Salesforce integration

Learn how to use the Sauce integration with Salesforce. You can use the Salesforce integration to overlay understand revenue impact and segmentation of trending customer insights.

In this article:

Connect integration

Go to Settings
Connect to to Salesforce account
Select which attributes you want to bring into Sauce

Setup Salesforce forms

When you want to connect a Salesforce feedback form to Sauce

Select "Connect Form"
Map Salesforce form columns to Sauce columns
Save integration

Data management & security

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

Topic	Details
Information disclosed	Customer name [Optional] Customer attributes stored in Salesforce [Optional] Feedback from a Salesforce database
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	Sauce only has access to data from Salesforce attributes selected by you. You can alter this anytime in Sauce integration settings. If you wish to delete data that has been uploaded to Sauce, you can email security@sauce.app.
Authentication	OAuth 2.0

Topic

Details

Information disclosed

Customer name
[Optional] Customer attributes stored in Salesforce
[Optional] Feedback from a Salesforce database

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

Sauce only has access to data from Salesforce attributes selected by you. You can alter this anytime in Sauce integration settings. If you wish to delete data that has been uploaded to Sauce, you can email security@sauce.app.

Authentication

OAuth 2.0

Data Scopes

Scope	Description
offline_access	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.
refresh_token	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.
web	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.
api	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.

Scope

Description

offline_access

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.

refresh_token

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.

web

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.

api

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.

For more information on Salesforce scopes, check out Salesforce's documentation here.

PreviousIntegrations NextSlack integration

Last updated 5 months ago