Salesforce setup
For your Salesforce admin
Strataflows is an intelligence OS for revenue teams. It reads your Salesforce data to give reps deal prep, qualification scoring, and coaching intelligence. Read-only. Nothing is ever written back.
What we read
| Object | Fields | Purpose |
|---|---|---|
| Opportunity | Name, Stage, Amount, CloseDate, Owner | Deal tracking + qualification |
| Account | Name, Website, Industry | Company context |
| Contact | Name, Title, Email | Stakeholder mapping |
| Task / Event | Subject, Date, Description | Activity timeline |
| User | Name, Email | Rep attribution |
What we never do
- · Write, update, or delete any Salesforce record
- · Access financial, billing, or admin settings
- · Store Salesforce credentials in the browser
- · Share your data with third parties
How to connect
Option A — Setup link (recommended, 60 seconds)
Your sales manager generates a one-time link from Strataflows Settings. You click it, authenticate with Salesforce, and close the tab. No Strataflows account needed.
Option B — Direct connect
If you have a Strataflows account, go to Settings → Integrations → Connect Salesforce.
Once connected, Strataflows syncs every 30 minutes. Reps see their deals within the first sync cycle.
Security
- · OAuth 2.0 with PKCE
- · Scopes:
api·refresh_token·id·openid(read-only) - · Tokens encrypted at rest (AES-256) and in transit (TLS 1.3)
- · Infrastructure: Supabase (SOC 2 Type II, ISO 27001)
- · Disconnect anytime from Settings — tokens immediately revoked
Disconnect
Any org admin can disconnect from Settings → Integrations. All tokens are immediately revoked via the Salesforce revocation API. Synced data remains in Strataflows until the admin deletes accounts.