Integration Authentication
- ShiftUp connects through an external client application in the managed package.
- Requests are authorized using OAuth client credentials flow.
- Actions run under a customer-defined integration user.
Permission Model
- ShiftUp provides package permission sets for managed objects and required automation.
- Customers explicitly control any additional permissions on standard objects, API access, and Apex REST services.
- Effective access is limited to what the integration user is granted.
Data Read for Context
During analysis, ShiftUp may read contextual Salesforce data such as:- Seller profile context
- Account fields (for example name, website, industry, addresses)
- Contact fields (for example account link, email, title)
- Opportunity fields (for example account link, amount, description)