CamoAg Salesforce Integration

Overview The CamoAg platform relies on standard Salesforce APIs to import customer first party client data, which is used to match customer client data to other third party data sets stored in CamoAg. Client Intelligence Solution The data required to enable client intelligence is considered to be non-sensitive or confidential information and low risk by most organizations and includes the following client/prospect information:

Salesforce Account/Contact name
- Required
Address
- Required
Phone Numbers
- Optional
- Supports mobile, home and business
Email
- Optional
Marketing (Optional, custom objects or fields within Salesforce)
- Email opt out
- Direct mail opt out
- Do not market
- Deceased
- Segmentation / Customer Tier
  - e.g. Personas, Young/Beginning/Small Farmer, Gold, Silver, Bronze etc.
Custom salesforce domain
- Allows links to Salesforce account page from within the CamoAg platform
Products & Services
- Optional:
  - i.e.: Operating Loans, Real Estate Loans, Crop Insurance, or Seed, Chemical Fertilizer, etc.
  - Does not need to include specific details
- Used in our Salesforce account pane and BI reports
Account type
- Individual/Business client,prospect, or lead
- Optional: Used in our Salesforce account pane, along with map iconography distinguishing between client vs. prospect
Relationship manager / Crop Insurance Officer / Seed Rep
- Optional, two distinct fields
- Used in BI report and map filters, part of upcoming features to offer quick filters if the logged-in SSO user is the relationship manager or insurance officer
Business type
- Optional, if account is a business
- Used for display
Fusable Buyer ID
- Optional, if Salesforce instance already matches to the EDA data set

Optional additional information may also be provided should the customer wish to access this data through the CamoAg interface, but is not required. Account vs. Contact Different organizations implement Salesforce differently and store information with the account object and contact object. It is important to understand where and how data is stored, but does not impact the complexity or approach to integration. Salesforce APIs and Usage The CamoAg platform integrates with Salesforce using two standard Salesforce APIs. Access to salesforce is read only for the Client Intelligence Integration.

Salesforce REST API
1. Used for initial bulk account sync and sync based on published changed events
Change Data Capture
1. Used to receive near-real-time change events when an account is created, updated, deleted, etc.

For Salesforce authentication, the CamoAg platform currently supports the OAuth 2.0 Client Credentials flow. After this data is in the CamoAg platform, the platform begins matching account data to other data stored in the CamoAg platform. Salesforce Custom Field It might be desirable to provide a link in Salesforce to an account within the CamoAg platform; CamoAg intentionally uses the case safe 18-digit Salesforce ID in its route to an account. One option is to create a Formula (Text) field on the Salesforce Account object as follows: “https://app.camo.ag/research/account/“&CASESAFEID(Id)