$ Credential Flow · Tech Stack
The real technology choices behind a live Salesforce integration — not a generic “Salesforce integration” description.
## TECH_STACK
| Layer | Choice | Why |
|---|---|---|
| Salesforce org | Developer Edition | Free tier, no Financial Services Cloud or Agentforce license available. |
| Authentication | OAuth 2.0 Client Credentials Flow, raw httpx | Server-to-server, no user in the loop — the same shape a backend service actually uses to authenticate to Salesforce in production. |
| Data model | Custom Loan_Application__c object | Lookups to standard Contact (Applicant) and Account, the closest honest approximation of a relationship model without paid FSC licensing. |
| Automation | Record-Triggered Flow | Stamps Decision Date automatically when Status changes to Approved or Denied — declarative Salesforce automation, not application-layer logic. |
| AI feature | Anthropic API | Called directly for the recommended-next-action feature — not Agentforce, which isn’t licensed on this org. |