Salesforce
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Salesforce
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About this document
This document provides the step-by-step procedure to onboard a Salesforce account in SAFE.
Important
- This document only applies to onboarding a single Salesforce account in SAFE.
- To onboard multiple Salesforce accounts in SAFE, raise a service request to SAFE support to assist you.
Introduction
SAFE integrates with Salesforce and onboard your Salesforce account under the Cloud-SaaS Applications vertical. Onboarding a Salesforce account in SAFE is a three-step process:
- Create a connected application in your Salesforce account and generate connection details.
- Enter and save the connection details in SAFE.
- Assess the Salesforce account and view results in SAFE.
Prerequisites
A user with a system administrator role in Salesforce is required to create and authorize the connected app.
Onboard a Salesforce account in SAFE
Step 1: Create a connected application and generate connection details
Important
The below steps need to be performed only on the Salesforce Classic UI experience.
You must create a Connected App in the Salesforce account first with the following OAuth settings:
- Manage user data via APIs (api)
- Perform requests at any time (refresh_token, offline_access).
Follow the below step-by-step instruction to create a connected app:
- Log in to Salesforce as an administrator.
- In the drop-down list of the account (in the upper-right corner), click Setup.
- In the left-hand pane, click Create > App under Build.
- In the Connected Apps pane, click the New button.
- Under the Basic information, enter the Connected App Name, API Name, and Contact Email.
- Connected App Name: SAFE_SFDC
- Contact Email: <email address>
- Under API (Enable OAuth Settings), mark the Enable OAuth Settings checkbox.
- Enter the below Callback URL
<BASE_URL of SAFE>/api/v3/saas-apps/auth-code - Select the following under OAuth scopes:
- Manage user data via APIs (api)
- Perform requests at any time (refresh_token, offline_access)
- Click the Save button.
Note: The system may take 2 to 10 minutes to reflect the connected app on the server. - Once the Connected App is created, it will be available under the Connected Apps pane. Go to the Connected Apps pane and click the newly created SAFE_SFDC Connected App.
- Click the Manage Consumer Details button available under API (Enable OAuth Settings). The system displays the Consumer Key(Client ID) and Consumer Secret(Client Secret).
- Note down the Consumer Key(Client ID) and Consumer Secret(Client Secret).
Note
The system may take 2-10 minutes to reflect the newly created Connected App on the server before using this.
Step 2: Enter and save connection details in SAFE
- Navigate to the SAFE Hooks > Salesforce configuration page.
- Enter the connection details; Instance URL, Client ID, and Client Secret generated in step 1.
- Under the Get Authorization URL section, click the Open URL button. You can also copy the URL and open it in a new tab
- Clicking the Open URL button, you will be redirected to the Authorization URL page, where the system displays an authorization code. Copy the authorization code.
- Enter the authorization code on the Salesforce configuration page in SAFE.
- Click the Save button.
Step 3: Assess the Salesforce account and view results in SAFE
- On the Salesforce configuration page in SAFE Hooks, click the Sync Now button to assess the onboarded Salesforce account.
- The account, once saved, will get assessed once per day as per the scheduled scan time. This is set to a pre-set time of 24 Hrs.
- SAFE Onboards the Salesforce assets under Cloud-SaaS Applications. To view the assessment result:
- Go to Technology > Inside-out. Click the Cloud-Saas Vertical.
- On this page, search and view the Salesforce assets' assessment details.
- Go to Technology > Inside-out. Click the Cloud-Saas Vertical.
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