Salesforce
Link feedback authors to their Salesforce contacts, and to their account.
Connect SalesforceAvailable · Built by Khony
ConnectionOAuth with PKCE · connected app
Permissions2 in total
What it does4 capabilities
DisconnectAccess deleted
Settings › Integrations, with the Salesforce panel open.
Overview
- What it does
- Create a contact in Salesforce · Link an existing contact to a Khony resource · Update the contact's main properties · Attach the contact to its account (AccountId)
- What it does not do
- No opportunity import and no bulk sync.
- In Salesforce
- Salesforce stays your tool: Khony deletes nothing there, and the connection can be cut anytime.
What it does
What Khony can do in Salesforce.
1Create a contact in Salesforce
2Link an existing contact to a Khony resource
3Update the contact's main properties
4Attach the contact to its account (AccountId)
What travels
What passes between Salesforce and Khony. Nothing else travels.
| In Salesforce | In Khony | When |
|---|---|---|
| Contact | Feedback author | Created, linked, or updated from Khony |
| Account | Author's company | Through the contact's AccountId |
Security and limits
What Khony asks for, how it keeps it, and what the integration does not do.
| Connection | OAuth with PKCE · connected app |
| Permissions | api |
| refresh_token | |
| Storage | The app secret stays server-side. Tokens are encrypted and renewed automatically. Disconnecting deletes them. |
| Limits | No opportunity import and no bulk sync. |
Setup
A few minutes, by an admin.
- 1Open integrationsIn Khony, Settings › Integrations, then Salesforce.
- 2ConnectCreate a connected app, then authorize Khony.
- 3You're connectedThe card turns “Connected”. Check tests the connection anytime; Disconnect deletes the stored access.
Questions about the Salesforce integration.
What it does, what it asks for, and what it does not do.
Create a contact in Salesforce · Link an existing contact to a Khony resource · Update the contact's main properties · Attach the contact to its account (AccountId).
Listen. Decide.
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