> ## Documentation Index > Fetch the complete documentation index at: https://www.klavis.ai/docs/llms.txt > Use this file to discover all available pages before exploring further. # Initialize salesforce sandbox with data > Initialize the sandbox with salesforce-specific data following the defined schema. ## OpenAPI ````yaml post /sandbox/salesforce/{sandbox_id}/initialize openapi: 3.1.0 info: title: Klavis AI (https://www.klavis.ai) description: Klavis AI - Open Source MCP Integrations for AI Applications version: 0.1.0 servers: - url: https://api.klavis.ai description: US Production server - url: https://api.eu.klavis.ai description: EU Production server security: [] paths: /sandbox/salesforce/{sandbox_id}/initialize: post: tags: - sandbox summary: Initialize salesforce sandbox with data description: >- Initialize the sandbox with salesforce-specific data following the defined schema. operationId: initialize_sandbox_sandbox_salesforce__sandbox_id__initialize_post parameters: - name: sandbox_id in: path required: true schema: type: string description: The unique sandbox identifier title: Sandbox Id description: The unique sandbox identifier - name: init_default_data in: query required: false schema: type: boolean description: If true, use default test data for initialization default: false title: Init Default Data description: If true, use default test data for initialization requestBody: content: application/json: schema: anyOf: - $ref: '#/components/schemas/SalesforceData-Input' - type: 'null' title: Request Body examples: default: summary: Example initialization data value: 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: john.doe@acmecorp.com 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: jane.smith@globalenterprises.com 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: bob.johnson@techsolutions.com 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: alice.williams@acmecorp.com phone: +1-555-0103 title: Product Manager department: Product source: Web - first_name: Charlie last_name: Brown email: charlie.brown@globalenterprises.com phone: +1-555-0203 title: IT Manager department: IT source: Trade Show leads: - first_name: David last_name: Martinez company: Startup Innovations Inc email: david.martinez@startupinnovations.com 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: emma.garcia@healthcaresystems.com 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: frank.wilson@manufacturingcorp.com 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: support@acmecorp.com 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: developer@techsolutions.com - 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 responses: '200': description: Successful Response content: application/json: schema: $ref: '#/components/schemas/InitializeSandboxResponse' '422': description: Validation Error content: application/json: schema: $ref: '#/components/schemas/HTTPValidationError' security: - HTTPBearer: [] components: schemas: SalesforceData-Input: properties: accounts: anyOf: - items: $ref: '#/components/schemas/Account' type: array - type: 'null' title: Accounts contacts: anyOf: - items: $ref: '#/components/schemas/Contact' type: array - type: 'null' title: Contacts opportunities: anyOf: - items: $ref: '#/components/schemas/Opportunity' type: array - type: 'null' title: Opportunities leads: anyOf: - items: $ref: '#/components/schemas/Lead' type: array - type: 'null' title: Leads cases: anyOf: - items: $ref: '#/components/schemas/Case' type: array - type: 'null' title: Cases campaigns: anyOf: - items: $ref: '#/components/schemas/Campaign' type: array - type: 'null' title: Campaigns type: object title: SalesforceData description: Complete Salesforce sandbox data InitializeSandboxResponse: properties: sandbox_id: type: string title: Sandbox Id description: Sandbox identifier status: $ref: '#/components/schemas/SandboxStatus' description: Current status message: type: string title: Message description: Initialization result message type: object required: - sandbox_id - status - message title: InitializeSandboxResponse description: Response model for sandbox initialization HTTPValidationError: properties: detail: items: $ref: '#/components/schemas/ValidationError' type: array title: Detail type: object title: HTTPValidationError Account: properties: name: type: string maxLength: 255 minLength: 1 title: Name description: Company name industry: anyOf: - type: string - type: 'null' title: Industry description: e.g., Technology, Healthcare, Finance type: anyOf: - type: string - type: 'null' title: Type description: e.g., Customer, Prospect, Partner phone: anyOf: - type: string maxLength: 40 - type: 'null' title: Phone website: anyOf: - type: string maxLength: 255 - type: 'null' title: Website revenue: anyOf: - type: number minimum: 0 - type: 'null' title: Revenue description: Annual revenue employees: anyOf: - type: integer minimum: 0 - type: 'null' title: Employees address: anyOf: - $ref: '#/components/schemas/Address' - type: 'null' description: anyOf: - type: string maxLength: 32000 - type: 'null' title: Description rating: anyOf: - type: string - type: 'null' title: Rating description: e.g., Hot, Warm, Cold type: object required: - name title: Account description: Company/organization record Contact: properties: first_name: anyOf: - type: string maxLength: 40 - type: 'null' title: First Name last_name: type: string maxLength: 80 minLength: 1 title: Last Name email: anyOf: - type: string format: email - type: 'null' title: Email phone: anyOf: - type: string maxLength: 40 - type: 'null' title: Phone mobile: anyOf: - type: string maxLength: 40 - type: 'null' title: Mobile title: anyOf: - type: string maxLength: 128 - type: 'null' title: Title description: Job title department: anyOf: - type: string maxLength: 80 - type: 'null' title: Department account_id: anyOf: - type: string - type: 'null' title: Account Id description: Related account ID address: anyOf: - $ref: '#/components/schemas/Address' - type: 'null' description: anyOf: - type: string maxLength: 32000 - type: 'null' title: Description source: anyOf: - type: string - type: 'null' title: Source description: e.g., Web, Phone, Referral type: object required: - last_name title: Contact description: Individual person associated with an account Opportunity: properties: name: type: string maxLength: 120 minLength: 1 title: Name stage: type: string title: Stage description: e.g., Prospecting, Qualification, Closed Won close_date: type: string title: Close Date description: Expected close date (YYYY-MM-DD) amount: anyOf: - type: number minimum: 0 - type: 'null' title: Amount probability: anyOf: - type: integer maximum: 100 minimum: 0 - type: 'null' title: Probability account_id: anyOf: - type: string - type: 'null' title: Account Id description: Related account ID type: anyOf: - type: string - type: 'null' title: Type description: e.g., New Business, Renewal source: anyOf: - type: string - type: 'null' title: Source description: Lead source next_step: anyOf: - type: string maxLength: 255 - type: 'null' title: Next Step description: anyOf: - type: string maxLength: 32000 - type: 'null' title: Description type: object required: - name - stage - close_date title: Opportunity description: Sales deal/potential revenue Lead: properties: first_name: anyOf: - type: string maxLength: 40 - type: 'null' title: First Name last_name: type: string maxLength: 80 minLength: 1 title: Last Name company: type: string maxLength: 255 minLength: 1 title: Company email: anyOf: - type: string format: email - type: 'null' title: Email phone: anyOf: - type: string maxLength: 40 - type: 'null' title: Phone mobile: anyOf: - type: string maxLength: 40 - type: 'null' title: Mobile title: anyOf: - type: string maxLength: 128 - type: 'null' title: Title status: anyOf: - type: string - type: 'null' title: Status default: Open - Not Contacted source: anyOf: - type: string - type: 'null' title: Source description: e.g., Web, Phone, Referral industry: anyOf: - type: string - type: 'null' title: Industry rating: anyOf: - type: string - type: 'null' title: Rating description: e.g., Hot, Warm, Cold address: anyOf: - $ref: '#/components/schemas/Address' - type: 'null' website: anyOf: - type: string maxLength: 255 - type: 'null' title: Website description: anyOf: - type: string maxLength: 32000 - type: 'null' title: Description employees: anyOf: - type: integer minimum: 0 - type: 'null' title: Employees revenue: anyOf: - type: number minimum: 0 - type: 'null' title: Revenue type: object required: - last_name - company title: Lead description: Potential customer not yet qualified Case: properties: subject: type: string maxLength: 255 minLength: 1 title: Subject status: anyOf: - type: string - type: 'null' title: Status default: New priority: anyOf: - type: string - type: 'null' title: Priority description: High, Medium, or Low default: Medium origin: anyOf: - type: string - type: 'null' title: Origin description: e.g., Phone, Email, Web type: anyOf: - type: string - type: 'null' title: Type description: e.g., Problem, Question, Feature Request reason: anyOf: - type: string - type: 'null' title: Reason account_id: anyOf: - type: string - type: 'null' title: Account Id contact_id: anyOf: - type: string - type: 'null' title: Contact Id description: anyOf: - type: string maxLength: 32000 - type: 'null' title: Description customer_email: anyOf: - type: string format: email - type: 'null' title: Customer Email customer_name: anyOf: - type: string maxLength: 80 - type: 'null' title: Customer Name customer_phone: anyOf: - type: string maxLength: 40 - type: 'null' title: Customer Phone type: object required: - subject title: Case description: Customer support ticket Campaign: properties: name: type: string maxLength: 80 minLength: 1 title: Name type: anyOf: - type: string - type: 'null' title: Type description: e.g., Email, Webinar, Conference status: anyOf: - type: string - type: 'null' title: Status default: Planned start_date: anyOf: - type: string - type: 'null' title: Start Date description: YYYY-MM-DD end_date: anyOf: - type: string - type: 'null' title: End Date description: YYYY-MM-DD expected_revenue: anyOf: - type: number minimum: 0 - type: 'null' title: Expected Revenue budget: anyOf: - type: number minimum: 0 - type: 'null' title: Budget actual_cost: anyOf: - type: number minimum: 0 - type: 'null' title: Actual Cost description: anyOf: - type: string maxLength: 32000 - type: 'null' title: Description active: anyOf: - type: boolean - type: 'null' title: Active type: object required: - name title: Campaign description: Marketing campaign SandboxStatus: type: string enum: - idle - occupied - error title: SandboxStatus description: Status of a sandbox instance - matches database enum ValidationError: properties: loc: items: anyOf: - type: string - type: integer type: array title: Location msg: type: string title: Message type: type: string title: Error Type input: title: Input ctx: type: object title: Context type: object required: - loc - msg - type title: ValidationError Address: properties: street: anyOf: - type: string maxLength: 255 - type: 'null' title: Street city: anyOf: - type: string maxLength: 40 - type: 'null' title: City state: anyOf: - type: string maxLength: 80 - type: 'null' title: State postal_code: anyOf: - type: string maxLength: 20 - type: 'null' title: Postal Code country: anyOf: - type: string maxLength: 80 - type: 'null' title: Country type: object title: Address description: Reusable address structure securitySchemes: HTTPBearer: type: http description: Your Klavis AI API key. scheme: bearer x-fern-bearer: name: api_key ````