IntegrationsSalesforce
StableAdmin
Salesforce
Connect Salesforce as a governed source without making Salesforce's schema the Blocchi contract.
Salesforce is a production OAuth source for Blocchi. Connected objects are mapped into governed semantic concepts rather than leaking Salesforce field names into every downstream feature.
Current principles
- Credentials remain server-side.
- Source datasets and mappings determine which fields and objects are governed.
- Revenue analysis uses semantic definitions rather than hard-coded Salesforce fields.
- Source access policy can independently allow or deny Agent and Data+ read/write use.
- Write operations require connector capability plus the governed-action boundary.
- Missing or unsupported source evidence produces readiness states instead of invented values.
Source changes
When a Salesforce org uses different stages, custom fields or object relationships, update the governed mapping. Do not fork business logic into a customer-specific API path.
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