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Salesforce

Connection

Connecting sends you to Salesforce to approve Klef’s access. To connect a Salesforce sandbox, choose Sandbox when you connect.

Permissions

Minimum permissions the connection requires.

salesforce.user

Fields

Default Account Matching Rules

When Klef adopts an account that already exists in Salesforce, it works out whose it is by trying these in order. A connection can override them.

Examples

Salesforce users

A Salesforce user with the profile their department maps to, deactivated on leave and when they go.