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": {}
}Initialize the sandbox with salesforce-specific data following the defined schema.
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": {}
}Your Klavis AI API key.
The unique sandbox identifier
If true, use default test data for initialization
Complete Salesforce sandbox data
Show child attributes
Show child attributes
Show child attributes
Show child attributes
Show child attributes
Show child attributes
Successful Response
Response model for sandbox initialization