Integration guide
Salesforce + DataLgorithmics
Use Salesforce data and workflows within governed sales, service and intelligence use cases.
Important: this page describes integration capability and delivery patterns. It does not imply a formal partnership, certification or marketplace listing with Salesforce unless separately verified.
Typical integration areas
Accounts / contacts
Availability depends on the client environment, licence, API access and approved security design.
Opportunities
Availability depends on the client environment, licence, API access and approved security design.
Cases
Availability depends on the client environment, licence, API access and approved security design.
Knowledge
Availability depends on the client environment, licence, API access and approved security design.
Flow / APIs
Availability depends on the client environment, licence, API access and approved security design.
Permission model
Availability depends on the client environment, licence, API access and approved security design.
Integration design questions
Which data and actions are actually required?
What identity and permission model applies?
Which APIs, licences and rate limits are available?
What should be logged and monitored?
How should failure and human escalation work?
What data may leave the platform, if any?