The user wants to limit a connected app's data access to a specific timeframe (e.g., current date back 60 days) to avoid overcharging based on contact count.
Hello, I appreciate this community and the helpful insights I've read. Sorry if this topic has been rehashed before, I'm still fairly new the SF ecosystem and looking for options and input. We have a third-party outreach platform used for speed to lead, outreach and marketing emails. It is good, not great. Our contract renewed with some enhancements such as AI. The most disappointing part (shame on us) was now we are significantly over-charged for our SF contact count...which sync frequently. They say it's a limitation of their system and can't be changed. Can I restrict a connected app to only allow data for a specific time period; such as current date back 60 days? Alternatively, now I'm reevaluating this tool and willing to swap out for more all around utility. Looking for continuity and visibility to our customer journey and communication track. Our contact center is first touch to quality and book appointments for field techs. They use this speed to lead engagement tool for SMS and email, additionally we have Ring Central for them. We'll send sms/email appointment confirmations, and pre-appointment emails to nurture. Field techs then hold the relationship and communicate after their meeting, usually with their cell phones or our company email MS Exchange. This is probably the most difficult to capture since more field techs are limited to just the FSL Mobile App and to my knowledge was never meant to be a communication tool. Marketing has some drip-campaigns and 3 to 4 times a year a sale promo and/or reengagement sms/emails messages. It's messy, disconnected and redundant. My org would love if we could have all these communications within Salesforce, true snapshot of the customer communication. I've seen there are numerous solutions for each part but wonder if these requirements can be married somehow. Appreciate your help and sharing experiences. Thank you