feat(salesforce): add Salesforce connector with sync, permissions and actions - #423
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prvnsmpth wants to merge 9 commits into
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feat(salesforce): add Salesforce connector with sync, permissions and actions#423prvnsmpth wants to merge 9 commits into
prvnsmpth wants to merge 9 commits into
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prvnsmpth
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Aug 19, 2026
prvnsmpth
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- Adds a new Salesforce connector indexing Accounts, Contacts, Opportunities, Leads, Cases, and Tasks into Omni
- Implements full, incremental, and realtime sync with resumable per-object checkpointing and watermark invalidation on config changes
- Mirrors Salesforce sharing faithfully (owners, queues, role hierarchy, manual/rule shares) via person/group events
- Adds search operators, read/write actions, and admin setup UI; migration 112 registers the new source type
… actions - New omni-salesforce-connector: full, incremental (watermark + keyset) and realtime polling sync with per-object checkpointing and schema fingerprint watermark invalidation - Mirror Salesforce visibility faithfully: owners, queues, role hierarchy, manual/rule shares, OWD public-read, plus person and group sync - Structured attributes and search operators (owner, status, priority, stage, account, industry, lead_source); in:salesforce/(sf) searcher alias - Typed records/client/actions (no dict[str, Any]); mypy strict + ruff clean - Web integration UI, docker compose/dev/env, CI build + migration 112
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- Add SalesforceAuth (typed credentials) with two modes: static bearer token (quick trials) and JWT bearer flow (client_id + private_key + username) which mints and auto-refreshes access tokens on expiry/401 - wire sync and actions through the new auth; keep bearer mode working
- mock token endpoint + one-shot 401 control in the test harness - 8 JWT tests: credential parsing, RS256 assertion shape, token minting, 401-driven re-auth, bearer mode does not self-heal
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