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 a Standard user account is used for the integration, Perimeters will not be able to show 3rd party applications.
For MFA enrollment information: Permission Set with Salesforce License, Manage User permissions, and Manage MFA via API permission is required.
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 that will integrate Salesforce into Perimeters
Required Privileges
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”
Go to "Integrations" -> Select "Salesforce" -> Click "+ Add" -> Click "+ Start Integration".
"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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