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POST
/
sandbox
/
salesforce
/
{sandbox_id}
/
initialize
Initialize salesforce sandbox with data
curl --request POST \
  --url https://api.klavis.ai/sandbox/salesforce/{sandbox_id}/initialize \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "accounts": [
    {
      "name": "Acme Corporation",
      "industry": "Technology",
      "type": "Customer",
      "phone": "+1-555-0100",
      "website": "https://www.acmecorp.com",
      "revenue": 5000000,
      "employees": 250,
      "address": {
        "street": "123 Tech Street",
        "city": "San Francisco",
        "state": "California",
        "postal_code": "94105",
        "country": "United States"
      },
      "description": "Leading technology solutions provider",
      "rating": "Hot"
    },
    {
      "name": "Global Enterprises Inc",
      "industry": "Finance",
      "type": "Prospect",
      "phone": "+1-555-0200",
      "website": "https://www.globalenterprises.com",
      "revenue": 15000000,
      "employees": 500,
      "address": {
        "street": "456 Finance Ave",
        "city": "New York",
        "state": "New York",
        "postal_code": "10001",
        "country": "United States"
      },
      "description": "International financial services company",
      "rating": "Warm"
    },
    {
      "name": "Tech Solutions Ltd",
      "industry": "Technology",
      "type": "Partner",
      "phone": "+1-555-0300",
      "website": "https://www.techsolutions.com",
      "revenue": 3000000,
      "employees": 150,
      "address": {
        "street": "789 Innovation Blvd",
        "city": "Austin",
        "state": "Texas",
        "postal_code": "78701",
        "country": "United States"
      },
      "description": "Custom software development partner",
      "rating": "Hot"
    }
  ],
  "contacts": [
    {
      "first_name": "John",
      "last_name": "Doe",
      "email": "[email protected]",
      "phone": "+1-555-0101",
      "mobile": "+1-555-0102",
      "title": "VP of Technology",
      "department": "IT",
      "address": {
        "street": "123 Tech Street",
        "city": "San Francisco",
        "state": "California",
        "postal_code": "94105",
        "country": "United States"
      },
      "description": "Key decision maker for technology purchases",
      "source": "Web"
    },
    {
      "first_name": "Jane",
      "last_name": "Smith",
      "email": "[email protected]",
      "phone": "+1-555-0201",
      "mobile": "+1-555-0202",
      "title": "Chief Financial Officer",
      "department": "Finance",
      "address": {
        "street": "456 Finance Ave",
        "city": "New York",
        "state": "New York",
        "postal_code": "10001",
        "country": "United States"
      },
      "description": "Budget approver and executive sponsor",
      "source": "Phone Inquiry"
    },
    {
      "first_name": "Bob",
      "last_name": "Johnson",
      "email": "[email protected]",
      "phone": "+1-555-0301",
      "mobile": "+1-555-0302",
      "title": "Director of Operations",
      "department": "Operations",
      "address": {
        "street": "789 Innovation Blvd",
        "city": "Austin",
        "state": "Texas",
        "postal_code": "78701",
        "country": "United States"
      },
      "description": "Partnership coordinator and technical lead",
      "source": "Partner Referral"
    },
    {
      "first_name": "Alice",
      "last_name": "Williams",
      "email": "[email protected]",
      "phone": "+1-555-0103",
      "title": "Product Manager",
      "department": "Product",
      "source": "Web"
    },
    {
      "first_name": "Charlie",
      "last_name": "Brown",
      "email": "[email protected]",
      "phone": "+1-555-0203",
      "title": "IT Manager",
      "department": "IT",
      "source": "Trade Show"
    }
  ],
  "leads": [
    {
      "first_name": "David",
      "last_name": "Martinez",
      "company": "Startup Innovations Inc",
      "email": "[email protected]",
      "phone": "+1-555-0400",
      "mobile": "+1-555-0401",
      "title": "Founder & CEO",
      "status": "Open - Not Contacted",
      "source": "Web",
      "industry": "Technology",
      "rating": "Hot",
      "address": {
        "street": "321 Startup Lane",
        "city": "Seattle",
        "state": "Washington",
        "postal_code": "98101",
        "country": "United States"
      },
      "website": "https://www.startupinnovations.com",
      "employees": 25,
      "revenue": 500000,
      "description": "Fast-growing startup looking for enterprise solutions"
    },
    {
      "first_name": "Emma",
      "last_name": "Garcia",
      "company": "Healthcare Systems LLC",
      "email": "[email protected]",
      "phone": "+1-555-0500",
      "title": "Director of IT",
      "status": "Working - Contacted",
      "source": "Phone Inquiry",
      "industry": "Healthcare",
      "rating": "Warm",
      "address": {
        "city": "Boston",
        "state": "Massachusetts",
        "country": "United States"
      },
      "employees": 300,
      "description": "Exploring new healthcare IT solutions"
    },
    {
      "first_name": "Frank",
      "last_name": "Wilson",
      "company": "Manufacturing Corp",
      "email": "[email protected]",
      "phone": "+1-555-0600",
      "title": "Operations Manager",
      "status": "Open - Not Contacted",
      "source": "Partner Referral",
      "industry": "Manufacturing",
      "rating": "Warm",
      "address": {
        "city": "Detroit",
        "state": "Michigan",
        "country": "United States"
      },
      "description": "Interested in automation solutions"
    }
  ],
  "opportunities": [
    {
      "name": "Acme Corp - Q4 Enterprise Deal",
      "stage": "Qualification",
      "close_date": "2025-12-31",
      "amount": 250000,
      "probability": 75,
      "type": "New Business",
      "source": "Web",
      "next_step": "Schedule executive demo",
      "description": "Large enterprise deal for full platform implementation"
    },
    {
      "name": "Global Enterprises - Annual Subscription",
      "stage": "Proposal/Price Quote",
      "close_date": "2026-02-28",
      "amount": 500000,
      "probability": 50,
      "type": "New Business",
      "source": "Phone Inquiry",
      "next_step": "Present pricing proposal to CFO",
      "description": "Multi-year subscription for financial services platform"
    },
    {
      "name": "Tech Solutions - Partnership Expansion",
      "stage": "Negotiation/Review",
      "close_date": "2025-12-07",
      "amount": 150000,
      "probability": 80,
      "type": "Existing Business",
      "source": "Partner Referral",
      "next_step": "Finalize contract terms",
      "description": "Expanding existing partnership agreement"
    },
    {
      "name": "Acme Corp - Additional Licenses",
      "stage": "Prospecting",
      "close_date": "2026-02-28",
      "amount": 75000,
      "probability": 60,
      "type": "Existing Business",
      "source": "Web",
      "next_step": "Identify additional use cases",
      "description": "Upsell opportunity for additional user licenses"
    }
  ],
  "cases": [
    {
      "subject": "Login Issues - Urgent",
      "status": "New",
      "priority": "High",
      "origin": "Phone",
      "type": "Problem",
      "description": "Customer reporting intermittent login failures affecting multiple users",
      "customer_email": "[email protected]",
      "customer_name": "John Doe",
      "customer_phone": "+1-555-0101"
    },
    {
      "subject": "Feature Request - Custom Reporting",
      "status": "Working",
      "priority": "Medium",
      "origin": "Email",
      "type": "Feature Request",
      "reason": "Enhancement",
      "description": "Customer requesting custom reporting capabilities for executive dashboard"
    },
    {
      "subject": "API Integration Question",
      "status": "New",
      "priority": "Low",
      "origin": "Web",
      "type": "Question",
      "description": "Developer needs clarification on API authentication flow",
      "customer_email": "[email protected]"
    },
    {
      "subject": "Performance Degradation",
      "status": "Escalated",
      "priority": "High",
      "origin": "Phone",
      "type": "Problem",
      "description": "System response times have increased significantly during peak hours"
    },
    {
      "subject": "Training Request",
      "status": "New",
      "priority": "Medium",
      "origin": "Email",
      "type": "Question",
      "description": "New admin team needs comprehensive platform training"
    }
  ],
  "campaigns": [
    {
      "name": "Q4 2024 Product Launch",
      "type": "Email",
      "status": "In Progress",
      "start_date": "2024-10-01",
      "end_date": "2024-12-31",
      "expected_revenue": 1000000,
      "budget": 50000,
      "actual_cost": 25000,
      "description": "Major product launch campaign targeting enterprise customers",
      "active": true
    },
    {
      "name": "Partner Webinar Series",
      "type": "Webinar",
      "status": "Planned",
      "start_date": "2025-01-15",
      "end_date": "2025-03-31",
      "expected_revenue": 250000,
      "budget": 15000,
      "description": "Educational webinar series for partner network",
      "active": false
    },
    {
      "name": "Industry Conference 2024",
      "type": "Conference",
      "status": "Completed",
      "start_date": "2024-09-15",
      "end_date": "2024-09-17",
      "expected_revenue": 500000,
      "budget": 75000,
      "actual_cost": 80000,
      "description": "Annual industry conference with booth and speaking sessions",
      "active": false
    }
  ]
}
'
{
  "sandbox_id": "<string>",
  "status": "idle",
  "message": "<string>",
  "records_created": {}
}

Authorizations

Authorization
string
header
required

Your Klavis AI API key.

Path Parameters

sandbox_id
string
required

The unique sandbox identifier

Query Parameters

init_default_data
boolean
default:false

If true, use default test data for initialization

Body

application/json

Complete Salesforce sandbox data

accounts
Account · object[] | null
contacts
Contact · object[] | null
opportunities
Opportunity · object[] | null
leads
Lead · object[] | null
cases
Case · object[] | null
campaigns
Campaign · object[] | null

Response

Successful Response

Response model for sandbox initialization

sandbox_id
string
required

Sandbox identifier

status
enum<string>
required

Current status

Available options:
idle,
occupied
message
string
required

Initialization result message

records_created
Records Created · object

Count of records created per object type