Salesforce Sales Cloud Account 360 Enrichment

arazzo: 1.0.1
info:
  title: Salesforce Sales Cloud Account 360 Enrichment
  summary: Resolve an Account by name, then pull its related Contacts and open Opportunities.
  description: >-
    A read-fan-out pattern over the Query and SObject Rows resources that builds
    an account-360 view. The workflow queries for an Account by name, branches
    when none is found, then uses the resolved Account id to query its related
    Contacts and its open Opportunities. Every step inlines its request and the
    OAuth bearer Authorization header.
  version: 1.0.0
sourceDescriptions:
- name: queryApi
  url: ../openapi/salesforce-sales-cloud-query-api-openapi.yml
  type: openapi
workflows:
- workflowId: account-360-enrichment
  summary: Resolve an Account, then fetch its Contacts and open Opportunities.
  description: >-
    Queries for an Account by name, then runs two related SOQL queries keyed on
    the Account id to gather Contacts and open Opportunities.
  inputs:
    type: object
    required:
    - accessToken
    - accountName
    properties:
      accessToken:
        type: string
        description: OAuth 2.0 access token used as the Bearer credential.
      accountName:
        type: string
        description: Account Name to resolve in the SOQL WHERE clause.
      openStageFilter:
        type: string
        description: Stage value treated as "closed" to exclude from open Opportunities.
        default: Closed Won
  steps:
  - stepId: resolveAccount
    description: Query for the Account by name.
    operationId: executeSOQLQuery
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: q
      in: query
      value: "SELECT Id, Name FROM Account WHERE Name = '$inputs.accountName' LIMIT 1"
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      totalSize: $response.body#/totalSize
      accountId: $response.body#/records/0/Id
    onSuccess:
    - name: accountFound
      type: goto
      stepId: getContacts
      criteria:
      - context: $response.body
        condition: $.totalSize > 0
        type: jsonpath
    - name: accountMissing
      type: end
      criteria:
      - context: $response.body
        condition: $.totalSize == 0
        type: jsonpath
  - stepId: getContacts
    description: Query the Account's related Contacts by AccountId.
    operationId: executeSOQLQuery
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: q
      in: query
      value: "SELECT Id, FirstName, LastName, Email FROM Contact WHERE AccountId = '$steps.resolveAccount.outputs.accountId'"
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      contactCount: $response.body#/totalSize
      contacts: $response.body#/records
  - stepId: getOpenOpportunities
    description: Query the Account's open Opportunities by AccountId.
    operationId: executeSOQLQuery
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: q
      in: query
      value: "SELECT Id, Name, StageName, Amount FROM Opportunity WHERE AccountId = '$steps.resolveAccount.outputs.accountId' AND StageName != '$inputs.openStageFilter'"
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      opportunityCount: $response.body#/totalSize
      opportunities: $response.body#/records
  outputs:
    accountId: $steps.resolveAccount.outputs.accountId
    contacts: $steps.getContacts.outputs.contacts
    opportunities: $steps.getOpenOpportunities.outputs.opportunities