Square Salesforce Integration using AI Agents
Appy Pie Automate allows you to Integrate Square with Salesforce using AI Agents
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Simplify Square Salesforce Integration with seamless setup
Easily set up Square Salesforce Integration without coding. Start automating your workflows and Integrate Square with Salesforce today.
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New Appointment
Triggers when a new appointment is created.
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New Customer
Triggers when a new customeer occurred.
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New Order
Triggers when a new order is created.
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New Paid Invoice
Triggers when a invoice is paid is created
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New Transaction
Triggers when a new transaction is processed.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Create Customer
Creates a customer.
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Create Order
Creates an order.
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Upsert Catalog Object
Creates or updates the target CatalogObject
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
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New Appointment
Triggers when a new appointment is created.
-
New Customer
Triggers when a new customeer occurred.
-
New Order
Triggers when a new order is created.
-
New Paid Invoice
Triggers when a invoice is paid is created
-
New Transaction
Triggers when a new transaction is processed.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
-
Create Customer
Creates a customer.
-
Create Order
Creates an order.
-
Upsert Catalog Object
Creates or updates the target CatalogObject
-
Create Attachment
Create a new attachment (max 25 mb)
-
Create Contact
Create a new contact.
-
Create Custom Object
Create a new custom object as per your choice.
-
Create Event
Create a new event.
-
Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
How Square and Salesforce Integrations Work
Follow the steps below to start setting up your Square integrations using Appy Pie Automate: using Appy Pie Automate:
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![Steps]()
Step 1: Select Trigger
Choose Square as the trigger app, select event, authenticate & successfully Test
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![Steps]()
Step 2: Select Action
After completing the trigger test, select Salesforce as the action app from the list.
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![Steps]()
Step 3: Authenticate
Connect your Salesforce account & authenticate it.
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![Steps]()
Step 4: Setup & Test
Select the data you want to send from Square to Salesforce & your AI Agent is ready!
Popular Templates for Square and Salesforce Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Custom Object to Salesforce from New Customer in SquareUp
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When this happens:
New Customer
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Then do this:
Create Custom Object
Update Custom Object in Salesforce when New Customer is created in SquareUp
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When this happens:
New Customer
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Then do this:
Update Custom Object
Create Opportunity to Salesforce from New Customer in SquareUp
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When this happens:
New Customer
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Then do this:
Create Opportunity
Update Contact in Salesforce when New Customer is created in SquareUp
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When this happens:
New Customer
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Then do this:
Update Contact
Update Record in Salesforce when New Customer is created in SquareUp
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When this happens:
New Customer
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Then do this:
Update Record
Create Event to Salesforce from New Customer in SquareUp
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When this happens:
New Customer
-
Then do this:
Create Event
Create Record to Salesforce from New Customer in SquareUp
-
When this happens:
New Customer
-
Then do this:
Create Record
Create Lead to Salesforce from New Customer in SquareUp
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When this happens:
New Customer
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Then do this:
Create Lead
Create Contact to Salesforce from New Customer in SquareUp
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When this happens:
New Customer
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Then do this:
Create Contact
Create Contact to Salesforce from New Transaction in SquareUp
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When this happens:
New Transaction
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Then do this:
Create Contact
Update Custom Object in Salesforce when New Transaction is created in SquareUp
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When this happens:
New Transaction
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Then do this:
Update Custom Object
Create Opportunity to Salesforce from New Transaction in SquareUp
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When this happens:
New Transaction
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Then do this:
Create Opportunity
Create Record to Salesforce from New Transaction in SquareUp
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When this happens:
New Transaction
-
Then do this:
Create Record
Create Custom Object to Salesforce from New Transaction in SquareUp
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When this happens:
New Transaction
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Transaction in SquareUp
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When this happens:
New Transaction
-
Then do this:
Create Event
Create Lead to Salesforce from New Transaction in SquareUp
-
When this happens:
New Transaction
-
Then do this:
Create Lead
Update Contact in Salesforce when New Transaction is created in SquareUp
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When this happens:
New Transaction
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Then do this:
Update Contact
Update Record in Salesforce when New Transaction is created in SquareUp
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When this happens:
New Transaction
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Then do this:
Update Record
Create Attachment to Salesforce from New Appointment in SquareUp
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When this happens:
New Appointment
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Then do this:
Create Attachment
Create Contact to Salesforce from New Appointment in SquareUp
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When this happens:
New Appointment
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New Appointment in SquareUp
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When this happens:
New Appointment
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Appointment in SquareUp
-
When this happens:
New Appointment
-
Then do this:
Create Event
Create Lead to Salesforce from New Appointment in SquareUp
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When this happens:
New Appointment
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Appointment in SquareUp
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When this happens:
New Appointment
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Appointment in SquareUp
-
When this happens:
New Appointment
-
Then do this:
Create Record
Update Contact in Salesforce when New Appointment is created in SquareUp
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When this happens:
New Appointment
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Then do this:
Update Contact
Update Custom Object in Salesforce when New Appointment is created in SquareUp
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When this happens:
New Appointment
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Then do this:
Update Custom Object
Update Record in Salesforce when New Appointment is created in SquareUp
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When this happens:
New Appointment
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Then do this:
Update Record
Create Attachment to Salesforce from New Customer in SquareUp
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When this happens:
New Customer
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Then do this:
Create Attachment
Create Attachment to Salesforce from New Order in SquareUp
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When this happens:
New Order
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Then do this:
Create Attachment
Create Contact to Salesforce from New Order in SquareUp
-
When this happens:
New Order
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Then do this:
Create Contact
Create Custom Object to Salesforce from New Order in SquareUp
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When this happens:
New Order
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Order in SquareUp
-
When this happens:
New Order
-
Then do this:
Create Event
Create Lead to Salesforce from New Order in SquareUp
-
When this happens:
New Order
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Order in SquareUp
-
When this happens:
New Order
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Order in SquareUp
-
When this happens:
New Order
-
Then do this:
Create Record
Update Contact in Salesforce when New Order is created in SquareUp
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When this happens:
New Order
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Then do this:
Update Contact
Update Custom Object in Salesforce when New Order is created in SquareUp
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When this happens:
New Order
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Then do this:
Update Custom Object
Update Record in Salesforce when New Order is created in SquareUp
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When this happens:
New Order
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Then do this:
Update Record
Create Attachment to Salesforce from New Paid Invoice in SquareUp
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When this happens:
New Paid Invoice
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Then do this:
Create Attachment
Create Contact to Salesforce from New Paid Invoice in SquareUp
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When this happens:
New Paid Invoice
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Then do this:
Create Contact
Create Custom Object to Salesforce from New Paid Invoice in SquareUp
-
When this happens:
New Paid Invoice
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Paid Invoice in SquareUp
-
When this happens:
New Paid Invoice
-
Then do this:
Create Event
Create Lead to Salesforce from New Paid Invoice in SquareUp
-
When this happens:
New Paid Invoice
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Then do this:
Create Lead
Create Opportunity to Salesforce from New Paid Invoice in SquareUp
-
When this happens:
New Paid Invoice
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Paid Invoice in SquareUp
-
When this happens:
New Paid Invoice
-
Then do this:
Create Record
Update Contact in Salesforce when New Paid Invoice is created in SquareUp
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When this happens:
New Paid Invoice
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Then do this:
Update Contact
Update Custom Object in Salesforce when New Paid Invoice is created in SquareUp
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When this happens:
New Paid Invoice
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Then do this:
Update Custom Object
Update Record in Salesforce when New Paid Invoice is created in SquareUp
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When this happens:
New Paid Invoice
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Then do this:
Update Record
Create Attachment to Salesforce from New Transaction in SquareUp
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When this happens:
New Transaction
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Then do this:
Create Attachment
Streamline Your Workflow with Appy Pie Automation
Salesforce Alternatives
Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives
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![Zoho CRM Integration]()
Zoho CRM
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![Pipedrive Integration]()
Pipedrive
-
![HubSpot CRM Integration]()
HubSpot CRM
-
![Zendesk Integration]()
Zendesk
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![Alore CRM Integration]()
Alore CRM
-
![amo CRM Integration]()
amo CRM
-
![Dubsado Integration]()
Dubsado
-
![Flexie CRM Integration]()
Flexie CRM
-
![OnePageCRM Integration]()
OnePageCRM
-
![Teamgate Integration]()
Teamgate
-
![ClickUp Integration]()
ClickUp
-
![Keap Integration]()
Keap
Frequently Asked Questions
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Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.
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Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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The integration between Square and Salesforce is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Square and Salesforce. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Square with Salesforce, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Square-Salesforce integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Square and Salesforce integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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