Salesforce
What Paperbeam reads from Salesforce, the read-only access it asks for and why, filters, and the beats it feeds.
CRM
Read-only OAuth
Opportunities won, lost and moved, with accounts, owners and amounts.
What we read
- Deals: stage changes, wins and losses, amounts and owners
- Expansions and upsells
Only the reporting window of each edition is read. Paperbeam stores derived facts and short excerpts, not copies of your Salesforce data, and keeps raw evidence only for your retention period.
Access we ask for, and why
| Scope | Why |
|---|---|
api | Run read-only SOQL queries on Opportunity, OpportunityHistory, Account and User |
refresh_token | Sync overnight without asking you to sign in again |
All access is read-only. You can revoke it from Salesforce at any time, or disconnect the source in Paperbeam.
Connect Salesforce
- Go to Sources and choose Salesforce.
- Click Continue to Salesforce and approve the read-only access in the window that opens.
- The credential is encrypted before it is stored and never shown again. Use Sync now on the source’s page to see what it collects from the last 24 hours, and set filters there.
You need the admin or owner role in Paperbeam, and enough permission in Salesforce to grant read access to the data listed above.
Filters
Set on the source’s page at Sources›Salesforce. Filtered-out data is never collected.
| Filter | Effect |
|---|---|
| Instance URL | Optional. Your My Domain URL; detected from the connection when empty. |
| Loss reason field | Optional. API name of a custom field holding the loss reason, e.g. Loss_Reason__c. |
To keep specific people, channels or topics out of the paper across all sources, use exclusion rules and the never-mention list in House style.
Beats
Salesforce is a source for:
Stories land in whichever of your sections fits them best.