SOQL Query Examples:
  
  Email-based Search:
    q: "SELECT Id, FirstName, LastName, Company, Email, Phone, Status, 
        Rating, LeadSource, CreatedDate, LastModifiedDate 
        FROM Lead 
        WHERE Email = '{email}' AND IsConverted = false"
  
  Phone-based Search:
    q: "SELECT Id, FirstName, LastName, Company, Email, Phone, Status,
        Rating, Industry, AnnualRevenue 
        FROM Lead 
        WHERE Phone = '{phone}' OR MobilePhone = '{phone}'"
  
  Extended Search with Custom Fields:
    q: "SELECT Id, Name, Email, Lead_Score__c, Next_Follow_Up__c,
        Competitor_Mentioned__c, Budget_Range__c
        FROM Lead 
        WHERE Email = '{email}'"

-- SOQL for Contact with Account data
SELECT Id, FirstName, LastName, Email, Phone, Title,
       Account.Id, Account.Name, Account.Industry, Account.AnnualRevenue,
       Account.NumberOfEmployees, Account.Type,
       LastActivityDate, CreatedDate,
       Custom_Field__c, Lifecycle_Stage__c
FROM Contact 
WHERE Email = '{email}'

-- Contact with Opportunities and Cases
SELECT Id, Name, Email, Phone,
       (SELECT Id, Name, StageName, Amount, CloseDate FROM Opportunities),
       (SELECT Id, Subject, Status, Priority FROM Cases WHERE IsClosed = false),
       Account.Name, Account.Industry
FROM Contact 
WHERE Email = '{email}' OR Phone = '{phone}'

Function Name: create_salesforce_opportunity
Method: POST
URL: /services/data/v60.0/sobjects/Opportunity

Description: "Creates a new opportunity in Salesforce based on qualified lead conversation"

{
  "Name": "{opportunity_name}",
  "AccountId": "{account_id}",
  "ContactId": "{primary_contact_id}",
  "StageName": "Prospecting",
  "CloseDate": "{estimated_close_date}",
  "Amount": "{estimated_amount}",
  "Probability": "{calculated_probability}",
  "LeadSource": "Phone Call",
  "Type": "New Customer",
  "Description": "{opportunity_description}",
  "NextStep": "{next_action_item}",
  "Pricebook2Id": "{standard_pricebook_id}",
  "Budget_Confirmed__c": "{budget_status}",
  "Decision_Maker__c": "{decision_maker_identified}",
  "Timeline_Confirmed__c": "{timeline_status}",
  "Competitor__c": "{mentioned_competitors}",
  "Pain_Points__c": "{customer_challenges}"
}

{
  "sobjectType": "Task",
  "WhoId": "{contact_id}",
  "WhatId": "{account_or_opportunity_id}", 
  "Subject": "Follow-up Call - {customer_name}",
  "Status": "Not Started",
  "Priority": "High",
  "ActivityDate": "{follow_up_date}",
  "Description": "{call_summary}",
  "Type": "Call",
  "TaskSubtype": "Call",
  "Call_Outcome__c": "{call_result}",
  "Next_Steps__c": "{action_items}",
  "OwnerId": "{assigned_user_id}"
}

Event Types for Mid-Call Logging:
  
  Inbound Call Event:
    Subject: "Inbound Call - {topic}"
    Type: "Call"
    DurationInMinutes: {call_length}
    
  Demo Request Event:
    Subject: "Demo Scheduled"
    Type: "Meeting"
    StartDateTime: {demo_date}
    
  Follow-up Task:
    Subject: "Send Proposal"
    ActivityDate: {due_date}
    Priority: "High"

Custom Objects:
  - Investment_Profile__c
  - Risk_Assessment__c  
  - Compliance_Record__c
  - Portfolio_Summary__c
  
Mid-Call Integration:
  - Risk profile queries during advisory calls
  - Portfolio performance updates
  - Compliance status checks
  - Product suitability assessments

Custom Objects:
  - Patient_Record__c (HIPAA-compliant)
  - Treatment_Plan__c
  - Insurance_Verification__c
  - Appointment_History__c
  
Special Considerations:
  - PHI handling with field-level security
  - Audit trail for all data accesses
  - Consent management integration

Custom Objects:
  - Property_Listing__c
  - Showing_Request__c
  - Market_Analysis__c
  - Financing_Pre_Approval__c
  
Workflow:
  - Property interest capture
  - Automatic showing scheduling
  - Financing qualification
  - Market update delivery

Dashboard integration for mid-call analytics:
  
  Call Volume Metrics:
    - Calls per hour/day
    - Conversion rates by source
    - Average call duration
    - Lead quality scores
  
  Performance KPIs:
    - Response times after lead creation
    - Lead-to-opportunity conversion
    - Opportunity stage progression
    - Win rate trends

Einstein Predictions:
  
  Lead Scoring Model:
    Input: Company size, Industry, Budget, Timeline
    Output: Conversion probability score
    
  Opportunity Scoring:
    Input: Stage history, Contact engagement, Deal size
    Output: Close probability + timeline
    
  Churn Risk Assessment:
    Input: Activity history, Support cases, Usage metrics
    Output: Churn risk score + intervention recommendations