Integrate with Salesforce for Approved Territories

Put Simply:

Enable Concourse's Salesforce integration to be extendable to approved Global territories.

Why it Matters:
Today, Salesforce integration is limited to a few hardcoded territories. As more territories seek access, we need a flexible, no-code way to allow approved territories to pull in Salesforce data. This will reduce manual dev work and ensure we stay compliant with annual audits that require only approved data to flow into Concourse.

Additional Context:

• Each territory must approve its Salesforce data integration.

• Current hardcoding is inflexible and requires code changes for every new territory.

• R&G is responsible for managing approvals but should not be a blocker for making the access setting configurable.

• Ideal solutions include Admin Portal configuration or a feature flag.

• We must demonstrate audit compliance by restricting unapproved territories from using Salesforce data.

Acceptance Criteria:

• Admin Portal includes a boolean field per territory: “Salesforce Access Approved.”

• Salesforce service dynamically checks this setting before allowing data sync.

• Territories without approval are blocked from pulling Salesforce data into Concourse.

• Ability to toggle territory access without deploying code.

• Integration should log territory access for audit traceability.