SOQL-Query-Beispiele:
  
  Email-basierte Suche:
    q: "SELECT Id, FirstName, LastName, Company, Email, Phone, Status, 
        Rating, LeadSource, CreatedDate, LastModifiedDate 
        FROM Lead 
        WHERE Email = '{email}' AND IsConverted = false"
  
  Telefon-basierte Suche:
    q: "SELECT Id, FirstName, LastName, Company, Email, Phone, Status,
        Rating, Industry, AnnualRevenue 
        FROM Lead 
        WHERE Phone = '{phone}' OR MobilePhone = '{phone}'"
  
  Erweiterte Suche mit 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 für Contact mit Account-Daten
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 mit Opportunities und 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}'

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

Beschreibung: "Erstellt eine neue Opportunity in Salesforce basierend auf 
               qualifiziertem Lead-Gespräch"

{
  "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 für Mid-Call-Protokollierung:
  
  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-Abfrage während Beratungsgespräch
  - Portfolio-Performance-Updates
  - Compliance-Status-Checks
  - Product-Suitability-Assessment

Custom-Objects:
  - Patient_Record__c (HIPAA-compliant)
  - Treatment_Plan__c
  - Insurance_Verification__c
  - Appointment_History__c
  
Special-Considerations:
  - PHI-Handling mit Field-Level-Security
  - Audit-Trail für alle Datenzugriffe
  - 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 für Mid-Call-Analytics:
  
  Call-Volume-Metrics:
    - Calls per Hour/Day
    - Conversion-Rates by Source
    - Average-Call-Duration
    - Lead-Quality-Scores
  
  Performance-KPIs:
    - Response-Times nach 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