Enabling Organization-Wide Authentication for Salesforce Integration

Hi team, our org seems to get the following notification with the Salesforce integration. Folks have to authenticate their individual account. Is it possible to enable for org wide?

18 comments

Remi
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Hello Jay Zhao to they have to authenticate or "only" validate the action - like in the screenshot above? Note: if they pick "always allow", it won't ask again for this action.
Jay Zhao
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Hi Remi - Thanks for the reply! Could we confirm that, even when we use Workspace credentials to set up the tools?
Alban
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Hi, so setting up the tool requires workspace creds but each user will have to authenticate, yes. You don't want to not know who changed your CRM data hehe
Jay Zhao
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Hi Alban Does the tool allow CRUD now for Salesforce? I’ve checked last week and it wasn’t listed. Uhm, but let’s just say folks don’t have Salesforce account, by leveraging it as a Tool for the integration, folks who can’t authenticate won’t have access to query the data would it?
Alban
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Yes they won't
Jay Zhao
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The older integration leverage the platform as a data source. Is it possible we can have that option back in addition to leveraging it as a tool?
Alban
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You're right about not having CRUD, I just checked
Alban
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Let me see if we're planning on adding 😅
Alban
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No unfortunately we've fully switched to the tool
Alban
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Let me take your feedback though. Most of our customers want to make sure that people can't access data they are not supposed to access
Jay Zhao
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Yeah the thing is that the older connection actually allows you to select specific objects made available for the agent.
Jay Zhao
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Love to get to know the roadmap for Salesforce, Ive imagine it much more complicate than others because of the strict security, understandably it’s an enterprise app
Alban
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Yes we understand - the old connection will likely not come back as we're moving most of our tools to MCP
Alban
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I've relayed your feedback to the team that works on it 👍
Jay Zhao
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Thank you Alban and Remi!
🚀1
Alban
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Actually just got back from the team that you have a choice between personal and workspace credentials when plugging in the tool!
Alban
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I totally missed it myself so we might have to tweak the UI hehe
Jay Zhao
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Yeah I believe this might’ve became available in the recent update. However, it still asks for approval/authentication! Especially on when leveraging on the Slack side, the Bot gets stuck on ‘Thinking’, you would have to go into to the conversation and click on approval or authenticate