Salesforce

Salesforce Integration Guide

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

• User Status

• Devices Inventory

• Third Party Application Rules

• Third Party Application Inventory

Prerequisites

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

Note : If Standard user account is used for the integration, Perimeters will not be able to show 3rd party applications.

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.