improvement(helm): added SSO and cloud storage variables to helm charts (#2454)

* improvement(helm): added SSO and cloud storage variables to helm charts

* consolidated sf types

apps/sim/tools/salesforce/create_account.ts

@@ -1,39 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceCreateAccountParams,
+  SalesforceCreateAccountResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
 
 const logger = createLogger('SalesforceCreateAccount')
 
-export interface SalesforceCreateAccountParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  name: string
-  type?: string
-  industry?: string
-  phone?: string
-  website?: string
-  billingStreet?: string
-  billingCity?: string
-  billingState?: string
-  billingPostalCode?: string
-  billingCountry?: string
-  description?: string
-  annualRevenue?: string
-  numberOfEmployees?: string
-}
-
-export interface SalesforceCreateAccountResponse {
-  success: boolean
-  output: {
-    id: string
-    success: boolean
-    created: boolean
-    metadata: {
-      operation: 'create_account'
-    }
-  }
-}
-
 export const salesforceCreateAccountTool: ToolConfig<
   SalesforceCreateAccountParams,
   SalesforceCreateAccountResponse

apps/sim/tools/salesforce/create_case.ts

@@ -1,30 +1,9 @@
+import type {
+  SalesforceCreateCaseParams,
+  SalesforceCreateCaseResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceCreateCaseParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  subject: string
-  status?: string
-  priority?: string
-  origin?: string
-  contactId?: string
-  accountId?: string
-  description?: string
-}
-
-export interface SalesforceCreateCaseResponse {
-  success: boolean
-  output: {
-    id: string
-    success: boolean
-    created: boolean
-    metadata: {
-      operation: 'create_case'
-    }
-  }
-}
 
 export const salesforceCreateCaseTool: ToolConfig<
   SalesforceCreateCaseParams,

apps/sim/tools/salesforce/create_contact.ts

@@ -1,38 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceCreateContactParams,
+  SalesforceCreateContactResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceContacts')
 
-export interface SalesforceCreateContactParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  lastName: string
-  firstName?: string
-  email?: string
-  phone?: string
-  accountId?: string
-  title?: string
-  department?: string
-  mailingStreet?: string
-  mailingCity?: string
-  mailingState?: string
-  mailingPostalCode?: string
-  mailingCountry?: string
-  description?: string
-}
-
-export interface SalesforceCreateContactResponse {
-  success: boolean
-  output: {
-    id: string
-    success: boolean
-    created: boolean
-    metadata: { operation: 'create_contact' }
-  }
-}
-
 export const salesforceCreateContactTool: ToolConfig<
   SalesforceCreateContactParams,
   SalesforceCreateContactResponse

apps/sim/tools/salesforce/create_lead.ts

@@ -1,32 +1,9 @@
+import type {
+  SalesforceCreateLeadParams,
+  SalesforceCreateLeadResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceCreateLeadParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  lastName: string
-  company: string
-  firstName?: string
-  email?: string
-  phone?: string
-  status?: string
-  leadSource?: string
-  title?: string
-  description?: string
-}
-
-export interface SalesforceCreateLeadResponse {
-  success: boolean
-  output: {
-    id: string
-    success: boolean
-    created: boolean
-    metadata: {
-      operation: 'create_lead'
-    }
-  }
-}
 
 export const salesforceCreateLeadTool: ToolConfig<
   SalesforceCreateLeadParams,

apps/sim/tools/salesforce/create_opportunity.ts

@@ -1,30 +1,9 @@
+import type {
+  SalesforceCreateOpportunityParams,
+  SalesforceCreateOpportunityResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceCreateOpportunityParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  name: string
-  stageName: string
-  closeDate: string
-  accountId?: string
-  amount?: string
-  probability?: string
-  description?: string
-}
-
-export interface SalesforceCreateOpportunityResponse {
-  success: boolean
-  output: {
-    id: string
-    success: boolean
-    created: boolean
-    metadata: {
-      operation: 'create_opportunity'
-    }
-  }
-}
 
 export const salesforceCreateOpportunityTool: ToolConfig<
   SalesforceCreateOpportunityParams,

apps/sim/tools/salesforce/create_task.ts

@@ -1,30 +1,9 @@
+import type {
+  SalesforceCreateTaskParams,
+  SalesforceCreateTaskResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceCreateTaskParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  subject: string
-  status?: string
-  priority?: string
-  activityDate?: string
-  whoId?: string
-  whatId?: string
-  description?: string
-}
-
-export interface SalesforceCreateTaskResponse {
-  success: boolean
-  output: {
-    id: string
-    success: boolean
-    created: boolean
-    metadata: {
-      operation: 'create_task'
-    }
-  }
-}
 
 export const salesforceCreateTaskTool: ToolConfig<
   SalesforceCreateTaskParams,

apps/sim/tools/salesforce/delete_account.ts

@@ -1,26 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceDeleteAccountParams,
+  SalesforceDeleteAccountResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
 
 const logger = createLogger('SalesforceDeleteAccount')
 
-export interface SalesforceDeleteAccountParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  accountId: string
-}
-
-export interface SalesforceDeleteAccountResponse {
-  success: boolean
-  output: {
-    id: string
-    deleted: boolean
-    metadata: {
-      operation: 'delete_account'
-    }
-  }
-}
-
 export const salesforceDeleteAccountTool: ToolConfig<
   SalesforceDeleteAccountParams,
   SalesforceDeleteAccountResponse

apps/sim/tools/salesforce/delete_case.ts

@@ -1,23 +1,9 @@
+import type {
+  SalesforceDeleteCaseParams,
+  SalesforceDeleteCaseResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceDeleteCaseParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  caseId: string
-}
-
-export interface SalesforceDeleteCaseResponse {
-  success: boolean
-  output: {
-    id: string
-    deleted: boolean
-    metadata: {
-      operation: 'delete_case'
-    }
-  }
-}
 
 export const salesforceDeleteCaseTool: ToolConfig<
   SalesforceDeleteCaseParams,

apps/sim/tools/salesforce/delete_contact.ts

@@ -1,25 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceDeleteContactParams,
+  SalesforceDeleteContactResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceContacts')
 
-export interface SalesforceDeleteContactParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  contactId: string
-}
-
-export interface SalesforceDeleteContactResponse {
-  success: boolean
-  output: {
-    id: string
-    deleted: boolean
-    metadata: { operation: 'delete_contact' }
-  }
-}
-
 export const salesforceDeleteContactTool: ToolConfig<
   SalesforceDeleteContactParams,
   SalesforceDeleteContactResponse

apps/sim/tools/salesforce/delete_lead.ts

@@ -1,23 +1,9 @@
+import type {
+  SalesforceDeleteLeadParams,
+  SalesforceDeleteLeadResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceDeleteLeadParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  leadId: string
-}
-
-export interface SalesforceDeleteLeadResponse {
-  success: boolean
-  output: {
-    id: string
-    deleted: boolean
-    metadata: {
-      operation: 'delete_lead'
-    }
-  }
-}
 
 export const salesforceDeleteLeadTool: ToolConfig<
   SalesforceDeleteLeadParams,

apps/sim/tools/salesforce/delete_opportunity.ts

@@ -1,23 +1,9 @@
+import type {
+  SalesforceDeleteOpportunityParams,
+  SalesforceDeleteOpportunityResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceDeleteOpportunityParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  opportunityId: string
-}
-
-export interface SalesforceDeleteOpportunityResponse {
-  success: boolean
-  output: {
-    id: string
-    deleted: boolean
-    metadata: {
-      operation: 'delete_opportunity'
-    }
-  }
-}
 
 export const salesforceDeleteOpportunityTool: ToolConfig<
   SalesforceDeleteOpportunityParams,

apps/sim/tools/salesforce/delete_task.ts

@@ -1,23 +1,9 @@
+import type {
+  SalesforceDeleteTaskParams,
+  SalesforceDeleteTaskResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceDeleteTaskParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  taskId: string
-}
-
-export interface SalesforceDeleteTaskResponse {
-  success: boolean
-  output: {
-    id: string
-    deleted: boolean
-    metadata: {
-      operation: 'delete_task'
-    }
-  }
-}
 
 export const salesforceDeleteTaskTool: ToolConfig<
   SalesforceDeleteTaskParams,

apps/sim/tools/salesforce/describe_object.ts

@@ -1,38 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceDescribeObjectParams,
+  SalesforceDescribeObjectResponse,
+} from '@/tools/salesforce/types'
+import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { extractErrorMessage, getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceQuery')
 
-export interface SalesforceDescribeObjectParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  objectName: string
-}
-
-export interface SalesforceDescribeObjectResponse {
-  success: boolean
-  output: {
-    objectName: string
-    label?: string
-    labelPlural?: string
-    fields?: any[]
-    keyPrefix?: string
-    queryable?: boolean
-    createable?: boolean
-    updateable?: boolean
-    deletable?: boolean
-    childRelationships?: any[]
-    recordTypeInfos?: any[]
-    metadata: {
-      operation: 'describe_object'
-      fieldCount: number
-    }
-    success: boolean
-  }
-}
-
 /**
  * Describe a Salesforce object to get its metadata/fields
  * Useful for discovering available fields for queries

apps/sim/tools/salesforce/get_accounts.ts

@@ -3,6 +3,7 @@ import type {
   SalesforceGetAccountsParams,
   SalesforceGetAccountsResponse,
 } from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
 
 const logger = createLogger('SalesforceGetAccounts')

apps/sim/tools/salesforce/get_cases.ts

@@ -1,34 +1,6 @@
+import type { SalesforceGetCasesParams, SalesforceGetCasesResponse } from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceGetCasesParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  caseId?: string
-  limit?: string
-  fields?: string
-  orderBy?: string
-}
-
-export interface SalesforceGetCasesResponse {
-  success: boolean
-  output: {
-    case?: any
-    cases?: any[]
-    paging?: {
-      nextRecordsUrl?: string
-      totalSize: number
-      done: boolean
-    }
-    metadata: {
-      operation: 'get_cases'
-      totalReturned?: number
-      hasMore?: boolean
-    }
-    success: boolean
-  }
-}
 
 export const salesforceGetCasesTool: ToolConfig<
   SalesforceGetCasesParams,

apps/sim/tools/salesforce/get_contacts.ts

@@ -1,39 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceGetContactsParams,
+  SalesforceGetContactsResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceContacts')
 
-export interface SalesforceGetContactsParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  contactId?: string
-  limit?: string
-  fields?: string
-  orderBy?: string
-}
-
-export interface SalesforceGetContactsResponse {
-  success: boolean
-  output: {
-    contacts?: any[]
-    contact?: any
-    paging?: {
-      nextRecordsUrl?: string
-      totalSize: number
-      done: boolean
-    }
-    metadata: {
-      operation: 'get_contacts'
-      totalReturned?: number
-      hasMore?: boolean
-      singleContact?: boolean
-    }
-    success: boolean
-  }
-}
-
 export const salesforceGetContactsTool: ToolConfig<
   SalesforceGetContactsParams,
   SalesforceGetContactsResponse

apps/sim/tools/salesforce/get_dashboard.ts

@@ -1,32 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceGetDashboardParams,
+  SalesforceGetDashboardResponse,
+} from '@/tools/salesforce/types'
+import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { extractErrorMessage, getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceDashboards')
 
-export interface SalesforceGetDashboardParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  dashboardId: string
-}
-
-export interface SalesforceGetDashboardResponse {
-  success: boolean
-  output: {
-    dashboard: any
-    dashboardId: string
-    components: any[]
-    metadata: {
-      operation: 'get_dashboard'
-      dashboardName?: string
-      folderId?: string
-      runningUser?: any
-    }
-    success: boolean
-  }
-}
-
 /**
  * Get details for a specific dashboard
  * @see https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_dashboard_results.htm

apps/sim/tools/salesforce/get_leads.ts

@@ -1,35 +1,6 @@
+import type { SalesforceGetLeadsParams, SalesforceGetLeadsResponse } from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceGetLeadsParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  leadId?: string
-  limit?: string
-  fields?: string
-  orderBy?: string
-}
-
-export interface SalesforceGetLeadsResponse {
-  success: boolean
-  output: {
-    lead?: any
-    leads?: any[]
-    paging?: {
-      nextRecordsUrl?: string
-      totalSize: number
-      done: boolean
-    }
-    metadata: {
-      operation: 'get_leads'
-      totalReturned?: number
-      hasMore?: boolean
-      singleLead?: boolean
-    }
-    success: boolean
-  }
-}
 
 export const salesforceGetLeadsTool: ToolConfig<
   SalesforceGetLeadsParams,

apps/sim/tools/salesforce/get_opportunities.ts

@@ -1,34 +1,9 @@
+import type {
+  SalesforceGetOpportunitiesParams,
+  SalesforceGetOpportunitiesResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceGetOpportunitiesParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  opportunityId?: string
-  limit?: string
-  fields?: string
-  orderBy?: string
-}
-
-export interface SalesforceGetOpportunitiesResponse {
-  success: boolean
-  output: {
-    opportunity?: any
-    opportunities?: any[]
-    paging?: {
-      nextRecordsUrl?: string
-      totalSize: number
-      done: boolean
-    }
-    metadata: {
-      operation: 'get_opportunities'
-      totalReturned?: number
-      hasMore?: boolean
-    }
-    success: boolean
-  }
-}
 
 export const salesforceGetOpportunitiesTool: ToolConfig<
   SalesforceGetOpportunitiesParams,

apps/sim/tools/salesforce/get_report.ts

@@ -1,28 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceGetReportParams,
+  SalesforceGetReportResponse,
+} from '@/tools/salesforce/types'
+import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { extractErrorMessage, getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceReports')
 
-export interface SalesforceGetReportParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  reportId: string
-}
-
-export interface SalesforceGetReportResponse {
-  success: boolean
-  output: {
-    report: any
-    reportId: string
-    metadata: {
-      operation: 'get_report'
-    }
-    success: boolean
-  }
-}
-
 /**
  * Get metadata for a specific report
  * @see https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_get_reportmetadata.htm

apps/sim/tools/salesforce/get_tasks.ts

@@ -1,34 +1,6 @@
+import type { SalesforceGetTasksParams, SalesforceGetTasksResponse } from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceGetTasksParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  taskId?: string
-  limit?: string
-  fields?: string
-  orderBy?: string
-}
-
-export interface SalesforceGetTasksResponse {
-  success: boolean
-  output: {
-    task?: any
-    tasks?: any[]
-    paging?: {
-      nextRecordsUrl?: string
-      totalSize: number
-      done: boolean
-    }
-    metadata: {
-      operation: 'get_tasks'
-      totalReturned?: number
-      hasMore?: boolean
-    }
-    success: boolean
-  }
-}
 
 export const salesforceGetTasksTool: ToolConfig<
   SalesforceGetTasksParams,

apps/sim/tools/salesforce/list_dashboards.ts

@@ -1,28 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceListDashboardsParams,
+  SalesforceListDashboardsResponse,
+} from '@/tools/salesforce/types'
+import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { extractErrorMessage, getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceDashboards')
 
-export interface SalesforceListDashboardsParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  folderName?: string
-}
-
-export interface SalesforceListDashboardsResponse {
-  success: boolean
-  output: {
-    dashboards: any[]
-    metadata: {
-      operation: 'list_dashboards'
-      totalReturned: number
-    }
-    success: boolean
-  }
-}
-
 /**
  * List all dashboards accessible by the current user
  * @see https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_getbasic_dashboardlist.htm

apps/sim/tools/salesforce/list_objects.ts

@@ -1,29 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceListObjectsParams,
+  SalesforceListObjectsResponse,
+} from '@/tools/salesforce/types'
+import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { extractErrorMessage, getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceQuery')
 
-export interface SalesforceListObjectsParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-}
-
-export interface SalesforceListObjectsResponse {
-  success: boolean
-  output: {
-    objects: any[]
-    encoding?: string
-    maxBatchSize?: number
-    metadata: {
-      operation: 'list_objects'
-      totalReturned: number
-    }
-    success: boolean
-  }
-}
-
 /**
  * List all available Salesforce objects
  * Useful for discovering what objects are available

apps/sim/tools/salesforce/list_report_types.ts

@@ -1,27 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceListReportTypesParams,
+  SalesforceListReportTypesResponse,
+} from '@/tools/salesforce/types'
+import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { extractErrorMessage, getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceReports')
 
-export interface SalesforceListReportTypesParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-}
-
-export interface SalesforceListReportTypesResponse {
-  success: boolean
-  output: {
-    reportTypes: any[]
-    metadata: {
-      operation: 'list_report_types'
-      totalReturned: number
-    }
-    success: boolean
-  }
-}
-
 /**
  * Get list of available report types
  * @see https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_list_reporttypes.htm

apps/sim/tools/salesforce/list_reports.ts

@@ -1,29 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceListReportsParams,
+  SalesforceListReportsResponse,
+} from '@/tools/salesforce/types'
+import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { extractErrorMessage, getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceReports')
 
-export interface SalesforceListReportsParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  folderName?: string
-  searchTerm?: string
-}
-
-export interface SalesforceListReportsResponse {
-  success: boolean
-  output: {
-    reports: any[]
-    metadata: {
-      operation: 'list_reports'
-      totalReturned: number
-    }
-    success: boolean
-  }
-}
-
 /**
  * List all reports accessible by the current user
  * @see https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_get_reportlist.htm

apps/sim/tools/salesforce/query.ts

@@ -1,33 +1,10 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type { SalesforceQueryParams, SalesforceQueryResponse } from '@/tools/salesforce/types'
+import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { extractErrorMessage, getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceQuery')
 
-export interface SalesforceQueryParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  query: string
-}
-
-export interface SalesforceQueryResponse {
-  success: boolean
-  output: {
-    records: any[]
-    totalSize: number
-    done: boolean
-    nextRecordsUrl?: string
-    query: string
-    metadata: {
-      operation: 'query'
-      totalReturned: number
-      hasMore: boolean
-    }
-    success: boolean
-  }
-}
-
 /**
  * Execute a custom SOQL query
  * @see https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_query.htm

apps/sim/tools/salesforce/query_more.ts

@@ -1,32 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceQueryMoreParams,
+  SalesforceQueryMoreResponse,
+} from '@/tools/salesforce/types'
+import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { extractErrorMessage, getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceQuery')
 
-export interface SalesforceQueryMoreParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  nextRecordsUrl: string
-}
-
-export interface SalesforceQueryMoreResponse {
-  success: boolean
-  output: {
-    records: any[]
-    totalSize: number
-    done: boolean
-    nextRecordsUrl?: string
-    metadata: {
-      operation: 'query_more'
-      totalReturned: number
-      hasMore: boolean
-    }
-    success: boolean
-  }
-}
-
 /**
  * Retrieve additional query results using the nextRecordsUrl
  * @see https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_query.htm

apps/sim/tools/salesforce/refresh_dashboard.ts

@@ -1,32 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceRefreshDashboardParams,
+  SalesforceRefreshDashboardResponse,
+} from '@/tools/salesforce/types'
+import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { extractErrorMessage, getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceDashboards')
 
-export interface SalesforceRefreshDashboardParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  dashboardId: string
-}
-
-export interface SalesforceRefreshDashboardResponse {
-  success: boolean
-  output: {
-    dashboard: any
-    dashboardId: string
-    components: any[]
-    status?: any
-    metadata: {
-      operation: 'refresh_dashboard'
-      dashboardName?: string
-      refreshDate?: string
-    }
-    success: boolean
-  }
-}
-
 /**
  * Refresh a dashboard to get latest data
  * @see https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_refresh_dashboard.htm

apps/sim/tools/salesforce/run_report.ts

@@ -1,38 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceRunReportParams,
+  SalesforceRunReportResponse,
+} from '@/tools/salesforce/types'
+import { extractErrorMessage, getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { extractErrorMessage, getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceReports')
 
-export interface SalesforceRunReportParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  reportId: string
-  includeDetails?: string
-  filters?: string
-}
-
-export interface SalesforceRunReportResponse {
-  success: boolean
-  output: {
-    reportId: string
-    reportMetadata?: any
-    reportExtendedMetadata?: any
-    factMap?: any
-    groupingsDown?: any
-    groupingsAcross?: any
-    hasDetailRows?: boolean
-    allData?: boolean
-    metadata: {
-      operation: 'run_report'
-      reportName?: string
-      reportFormat?: string
-    }
-    success: boolean
-  }
-}
-
 /**
  * Run a report and return the results
  * @see https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_get_reportdata.htm

apps/sim/tools/salesforce/types.ts

@@ -1,6 +1,23 @@
 import type { ToolResponse } from '@/tools/types'
 
-// Common Salesforce types
+/**
+ * Base parameters shared by all Salesforce operations
+ */
+export interface BaseSalesforceParams {
+  accessToken: string
+  idToken?: string
+  instanceUrl?: string
+}
+
+/**
+ * Common paging structure for list operations
+ */
+export interface SalesforcePaging {
+  nextRecordsUrl?: string
+  totalSize: number
+  done: boolean
+}
+
 export interface SalesforceAccount {
   Id: string
   Name: string
@@ -22,13 +39,12 @@ export interface SalesforceAccount {
   [key: string]: any
 }
 
-export interface SalesforcePaging {
-  nextRecordsUrl?: string
-  totalSize: number
-  done: boolean
+export interface SalesforceGetAccountsParams extends BaseSalesforceParams {
+  limit?: string
+  fields?: string
+  orderBy?: string
 }
 
-// Get Accounts
 export interface SalesforceGetAccountsResponse extends ToolResponse {
   output: {
     accounts: SalesforceAccount[]
@@ -42,16 +58,22 @@ export interface SalesforceGetAccountsResponse extends ToolResponse {
   }
 }
 
-export interface SalesforceGetAccountsParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  limit?: string
-  fields?: string
-  orderBy?: string
+export interface SalesforceCreateAccountParams extends BaseSalesforceParams {
+  name: string
+  type?: string
+  industry?: string
+  phone?: string
+  website?: string
+  billingStreet?: string
+  billingCity?: string
+  billingState?: string
+  billingPostalCode?: string
+  billingCountry?: string
+  description?: string
+  annualRevenue?: string
+  numberOfEmployees?: string
 }
 
-// Create Account
 export interface SalesforceCreateAccountResponse {
   success: boolean
   output: {
@@ -64,7 +86,23 @@ export interface SalesforceCreateAccountResponse {
   }
 }
 
-// Update Account
+export interface SalesforceUpdateAccountParams extends BaseSalesforceParams {
+  accountId: string
+  name?: string
+  type?: string
+  industry?: string
+  phone?: string
+  website?: string
+  billingStreet?: string
+  billingCity?: string
+  billingState?: string
+  billingPostalCode?: string
+  billingCountry?: string
+  description?: string
+  annualRevenue?: string
+  numberOfEmployees?: string
+}
+
 export interface SalesforceUpdateAccountResponse {
   success: boolean
   output: {
@@ -76,7 +114,10 @@ export interface SalesforceUpdateAccountResponse {
   }
 }
 
-// Delete Account
+export interface SalesforceDeleteAccountParams extends BaseSalesforceParams {
+  accountId: string
+}
+
 export interface SalesforceDeleteAccountResponse {
   success: boolean
   output: {
@@ -88,17 +129,19 @@ export interface SalesforceDeleteAccountResponse {
   }
 }
 
-// Contact types
+export interface SalesforceGetContactsParams extends BaseSalesforceParams {
+  contactId?: string
+  limit?: string
+  fields?: string
+  orderBy?: string
+}
+
 export interface SalesforceGetContactsResponse {
   success: boolean
   output: {
     contacts?: any[]
     contact?: any
-    paging?: {
-      nextRecordsUrl?: string
-      totalSize: number
-      done: boolean
-    }
+    paging?: SalesforcePaging
     metadata: {
       operation: 'get_contacts'
       totalReturned?: number
@@ -109,6 +152,22 @@ export interface SalesforceGetContactsResponse {
   }
 }
 
+export interface SalesforceCreateContactParams extends BaseSalesforceParams {
+  lastName: string
+  firstName?: string
+  email?: string
+  phone?: string
+  accountId?: string
+  title?: string
+  department?: string
+  mailingStreet?: string
+  mailingCity?: string
+  mailingState?: string
+  mailingPostalCode?: string
+  mailingCountry?: string
+  description?: string
+}
+
 export interface SalesforceCreateContactResponse {
   success: boolean
   output: {
@@ -119,6 +178,23 @@ export interface SalesforceCreateContactResponse {
   }
 }
 
+export interface SalesforceUpdateContactParams extends BaseSalesforceParams {
+  contactId: string
+  lastName?: string
+  firstName?: string
+  email?: string
+  phone?: string
+  accountId?: string
+  title?: string
+  department?: string
+  mailingStreet?: string
+  mailingCity?: string
+  mailingState?: string
+  mailingPostalCode?: string
+  mailingCountry?: string
+  description?: string
+}
+
 export interface SalesforceUpdateContactResponse {
   success: boolean
   output: {
@@ -128,6 +204,10 @@ export interface SalesforceUpdateContactResponse {
   }
 }
 
+export interface SalesforceDeleteContactParams extends BaseSalesforceParams {
+  contactId: string
+}
+
 export interface SalesforceDeleteContactResponse {
   success: boolean
   output: {
@@ -137,7 +217,335 @@ export interface SalesforceDeleteContactResponse {
   }
 }
 
-// Report types
+export interface SalesforceGetLeadsParams extends BaseSalesforceParams {
+  leadId?: string
+  limit?: string
+  fields?: string
+  orderBy?: string
+}
+
+export interface SalesforceGetLeadsResponse {
+  success: boolean
+  output: {
+    lead?: any
+    leads?: any[]
+    paging?: SalesforcePaging
+    metadata: {
+      operation: 'get_leads'
+      totalReturned?: number
+      hasMore?: boolean
+      singleLead?: boolean
+    }
+    success: boolean
+  }
+}
+
+export interface SalesforceCreateLeadParams extends BaseSalesforceParams {
+  lastName: string
+  company: string
+  firstName?: string
+  email?: string
+  phone?: string
+  status?: string
+  leadSource?: string
+  title?: string
+  description?: string
+}
+
+export interface SalesforceCreateLeadResponse {
+  success: boolean
+  output: {
+    id: string
+    success: boolean
+    created: boolean
+    metadata: {
+      operation: 'create_lead'
+    }
+  }
+}
+
+export interface SalesforceUpdateLeadParams extends BaseSalesforceParams {
+  leadId: string
+  lastName?: string
+  company?: string
+  firstName?: string
+  email?: string
+  phone?: string
+  status?: string
+  leadSource?: string
+  title?: string
+  description?: string
+}
+
+export interface SalesforceUpdateLeadResponse {
+  success: boolean
+  output: {
+    id: string
+    updated: boolean
+    metadata: {
+      operation: 'update_lead'
+    }
+  }
+}
+
+export interface SalesforceDeleteLeadParams extends BaseSalesforceParams {
+  leadId: string
+}
+
+export interface SalesforceDeleteLeadResponse {
+  success: boolean
+  output: {
+    id: string
+    deleted: boolean
+    metadata: {
+      operation: 'delete_lead'
+    }
+  }
+}
+
+export interface SalesforceGetOpportunitiesParams extends BaseSalesforceParams {
+  opportunityId?: string
+  limit?: string
+  fields?: string
+  orderBy?: string
+}
+
+export interface SalesforceGetOpportunitiesResponse {
+  success: boolean
+  output: {
+    opportunity?: any
+    opportunities?: any[]
+    paging?: SalesforcePaging
+    metadata: {
+      operation: 'get_opportunities'
+      totalReturned?: number
+      hasMore?: boolean
+    }
+    success: boolean
+  }
+}
+
+export interface SalesforceCreateOpportunityParams extends BaseSalesforceParams {
+  name: string
+  stageName: string
+  closeDate: string
+  accountId?: string
+  amount?: string
+  probability?: string
+  description?: string
+}
+
+export interface SalesforceCreateOpportunityResponse {
+  success: boolean
+  output: {
+    id: string
+    success: boolean
+    created: boolean
+    metadata: {
+      operation: 'create_opportunity'
+    }
+  }
+}
+
+export interface SalesforceUpdateOpportunityParams extends BaseSalesforceParams {
+  opportunityId: string
+  name?: string
+  stageName?: string
+  closeDate?: string
+  accountId?: string
+  amount?: string
+  probability?: string
+  description?: string
+}
+
+export interface SalesforceUpdateOpportunityResponse {
+  success: boolean
+  output: {
+    id: string
+    updated: boolean
+    metadata: {
+      operation: 'update_opportunity'
+    }
+  }
+}
+
+export interface SalesforceDeleteOpportunityParams extends BaseSalesforceParams {
+  opportunityId: string
+}
+
+export interface SalesforceDeleteOpportunityResponse {
+  success: boolean
+  output: {
+    id: string
+    deleted: boolean
+    metadata: {
+      operation: 'delete_opportunity'
+    }
+  }
+}
+
+export interface SalesforceGetCasesParams extends BaseSalesforceParams {
+  caseId?: string
+  limit?: string
+  fields?: string
+  orderBy?: string
+}
+
+export interface SalesforceGetCasesResponse {
+  success: boolean
+  output: {
+    case?: any
+    cases?: any[]
+    paging?: SalesforcePaging
+    metadata: {
+      operation: 'get_cases'
+      totalReturned?: number
+      hasMore?: boolean
+    }
+    success: boolean
+  }
+}
+
+export interface SalesforceCreateCaseParams extends BaseSalesforceParams {
+  subject: string
+  status?: string
+  priority?: string
+  origin?: string
+  contactId?: string
+  accountId?: string
+  description?: string
+}
+
+export interface SalesforceCreateCaseResponse {
+  success: boolean
+  output: {
+    id: string
+    success: boolean
+    created: boolean
+    metadata: {
+      operation: 'create_case'
+    }
+  }
+}
+
+export interface SalesforceUpdateCaseParams extends BaseSalesforceParams {
+  caseId: string
+  subject?: string
+  status?: string
+  priority?: string
+  description?: string
+}
+
+export interface SalesforceUpdateCaseResponse {
+  success: boolean
+  output: {
+    id: string
+    updated: boolean
+    metadata: {
+      operation: 'update_case'
+    }
+  }
+}
+
+export interface SalesforceDeleteCaseParams extends BaseSalesforceParams {
+  caseId: string
+}
+
+export interface SalesforceDeleteCaseResponse {
+  success: boolean
+  output: {
+    id: string
+    deleted: boolean
+    metadata: {
+      operation: 'delete_case'
+    }
+  }
+}
+
+export interface SalesforceGetTasksParams extends BaseSalesforceParams {
+  taskId?: string
+  limit?: string
+  fields?: string
+  orderBy?: string
+}
+
+export interface SalesforceGetTasksResponse {
+  success: boolean
+  output: {
+    task?: any
+    tasks?: any[]
+    paging?: SalesforcePaging
+    metadata: {
+      operation: 'get_tasks'
+      totalReturned?: number
+      hasMore?: boolean
+    }
+    success: boolean
+  }
+}
+
+export interface SalesforceCreateTaskParams extends BaseSalesforceParams {
+  subject: string
+  status?: string
+  priority?: string
+  activityDate?: string
+  whoId?: string
+  whatId?: string
+  description?: string
+}
+
+export interface SalesforceCreateTaskResponse {
+  success: boolean
+  output: {
+    id: string
+    success: boolean
+    created: boolean
+    metadata: {
+      operation: 'create_task'
+    }
+  }
+}
+
+export interface SalesforceUpdateTaskParams extends BaseSalesforceParams {
+  taskId: string
+  subject?: string
+  status?: string
+  priority?: string
+  activityDate?: string
+  description?: string
+}
+
+export interface SalesforceUpdateTaskResponse {
+  success: boolean
+  output: {
+    id: string
+    updated: boolean
+    metadata: {
+      operation: 'update_task'
+    }
+  }
+}
+
+export interface SalesforceDeleteTaskParams extends BaseSalesforceParams {
+  taskId: string
+}
+
+export interface SalesforceDeleteTaskResponse {
+  success: boolean
+  output: {
+    id: string
+    deleted: boolean
+    metadata: {
+      operation: 'delete_task'
+    }
+  }
+}
+
+export interface SalesforceListReportsParams extends BaseSalesforceParams {
+  folderName?: string
+  searchTerm?: string
+}
+
 export interface SalesforceListReportsResponse {
   success: boolean
   output: {
@@ -150,6 +558,10 @@ export interface SalesforceListReportsResponse {
   }
 }
 
+export interface SalesforceGetReportParams extends BaseSalesforceParams {
+  reportId: string
+}
+
 export interface SalesforceGetReportResponse {
   success: boolean
   output: {
@@ -162,26 +574,34 @@ export interface SalesforceGetReportResponse {
   }
 }
 
+export interface SalesforceRunReportParams extends BaseSalesforceParams {
+  reportId: string
+  includeDetails?: string
+  filters?: string
+}
+
 export interface SalesforceRunReportResponse {
   success: boolean
   output: {
     reportId: string
-    reportMetadata: any
-    reportExtendedMetadata: any
-    factMap: any
-    groupingsDown: any
-    groupingsAcross: any
-    hasDetailRows: boolean
-    allData: boolean
+    reportMetadata?: any
+    reportExtendedMetadata?: any
+    factMap?: any
+    groupingsDown?: any
+    groupingsAcross?: any
+    hasDetailRows?: boolean
+    allData?: boolean
     metadata: {
       operation: 'run_report'
-      reportName: string
-      reportFormat: string
+      reportName?: string
+      reportFormat?: string
     }
     success: boolean
   }
 }
 
+export interface SalesforceListReportTypesParams extends BaseSalesforceParams {}
+
 export interface SalesforceListReportTypesResponse {
   success: boolean
   output: {
@@ -194,7 +614,10 @@ export interface SalesforceListReportTypesResponse {
   }
 }
 
-// Dashboard types
+export interface SalesforceListDashboardsParams extends BaseSalesforceParams {
+  folderName?: string
+}
+
 export interface SalesforceListDashboardsResponse {
   success: boolean
   output: {
@@ -207,6 +630,10 @@ export interface SalesforceListDashboardsResponse {
   }
 }
 
+export interface SalesforceGetDashboardParams extends BaseSalesforceParams {
+  dashboardId: string
+}
+
 export interface SalesforceGetDashboardResponse {
   success: boolean
   output: {
@@ -215,31 +642,38 @@ export interface SalesforceGetDashboardResponse {
     components: any[]
     metadata: {
       operation: 'get_dashboard'
-      dashboardName: string
-      folderId: string
-      runningUser: any
+      dashboardName?: string
+      folderId?: string
+      runningUser?: any
     }
     success: boolean
   }
 }
 
+export interface SalesforceRefreshDashboardParams extends BaseSalesforceParams {
+  dashboardId: string
+}
+
 export interface SalesforceRefreshDashboardResponse {
   success: boolean
   output: {
     dashboard: any
     dashboardId: string
     components: any[]
-    status: any
+    status?: any
     metadata: {
       operation: 'refresh_dashboard'
-      dashboardName: string
-      refreshDate: string
+      dashboardName?: string
+      refreshDate?: string
     }
     success: boolean
   }
 }
 
-// Query types
+export interface SalesforceQueryParams extends BaseSalesforceParams {
+  query: string
+}
+
 export interface SalesforceQueryResponse {
   success: boolean
   output: {
@@ -257,6 +691,10 @@ export interface SalesforceQueryResponse {
   }
 }
 
+export interface SalesforceQueryMoreParams extends BaseSalesforceParams {
+  nextRecordsUrl: string
+}
+
 export interface SalesforceQueryMoreResponse {
   success: boolean
   output: {
@@ -273,20 +711,24 @@ export interface SalesforceQueryMoreResponse {
   }
 }
 
+export interface SalesforceDescribeObjectParams extends BaseSalesforceParams {
+  objectName: string
+}
+
 export interface SalesforceDescribeObjectResponse {
   success: boolean
   output: {
     objectName: string
-    label: string
-    labelPlural: string
-    fields: any[]
-    keyPrefix: string
-    queryable: boolean
-    createable: boolean
-    updateable: boolean
-    deletable: boolean
-    childRelationships: any[]
-    recordTypeInfos: any[]
+    label?: string
+    labelPlural?: string
+    fields?: any[]
+    keyPrefix?: string
+    queryable?: boolean
+    createable?: boolean
+    updateable?: boolean
+    deletable?: boolean
+    childRelationships?: any[]
+    recordTypeInfos?: any[]
     metadata: {
       operation: 'describe_object'
       fieldCount: number
@@ -295,12 +737,14 @@ export interface SalesforceDescribeObjectResponse {
   }
 }
 
+export interface SalesforceListObjectsParams extends BaseSalesforceParams {}
+
 export interface SalesforceListObjectsResponse {
   success: boolean
   output: {
     objects: any[]
-    encoding: string
-    maxBatchSize: number
+    encoding?: string
+    maxBatchSize?: number
     metadata: {
       operation: 'list_objects'
       totalReturned: number
@@ -309,7 +753,6 @@ export interface SalesforceListObjectsResponse {
   }
 }
 
-// Generic Salesforce response type for the block
 export type SalesforceResponse =
   | SalesforceGetAccountsResponse
   | SalesforceCreateAccountResponse
@@ -319,6 +762,22 @@ export type SalesforceResponse =
   | SalesforceCreateContactResponse
   | SalesforceUpdateContactResponse
   | SalesforceDeleteContactResponse
+  | SalesforceGetLeadsResponse
+  | SalesforceCreateLeadResponse
+  | SalesforceUpdateLeadResponse
+  | SalesforceDeleteLeadResponse
+  | SalesforceGetOpportunitiesResponse
+  | SalesforceCreateOpportunityResponse
+  | SalesforceUpdateOpportunityResponse
+  | SalesforceDeleteOpportunityResponse
+  | SalesforceGetCasesResponse
+  | SalesforceCreateCaseResponse
+  | SalesforceUpdateCaseResponse
+  | SalesforceDeleteCaseResponse
+  | SalesforceGetTasksResponse
+  | SalesforceCreateTaskResponse
+  | SalesforceUpdateTaskResponse
+  | SalesforceDeleteTaskResponse
   | SalesforceListReportsResponse
   | SalesforceGetReportResponse
   | SalesforceRunReportResponse
@@ -330,4 +789,3 @@ export type SalesforceResponse =
   | SalesforceQueryMoreResponse
   | SalesforceDescribeObjectResponse
   | SalesforceListObjectsResponse
-  | { success: boolean; output: any } // Generic for leads, opportunities, cases, tasks

apps/sim/tools/salesforce/update_account.ts

@@ -1,39 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceUpdateAccountParams,
+  SalesforceUpdateAccountResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
 
 const logger = createLogger('SalesforceUpdateAccount')
 
-export interface SalesforceUpdateAccountParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  accountId: string
-  name?: string
-  type?: string
-  industry?: string
-  phone?: string
-  website?: string
-  billingStreet?: string
-  billingCity?: string
-  billingState?: string
-  billingPostalCode?: string
-  billingCountry?: string
-  description?: string
-  annualRevenue?: string
-  numberOfEmployees?: string
-}
-
-export interface SalesforceUpdateAccountResponse {
-  success: boolean
-  output: {
-    id: string
-    updated: boolean
-    metadata: {
-      operation: 'update_account'
-    }
-  }
-}
-
 export const salesforceUpdateAccountTool: ToolConfig<
   SalesforceUpdateAccountParams,
   SalesforceUpdateAccountResponse

apps/sim/tools/salesforce/update_case.ts

@@ -1,27 +1,9 @@
+import type {
+  SalesforceUpdateCaseParams,
+  SalesforceUpdateCaseResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceUpdateCaseParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  caseId: string
-  subject?: string
-  status?: string
-  priority?: string
-  description?: string
-}
-
-export interface SalesforceUpdateCaseResponse {
-  success: boolean
-  output: {
-    id: string
-    updated: boolean
-    metadata: {
-      operation: 'update_case'
-    }
-  }
-}
 
 export const salesforceUpdateCaseTool: ToolConfig<
   SalesforceUpdateCaseParams,

apps/sim/tools/salesforce/update_contact.ts

@@ -1,38 +1,13 @@
 import { createLogger } from '@/lib/logs/console/logger'
+import type {
+  SalesforceUpdateContactParams,
+  SalesforceUpdateContactResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
 
 const logger = createLogger('SalesforceContacts')
 
-export interface SalesforceUpdateContactParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  contactId: string
-  lastName?: string
-  firstName?: string
-  email?: string
-  phone?: string
-  accountId?: string
-  title?: string
-  department?: string
-  mailingStreet?: string
-  mailingCity?: string
-  mailingState?: string
-  mailingPostalCode?: string
-  mailingCountry?: string
-  description?: string
-}
-
-export interface SalesforceUpdateContactResponse {
-  success: boolean
-  output: {
-    id: string
-    updated: boolean
-    metadata: { operation: 'update_contact' }
-  }
-}
-
 export const salesforceUpdateContactTool: ToolConfig<
   SalesforceUpdateContactParams,
   SalesforceUpdateContactResponse

apps/sim/tools/salesforce/update_lead.ts

@@ -1,32 +1,9 @@
+import type {
+  SalesforceUpdateLeadParams,
+  SalesforceUpdateLeadResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceUpdateLeadParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  leadId: string
-  lastName?: string
-  company?: string
-  firstName?: string
-  email?: string
-  phone?: string
-  status?: string
-  leadSource?: string
-  title?: string
-  description?: string
-}
-
-export interface SalesforceUpdateLeadResponse {
-  success: boolean
-  output: {
-    id: string
-    updated: boolean
-    metadata: {
-      operation: 'update_lead'
-    }
-  }
-}
 
 export const salesforceUpdateLeadTool: ToolConfig<
   SalesforceUpdateLeadParams,

apps/sim/tools/salesforce/update_opportunity.ts

@@ -1,30 +1,9 @@
+import type {
+  SalesforceUpdateOpportunityParams,
+  SalesforceUpdateOpportunityResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceUpdateOpportunityParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  opportunityId: string
-  name?: string
-  stageName?: string
-  closeDate?: string
-  accountId?: string
-  amount?: string
-  probability?: string
-  description?: string
-}
-
-export interface SalesforceUpdateOpportunityResponse {
-  success: boolean
-  output: {
-    id: string
-    updated: boolean
-    metadata: {
-      operation: 'update_opportunity'
-    }
-  }
-}
 
 export const salesforceUpdateOpportunityTool: ToolConfig<
   SalesforceUpdateOpportunityParams,

apps/sim/tools/salesforce/update_task.ts

@@ -1,28 +1,9 @@
+import type {
+  SalesforceUpdateTaskParams,
+  SalesforceUpdateTaskResponse,
+} from '@/tools/salesforce/types'
+import { getInstanceUrl } from '@/tools/salesforce/utils'
 import type { ToolConfig } from '@/tools/types'
-import { getInstanceUrl } from './utils'
-
-export interface SalesforceUpdateTaskParams {
-  accessToken: string
-  idToken?: string
-  instanceUrl?: string
-  taskId: string
-  subject?: string
-  status?: string
-  priority?: string
-  activityDate?: string
-  description?: string
-}
-
-export interface SalesforceUpdateTaskResponse {
-  success: boolean
-  output: {
-    id: string
-    updated: boolean
-    metadata: {
-      operation: 'update_task'
-    }
-  }
-}
 
 export const salesforceUpdateTaskTool: ToolConfig<
   SalesforceUpdateTaskParams,

helm/sim/examples/values-aws.yaml

@@ -44,9 +44,18 @@ app:
     
     NODE_ENV: "production"
     NEXT_TELEMETRY_DISABLED: "1"
-    
-    # AWS-specific environment variables
+
+    # AWS S3 Cloud Storage Configuration (RECOMMENDED for production)
+    # Create S3 buckets in your AWS account and configure IAM permissions
     AWS_REGION: "us-west-2"
+    AWS_ACCESS_KEY_ID: ""                               # AWS access key (or use IRSA for EKS)
+    AWS_SECRET_ACCESS_KEY: ""                           # AWS secret key (or use IRSA for EKS)
+    S3_BUCKET_NAME: "workspace-files"         # Workspace files
+    S3_KB_BUCKET_NAME: "knowledge-base"       # Knowledge base documents
+    S3_EXECUTION_FILES_BUCKET_NAME: "execution-files"  # Workflow execution outputs
+    S3_CHAT_BUCKET_NAME: "chat-files"         # Deployed chat assets
+    S3_COPILOT_BUCKET_NAME: "copilot-files"   # Copilot attachments
+    S3_PROFILE_PICTURES_BUCKET_NAME: "profile-pictures"  # User avatars
 
 # Realtime service
 realtime:

helm/sim/examples/values-azure.yaml

@@ -42,10 +42,23 @@ app:
     # Optional: API Key Encryption (RECOMMENDED for production)
     # Generate 64-character hex string using: openssl rand -hex 32
     API_ENCRYPTION_KEY: "your-64-char-hex-api-encryption-key-here"  # Optional but recommended
-    
+
     NODE_ENV: "production"
     NEXT_TELEMETRY_DISABLED: "1"
 
+    # Azure Blob Storage Configuration (RECOMMENDED for production)
+    # Create a storage account and containers in your Azure subscription
+    AZURE_ACCOUNT_NAME: "simstudiostorageacct"           # Azure storage account name
+    AZURE_ACCOUNT_KEY: ""                                 # Storage account access key
+    # Or use connection string instead of account name/key:
+    # AZURE_CONNECTION_STRING: "DefaultEndpointsProtocol=https;AccountName=...;AccountKey=...;EndpointSuffix=core.windows.net"
+    AZURE_STORAGE_CONTAINER_NAME: "workspace-files"       # Workspace files container
+    AZURE_STORAGE_KB_CONTAINER_NAME: "knowledge-base"     # Knowledge base documents container
+    AZURE_STORAGE_EXECUTION_FILES_CONTAINER_NAME: "execution-files"  # Workflow execution outputs
+    AZURE_STORAGE_CHAT_CONTAINER_NAME: "chat-files"       # Deployed chat assets container
+    AZURE_STORAGE_COPILOT_CONTAINER_NAME: "copilot-files" # Copilot attachments container
+    AZURE_STORAGE_PROFILE_PICTURES_CONTAINER_NAME: "profile-pictures"  # User avatars container
+
 # Realtime service
 realtime:
   enabled: true

helm/sim/values.yaml

@@ -116,8 +116,37 @@ app:
     # Access Control (leave empty if not restricting login)
     ALLOWED_LOGIN_EMAILS: ""                             # Comma-separated list of allowed email addresses for login
     ALLOWED_LOGIN_DOMAINS: ""                            # Comma-separated list of allowed email domains for login
-    
-  
+
+    # SSO Configuration (Enterprise Single Sign-On)
+    # Set to "true" AFTER running the SSO registration script
+    SSO_ENABLED: ""                                       # Enable SSO authentication ("true" to enable)
+    NEXT_PUBLIC_SSO_ENABLED: ""                           # Show SSO login button in UI ("true" to enable)
+
+    # AWS S3 Cloud Storage Configuration (optional - for file storage)
+    # If configured, files will be stored in S3 instead of local storage
+    AWS_REGION: ""                                        # AWS region (e.g., "us-east-1")
+    AWS_ACCESS_KEY_ID: ""                                 # AWS access key ID
+    AWS_SECRET_ACCESS_KEY: ""                             # AWS secret access key
+    S3_BUCKET_NAME: ""                                    # S3 bucket for workspace files
+    S3_KB_BUCKET_NAME: ""                                 # S3 bucket for knowledge base files
+    S3_EXECUTION_FILES_BUCKET_NAME: ""                    # S3 bucket for workflow execution files
+    S3_CHAT_BUCKET_NAME: ""                               # S3 bucket for deployed chat files
+    S3_COPILOT_BUCKET_NAME: ""                            # S3 bucket for copilot files
+    S3_PROFILE_PICTURES_BUCKET_NAME: ""                   # S3 bucket for user profile pictures
+
+    # Azure Blob Storage Configuration (optional - for file storage)
+    # If configured, files will be stored in Azure Blob instead of local storage
+    # Note: Azure Blob takes precedence over S3 if both are configured
+    AZURE_ACCOUNT_NAME: ""                                # Azure storage account name
+    AZURE_ACCOUNT_KEY: ""                                 # Azure storage account key
+    AZURE_CONNECTION_STRING: ""                           # Azure connection string (alternative to account name/key)
+    AZURE_STORAGE_CONTAINER_NAME: ""                      # Azure container for workspace files
+    AZURE_STORAGE_KB_CONTAINER_NAME: ""                   # Azure container for knowledge base files
+    AZURE_STORAGE_EXECUTION_FILES_CONTAINER_NAME: ""      # Azure container for workflow execution files
+    AZURE_STORAGE_CHAT_CONTAINER_NAME: ""                 # Azure container for deployed chat files
+    AZURE_STORAGE_COPILOT_CONTAINER_NAME: ""              # Azure container for copilot files
+    AZURE_STORAGE_PROFILE_PICTURES_CONTAINER_NAME: ""     # Azure container for user profile pictures
+
   # Service configuration
   service:
     type: ClusterIP