# Salesforce integration

In this article:

* [Connect integration](#connect-integration)
* [Setup Salesforce forms](#connect-integration)
* [Data management & security](#security-scopes)

## Connect integration

1. Go to Settings
2. Connect to to Salesforce account
3. Select which attributes you want to bring into Sauce

## Setup Salesforce forms

**When you want to connect a Salesforce feedback form to Sauce**

1. Select "Connect Form"
2. Map Salesforce form columns to Sauce columns
3. Save integration

## Data management & security

Sauce operates under the principle of least privilege for data collection.

| Topic                 | Details                                                                                                                                                                                                                                           |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Information disclosed | <ul><li>Customer name</li><li>\[Optional] Customer attributes stored in Salesforce</li><li>\[Optional] Feedback from a Salesforce database</li></ul>                                                                                              |
| Purpose of disclosure | To overlay feedback insights with customer attributes (e.g. revenue, segments) to understand impact.To analyse customer feedback stored in Salesforce and deliver our service of automated, real-time insights                                    |
| Access management     | <p>Sauce only has access to data from Salesforce attributes selected by you. You can alter this anytime in Sauce integration settings.<br>If you wish to delete data that has been uploaded to Sauce, you can email <security@sauce.app>.<br></p> |
| Authentication        | OAuth 2.0                                                                                                                                                                                                                                         |

**Data Scopes**

<table><thead><tr><th width="160">Scope</th><th>Description</th></tr></thead><tbody><tr><td>offline_access</td><td>This scope allows your application to obtain a refresh token, which can be used to obtain a new access token without requiring the user to re-authenticate. It is typically used for long-term access to Salesforce on behalf of the user.</td></tr><tr><td>refresh_token</td><td>Similar to offline_access, this scope specifically indicates that your application is requesting a refresh token. A refresh token is used to obtain a new access token when the current one expires.</td></tr><tr><td>web</td><td>Manage user data via Web browsers. Allows use of the access_token on the web. This scope also includes visualforce, allowing access to customer-created Visualforce pages.</td></tr><tr><td>api</td><td>Manage user data via APIs. Allows access to the current, logged-in user’s account using APIs, such as REST API and Bulk API 2.0. This scope also includes chatter_api, which allows access to Connect REST API resources.</td></tr></tbody></table>

For more information on Salesforce scopes, [check out Salesforce's documentation here](https://help.salesforce.com/s/articleView?id=sf.remoteaccess_authenticate.htm\&type=5).<br>