Purpose
Salesforce integration is used for synchronising opportunity, account and product data from Salesforce into N.Rich to be used for targeting, analytics and optimization.
Setting up
Salesforce integration requires you to create a dedicated user on Salesforce exclusively to be used by N.Rich . This user should have access to API as well as Accounts, Contacts and Opportunities objects. Integration should be set-up from N.Rich system set-up page from CRM integration section through enabling integration and clicking AUTHENTICATE button and logging in with this user. After this Integration becomes active.
Security and Privacy Considerations
N.RICH Salesforce integration does not write anything to the Salesforce instance and it is only used for reading data. No personal data, such as email or other contact details are stored. The integration has been granted an official security review acceptance from Salesforce. Please also review N.Rich Data Security Approach and N.Rich Data Privacy Approach