Integration Authentication
- ShiftUp connects through an external client application in the managed package.
- Requests are authorized using OAuth flows.
- Actions run under a customer-defined integration user and follow the Salesforce permission model.
Permission Model
- ShiftUp provides package permission sets for managed objects and required automation.
- Customers explicitly control any additional permissions on standard objects and API access.
- 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
- Contact fields
- Opportunity fields