OAuth Connected App
(placeholder, draft text for later cleanup) iDialogue connects to Salesforce using a Salesforce connected app. iDialogue features, like Experience Builder, Context Builder, Agent Builder, and customer facing experiences will use the connected user as the primary OAuth connection.
Agents can be configured to run-as a specific Salesforce user, for more granular least privelege access configurations.
iDialogue implements the following OAuth token management best practices:
- (itemized the connected app settings. refresh with secret. auto generate new refresh_token.