Salesforce - Mavera

Salesforce holds your richest buyer data — contacts, opportunities, accounts, notes, cases. These eight jobs pull that data through Mavera’s surfaces (Personas, Focus Groups, Mave Agent, Brand Voices, Generations) so every campaign, battle card, and QBR is grounded in real CRM intelligence.

API Reference Card

Detail	Value
Base URL	`https://{your-domain}.my.salesforce.com/services/data/v66.0/`
Auth	OAuth 2.0 — Web Server flow, JWT Bearer, or Client Credentials
Rate limits	100,000 requests / rolling 24 h (Enterprise); 25 concurrent long-running
Mavera base	`https://app.mavera.io/api/v1`
Mavera auth	`Authorization: Bearer mvra_live_...`

All examples use three environment variables: SALESFORCE_INSTANCE (e.g. yourorg.my.salesforce.com), SALESFORCE_ACCESS_TOKEN, and MAVERA_API_KEY. Store them in your secret manager — never commit tokens.

Jobs Directory

#	Job	Description
1	CRM-to-Persona Pipeline	Pull contacts via SOQL, group by title/industry, create data-grounded personas
2	Deal-Stage Focus Group	Win/loss analysis via synthetic focus groups mapped to opportunity stages
3	Account Intelligence Brief	AI research briefs from Account, Contact, and Task data
4	Sales Note → Brand Voice	Extract winning language from Closed Won deal notes into a Brand Voice profile
5	Lead Scoring Validation	Validate lead scoring models with synthetic focus group feedback
6	Pipeline-Aware Content Generation	Generate stage-specific nurture content tied to your real pipeline
7	Competitive Displacement Tracker	AI-generated battle cards from competitor mentions in opportunities
8	Customer Success Interview Prep	QBR prep documents from Account health, Cases, and Activities

CRM-to-Persona Pipeline

Pull contacts via SOQL, group by title/industry, create data-grounded personas

Deal-Stage Focus Group

Win/loss analysis via synthetic focus groups mapped to opportunity stages

Account Intelligence Brief

AI research briefs from Account, Contact, and Task data

Sales Note → Brand Voice

Extract winning language from Closed Won deal notes into a Brand Voice profile

Lead Scoring Validation

Validate lead scoring models with synthetic focus group feedback

Pipeline-Aware Content Generation

Generate stage-specific nurture content tied to your real pipeline

Competitive Displacement Tracker

AI-generated battle cards from competitor mentions in opportunities

Customer Success Interview Prep

QBR prep documents from Account health, Cases, and Activities

Production Tips

Token refresh — Access tokens expire. Use the OAuth 2.0 refresh token flow or JWT Bearer for server-to-server jobs. Never hardcode tokens.

Rate limit budgeting — Enterprise orgs get 100,000 API calls per rolling 24 hours. Each SOQL query counts as one call. Batch queries and cache responses. Monitor usage at GET /services/data/v66.0/limits.

SOQL pagination — Queries returning more than 2,000 rows include a nextRecordsUrl field. Follow it until done: true:

results = []
url = f"https://{SF}/services/data/v66.0/query?q={soql}"
while url:
    resp = requests.get(url, headers=SF_HEADERS).json()
    results.extend(resp["records"])
    url = resp.get("nextRecordsUrl")
    if url:
        url = f"https://{SF}{url}"

Error handling checklist:

Error	Cause	Fix
`401 Unauthorized`	Expired or invalid SF token	Refresh via OAuth; check Connected App scopes
`403 Forbidden`	User lacks object/field permissions	Verify profile permissions; check field-level security
`429 Too Many Requests`	Rate limit exceeded	Back off exponentially; check `/limits` endpoint
`400 MALFORMED_QUERY`	SOQL syntax error	Validate query in Developer Console first
`INVALID_FIELD`	Custom field API name wrong	Use `Describe` endpoint to verify field names
Mavera `401`	Invalid or expired API key	Rotate key at app.mavera.io/settings
Mavera `422`	Malformed request body	Check required fields in API docs

Concurrency — Salesforce allows 25 concurrent long-running requests. For batch jobs across hundreds of accounts, use a semaphore or queue (asyncio.Semaphore(25) in Python, p-limit(25) in Node). Custom field discovery — Not sure if Competitor__c or Health_Score__c exists in your org? Use the Describe endpoint:

GET /services/data/v66.0/sobjects/Opportunity/describe

What’s Next

HubSpot Integration

8 jobs — lifecycle personas, deal replay, meeting analysis

Personas API

Full reference for POST /api/v1/personas

Focus Groups API

Full reference for POST /api/v1/focus-groups

Mave Agent

Full reference for POST /api/v1/mave/chat

​API Reference Card

​Jobs Directory

CRM-to-Persona Pipeline

Deal-Stage Focus Group

Account Intelligence Brief

Sales Note → Brand Voice

Lead Scoring Validation

Pipeline-Aware Content Generation

Competitive Displacement Tracker

Customer Success Interview Prep

​Production Tips

​What’s Next

HubSpot Integration

Personas API

Focus Groups API

Mave Agent

API Reference Card

Jobs Directory

Production Tips

What’s Next