CRM Data Access

The Advisor Console accesses Salesforce data directly via GraphQL UIAPI, providing type-safe queries and automatic schema introspection.

Data Model

Salesforce Custom Objects

Object	Purpose	Key Fields
Trip__c	Trip records	Name, Stage__c, Start_Date__c, End_Date__c, Destination__c, Member__c
Destination__c	Destination records	Name, Country__c, Region__c, Description__c
Quote__c	Booking quotes	Name, Status__c, Trip__c, Member__c
Booking__c	Confirmed bookings	Name, Status__c, Trip__c, Member__c

Standard Objects

Object	Purpose	Key Fields
Contact	Member records	Name, Email, Phone, Tier__c, Level__c
Task	Advisor tasks	Subject, Status, Priority, ActivityDate, WhoId

GraphQL UIAPI

The console uses Salesforce GraphQL UIAPI for all data access:

query GetMembers($where: ContactWhereInput) {
  uiapi {
    query {
      contacts(where: $where, first: 20) {
        edges {
          node {
            Id
            Name { value }
            Email { value }
            Phone { value }
          }
        }
        pageInfo {
          hasNextPage
          endCursor
        }
      }
    }
  }
}

Benefits over REST

• Type-safe queries with automatic schema introspection
• Single request for nested data (no over-fetching)
• Built-in pagination with cursor-based navigation
• Compile-time error detection

List Pages

Members List

• 4-axis aggregated filtering: Type, Tier, Level, Status
• Cursor-based pagination with stack-based back-navigation
• Click-through to Member Detail page

Trips List

• Stage and date range filters
• "New Trip" modal for creating records
• Click-through to editable Trip Detail page

Tasks List

• Status and priority filters
• Date range filtering
• "All Tasks" / "My Tasks" toggle
• Click-through to Task Detail page

Destinations List

• Search and filter by country/region
• Click-through to Destination Detail page

Mutations

Trip records support create and update via GraphQL mutations:

mutation CreateTrip($input: Trip__cInput!) {
  uiapi {
    mutate {
      createTrip(input: $input) {
        record {
          Id
          Name { value }
        }
      }
    }
  }
}

Context References

Advisors can attach member or trip records as context to AI searches via the ContextSearchPopover component. This provides the AI with relevant background information without requiring the advisor to manually copy details.