• In the Admin Console, go to Applications.
• Click the Add button next to it to begin configuration.

Setup Application

• Select Data Ingestion method as Connector.
• Enter application Name.
• Enter the Application Owner email information.
• Search Connector in Featured Integrations and select Salesforce.
• Agent is software that needs to be installed on your on premise environment to pull data from applications such as Active Directory, Databases and Custom Applications which are not cloud based.
  • Select remote if you already have the Agent Software installed.
    • The server where the agent is currently installed needs to have connectivity to the on-premises application or database.
    • If a new agent is required, contact your implementation consultant or submit a ticket via the SecurEnds Help Desk using the Report Issue link in the upper right corner of the SecurEnds application.  SecurEnds will need to provide files and instructions.
  • Select local if the application is cloud based. No agent install is required.
    • You will need to whitelist the SecurEnds IP’s.  Your Implementation Consultant can provide these.
• Select Match By logic as Default(Email or FirstName and LastName) or Employee Id
  • If your System of Record (SOR) or HR system does not have employee ID’s with the data, select the Default(Email or FirstName and LastName) option. The SecurEnds application will match the Salesforce accounts using the Email or First Name/Last Name while syncing.
  • If both your SOR and Salesforce utilize employee ID’s as a unique identifier, you will want to select Employee Id option. The SecurEnds application will match the Salesforce accounts using the Employee ID while syncing.
• Select Include Inactive Users to fetch all users while sync
  • If we select Yes all the Active status users along with Disabled status users will be added in the Matched users for ServiceNow.
  • If we select No then only Active user will be added to the Matched users for ServiceNow.
• Select the Entitlements you would like the connector to bring in.
  • You can select to bring in just the Salesforce Roles OR Roles and Profiles OR Roles, Profiles and Permission Sets.
• Include Entitlements Enabled as Yes to load the entitlements on application while syncing. Select No if you would just like the accounts only.

Configure Application

1. Provide the Salesforce Username and Salesforce Password
2. Provide the Salesforce Client Id generated from Configuration Details in Step 2
3. Provide the Salesforce Client Secret acquired from Configuration Details in Step 2
4. Provide the Salesforce Security Token acquired from Configuration Details in Step 3
5. Provide the Salesforce Login Url acquired from Configuration Details in Step 4

Ticketing System Configuration

For more information on Ticketing System Configuration, Click here.

Click Save once finished to add the connector.

The post Set up SalesForce appeared first on SecurEnds.

Steps to Gather Salesforce Credentials

Step 1: Username and Password

Valid Salesforce Username and Password credentials (service account) are needed for the configuration of the connector. The credentials should have at least the level of access or permissions which will allow SecurEnds to view the Salesforce information that will be passed into SecurEnds.

Step 2: Salesforce Client Id and Salesforce Client Secret

The Client Id (Consumer Key) is essentially the API key associated with the application. This Client Id is what identifies the client (website/service that is trying to access an end-user’s resource). The Client Secret (Consumer Secret) is the client password that is used to authenticate with the authentication server (the server that authenticates the client).

To find the Client Id and Client Secret, perform the following steps:

1. Login to Salesforce
   • Click on Setup
   • Select Create->Apps
   • Select New
   • Complete the Form with Basic Information and API details
     • Selected OAuth Scopes should have all added
   • Select Continue
   • Select the newly created Connected App Name
     • Here you will find the consumer key also known as Client Id
       • Format example of Client Id: 3MVG9pe2TCoA1Pf5kQG9pzeWciQiiOenDVJ5xYJAJxJVhUeVtyRZS1gkEm5DSS0wCxQF9FUNfFFCMN6t8h6n
     • Here you will find the consumer secret also known as Client Secret
       • Format example of Client Secret: 587391E77740EF2AF07669B95A8A6C30842607D6F447C7A334BB286000C92EA
     • Copy/Save the Client Id and Client Secret for use when setting up the application within SecurEnds.

Step 3: Salesforce Security Token

An app requesting an access token has to know the client secret in order to gain the token. This prevents malicious apps that have not been authorized from using the tokens from ever obtaining a valid access token. To connect and fetch users, the Security Token will need to be provided within SecurEnds. To find the Salesforce Security Token, perform the following steps:

1. Be logged into Salesforce and navigate to My Settings > Personal and Select Reset my security token
   • The security token will be sent via email
     • Format example of Security Token: mDYE0cMt0izslnR1Q5BSJg8e
2. Copy/Save the Security Token for use when setting up the application within SecurEnds

Step 4: Set the OAuth Policies

• Set “Permitted Users” to “All users may self-authorize”
• Set “IP Relaxation” to “Relax IP Restrictions”
  • If you need to include IP restrictions, you will need to obtain the static IPs for your SecurEnds instance from your SecurEnds Implementation consultant.

Step 5: Salesforce Login Url

• Copy/Save the “Salesforce Login Url” specific to your instance of Salesforce
  • Format example of Salesforce Login Url: https://XXXX.salesforce.com

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