This FAQ answers the questions clients most often ask when setting up the EdgeTier Salesforce integration. It is intended as a high-level, client-facing overview. For detailed setup steps, see EdgeTier Integration: Salesforce API Access (External Client App) . For a more technical endpoint breakdown, see Salesforce API endpoints info .

How is the Salesforce <> EdgeTier integration set up?

EdgeTier connects to Salesforce through a Salesforce External Client App. This is Salesforce's recommended app-based access model for server-to-server integrations.

At a high level, the client Salesforce administrator creates an External Client App, enables OAuth access, assigns a dedicated integration user, grants that user access to the Salesforce objects EdgeTier needs, and shares the Consumer Key, Consumer Secret, and Salesforce My Domain URL with EdgeTier through a secure channel.

The recommended approach is the Client Credentials flow. EdgeTier authenticates using the app credentials, and Salesforce runs the API requests as the dedicated integration user configured in the External Client App policies.

How much effort is required?

For the client Salesforce administrator, setup is usually a short configuration task. The detailed guide walks through each Salesforce screen, but the practical work is:

• Create or identify a dedicated Salesforce integration user.
• Create the External Client App.
• Enable the required OAuth scopes.
• Configure the Client Credentials flow and Run As user.
• Grant read access to the relevant Salesforce objects and fields.
• Share the Consumer Key, Consumer Secret, and My Domain URL securely with EdgeTier.

For EdgeTier, the effort is minimal once credentials and object access are available. EdgeTier configures the account, selects the relevant Salesforce object type, and maps the required Salesforce fields into EdgeTier concepts such as interaction fields, tags, variables, and metrics.

Is the integration secure?

Yes, when configured as recommended.

The integration can use a dedicated Salesforce integration user, so access is not tied to an individual's account. Permissions are controlled by Salesforce Permission Sets or Profiles, meaning the integration user can be limited to only the objects and fields EdgeTier needs. The External Client App remains local to the client's Salesforce org and can be disabled or revoked by the Salesforce administrator.

EdgeTier only needs API access for the configured objects. If the integration is ingestion-only, the Salesforce user can be granted read access only. Credentials should be shared through a secure secrets-sharing tool rather than email.