Salesforce Sales Cloud New Customer Onboarding

arazzo: 1.0.1
info:
  title: Salesforce Sales Cloud New Customer Onboarding
  summary: Create an Account, attach a primary Contact, then open an Opportunity against it.
  description: >-
    The canonical Sales Cloud land flow. The workflow creates a new Account
    sObject record, creates a Contact record linked to that Account through the
    AccountId field, and then opens an Opportunity tied to the same Account so a
    deal can be tracked from day one. Every step spells out its request inline,
    including the inline OAuth bearer Authorization header, so the flow can be
    read and executed without opening the underlying OpenAPI description.
  version: 1.0.0
sourceDescriptions:
- name: restApi
  url: ../openapi/salesforce-sales-cloud-rest-api-openapi.yml
  type: openapi
workflows:
- workflowId: new-customer-onboarding
  summary: Create Account, then Contact, then Opportunity in one chained flow.
  description: >-
    Chains three create operations against the SObject Rows resource. Each
    create returns the new record id, which is fed forward so the Contact and
    Opportunity are correctly associated with the parent Account.
  inputs:
    type: object
    required:
    - accessToken
    - accountName
    - contactLastName
    - opportunityName
    - opportunityCloseDate
    - opportunityStage
    properties:
      accessToken:
        type: string
        description: OAuth 2.0 access token used as the Bearer credential.
      accountName:
        type: string
        description: Name of the Account to create.
      contactLastName:
        type: string
        description: Last name of the primary Contact (required on Contact).
      contactFirstName:
        type: string
        description: First name of the primary Contact.
      contactEmail:
        type: string
        description: Email address for the primary Contact.
      opportunityName:
        type: string
        description: Name of the Opportunity to open.
      opportunityCloseDate:
        type: string
        description: Close date for the Opportunity (YYYY-MM-DD).
      opportunityStage:
        type: string
        description: Stage name for the Opportunity (e.g. "Prospecting").
  steps:
  - stepId: createAccount
    description: Create the Account record that anchors the customer relationship.
    operationId: createSObjectRecord
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: sObjectName
      in: path
      value: Account
    requestBody:
      contentType: application/json
      payload:
        Name: $inputs.accountName
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      accountId: $response.body#/id
  - stepId: createContact
    description: Create the primary Contact and link it to the new Account.
    operationId: createSObjectRecord
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: sObjectName
      in: path
      value: Contact
    requestBody:
      contentType: application/json
      payload:
        LastName: $inputs.contactLastName
        FirstName: $inputs.contactFirstName
        Email: $inputs.contactEmail
        AccountId: $steps.createAccount.outputs.accountId
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      contactId: $response.body#/id
  - stepId: createOpportunity
    description: Open an Opportunity against the new Account to track the deal.
    operationId: createSObjectRecord
    parameters:
    - name: Authorization
      in: header
      value: Bearer $inputs.accessToken
    - name: sObjectName
      in: path
      value: Opportunity
    requestBody:
      contentType: application/json
      payload:
        Name: $inputs.opportunityName
        AccountId: $steps.createAccount.outputs.accountId
        CloseDate: $inputs.opportunityCloseDate
        StageName: $inputs.opportunityStage
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      opportunityId: $response.body#/id
  outputs:
    accountId: $steps.createAccount.outputs.accountId
    contactId: $steps.createContact.outputs.contactId
    opportunityId: $steps.createOpportunity.outputs.opportunityId