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Salesforce integrations

Salesforce is the CRM of many sales and service teams in larger organisations. KoppelHet only connects Salesforce for user management. New sales and service staff get a user with the right profile, leavers are deactivated.

Salesforce integrations

Systems you can connect Salesforce with

How KoppelHet connects to Salesforce

The Salesforce REST API writes the User object, including profile, role, manager, department and employee number.

Authentication: Connected app met OAuth 2.0 (bijvoorbeeld client credentials of JWT bearer) en een integratiegebruiker met het recht Manage Users

Objects we connect

  • Users (User)
  • Profiles and permission sets
  • Roles

What to watch for

  • Users cannot be deleted in Salesforce, only deactivated. A deactivated user frees their licence and stays owner of their records.
  • We do not connect Salesforce as a CRM to accounting or marketing. That is outside what KoppelHet does.

In your IT landscape

  • Runs as a managed integration on the KoppelHet platform, next to your existing integration layer. No VPN into your network.
  • Only the fields in the design you approve are transferred. The platform keeps no register of its own.
  • Tested first in the test or acceptance environment where there is one. You choose the go-live moment.
  • ISO 27001 certified, hosted in Amsterdam. When the contract ends you receive the configuration and the audit logs.

Implementation, architecture and compliance

Processes with this system

Topics that involve Salesforce

Articles about Salesforce

Which systems do you want to connect?

Tell us which systems you use and what should happen automatically. Together we define the smallest working solution, with a clear design and a quote before building.