The platform integrates with Salesforce via a read-only API integration. Outside of the schema, the platform does not store any Salesforce data.
Creating a Headless User (Optional)
Some organizations opt to create and install the platform as a "headless" Salesforce user with only the explicit permissions required.
Click Setup from within Salesforce
Under Administration Setup, click Manage Users and then Permission Sets
Click New, name it "The platform Access (Custom)" and click Save.
Click Manage Assignments to add the "headless" User who will install the platform.
Work through each section listed below, adding the required access.
OBJECT SETTINGS:
The platform needs Read Access to all Standard/Custom Objects and Fields you wish to track within the platform. Click on each individual Object/Field Name and then enable Read.
SYSTEM PERMISSIONS:
API Enabled: This allows the platform to utilize the REST API
View All Data: This allows the platform to read Objects/Fields for metric processing. If you cannot assign this permission, you will need to create/manage a Permission Set with scoped Object/Field access.
View All Users: This allows the platform to sync user profiles and groups with Salesforce.
Connecting the platform
Once you’re ready to connect to the platform, follow the instructions below.
If you already have an account:
Log into your existing account, go to Settings > Data Sources, and press the Connect Salesforce button. Make sure you are logged in as the Headless User before authorizing the platform.
If you do not have an account yet:
Note: Ensure you log into Salesforce with either your “Headless User,” if relevant, or with an account that has sufficient privileges to complete the authorization and has access to the objects you would like to query in the platform.
Navigate to https://app.{platform}.com/authentication/login/salesforce, complete the fields with your credentials and accept permissions.
Once this is complete, the platform will start syncing your Salesforce schema (including custom fields and objects) automatically, and the team will begin to set up your account.
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We hope this was helpful! Please submit a ticket here if you have any questions or need further assistance.