Conga Salesforce API

This controller provides access to information inside a customer's salesforce account.

Operations 6

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /v1/Salesforce/Mock/relatedContacts/{recordId} Get mock related contacts for testing · MOCK: Fetch related contacts for a given Salesforce record #
Ask an LLM
“Is there a mock endpoint that returns sample related contacts for a Salesforce record?”
“Can I test the related-contacts flow without real Salesforce data?”
Tell an agent
Return mock related contacts for record {recordId}.
Use the mock endpoint to fetch test contacts for record {recordId} in sandbox {isSandbox}.
GET /v1/Salesforce/attachments/{objectId} Get recent attachments on a Salesforce record · Retrieves recent attachments and files for a Salesforce record(objectId) #
Ask an LLM
“How do I list the recent files and attachments on a Salesforce record?”
“Can I pull attachments from a sandbox org record?”
Tell an agent
Get recent attachments for Salesforce record {objectId}.
List files attached to record {objectId} in sandbox {isSandbox}.
GET /v1/Salesforce/objectType/{recordId} Identify a Salesforce record's object type · Get Salesforce Object Name and Object Type by Record ID #
Ask an LLM
“What type of Salesforce object is this record ID?”
“How do I get the object name for a record ID?”
Tell an agent
Get the object type and name for Salesforce record {recordId}.
Tell me what object record {recordId} belongs to.
GET /v1/Salesforce/relatedContacts/{recordId} Get real contacts related to a Salesforce record · Fetch related contacts for a given Salesforce record #
Ask an LLM
“Which contacts are related to a given Salesforce record?”
“Can I filter a record's related contacts by name and page through them?”
Tell an agent
Fetch the live related contacts for Salesforce record {recordId}.
List contacts related to record {recordId} whose name matches {nameFilter}.
GET /v1/Salesforce/search Search Salesforce leads, contacts and users · Search Salesforce Leads, Contacts and Users #
Ask an LLM
“How do I search across Salesforce leads, contacts and users by name?”
“Can I search people in a sandbox org?”
Tell an agent
Search Salesforce leads, contacts and users for {searchQuery}.
Find people matching {searchQuery} in sandbox {isSandbox}.
GET /v1/Salesforce/templates List managed package Salesforce templates · Fetch all managed package Salesforce templates (CET + CGT) for the current… #
Ask an LLM
“What CET and CGT templates are in my Salesforce org's managed package?”
“Can I filter Salesforce templates by template type?”
Tell an agent
List Salesforce templates of type {templateType}.
Show page {page} of managed package templates with batch size {batchSize}.

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OpenAPI Specification

conga-salesforce-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Ingress Salesforce API
  version: 1.0.0
  description: This controller provides access to information inside a customer's salesforce account.
servers:
- url: https://rls.congacloud.com/api/ingress
security:
- JWT: []
tags:
- name: Salesforce
  description: This controller provides access to information inside a customer's salesforce account.
paths:
  /v1/Salesforce/Mock/relatedContacts/{recordId}:
    get:
      tags:
      - Salesforce
      summary: 'MOCK: Fetch related contacts for a given Salesforce record'
      operationId: Salesforce_MockGetRelatedContacts
      parameters:
      - name: recordId
        in: path
        required: true
        schema:
          type: string
        x-position: 1
      - name: isSandbox
        in: query
        schema:
          type: boolean
        x-position: 2
      responses:
        '200':
          description: ''
        '400':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
        '500':
          description: ''
      security:
      - JWT: []
  /v1/Salesforce/attachments/{objectId}:
    get:
      tags:
      - Salesforce
      summary: Retrieves recent attachments and files for a Salesforce record(objectId)
      operationId: Salesforce_GetRecentSalesforceAttachments
      parameters:
      - name: objectId
        in: path
        required: true
        schema:
          type: string
        x-position: 1
      - name: isSandbox
        in: query
        schema:
          type: boolean
          default: false
        x-position: 2
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SalesforceAttachmentResponse'
        '400':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResult'
        '500':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResult'
      security:
      - JWT: []
  /v1/Salesforce/objectType/{recordId}:
    get:
      tags:
      - Salesforce
      summary: Get Salesforce Object Name and Object Type by Record ID
      operationId: Salesforce_GetObjectType
      parameters:
      - name: recordId
        in: path
        required: true
        schema:
          type: string
        x-position: 1
      - name: isSandbox
        in: query
        schema:
          type: boolean
        x-position: 2
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SalesforceObjectResult'
        '400':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResult'
        '500':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResult'
      security:
      - JWT: []
  /v1/Salesforce/relatedContacts/{recordId}:
    get:
      tags:
      - Salesforce
      summary: Fetch related contacts for a given Salesforce record
      operationId: Salesforce_GetRelatedContacts
      parameters:
      - name: recordId
        in: path
        required: true
        schema:
          type: string
        x-position: 1
      - name: isSandbox
        in: query
        schema:
          type: boolean
          default: false
        x-position: 2
      - name: pageNumber
        in: query
        schema:
          type: integer
          format: int32
          default: 1
        x-position: 3
      - name: pageSize
        in: query
        schema:
          type: integer
          format: int32
          default: 25
        x-position: 4
      - name: nameFilter
        in: query
        schema:
          type: string
        x-position: 5
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SalesforceRelatedContactsResponse'
        '400':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResult'
        '500':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResult'
      security:
      - JWT: []
  /v1/Salesforce/search:
    get:
      tags:
      - Salesforce
      summary: Search Salesforce Leads, Contacts and Users
      operationId: Salesforce_SalesforceContactsLeadsUsers
      parameters:
      - name: searchQuery
        in: query
        schema:
          type: string
        x-position: 1
      - name: isSandbox
        in: query
        schema:
          type: boolean
          default: false
        x-position: 2
      responses:
        '200':
          description: ''
        '400':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ProblemDetails'
        '500':
          description: ''
      security:
      - JWT: []
  /v1/Salesforce/templates:
    get:
      tags:
      - Salesforce
      summary: Fetch all managed package Salesforce templates (CET + CGT) for the current…
      operationId: Salesforce_SalesforceTemplates
      parameters:
      - name: page
        in: query
        description: Page number, default 1
        schema:
          type: integer
          format: int32
          default: 1
        x-position: 1
      - name: batchSize
        in: query
        description: Batch size, default 50
        schema:
          type: integer
          format: int32
          default: 50
        x-position: 2
      - name: isSandbox
        in: query
        description: If true, use sandbox connection
        schema:
          type: boolean
          default: false
        x-position: 3
      - name: templateType
        in: query
        description: "Allowed values: CET, CGT, BOTH.\n            Case-insensitive. If null or empty, returns all templates.\n            "
        schema:
          type: string
        x-position: 4
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/SalesforceTemplateQueryResponse'
        '400':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResult'
        '500':
          description: ''
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResult'
      security:
      - JWT: []
components:
  schemas:
    SalesforceAttachment:
      type: object
      additionalProperties: false
      properties:
        id:
          type: string
        name:
          type: string
        type:
          type: string
        createdDate:
          type: string
          format: date-time
        mimeType:
          type: string
        fileSize:
          type:
          - integer
          - 'null'
          format: int64
        fileExtension:
          type: string
    SalesforceTemplateRecord:
      type: object
      description: Template record
      additionalProperties: false
      properties:
        type:
          type: string
          description: Template type
        templateGroup:
          type: string
          description: Logical group for the template
        orgId:
          type: string
          description: Salesforce Org Id.
        description:
          type: string
          description: Human-readable description of the template.
        fileName:
          type: string
          description: Original file name of the template.
        fileExtension:
          type: string
          description: File extension.
        documentFileSize:
          type:
          - integer
          - 'null'
          format: int64
        id:
          type: string
          description: Primary Id of the template record.
        key:
          type: string
          description: Optional key / external lookup key.
        name:
          type: string
          description: Display name of the template.
        repository:
          type: string
          description: Source repository label.
        contentType:
          type: string
          description: MIME content type.
        lastModifiedDate:
          type: string
          description: UTC timestamp string when this template was last modified.
        templateType:
          type: string
          description: Logical template type, e.g. "Word", "PDF", "CET".
    RelatedContact:
      type: object
      additionalProperties: false
      properties:
        firstName:
          type: string
        lastName:
          type: string
        name:
          type: string
        id:
          type: string
        email:
          type: string
        isPrimary:
          type: boolean
        contactType:
          type: string
        accountName:
          type: string
    ErrorResult:
      type: object
      additionalProperties: false
      properties:
        code:
          type: string
        message:
          type: string
    SalesforceTemplateQueryResponse:
      type: object
      description: Wrapper object for template query results.
      additionalProperties: false
      properties:
        results:
          type: array
          description: 'Array of template items returned.

            Can include multiple types (Word templates, CET email templates, PDFs, etc.).'
          items:
            $ref: '#/components/schemas/SalesforceTemplateRecord'
        totalCount:
          type: integer
          format: int32
        totalPages:
          type: integer
          format: int32
        currentPage:
          type: integer
          format: int32
        hasMore:
          type: boolean
    SalesforceAttachmentResponse:
      type: object
      additionalProperties: false
      properties:
        isSuccess:
          type: boolean
        statusCode:
          type: integer
          format: int32
        message:
          type: string
        data:
          type: array
          items:
            $ref: '#/components/schemas/SalesforceAttachment'
    SalesforceRelatedContactsResponse:
      type: object
      additionalProperties: false
      properties:
        isSuccess:
          type: boolean
        statusCode:
          type: integer
          format: int32
        message:
          type: string
        totalCount:
          type: integer
          format: int32
        pageNumber:
          type: integer
          format: int32
        pageSize:
          type: integer
          format: int32
        data:
          type: array
          items:
            $ref: '#/components/schemas/RelatedContact'
    ProblemDetails:
      type: object
      additionalProperties: {}
      properties:
        type:
          type:
          - string
          - 'null'
        title:
          type:
          - string
          - 'null'
        status:
          type:
          - integer
          - 'null'
          format: int32
        detail:
          type:
          - string
          - 'null'
        instance:
          type:
          - string
          - 'null'
        extensions:
          type: object
          additionalProperties: {}
    SalesforceObjectResult:
      type: object
      description: Represents the Salesforce object type lookup result.
      additionalProperties: false
      properties:
        recordId:
          type: string
        objectName:
          type: string
        objectType:
          type: string
  securitySchemes:
    JWT:
      type: apiKey
      description: Provide oauth authentication
      name: Authorization
      in: header