CRM integration
Salesforce and Xevrion
Connect Salesforce with your own account. Xevrion reads leads, contacts, accounts, opportunities, tasks and cases and, only if you allow it, can create, update or upsert leads, contacts, accounts, opportunities, tasks and cases.
It lets Xevrion use Salesforce in Revenue, Customer Operations, Decision Intelligence. Access: reads and writes. The API host must be a Salesforce domain; Xevrion rejects anything else.
| Detail | Salesforce |
|---|---|
| Access | Reads and writes |
| How you connect | Salesforce Connected App (OAuth 2.0 with PKCE) |
| Permissions requested | api · refresh_token |
| How data moves | Reads on demand and on a schedule; writes carry an idempotency key |
| You also provide | Nothing extra |
| Where the credential is kept | Sealed in Xevrion's secret store; the application database holds only a reference |
What Xevrion reads
- Leads, contacts, accounts, opportunities, tasks and cases
- Bounded single SELECT queries
What Xevrion may write, with your permission
- Create, update or upsert leads, contacts, accounts, opportunities, tasks and cases
Security
What connecting means for your data.
Worth knowing
The API host must be a Salesforce domain; Xevrion rejects anything else.
- You sign in on Salesforce's own page; Xevrion never sees your password.
- Read and write are separate permissions, and you can connect read-only.
- The credential is sealed in a separate secret store, never kept in the application database.
- Every write is idempotent and logged, and an unclear outcome is reconciled rather than retried.
- Disconnect at any time from your portal.
Questions
About Salesforce.
What can Xevrion see in Salesforce?
Only leads, contacts, accounts, opportunities, tasks and cases; bounded single SELECT queries, within the permissions you approve.
Can Xevrion change anything in Salesforce?
Only with write permission: create, update or upsert leads, contacts, accounts, opportunities, tasks and cases. Every change carries an idempotency key, so a retry can never create a duplicate, and is logged.
How do I disconnect Salesforce?
From the Integrations page in your portal. Disconnecting revokes the connection straight away, and cancelling your subscription revokes every connection automatically.
Also in CRM
Connect Salesforce in a few minutes.
Create your workspace, then connect with your own account from the Integrations page.
No sales calls Every price published Your tools, your permissions