How do you connect to my data in Salesforce.com?
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- Authentication: Madison Logic use OAuth2 flow to enable login and get the API access token from clients. This token is stored in AWS DynamoDB with encryption at Rest using AWS KMS.
- Meta Data: Madison Logic has clients choose which SFDC fields they would like to map during the integration process in ActivateABM™ML Platform. Fields are only selected from SFDC Accounts, Contacts and Opportunities objects. Madison Logic stores additional meta data consisting of client’s predefined set of Opportunity stage names and probability.
- Record Data: Madison Logic stores SFDC AccountId, Name and Domain (this is extracted from Client Email or Account Website field). This data is encrypted at rest using AWS KMS and stored in AWS S3.
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| Object | Data Stored | Storage |
|---|---|---|
| Account ID Name | Domain (from website field) | AWS S3, encrypted at Rest |
| Contact AccountID Name | Domain (from email) | AWS S3, encrypted at Rest |
| Campaign | Name Domain (from Campaign member Email) | AWS S3, encrypted at Rest |
| Opportunity | Opportunity id AccountId Account Name Domain (from Account Website) Stage name Probability Create date Close date Amount | AWS S3, encrypted at Rest and PostgreSql DB – AWS RDS in a private network. |
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Is my data isolated from other customers? If so, how?
Yes. Your CRM credentials and data are stored within a service dedicated to managing CRM data. Our "crm-api" functions as a lockbox for your data, to ensure that only you are permitted access to your data.
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Access to your data is programmatically restricted by customer via a third party authentication & entitlements service (Okta).
Is there a process in place for removing our content and data at the end of the use agreement?
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