Salesforce
For partners using Salesforce Order Management System to manage orders, Beam has built a transaction verification system that leverages a Salesforce Connected App and Salesforce APIs to ensure that all transactions captured by the Beam system are accurate and complete. This is a necessary component to ensure that our partners on the Salesforce platform have the most precise reports and invoices possible.
Beam’s Salesforce Connected App requests the following permissions to access your Salesforce org:
- Manage user data via APIs (api)
- Perform requests at any time (refresh_token)
Setting up the Beam Salesforce Connected App
- Open Beam’s Partner Portal and ensure that you are logged in
- Click Get Authorize URL to start the authorization flow between Beam and your Salesforce org