@pipedream/salesforce_rest_api 1.13.0 → 1.14.1

package/actions/list-knowledge-articles/list-knowledge-articles.mjs

@@ -1,10 +1,18 @@
+// x-pd-ai: optimized
 import salesforce from "../../salesforce_rest_api.app.mjs";
+import constants from "../../common/constants.mjs";
+import {
+  buildFieldList, truncationNote,
+} from "../../common/soql.mjs";
 
 export default {
   key: "salesforce_rest_api-list-knowledge-articles",
   name: "List Knowledge Articles",
-  description: "Lists all knowledge articles. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_knowledgearticle.htm)",
-  version: "0.0.5",
+  description: "List Salesforce Knowledge articles, newest first."
+    + " Returns the article container records (`KnowledgeArticle`), not the published article bodies - use **Get Knowledge Articles** to read article content, and **List Knowledge Data Category Groups** to discover the categories articles are filed under."
+    + " This can return a lot of records on a mature org, so set `Limit`."
+    + " [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_knowledgearticle.htm)",
+  version: "0.1.0",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,
@@ -13,16 +21,47 @@ export default {
   type: "action",
   props: {
     salesforce,
+    fields: {
+      propDefinition: [
+        salesforce,
+        "fieldsToObtain",
+        () => ({
+          objType: constants.OBJECT_TYPE.KNOWLEDGE_ARTICLE,
+        }),
+      ],
+      label: "Fields",
+      description: "The KnowledgeArticle fields to return. Defaults to every field on the object. `Id` is always returned.",
+      optional: true,
+    },
+    limit: {
+      type: "integer",
+      label: "Limit",
+      description: `The maximum number of articles to return. Valid values are integers from 1 through ${constants.MAX_LIMIT}. Omit to return every article Salesforce sends in one batch.`,
+      min: 1,
+      max: constants.MAX_LIMIT,
+      optional: true,
+    },
   },
   async run({ $ }) {
-    const fields = (await this.salesforce.getFieldsForObjectType("KnowledgeArticle")).map(({ name }) => name);
-    const query = `SELECT ${fields.join(", ")} FROM KnowledgeArticle`;
+    const allFields = (await this.salesforce
+      .getFieldsForObjectType(constants.OBJECT_TYPE.KNOWLEDGE_ARTICLE))
+      .map(({ name }) => name);
+    const fields = buildFieldList(this.fields, allFields);
 
-    const { records } = await this.salesforce.query({
+    let query = `SELECT ${fields.join(", ")} FROM ${constants.OBJECT_TYPE.KNOWLEDGE_ARTICLE}`
+      + " ORDER BY CreatedDate DESC, Id DESC";
+    if (this.limit) {
+      query += ` LIMIT ${this.limit}`;
+    }
+
+    const response = await this.salesforce.query({
       $,
       query,
     });
-    $.export("$summary", `Sucessfully retrieved ${records.length} knowledge articles`);
+    const { records } = response;
+    $.export("$summary", `Successfully retrieved ${records.length} knowledge article${records.length === 1
+      ? ""
+      : "s"}.${truncationNote(response, records.length)}`);
     return records;
   },
 };

package/actions/list-object-fields/list-object-fields.mjs

@@ -1,10 +1,15 @@
+// x-pd-ai: optimized
 import salesforce from "../../salesforce_rest_api.app.mjs";
 
 export default {
   key: "salesforce_rest_api-list-object-fields",
   name: "List Object Fields",
-  description: "Lists all fields for a given object type. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_describe.htm)",
-  version: "0.0.2",
+  description: "List the field names for a Salesforce object type."
+    + " Use this to discover valid field names before calling **Find Records**, **SOQL Query** or any create/update action."
+    + " Use **Describe Object** instead when you also need field types, required flags and picklist values."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_describe.htm)",
+  version: "0.0.3",
   type: "action",
   annotations: {
     destructiveHint: false,

package/actions/list-objects/list-objects.mjs

@@ -1,4 +1,4 @@
-// vandelay-test-dr
+// x-pd-ai: optimized
 import salesforce from "../../salesforce_rest_api.app.mjs";
 
 export default {
@@ -9,8 +9,10 @@ export default {
     + " Use when the user references an object type you're not sure about, or to discover custom objects."
     + " Custom objects end in `__c`."
     + " Standard CRM objects: Account, Contact, Lead, Opportunity, Case, Task, Event, Campaign, User."
-    + " Use **Describe Object** to get field details for a specific object type.",
-  version: "0.0.1",
+    + " Use **Describe Object** to get field details for a specific object type."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_describeGlobal.htm)",
+  version: "0.0.2",
   type: "action",
   annotations: {
     readOnlyHint: true,

package/actions/post-feed-to-chatter/post-feed-to-chatter.mjs

@@ -1,11 +1,16 @@
+// x-pd-ai: optimized
 import salesforce from "../../salesforce_rest_api.app.mjs";
 
 export default {
   key: "salesforce_rest_api-post-feed-to-chatter",
   name: "Post a Message to Chatter Feed",
   description:
-    "Post a feed item in Chatter. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickreference_post_feed_item.htm)",
-  version: "0.1.4",
+    "Post a Chatter message to a Salesforce record's feed."
+    + " Use **List Case Feed Items** to read a case feed, or **Create Case Comment** to add a case comment instead of a Chatter post."
+    + " The message is built from segments - a plain string becomes text, and `{ \"type\": \"Mention\", \"username\": \"jsmith\" }` mentions a user."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickreference_post_feed_item.htm)",
+  version: "0.1.5",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/search-string/search-string.mjs

@@ -1,10 +1,15 @@
+// x-pd-ai: optimized
 import salesforce from "../../salesforce_rest_api.app.mjs";
 
 export default {
   key: "salesforce_rest_api-search-string",
   name: "Search Object Records",
-  description: "Searches for records in an object using a parameterized search. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_search_parameterized_get.htm)",
-  version: "0.0.8",
+  description: "Search for records of one object type using a parameterized SOSL search."
+    + " Use **Text Search** to search across several object types at once, or **SOQL Query** for exact field filters."
+    + " SOSL matches indexed text fields, so it finds partial words but will not filter on numeric or date criteria."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_search_parameterized_get.htm)",
+  version: "0.0.9",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/send-email/send-email.mjs

@@ -1,10 +1,15 @@
+// x-pd-ai: optimized
 import salesforce from "../../salesforce_rest_api.app.mjs";
 
 export default {
   key: "salesforce_rest_api-send-email",
   name: "Send Email",
-  description: "Sends an email. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_action.meta/api_action/actions_obj_email_simple.htm)",
-  version: "0.1.0",
+  description: "Send an email through Salesforce."
+    + " Use **List Email Templates** to find a template ID first when sending templated mail."
+    + " Sent mail is logged against the related record - use **List Email Messages** to read it back."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_action.meta/api_action/actions_obj_email_simple.htm)",
+  version: "0.1.1",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/soql-query/soql-query.mjs

@@ -1,4 +1,4 @@
-// vandelay-test-dr
+// x-pd-ai: optimized
 import salesforce from "../../salesforce_rest_api.app.mjs";
 
 export default {
@@ -25,8 +25,10 @@ export default {
     + "\n- Sorting/limits: `ORDER BY CreatedDate DESC LIMIT 10`"
     + "\n\n"
     + "**Always include `Id` in SELECT.** Include a clickable Salesforce link for every record"
-    + " using the format `{instanceUrl}/lightning/r/{objectType}/{Id}/view` (get `instanceUrl` from **Get User Info**).",
-  version: "0.0.1",
+    + " using the format `{instanceUrl}/lightning/r/{objectType}/{Id}/view` (get `instanceUrl` from **Get User Info**)."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_query.htm)",
+  version: "0.0.2",
   type: "action",
   annotations: {
     readOnlyHint: true,

package/actions/soql-search/soql-search.mjs

@@ -1,3 +1,4 @@
+// x-pd-ai: optimized
 import salesforce from "../../salesforce_rest_api.app.mjs";
 import { docsInfo } from "../sosl-search/sosl-search.mjs";
 
@@ -6,8 +7,12 @@ const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.me
 export default {
   key: "salesforce_rest_api-soql-search",
   name: "SOQL Query (Object Query)",
-  description: `Executes a [Salesforce Object Query Language (SOQL)](${docsLink}) query-based, SQL-like search.`,
-  version: "0.2.13",
+  description: "Run a SOQL query with guided prompts for the object, fields and filter."
+    + " Prefer **SOQL Query** for agent and API use - it accepts a complete query string and pages through every result, while this action returns only the first batch."
+    + " SOQL filters on exact field values; use **Text Search** for keyword search."
+    + " "
+    + `[See the documentation](${docsLink})`,
+  version: "0.2.14",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/sosl-search/sosl-search.mjs

@@ -1,3 +1,4 @@
+// x-pd-ai: optimized
 import salesforce from "../../salesforce_rest_api.app.mjs";
 
 const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_sosl_examples.htm";
@@ -11,8 +12,12 @@ export const docsInfo = {
 export default {
   key: "salesforce_rest_api-sosl-search",
   name: "SOSL Search (Object Search)",
-  description: `Executes a [Salesforce Object Search Language (SOSL)](${docsLink}) text-based search query.`,
-  version: "0.2.12",
+  description: "Run a SOSL text search with guided prompts."
+    + " Prefer **Text Search** for agent and API use - it takes a plain keyword and searches several object types at once."
+    + " SOSL matches indexed text fields, so it finds partial words but will not filter on numeric or date criteria."
+    + " "
+    + `[See the documentation](${docsLink})`,
+  version: "0.2.13",
   annotations: {
     destructiveHint: false,
     openWorldHint: true,

package/actions/text-search/text-search.mjs

@@ -1,4 +1,4 @@
-// vandelay-test-dr
+// x-pd-ai: optimized
 import salesforce from "../../salesforce_rest_api.app.mjs";
 
 export default {
@@ -8,8 +8,10 @@ export default {
     "Search Salesforce records by keyword across multiple object types simultaneously."
     + " Use for free-text search when the user mentions a name, term, or keyword without specifying an object type."
     + " Use **SOQL Query** instead for structured queries on a single object type with specific conditions."
-    + " Results are grouped by object type.",
-  version: "0.0.1",
+    + " Results are grouped by object type."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_search.htm)",
+  version: "0.0.2",
   type: "action",
   annotations: {
     readOnlyHint: true,

package/actions/update-account/update-account.mjs

@@ -1,3 +1,4 @@
+// x-pd-ai: optimized
 import common, { getProps } from "../common/base-create-update.mjs";
 import account from "../../common/sobjects/account.mjs";
 import { docsLink } from "../create-account/create-account.mjs";
@@ -14,8 +15,12 @@ export default {
   ...common,
   key: "salesforce_rest_api-update-account",
   name: "Update Account",
-  description: `Updates a Salesforce account. [See the documentation](${docsLink})`,
-  version: "0.3.6",
+  description: "Update fields on an existing Salesforce account."
+    + " Only the fields you supply change; everything else is left as-is."
+    + " Use **Find Records** on `Account` to get the record ID first."
+    + " "
+    + `[See the documentation](${docsLink})`,
+  version: "0.3.7",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-accounts-batch/update-accounts-batch.mjs

@@ -1,11 +1,18 @@
+// x-pd-ai: optimized
 import common from "../common/batch-operation.mjs";
 
 export default {
   ...common,
   key: "salesforce_rest_api-update-accounts-batch",
   name: "Update Accounts (Batch)",
-  description: "Update multiple Accounts in Salesforce using Bulk API 2.0. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/datafiles_understanding_bulk2_ingest.htm)",
-  version: "0.0.5",
+  description: "Update many Salesforce accounts in one job using Bulk API 2.0."
+    + " Use this instead of **Update Account** when updating more than roughly 200 records - it is asynchronous and returns a job ID, not the updated records."
+    + " Every row must include the record `Id` of the account to update."
+    + " Input is a CSV file - supply a path under `/tmp` or a URL to download it from, with a header row of Salesforce field API names."
+    + " Poll the job in Salesforce to confirm completion; a successful response means the job was accepted, not that every row loaded."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/datafiles_understanding_bulk2_ingest.htm)",
+  version: "0.0.6",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-contact/update-contact.mjs

@@ -1,3 +1,4 @@
+// x-pd-ai: optimized
 import common, { getProps } from "../common/base-create-update.mjs";
 import contact from "../../common/sobjects/contact.mjs";
 import { docsLink } from "../create-contact/create-contact.mjs";
@@ -15,8 +16,12 @@ export default {
   ...common,
   key: "salesforce_rest_api-update-contact",
   name: "Update Contact",
-  description: `Updates a contact. [See the documentation](${docsLink})`,
-  version: "0.3.6",
+  description: "Update fields on an existing Salesforce contact."
+    + " Only the fields you supply change; everything else is left as-is."
+    + " Use **Find Records** on `Contact` to get the record ID first."
+    + " "
+    + `[See the documentation](${docsLink})`,
+  version: "0.3.7",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-content-note/update-content-note.mjs

@@ -1,3 +1,4 @@
+// x-pd-ai: optimized
 import common, { getProps } from "../common/base-create-update.mjs";
 import contentNote from "../../common/sobjects/content-note.mjs";
 import { NOTE_INFO_PROP } from "../../common/props-info.mjs";
@@ -16,8 +17,14 @@ export default {
   ...common,
   key: "salesforce_rest_api-update-content-note",
   name: "Update Content Note",
-  description: `Updates an enhanced Salesforce content note, which can include formatted text and is part of Salesforce Files. [See the documentation](${docsLink}) and [Set Up Notes](https://help.salesforce.com/s/articleView?id=sales.notes_admin_setup.htm&type=5).`,
-  version: "0.0.3",
+  description: "Update an enhanced Salesforce content note (rich text, stored in Salesforce Files)."
+    + " Use **Update Note** instead for classic plain-text notes - the two are different objects."
+    + " Supplying `Content` replaces the note body outright rather than appending to it."
+    + " "
+    + "Notes must be enabled in the org first - see [Set Up Notes](https://help.salesforce.com/s/articleView?id=sales.notes_admin_setup.htm&type=5)."
+    + " "
+    + `[See the documentation](${docsLink})`,
+  version: "0.0.4",
   type: "action",
   annotations: {
     destructiveHint: true,

package/actions/update-crm-record/update-crm-record.mjs

@@ -1,4 +1,4 @@
-// vandelay-test-dr
+// x-pd-ai: optimized
 import salesforce from "../../salesforce_rest_api.app.mjs";
 
 export default {
@@ -7,8 +7,10 @@ export default {
   description:
     "Update an existing Salesforce record. Only pass fields you want to change — unspecified fields remain unchanged."
     + " Use **Describe Object** for valid field names and picklist values."
-    + " Use **SOQL Query** to find the record ID if you only have the name.",
-  version: "0.0.1",
+    + " Use **SOQL Query** to find the record ID if you only have the name."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)",
+  version: "0.0.2",
   type: "action",
   annotations: {
     readOnlyHint: false,

package/actions/update-email-template/update-email-template.mjs

@@ -1,3 +1,4 @@
+// x-pd-ai: optimized
 import {
   convertFieldsToProps, getAdditionalFields,
 } from "../../common/props-utils.mjs";
@@ -7,8 +8,12 @@ import { additionalFields } from "../common/base-create-update.mjs";
 export default {
   key: "salesforce_rest_api-update-email-template",
   name: "Update Email Template",
-  description: "Updates an email template. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)",
-  version: "0.0.6",
+  description: "Update an existing Salesforce email template."
+    + " Use **List Email Templates** to find the template ID first."
+    + " Only the fields you supply change; everything else is left as-is."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)",
+  version: "0.0.7",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-note/update-note.mjs

@@ -1,3 +1,4 @@
+// x-pd-ai: optimized
 import common, { getProps } from "../common/base-create-update.mjs";
 import note from "../../common/sobjects/note.mjs";
 import { NOTE_INFO_PROP } from "../../common/props-info.mjs";
@@ -16,8 +17,12 @@ export default {
   ...common,
   key: "salesforce_rest_api-update-note",
   name: "Update Note",
-  description: `Updates a classic Salesforce note, which can contain up to 32 KB of text and is associated with a parent record. [See the documentation](${docsLink})`,
-  version: "0.0.3",
+  description: "Update a classic Salesforce note (up to 32 KB of plain text)."
+    + " Use **Update Content Note** instead for enhanced rich-text notes - the two are different objects."
+    + " Supplying `Body` replaces the note text outright rather than appending to it."
+    + " "
+    + `[See the documentation](${docsLink})`,
+  version: "0.0.4",
   type: "action",
   annotations: {
     destructiveHint: true,

package/actions/update-opportunities-batch/update-opportunities-batch.mjs

@@ -1,11 +1,18 @@
+// x-pd-ai: optimized
 import common from "../common/batch-operation.mjs";
 
 export default {
   ...common,
   key: "salesforce_rest_api-update-opportunities-batch",
   name: "Update Opportunities (Batch)",
-  description: "Update multiple Opportunities in Salesforce using Bulk API 2.0. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/datafiles_understanding_bulk2_ingest.htm)",
-  version: "0.0.5",
+  description: "Update many Salesforce opportunities in one job using Bulk API 2.0."
+    + " Use this instead of **Update Opportunity** when updating more than roughly 200 records - it is asynchronous and returns a job ID, not the updated records."
+    + " Every row must include the record `Id` of the opportunity to update."
+    + " Input is a CSV file - supply a path under `/tmp` or a URL to download it from, with a header row of Salesforce field API names."
+    + " Poll the job in Salesforce to confirm completion; a successful response means the job was accepted, not that every row loaded."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/datafiles_understanding_bulk2_ingest.htm)",
+  version: "0.0.6",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-opportunity/update-opportunity.mjs

@@ -1,3 +1,4 @@
+// x-pd-ai: optimized
 import common, { getProps } from "../common/base-create-update.mjs";
 import opportunity from "../../common/sobjects/opportunity.mjs";
 import { docsLink } from "../create-opportunity/create-opportunity.mjs";
@@ -16,8 +17,12 @@ export default {
   ...common,
   key: "salesforce_rest_api-update-opportunity",
   name: "Update Opportunity",
-  description: `Updates an opportunity. [See the documentation](${docsLink})`,
-  version: "0.3.6",
+  description: "Update fields on an existing Salesforce opportunity, such as moving it to a new stage."
+    + " Use **Describe Object** on `Opportunity` to list the valid `StageName` values for your org."
+    + " Only the fields you supply change; everything else is left as-is."
+    + " "
+    + `[See the documentation](${docsLink})`,
+  version: "0.3.7",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/update-record/update-record.mjs

@@ -1,3 +1,4 @@
+// x-pd-ai: optimized
 import {
   convertFieldsToProps, getAdditionalFields,
 } from "../../common/props-utils.mjs";
@@ -7,8 +8,12 @@ import { additionalFields } from "../common/base-create-update.mjs";
 export default {
   key: "salesforce_rest_api-update-record",
   name: "Update Record",
-  description: "Update fields of a record. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)",
-  version: "0.3.7",
+  description: "Update a Salesforce record of any object type, choosing fields interactively."
+    + " Prefer **Update CRM Record** in agent and API contexts - this action builds its field list dynamically, so the available inputs are not visible until an object type is chosen."
+    + " Only the fields you supply change; everything else is left as-is."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)",
+  version: "0.3.8",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/actions/upsert-record/upsert-record.mjs

@@ -1,3 +1,4 @@
+// x-pd-ai: optimized
 import {
   convertFieldsToProps, getAdditionalFields,
 } from "../../common/props-utils.mjs";
@@ -7,8 +8,12 @@ import { additionalFields } from "../common/base-create-update.mjs";
 export default {
   key: "salesforce_rest_api-upsert-record",
   name: "Upsert Record",
-  description: "Create or update a record of a given object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_upsert.htm)",
-  version: "0.0.7",
+  description: "Create a Salesforce record, or update it if a matching one already exists, matched on an external ID field."
+    + " The object must have an external ID field defined - use **Describe Object** to find one before calling."
+    + " Use **Create CRM Record** or **Update CRM Record** when you already know whether the record exists."
+    + " "
+    + "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_upsert.htm)",
+  version: "0.0.8",
   annotations: {
     destructiveHint: true,
     openWorldHint: true,

package/common/constants.mjs

@@ -27,11 +27,63 @@ export default {
     "Cadence",
     "Call",
   ],
+  CASE_FEED_ITEM_TYPES: [
+    "ActivityEvent",
+    "AdvancedTextPost",
+    "ApprovalPost",
+    "AttachArticleEvent",
+    "CallLogPost",
+    "CanvasPost",
+    "CaseCommentPost",
+    "ChangeStatusPost",
+    "ChatTranscriptPost",
+    "ContentPost",
+    "CreatedRecordEvent",
+    "EmailMessageEvent",
+    "LinkPost",
+    "MilestoneEvent",
+    "PollPost",
+    "QuestionPost",
+    "SocialPost",
+    "TextPost",
+    "TrackedChange",
+  ],
+  CASE_DEFAULT_STATUSES: [
+    "New",
+    "Working",
+    "Escalated",
+    "Closed",
+  ],
+  CASE_LIST_FIELDS: [
+    "Id",
+    "CaseNumber",
+    "Subject",
+    "Status",
+    "Priority",
+    "Origin",
+    "IsClosed",
+    "AccountId",
+    "ContactId",
+    "OwnerId",
+    "CreatedDate",
+    "LastModifiedDate",
+  ],
+  DEFAULT_LIMIT: 100,
+  MAX_LIMIT: 1000,
+  SALESFORCE_ID_REGEX: /^[a-zA-Z0-9]{15}([a-zA-Z0-9]{3})?$/,
+  DATE_ONLY_REGEX: /^\d{4}-\d{2}-\d{2}$/,
+  DATE_TIME_REGEX: /^\d{4}-\d{2}-\d{2}T\d{2}:\d{2}:\d{2}(\.\d+)?(Z|[+-]\d{2}:\d{2})$/,
   OBJECT_TYPE: {
     CAMPAIGN: "Campaign",
     CONTACT: "Contact",
     CAMPAIGN_MEMBER: "CampaignMember",
     LEAD: "Lead",
+    CASE: "Case",
+    CASE_FEED: "CaseFeed",
+    CASE_COMMENT: "CaseComment",
+    EMAIL_MESSAGE: "EmailMessage",
+    EMAIL_TEMPLATE: "EmailTemplate",
+    KNOWLEDGE_ARTICLE: "KnowledgeArticle",
     FEED_ITEM: "FeedItem",
     FEED_COMMENT: "FeedComment",
   },

package/common/soql.mjs

@@ -0,0 +1,96 @@
+import { ConfigurationError } from "@pipedream/platform";
+import constants from "./constants.mjs";
+
+/**
+ * Escapes a value for use inside a quoted SOQL string literal.
+ * Salesforce escapes with a backslash, so the backslash itself must go first.
+ */
+export function escapeSoqlString(value) {
+  return String(value)
+    .replace(/\\/g, "\\\\")
+    .replace(/'/g, "\\'");
+}
+
+/**
+ * Validates a value that will be interpolated into SOQL as a record ID.
+ * IDs are unquoted-adjacent, high-trust values, so a bad one is rejected up front
+ * rather than escaped.
+ */
+export function assertSalesforceId(value, label) {
+  if (!constants.SALESFORCE_ID_REGEX.test(value)) {
+    throw new ConfigurationError(`**${label}** must be a 15- or 18-character Salesforce ID`);
+  }
+  return value;
+}
+
+/**
+ * Builds a SELECT field list, always including Id so a caller that narrows the
+ * fields to save context still gets the ID every follow-up action needs.
+ */
+export function buildFieldList(selected, fallback) {
+  return [
+    ...new Set([
+      "Id",
+      ...selected?.length
+        ? selected
+        : fallback,
+    ]),
+  ];
+}
+
+/**
+ * Salesforce returns at most one batch per query and signals a partial result
+ * with `done: false`. Callers that ignore it answer confidently from page one,
+ * so say so in the summary instead.
+ */
+export function truncationNote({
+  done, totalSize,
+}, returned) {
+  if (done !== false) {
+    return "";
+  }
+  const total = totalSize
+    ? ` of ${totalSize}`
+    : "";
+  return ` This is a partial result (${returned}${total} records) - narrow the filters, or use the **SOQL Query** action, which pages through every record.`;
+}
+
+/**
+ * Normalizes a user-supplied date/datetime into a SOQL datetime literal.
+ * SOQL datetime literals are NOT quoted, so the value must be strictly validated
+ * instead of escaped. A date-only value is widened to the start of that day (UTC).
+ */
+export function toSoqlDateTimeLiteral(value, label) {
+  const raw = String(value).trim();
+  const shapeOk = constants.DATE_ONLY_REGEX.test(raw) || constants.DATE_TIME_REGEX.test(raw);
+  if (!shapeOk) {
+    throw new ConfigurationError(`**${label}** must be an ISO 8601 date (\`2026-08-01\`) or date-time (\`2026-08-01T00:00:00Z\`)`);
+  }
+
+  const literal = constants.DATE_ONLY_REGEX.test(raw)
+    ? `${raw}T00:00:00Z`
+    : raw;
+
+  // The shape check alone accepts impossible values. Date.parse rejects month 13,
+  // hour 25 and offset +99, but silently rolls 2026-02-31 over to March 3, so the
+  // calendar day is round-tripped separately.
+  const [
+    year,
+    month,
+    day,
+  ] = raw.slice(0, 10).split("-")
+    .map(Number);
+  // Date.UTC maps years 0-99 to 1900-1999, so building the date there first would
+  // roll a valid leap day like `0000-02-29` into March (1900 is not a leap year) and
+  // reject it. Setting all three parts together on an epoch date avoids that.
+  const utc = new Date(0);
+  utc.setUTCFullYear(year, month - 1, day);
+  const dayIsReal = utc.getUTCFullYear() === year
+    && utc.getUTCMonth() === month - 1
+    && utc.getUTCDate() === day;
+
+  if (!dayIsReal || Number.isNaN(Date.parse(literal))) {
+    throw new ConfigurationError(`**${label}** is not a real date: \`${raw}\``);
+  }
+  return literal;
+}