# Salesforce

## Introduction 

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their customer data, sales processes, marketing efforts, customer service interactions, and more. This guide will walk you through the steps required to integrate Salesforce with Perimeters.

## Available Features

* Misconfiguration Rules
* Identity Rules
* User Inventory
* Shadow  Application Rules
* Shadow  Application Inventory

## Prerequisites

A Salesforce Super Administrator Account or a Standard user account with API Enabled (REST and APEX) permission.

Note : If a Standard user account is used for the integration, Perimeters will not be able to show Shadow applications.

For MFA enrollment information:\
Permission Set with Salesforce License, Manage User permissions, and Manage MFA via API permission is required. <br>

Steps To Create the Required Permission Set
\
1\. Setup -> Users -> Permission Sets -> Create New -> Assign Salesforce License and appropriate name
\
2\. System Settings -> Edit -> Tick manage MFA via API and Manage Users checkboxes and save
\
3\. Manage Assignments -> Add Assignment -> Add user who will integrate Salesforce into Perimeters

## Required Privileges

| Scope | Type        | Use                                                     |
| ----- | ----------- | ------------------------------------------------------- |
| full  | Full access | Impersonation of loggedin user to read salesforce data. |

## Onboarding Salesforce in your Perimeters account

Log in to your Perimeters account and navigate to the "Integrations" section. Select "Salesforce" from the list of available integrations and click on “Add Application”

1. Go to "Integrations" -> Select "Salesforce" -> Click "+ Add" -> Click "+ Start Integration".
2. **"OAuth" -**\
   Click "Sign in with Salesforce" to give access to your account and complete the onboarding process.

Once you have completed these steps, Salesforce should be successfully integrated with your Perimeters account.


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