Service Board integration includes connections to external systems and data synchronization. External systems register with Max as external applications, which are analogous to Salesforce connected apps. External systems authenticate with the Max platform via OAuth2 and obtain access tokens, then access Service Board and the Max APIs per their authorization profiles. OAuth2 issues, revokes, and refreshes tokens, and token and refresh token lifespans are configurable.

Salesforce data is integrated into Service Board during initial sync and ongoing real-time sync operations. Synchronization is achieved via the Salesforce REST and Streaming APIs with platform events. Service Board and Max are registered as connected apps with Salesforce, and access SFDC data by using integration user credentials. Salesforce is registered as an external application with the Max platform, and publishes CRUD platform events subscribed by Max. Authentication is accomplished via OAuth2, and no other middleware or connector is used.