:

{
  "totalSize": 5,
  "done": true,
  "records": [
    {
      "attributes": {
        "type": "Account",
        "url": "/services/data/v63.0/sobjects/Account/001..."
      },
      "Id": "001...",
      "Name": "Sample Account"
    }
  ],
  "query": "SELECT Id, Name FROM Account LIMIT 10"
}

• Secure Authentication: Robust authentication with Salesforce
• Token Storage: Persistent session storage using Dify's KV storage
• Automatic Refresh: Intelligent token lifecycle management
• Error Recovery: Automatic error handling and session recovery

• Secure Credential Storage: All credentials are securely stored in Dify
• Session Management: Proactive session management and renewal
• Error Handling: Comprehensive error handling with user-friendly messages

• Session Caching: Efficient session reuse to minimize overhead
• Optimized Requests: High-performance API communication
• Memory Management: Efficient resource usage in serverless environment

The plugin provides comprehensive error handling for common scenarios:

• Invalid Credentials: Clear messages for authentication failures
• Network Issues: Timeout and connection error handling
• Query Syntax Errors: Detailed error messages for invalid queries
• API Limits: Proper handling of Salesforce API limits
• Session Expiry: Automatic session refresh and retry

The plugin uses Dify's logging system to record:

• Authentication attempts and results
• Data query executions
• Session refresh operations
• Error conditions and resolutions

1. Authentication Failed

   • Verify your username and password
   • Ensure security token is current and correctly concatenated
   • Check if your Salesforce org allows API access

2. Invalid Query

   • Verify query syntax is correct
   • Ensure you have permission to access the queried objects
   • Check field names and object names are correct

3. Network Timeouts

   • Check your network connection
   • Verify the Salesforce login URL is correct
   • Ensure firewall allows outbound HTTPS connections

salesforce-dify-plugin/
├── manifest.yaml              # Plugin configuration
├── requirements.txt           # Python dependencies
├── provider/
│   ├── salesforce.yaml       # Provider configuration
│   └── salesforce.py         # Credential validation
├── tools/
│   ├── soql_query.yaml       # Tool configuration
│   └── soql_query.py         # SOQL query implementation
└── utils/
    └── session_manager.py     # Session management logic

• SalesforceSessionManager: Handles authentication and session management
• SalesforceProvider: Validates credentials during plugin configuration
• SoqlQueryTool: Executes data queries with automatic error handling

This project is licensed under the terms specified in the LICENSE file.

For issues and questions:

1. Check the troubleshooting section above
2. Review Salesforce API documentation
3. Contact the plugin author