Safeguard Docs
Compliance ConnectorsSetup by categoryCRM

Salesflare

Connect Salesflare to Safeguard: what it provides, how to set it up, and the frameworks it provides evidence for.

Connect Salesflare to collect crm evidence with automated compliance tests, switched on per workspace.

CategoryCRM
Connect withAPI token
What a connection producesAutomated compliance tests
Salesflare's guideapi.salesflare.com

Connect with an API token

  1. In Salesflare:

    1. In Salesflare, go to Settings › API keys.
    2. Click the large orange + button at the bottom right of the screen to create an API key.
    3. Copy the key and paste it into API key.

    Salesflare's API reference documents no scopes or read-only option for API keys, and does not say whether the key is shown only once. Create the key as a user who can see all team members. Verification: api.salesflare.com/docs rendered no readable content; the steps are confirmed by the OpenAPI document.

    Source: api.salesflare.com, api.salesflare.com, checked 2026-10-07.

  2. On Compliance › Connectors, open Salesflare, click Connect, choose API token and fill in:

    FieldWhat to enter
    API keyRequired. Stored encrypted and never shown again.
  3. Click Connect with token.

Frameworks

Safeguard's automated tests read Salesflare and map to the controls below. When a test passes, the result is evidence toward each control it maps to, in every framework listed. It is evidence toward a control, not proof that the control is met on its own.

FrameworkEvidenceControlsTests
SOC2Automated testsCC6.2, CC6.32
ISO/IEC 27001Automated testsA.5.16, A.5.18, A.6.52
HIPAA Security RuleAutomated tests164.308(a)(3), 164.308(a)(4)2
PCI DSSAutomated tests7.2.4, 8.2.52
NIST CSF 2.0Automated testsPR.AA-01, PR.AA-052

These tests are switched on per workspace by the Safeguard team.

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