slug: salesforce provider: Salesforce generated_by: planning/capability-mapping/scripts/classify_capabilities.py model: claude-opus-5 frame: - Banking & Capital Markets - Software & Technology min_confidence: 0.7 capability_model: source: https://github.com/vincentmakes/turbo-ea-capabilities license: CC-BY-4.0 attribution: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities, CC BY 4.0 notice: NOTICE edge_count: 32 edges: - tag: Quote spec_file: salesforce-quote-api-openapi.yml capability_id: BC-410.40 capability_id_l1: BC-410 capability_name: Quote & Configuration Management confidence: 0.9 evidence: '"Save Quote Api" via /apexrest/SBQQ/ServiceRouter, "Create or Update Quote", "Create Order From Quote"' reason: Operations read, save and convert sales quotes through the Salesforce CPQ (SBQQ) service router, which is configure-price-quote functionality within Sales Management. - tag: Redeem spec_file: salesforce-redeem-api-openapi.yml capability_id: BC-420.40 capability_id_l1: BC-420 capability_name: Loyalty & Retention Management confidence: 0.88 evidence: POST /data/v64.0/loyalty/programs/{loyaltyProgramName}/members/{membershipNumber}/vouchers/{voucherCode}/redeem RedeemVoucher reason: The single operation redeems a loyalty-programme member voucher, which is loyalty programme operation — Loyalty & Retention Management. - tag: Corporate spec_file: salesforce-corporate-api-openapi.yml capability_id: BC-420.40 capability_id_l1: BC-420 capability_name: Loyalty & Retention Management confidence: 0.85 evidence: POST /data/v64.0/loyalty-programs/{loyaltyProgramName}/corporate-member-enrollments CorporateMemberEnrollments reason: Enrols corporate members into a named loyalty programme (schemas CorporateMemberEnrollments, TransactionJournal), which is loyalty programme administration. - tag: Dashboards spec_file: salesforce-dashboards-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.85 evidence: GET /dashboards getDashboards List dashboards ... CRM Analytics (formerly Tableau CRM / Einstein Analytics) reason: Analytics dashboard metadata management in a BI platform — Analytics & BI Management. - tag: Promotions spec_file: salesforce-promotions-api-openapi.yml capability_id: BC-440.30 capability_id_l1: BC-440 capability_name: Discount & Promotion Management confidence: 0.85 evidence: POST /global-promotions-management/eligible-promotions 'Eligible Promotions'; POST /global-promotions-management/promotions 'Promotions Creation'; schemas PromotionEligibility, PromotionLimits reason: Creates promotions and evaluates promotion eligibility with limits and eligible product/channel/tier schemas — clearly promotional offer management. - tag: Benefits spec_file: salesforce-benefits-api-openapi.yml capability_id: BC-420.40 capability_id_l1: BC-420 capability_name: Loyalty & Retention Management confidence: 0.82 evidence: GET /data/v64.0/connect/loyalty/member/{memberId}/memberbenefits — 'Salesforce Member Benefits' reason: Despite the misleading title, the operation retrieves loyalty programme member benefits, which is loyalty programme administration, not employee benefits. Maps to Loyalty & Retention Management. - tag: Journals spec_file: salesforce-journals-api-openapi.yml capability_id: BC-420.40 capability_id_l1: BC-420 capability_name: Loyalty & Retention Management confidence: 0.82 evidence: 'POST /connect/realtime/loyalty/programs/{loyaltyProgramName} TransactionJournalsExecution; schemas: TransactionJournal3, AppliedPromotion, Reward' reason: Despite the accounting-sounding tag, the operation posts loyalty-program transaction journals with applied promotions and rewards — loyalty programme operation, not general ledger. - tag: Sandbox spec_file: salesforce-sandbox-api-openapi.yml capability_id: BC-4210.20 capability_id_l1: BC-4210 capability_name: Environment Management confidence: 0.8 evidence: POST /data/v64.0/tooling/sobjects/SandboxInfo Create/CloneSandbox ... RefreshSandbox ... DeleteSandbox reason: Create, refresh and delete non-production sandbox orgs — provisioning and stewardship of non-production environments. - tag: Tests spec_file: salesforce-tests-api-openapi.yml capability_id: BC-4200.50 capability_id_l1: BC-4200 capability_name: Software Quality Engineering confidence: 0.8 evidence: POST /data/v64.0/einstein/ai-evaluations/runs Runagenttest Salesforce Run Agent Test; GET .../runs/{runId}/results Gettestresults reason: Operations run tests (agent evaluations and Apex tooling tests), poll status and fetch results with TestCase/TestResult/CodeCoverage schemas — test execution and result management, i.e. software quality engineering. - tag: Eligible spec_file: salesforce-eligible-api-openapi.yml capability_id: BC-440.30 capability_id_l1: BC-440 capability_name: Discount & Promotion Management confidence: 0.78 evidence: POST /global-promotions-management/eligible-promotions 'Eligible Promotions'; schemas Cart, CartLineDetail, EligiblePromotionsRequest reason: Evaluates which promotions a cart qualifies for under global promotions management — promotion/discount determination, i.e. Discount & Promotion Management. - tag: Journeys spec_file: salesforce-journeys-api-openapi.yml capability_id: BC-400.60 capability_id_l1: BC-400 capability_name: Digital Marketing Management confidence: 0.78 evidence: GET /interaction/v1/interactions listJourneys; POST /interaction/v1/events fireJourneyEvent Fire a journey entry event reason: Marketing Cloud journey (interaction) listing and firing of journey entry events is marketing-automation orchestration. Sub-capability could arguably be lifecycle/demand generation, hence not higher confidence. - tag: Oauth spec_file: salesforce-oauth-api-openapi.yml capability_id: BC-620.20 capability_id_l1: BC-620 capability_name: Identity & Access Management confidence: 0.78 evidence: GET /services/data/v64.0/apps/oauth/usage//users OAuthAppUsers; DELETE .../tokens OAuthUserTokensRevoke reason: Operations inspect connected-app OAuth usage per user and revoke access tokens — access administration for identities, i.e. Identity & Access Management rather than a business function. - tag: Password spec_file: salesforce-password-api-openapi.yml capability_id: BC-620.20 capability_id_l1: BC-620 capability_name: Identity & Access Management confidence: 0.78 evidence: POST /services/auth/headless/forgot_password ForgotPassword-Initialize; GET /data/v64.0/sobjects/User/{USER_ID}/password reason: Credential/password lifecycle operations for user accounts map to Identity & Access Management; it is authentication plumbing but that capability exists in the list. - tag: Promotion spec_file: salesforce-promotion-api-openapi.yml capability_id: BC-440.30 capability_id_l1: BC-440 capability_name: Discount & Promotion Management confidence: 0.78 evidence: GET /data/v64.0/global-promotions-management/promotions/{promotionId} 'Promotion Details' reason: Retrieves promotion definitions from global promotions management — promotion administration under Discount & Promotion Management; only one read operation so not maximal confidence. - tag: Cancel spec_file: salesforce-cancel-api-openapi.yml capability_id: BC-420.40 capability_id_l1: BC-420 capability_name: Loyalty & Retention Management confidence: 0.75 evidence: POST /data/v64.0/connect/loyalty/programs/{loyaltyProgramName}/program-processes/{processName} — 'Salesforce Cancel a Voucher' reason: The operation runs a loyalty programme process to cancel a member voucher, which is loyalty programme operation. Confidence moderated because the endpoint is a generic loyalty program-process invoker. - tag: Contacts spec_file: salesforce-contacts-api-openapi.yml capability_id: BC-420.10 capability_id_l1: BC-420 capability_name: Customer Data Management confidence: 0.75 evidence: GET /contacts/v1/contacts listContacts List contacts; GET /contacts/v1/contacts/{contactKey} getContact Get a contact by contact key reason: CRUD over contact records keyed by contactKey with a Contact schema — maintenance of the customer/contact master record. - tag: Credential spec_file: salesforce-credential-api-openapi.yml capability_id: BC-620.20 capability_id_l1: BC-620 capability_name: Identity & Access Management confidence: 0.75 evidence: POST /data/v64.0/named-credentials/external-credentials CreateExternalCredential; schemas 'Principal', 'CalloutOptions', 'NamedCredential' reason: Operations manage Salesforce Named/External Credentials — stored authentication principals used for outbound callouts. This is credential/identity-and-access administration (BC-620.20 Identity & Access Management). Slight ambiguity as it is integration plumbing, hence 0.75. - tag: Dataflows spec_file: salesforce-dataflows-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.75 evidence: GET /dataflows getDataflows List dataflows reason: Analytics dataflow definitions within CRM Analytics; sits in the analytics/BI delivery pipeline. Could alternatively be data architecture, so 0.75. - tag: Execution spec_file: salesforce-execution-api-openapi.yml capability_id: BC-420.40 capability_id_l1: BC-420 capability_name: Loyalty & Retention Management confidence: 0.75 evidence: POST /connect/realtime/loyalty/programs/{loyaltyProgramName} "Transaction Journals Execution"; schemas TransactionJournal3, AppliedPromotion, Reward reason: The operation executes loyalty program transaction journals with applied promotions and rewards, which is loyalty programme operation, not a generic execution utility. - tag: History spec_file: salesforce-history-api-openapi.yml capability_id: BC-420.40 capability_id_l1: BC-420 capability_name: Loyalty & Retention Management confidence: 0.75 evidence: POST /data/v64.0/connect/loyalty/programs/{loyaltyProgramName}/transaction-history TransactionHistory reason: The single operation posts transaction history against a named loyalty program (schemas TransactionHistory, TransactionHistoryRequest), which is loyalty programme operation, not generic audit history. - tag: Individual spec_file: salesforce-individual-api-openapi.yml capability_id: BC-420.40 capability_id_l1: BC-420 capability_name: Loyalty & Retention Management confidence: 0.75 evidence: POST /data/v64.0/loyalty-programs/{loyaltyProgramName}/individual-member-enrollments IndividualMemberEnrollments reason: Despite the generic tag 'Individual', the operation enrolls individual members into a loyalty program (schema IndividualMemberEnrollmentsRequest, TransactionJournal), i.e. loyalty programme membership management. - tag: Predict spec_file: salesforce-predict-api-openapi.yml capability_id: BC-610.60 capability_id_l1: BC-610 capability_name: Artificial Intelligence Management confidence: 0.75 evidence: POST /data/v64.0/smartdatadiscovery/predict 'Salesforce Predict'; schemas Prediction, Model, PredictRequest reason: Invokes a predictive model to score data (Einstein Discovery), which is AI/ML model consumption under Artificial Intelligence Management; single thin operation caps confidence. - tag: Refresh spec_file: salesforce-refresh-api-openapi.yml capability_id: BC-4210.20 capability_id_l1: BC-4210 capability_name: Environment Management confidence: 0.75 evidence: PATCH /data/v64.0/tooling/sobjects/SandboxInfo/{SANDBOX_INFO_ID} RefreshSandbox reason: Refreshing a sandbox is stewardship of a non-production environment used for development/testing, matching Environment Management. Only one operation, so moderate confidence. - tag: Summaries spec_file: salesforce-summaries-api-openapi.yml capability_id: BC-420.40 capability_id_l1: BC-420 capability_name: Loyalty & Retention Management confidence: 0.75 evidence: GET /data/v64.0/loyalty/programs/{loyaltyProgramName}/members/{membershipNumber}/transaction-ledger-summary TransactionLedgerSummary reason: The single operation retrieves a loyalty program member's transaction ledger summary, which realises loyalty programme administration; schema TransactionJournal2 confirms loyalty ledger context. Thin (one endpoint) so confidence moderate. - tag: Lenses spec_file: salesforce-lenses-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.72 evidence: 'GET /lenses getLenses ''List lenses (explorations)''; description: ''accessing and managing CRM Analytics ... datasets, lenses, dashboards, and dataflows''' reason: Lenses are analytic explorations in CRM Analytics; listing/managing them is delivery of business intelligence content, i.e. Analytics & BI Management. Thin surface keeps confidence below 0.8. - tag: Credentials spec_file: salesforce-credentials-api-openapi.yml capability_id: BC-620.20 capability_id_l1: BC-620 capability_name: Identity & Access Management confidence: 0.7 evidence: GET /data/v64.0/named-credentials/external-credentials ListExternalCredentials; GET .../named-credential-setup ListNamedCredentials reason: Read-side listing of the same Named/External Credential objects — stored authentication material for external system access, i.e. credential administration under Identity & Access Management. Lower confidence because it is purely list operations on integration configuration. - tag: Initiate spec_file: salesforce-initiate-api-openapi.yml capability_id: BC-4240 capability_id_l1: BC-4240 capability_name: Subscription Lifecycle Management confidence: 0.7 evidence: POST /data/v64.0/asset-management/assets/collection/actions/initiate-renewal InitiateRenewal; .../initiate-cancellation InitiateCancellation; .../initiate-amend-quantity InitiateAmendQuantity reason: Asset-management actions to renew, cancel and amend quantity on subscribed assets are in-life subscription lifecycle transactions. Left at L1 because the operations span renewal, cancellation and modification sub-capabilities equally. - tag: Member spec_file: salesforce-member-api-openapi.yml capability_id: BC-420.40 capability_id_l1: BC-420 capability_name: Loyalty & Retention Management confidence: 0.7 evidence: POST /data/v64.0/loyalty-programs/{loyaltyProgramName}/individual-member-enrollments IndividualMemberEnrollments; GET .../member/{memberId}/memberbenefits MemberBenefits; MemberTier, MemberVouchers reason: Majority of operations enrol members into loyalty programmes and retrieve member benefits, tiers and vouchers — loyalty programme administration. Confidence tempered because the tag also mixes in unrelated PlatformEventChannelMember technical objects. - tag: Messaging spec_file: salesforce-messaging-api-openapi.yml capability_id: BC-400.60 capability_id_l1: BC-400 capability_name: Digital Marketing Management confidence: 0.7 evidence: POST /messaging/v1/email/messages createEmailSend Create an email send (triggered send); POST /messaging/v1/sms/messages createSmsSend reason: Marketing Cloud transactional/triggered email and SMS sends with delivery status — outbound digital messaging execution typical of marketing automation. Could alternatively be read as customer notification plumbing, hence 0.7. - tag: Models spec_file: salesforce-models-api-openapi.yml capability_id: BC-610.60 capability_id_l1: BC-610 capability_name: Artificial Intelligence Management confidence: 0.7 evidence: GET /data/v64.0/smartdatadiscovery/predictionDefinitions/{PREDICTION_DEFINITION_ID}/models Predictionmodels; schemas Model, ModelField, PrescribableField reason: Lists Einstein prediction models attached to prediction definitions (ML model lifecycle), plus decision-model (DMN) export. Predominantly AI/ML model management; the DMN business-rules export adds some ambiguity. - tag: Runs spec_file: salesforce-runs-api-openapi.yml capability_id: BC-4200.50 capability_id_l1: BC-4200 capability_name: Software Quality Engineering confidence: 0.7 evidence: 'POST /data/v64.0/tooling/runTestsAsynchronous ToolingRunTestsAsync ... schemas: CodeCoverage, CodeCoverageWarning, TestResult' reason: Operations execute Apex/agent test runs and return code coverage — automated test execution, i.e. software quality engineering; moderate confidence given thin surface. - tag: Save spec_file: salesforce-save-api-openapi.yml capability_id: BC-410.40 capability_id_l1: BC-410 capability_name: Quote & Configuration Management confidence: 0.7 evidence: POST /apexrest/SBQQ/ServiceRouter SaveQuoteAPI Salesforce Save Quote Api reason: The single operation saves a CPQ quote (SBQQ = Salesforce CPQ), which is quote and configuration management within Sales Management. Tag string 'Save' is generic but the operation names the quote explicitly.