2024年7月18日

GPT 操作库 - Salesforce

本页面为开发者提供构建特定应用GPT Action的说明与指南。在继续之前，请确保您已熟悉以下信息：

此特定GPT操作概述了如何连接到Salesforce，特别是Salesforce服务云。此操作中详述的模式允许用户直接从ChatGPT提取案例数据并更新案例。为其他Salesforce云解决方案创建操作的设置过程使用相同的连接应用和身份验证设置，但需要不同的API模式。

价值与示例商业应用场景

价值: 用户现在可以利用ChatGPT的自然语言能力直接连接到Salesforce

示例用例:

降低客户的平均响应时间
缩短故障排查案例或问题的时间
结合GPT中的知识和指令，确保在回应客户时保持更一致的品牌声音

应用信息

应用密钥链接

在开始之前，请查看应用程序中的这些链接：

应用前提条件

在开始之前，请确保您已在应用程序环境中完成以下步骤：

确保您拥有在Salesforce中创建应用的权限

ChatGPT 步骤

自定义GPT指令

创建自定义GPT后，请将以下文本复制到指令面板中。有问题吗？查看入门示例详细了解此步骤的操作方法。

**Context**: Your purpose is to pull information from Service Cloud, and push updates to cases. A user is going to ask you a question and ask you to make updates.

**Instructions**:
1. When a user asks you to help them solve a case in Service Cloud, ask for the case number and pull the details for the case into the conversation using the getCaseDetailsFromNumber action.
2. If the user asks you to update the case details, use the action updateCaseStatus.

**Example**: 
User: Help me solve case 00001104 in Service Cloud.

OpenAPI 规范

创建自定义GPT后，在操作面板中复制以下文本。有问题吗？查看入门示例了解此步骤的详细操作方式。

openapi: 3.1.0
info:
  title: Salesforce Service Cloud Case Update API
  description: API for updating the status of Service Cloud tickets (cases) in Salesforce.
  version: 1.0.3
servers:
  - url: https://your_instance.my.salesforce.com
    description: Base URL for your Salesforce instance (replace 'your_instance' with your actual Salesforce domain)
paths:
  /services/data/v60.0/sobjects/Case/{CaseId}:
    patch:
      operationId: updateCaseStatus
      summary: Updates the status of a Service Cloud case
      description: Updates the status of a Service Cloud ticket based on the case ID number.
      parameters:
        - name: CaseId
          in: path
          required: true
          description: The ID of the case to update.
          schema:
            type: string
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                Status:
                  type: string
                  description: The new status of the case.
      responses:
        '204':
          description: Successfully updated the case status
        '400':
          description: Bad request - invalid input or case ID not found
        '401':
          description: Unauthorized - authentication required
        '404':
          description: Not Found - case ID does not exist
    delete:
      operationId: deleteCase
      summary: Deletes a Service Cloud case
      description: Deletes a Service Cloud ticket based on the case ID number.
      parameters:
        - name: CaseId
          in: path
          required: true
          description: The ID of the case to delete.
          schema:
            type: string
      responses:
        '204':
          description: Successfully deleted the case
        '400':
          description: Bad request - invalid case ID
        '401':
          description: Unauthorized - authentication required
        '404':
          description: Not Found - case ID does not exist
  /services/data/v60.0/query:
    get:
      operationId: getCaseDetailsFromNumber
      summary: Retrieves case details using a case number
      description: Retrieves the details of a Service Cloud case associated with a given case number.
      parameters:
        - name: q
          in: query
          required: true
          description: SOQL query string to find the Case details based on Case Number.
          schema:
            type: string
            example: "SELECT Id, CaseNumber, Status, Subject, Description FROM Case WHERE CaseNumber = '123456'"
      responses:
        '200':
          description: Successfully retrieved the case details
          content:
            application/json:
              schema:
                type: object
                properties:
                  totalSize:
                    type: integer
                  done:
                    type: boolean
                  records:
                    type: array
                    items:
                      type: object
                      properties:
                        Id:
                          type: string
                        CaseNumber:
                          type: string
                        Status:
                          type: string
                        Subject:
                          type: string
                        Description:
                          type: string
        '400':
          description: Bad request - invalid query
        '401':
          description: Unauthorized - authentication required
        '404':
          description: Not Found - case number does not exist