Connections

Salesforce

Customer accounts and service contracts, the one system Eagle writes back to

Enabled byDW Dana Whitfield Aug 2026
Support Commercial
Docs salesforce.com
Health Healthy · 22 min ago
Data movementRead and write
About connection
Write scope is limited to Account and Contract. Every push is logged with the value before and after.

Environments

5 of 5 environments have full access · OAuth, REST and Bulk API, every 30 minutes

Integration credential
OAuth, refresh token rotates every 90 days · Connected

Writes back to

Reading is continuous. A write only happens when a person releases one in an automation, and Eagle keeps the value it replaced.

Account5 fieldsCustomer name, customer number, tax ID, billing address, web domainApproval required by customer
Contract57 fieldsTerm, renewal, termination, entitlement, and rate fields read from the signed agreementApproval required by customer

Sync and profiling

Connection-wide preferences for how this source enters the model

Propose mappings automatically
New source values get a suggested treatment and wait for review.
Alert on schema and reference changes
Source-System Protection watches for new codes, renamed fields, and dropped tables.
Include archived and voided records
Keep history for reconciliation. Excluded from current-period calculations.

Feeds the model

Data points that read from this connection

Data points
CustomersdimensionCustomer ContractsobjectReceivables & Collectionsobject
Used in

About this connection

Overview

Salesforce holds the commercial view of every Eagle customer: the account, the signed service contract, and the people on it. It is the only connection Eagle writes to, and only through an automation action a person takes.

How it works

Accounts, contracts, and contacts are read every 30 minutes and reconciled to the canonical Customer dimension. Contract fields read out of the signed agreement in SharePoint are compared against what Salesforce holds, and the difference is queued for review. Approved values are pushed back to Account and Contract with the value before the push retained.

Customer accountsService contractsContacts and ownersContract terms