Salesforce

What this connects

Customer and pipeline data to a Salesforce org.

Supported workflows

• Syncing accounts and contacts
• Pushing closed opportunities into billing
• Sharing order history back to sales

Data exchanged

• Account and contact records
• Opportunity stage and value
• Order and invoice references

Setup requirements

• A Salesforce org with API access
• A connected app and OAuth authorisation
• Object and field mapping agreed

Permissions required

• Read and write access to the mapped objects

Security and privacy

• Data is transmitted over encrypted connections (TLS).
• Credentials and tokens are stored server-side and never exposed to the browser.
• Access can be revoked at any time from the provider's own account settings.

Known limitations

Stated plainly, because finding these out during implementation is worse than knowing them now.

• API access depends on Salesforce edition; some editions restrict it.