AETERION

    Salesforce

    Salesforce integration

    CRMAvailable

    BRAIAN connects to Salesforce through REST API, connected app with OAuth. Agents can account and opportunity read, activity logging and contract record lookup. Every action is scoped by the permissions granted to the integration and executed under a versioned policy. Each one is recorded in the audit log with the agent, timestamp and record touched.

    What can BRAIAN do?

    SalesAgent reads accounts, opportunities and activity history and writes back the actions it performs; LegalAgent reads the contract records attached to an account. Field-level security configured in Salesforce is respected as it stands.

    CapabilityAgentRead or write
    Account and opportunity readSalesAgentRead
    Activity loggingSalesAgentWrite
    Contract record lookupLegalAgentRead
    Data quality checksSalesAgentRead

    How does it connect?

    Connection method
    REST API, connected app with OAuth
    Credential
    A Salesforce connected app using the OAuth client credentials flow, bound to an integration user.

    Credentials are held in an encrypted secrets store. BRAIAN never stores end-user passwords.

    Which permissions are required?

    • profile-scoped object accessThe integration user's profile determines which objects each agent can reach.
    • field-level security respectedFields hidden from the profile are never returned to an agent.

    Permissions are requested at the minimum scope the configured processes require. Unused scopes are not granted.

    Which processes use it?

    Processes that run on this connection, and the domains they belong to.

    • Offering

    • Confirmation Order

    • Contract analysis

    How do you revoke access?

    Access is revoked in Salesforce itself — by disabling the credential or removing the granted scopes — or in BRAIAN by disconnecting the integration. Processes already running stop at their next call to Salesforce and are held for review rather than completed with partial data; the interruption and the state of each process are recorded in the audit log.

    FAQ

    Does BRAIAN store data from Salesforce?

    BRAIAN reads what a process needs, when it needs it. Records retrieved from Salesforce are held only for the duration of the process and in the audit trail of the actions taken; Salesforce remains the system of record.

    What happens if the connection fails mid-process?

    The process stops at the failed step and is held for review. Nothing is written twice: completed writes stay recorded in the audit log and the remaining steps resume only once the connection is restored.

    Can permissions be scoped per agent?

    Yes. Scopes are defined per agent, not per system, so one agent can read while another cannot, on the same connection to Salesforce.