sathishaiuse/Salesforce_Generate_Pre_Call_Summary_Public

title: Pre-Call Summary Generator emoji: 📞 colorFrom: indigo colorTo: purple sdk: streamlit sdkversion: 1.32.0 appfile: app.py pinned: false ---

Pre‑Call Summary Generator (Salesforce → Hugging Face Space)

A Streamlit app that: 1) Accepts Salesforce credentials (instance URL + access token). 2) Pulls Account, Opportunities, Cases via REST/SOQL. 3) Calls a summarization model (Hugging Face Inference API by default). 4) Shows a structured pre‑call summary and (optionally) writes it back to Salesforce as a Note.

How to run on Hugging Face Spaces

1. 1.Create a new Space → SDK: Streamlit → Private (recommended for prototypes).
2. 2.Upload this repo's files.
3. 3.In the Space → Settings → Repository secrets, add your tokens:
4. 4.HF_TOKEN : (required) A Hugging Face token with Inference API access.
5. 5.(Optional) For testing locally, you can run streamlit run app.py.

Security Notes

• —Do not log or persist Salesforce tokens. This app keeps everything in memory only for the session.
• —For production, prefer Salesforce OAuth Web Server flow instead of pasting tokens.
• —Scope the SOQL fields and follow FLS/sharing best practices in your org.

Usage

• —Enter instance_url (e.g., https://yourDomain.my.salesforce.com) and a valid Access Token.
• —Provide an Account Id (e.g., starts with 001...).
• —Click Generate Summary.
• —Optionally check "Write to Salesforce as Note" to save the JSON summary back.