- Salesforce Managed Package
- ShiftUp AI Platform
Component Roles
Salesforce Managed Package
- Runs in the customer Salesforce org.
- Stores seller profiles, account plans, opportunity strategy data, and related events.
- Exposes UI and automation for users and admins.
ShiftUp AI Platform
- Executes analysis workflows.
- Connects through an external client application with OAuth credentials.
- Returns generated outputs back to Salesforce.
Data Boundary
- Customer CRM record content remains in Salesforce.
- Final generated outputs are written to Salesforce managed objects.
- Operational metadata is used by the platform to run workflows.
Analysis Triggers
Analysis can be triggered when:- An account plan is added to a seller profile.
- A scheduled refresh runs.
- A user starts an on-demand refresh.