Salesforce Integration

DarcyIQ integrates with Salesforce to link projects and work directly to your customer accounts, enabling seamless customer context and activity tracking.

Benefits

Benefit	Description
Customer Context	Automatically associate work with Salesforce accounts
Activity Tracking	Record key activities and insights directly to customer notes
Seamless Integration	Work naturally while DarcyIQ manages the Salesforce connection
Data Security	Minimal required permissions ensure security best practices

Required Credentials

To enable the Salesforce integration, you'll need to provide:

1. Salesforce Username

   • Dedicated service account recommended

   • Read-only access to customer accounts

   • Write access limited to account notes

2. Salesforce Password

   • Secure password for authentication

   • Consider using a service account password

Access Requirements

Access Type	Level	Purpose
Account Data	Read-only	View customer information and context
Account Notes	Write	Update activity and insight tracking
Contacts	Read-only	Access customer contact information
Opportunities	Read-only	View related opportunities

Setup Steps

1. Create Salesforce Service Account

   • Log into Salesforce as admin

   • Create new user for DarcyIQ integration

   • Configure minimum required permissions:

     • Read access to accounts

     • Read access to contacts

     • Read access to opportunities

     • Write access to account notes

2. Configure in DarcyIQ

   • Go to https://app.darcyiq.com/user-configuration#integrations
   • Select "Salesforce Integration"

   • Enter your:

     • Salesforce Username

     • Salesforce Password

   • Save your configuration

Automatic Account Association

Once configured, DarcyIQ will:

• Automatically detect customer context in your work

• Link activities to the correct Salesforce accounts

• Update account notes with relevant insights

• Maintain activity history for future reference

Security Best Practices

1. Service Account

   • Create a dedicated service account for DarcyIQ

   • Don't use personal Salesforce credentials

   • Regularly rotate service account password

2. Permissions

   • Maintain minimal required access levels

   • Regularly audit permissions

   • Remove unnecessary access rights