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feat(library): How Do You Build a Salesforce AI Lead-Scoring Agent With Sim? - #8804

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waleedlatif1 merged 2 commits into
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feat/library-salesforce-ai-agent-lead-scoring-workflow-20261008-164958
Oct 8, 2026
Merged

waleedlatif1 merged 2 commits into
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feat/library-salesforce-ai-agent-lead-scoring-workflow-20261008-164958

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@icecrasher321

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Summary

  • Adds the library post "How Do You Build a Salesforce AI Lead-Scoring Agent With Sim?" at apps/sim/content/library/salesforce-ai-agent-lead-scoring-workflow/.
  • Generated by the Library Post PR Maker workflow from a Gauge Action Center brief.

Type of Change

  • New content

Testing

Not built or tested locally. After the PR opens, the workflow's content gate checks changed paths, frontmatter keys, FAQ placement, and internal links; CI check:library-content validates the post once it is enabled.

Checklist

  • Code follows project style guidelines
  • Self-reviewed my changes
  • Tests added/updated and passing
  • No new warnings introduced
  • I confirm that I have read and agree to the terms outlined in the Contributor License Agreement (CLA)

@icecrasher321

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@cubic review

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vercel Bot commented Oct 8, 2026 •

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@greptile

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cubic-dev-ai Bot commented Oct 8, 2026

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@cubic review

@icecrasher321 I have started the AI code review. It will take a few minutes to complete.

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No issues found across 2 files

Confidence score: 5/5

  • Automated review surfaced no issues in the provided summaries.
  • No files require special attention.

Turn on auto-fix | Re-trigger cubic

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No issues found across 2 files

Confidence score: 5/5

  • Automated review surfaced no issues in the provided summaries.
  • No files require special attention.

Turn on auto-fix | Re-trigger cubic

@greptile-apps

greptile-apps Bot commented Oct 8, 2026 •

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RetriggerConfidence Score: 5/5

[Low risk] Adds a tutorial document and cover image to the library.

The revised guide appears safe to merge.

What we checked:

  • Named fields can be updated: The tool sends Status, LeadSource, Title, and Description to Salesforce.

Summary

Adds a Salesforce lead-scoring guide and cover image.

  • Separates model evidence from fixed scoring rules and human approval.
  • Corrects all three previous findings: custom scores need a separate write path, native Task creation cannot choose an owner, and record tests now use reachable scores.
  • No new actionable issues found in the changes since the previous review.
Diagram
%%{init: {'theme': 'neutral'}}%%
flowchart LR
  A[Retrieve leads] --> B[Extract evidence]
  B --> C[Calculate score and tier]
  C --> D[Review when required]
  D --> E{Approved?}
  E -->|No| F[Stop without Salesforce writes]
  E -->|Yes| G[Check for an existing task]
  G --> H[Apply supported writes]
  H --> I[Verify Salesforce results]
  C --> J[Retain execution evidence]
Loading

Reviews (2) · Last reviewed commit: "Pi Babysit: address PR #8804 feedback" · Reviewed by Greptile

Comment thread apps/sim/content/library/salesforce-ai-agent-lead-scoring-workflow/index.mdx Outdated
Comment thread apps/sim/content/library/salesforce-ai-agent-lead-scoring-workflow/index.mdx Outdated
Comment thread apps/sim/content/library/salesforce-ai-agent-lead-scoring-workflow/index.mdx Outdated
@icecrasher321

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@cubic review

@icecrasher321

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@greptile

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cubic-dev-ai Bot commented Oct 8, 2026

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@cubic review

@icecrasher321 I have started the AI code review. It will take a few minutes to complete.

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No issues found across 2 files

Confidence score: 5/5

  • Automated review surfaced no issues in the provided summaries.
  • No files require special attention.

Turn on auto-fix | Re-trigger cubic

@waleedlatif1
waleedlatif1 merged commit 9bbe3d2 into staging Oct 8, 2026
47 checks passed
@waleedlatif1
waleedlatif1 deleted the feat/library-salesforce-ai-agent-lead-scoring-workflow-20261008-164958 branch October 8, 2026 18:40

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2 participants