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Permissions Needed to Integrate Salesforce

This article outlines the specific permissions (scopes) Accord requires to connect to Salesforce and what each does.

Key Takeaways 

Accord requires the following scopes

  • Access the identity URL service (id, profile, email, address, phone)
  • Manage user data via APIs (api)
  • Manage user data via Web browsers (web)
  • Perform requests at any time (refresh_token, offline_access)

Overview 

When authorizing Accord to connect with your Salesforce instance, you'll be presented with a list of permissions, also known as scopes

We have done our best to limit the amount of scopes and only require the bare minimum. Each scope is described below. 

Note: these scopes should be turned on by default for most Salesforce users.

Scopes

Access the identity URL service (id, profile, email, address, phone)

  • What it does: This scope grants Accord access to basic information about your Salesforce users, including their unique user ID, profile details, email address, etc.

Manage user data via APIs (api)

  • What it does: This core scope allows Accord to interact with Salesforce data programmatically using Salesforce APIs. 

Manage user data via Web browsers (web)

  • What it does: This scope enables Accord to interact with Salesforce data when a user is actively logged into a web browser. 

Perform requests at any time (refresh_token, offline_access)

  • What it does: A refresh token allows Accord to obtain new access tokens without requiring the user to explicitly re-auth the application each time the initial access token expires. 

Reference: For more detailed information about OAuth scopes in Salesforce, you can refer to the official Salesforce documentation: