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Salesforce Permissions Reference

Authentication Model

This integration uses the OAuth 2.0 Client Credentials Flow via an External Client App. It does not require periodic user re-authentication, as it authenticates directly using the App credentials and impersonates the configured "Run As" user.

Note: If the "Run As" user loses these permissions or is deactivated, the integration will stop functioning.

Scope Requirements

The App requires the following OAuth scope:

Scope Permission Name Reason
api Manage user data via APIs (api) Allows the integration to query standard objects (Cases, EmailMessages) via the REST API.