Data exchange with portatour® Anywhere

portatour® for Salesforce® communicates with the portatour® Server Farm. There is a data flow between the users' web browser, Salesforce, the portatour® Server Farm and the mobile devices (optional, when using portatour® Anywhere). All connections are encrypted with SSL:

Salesforce Apex-Callouts

portatour® for Salesforce® uses Apex-Callouts for communication with the portatour® Server Farm. This connection is configured as a remote location, as part of the installation (see section Initial permissions).

Apex-Callouts happen in following situations:

• Display of a page including map view (e.g. Customer Call Settings)
• Calculation of Schedules
• Calculation of schedule route distances for the map view
• Synchronization with the portatour® Server Farm for the use of portatour® Anywhere
• Geo-positioning of addresses in the course of Customer activation and address changes
• User activation for portatour® Anywhere, activation check
• User deactivation for portatour® Anywhere
• Request to generate a portatour®-Report
• portatour® License check
• Loading Demo Data

OAuth calls

The portatour® Server Farm communicates with Salesforce using OAuth calls to calculate sales-route schedules.

Each user must grant portatour® permission to access the user's data via OAuth to. The following question will appear to users on the first calculation of a schedule:

Users must confirm this request by pressing Allow.

Internal Salesforce API Calls

Under following conditions, the portatour® Server Farm contacts your Salesforce organization through API calls:

• Calculation of Schedules
• Synchronization with the portatour® Server Farm for the use of portatour® Anywhere

In both cases Salesforce data is retrieved by the portatour® Server Farm.

The portatour® for Salesforce® package contacts your Salesforce organization through the Salesforce Partner WSDL API. These calls will always be executed in context of the user that is currently logged-in in Salesforce. OAuth is used to authenticate these calls.

The number of allowed API calls is limited in each Salesforce organization, depending on the Salesforce license. You will see this in Setup/Administration Setup/Company Profile/Company Information in API-Requests, Last 24 hours. You will find a report on the API usage Last 7 days in the Salesforce report tab at Reports/Administrative Reports.

More information is available in the Salesforce Help at Force.com in the topic API Usage Limits.

Data saved in the portatour® Server Farm

Following data from your Salesforce organization is buffered in the portatour® Server Farm:

• Data of custom objects that belong to the portatour® package

• portatour® Organization Settings
• portatour® User Settings
• Call settings for customers
• Call settings for appointments

• Default business hours of your organization
• Events from Salesforce calendars of the portatour® users
• Selected Fields of activated objects (Account/Lead/Contact/Event), that should be displayed in portatour® Anywhere (see section Custom Fields)

This data is used to calculate the optimized schedule, to make portatour® Anywhere available and to create your reports.

More information on data privacy can be found in the license terms.