---
title: Set up SalesForce
description: "##### **App Creation in SecurEnds Tool** - In the Admin Console, go to **Applications**. - Click the **Add** button next to it to begin configuration. ![](https://www.securends.com/wp-content/uploads/2021/10/image-188-4.png) ##### **Setup Application** - Select Data Ingestion method as **Connector**. - Enter application **Name**. - Enter the **Application** **Owner** email information. -…"
url: "https://www.securends.com/documentation/set-up-salesforce/"
updated: "2025-02-27"
category: Connectors / Salesforce
---

# Set up SalesForce

##### **App Creation in SecurEnds Tool**

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

![](https://www.securends.com/wp-content/uploads/2021/10/image-188-4.png)

##### **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.

![](https://www.securends.com/wp-content/uploads/2022/06/image-4.png)

##### **Configure Application**

1. Provide the **Salesforce Username** and **Salesforce Password**
2. Provide the **Salesforce Client Id** generated from [Configuration Details](https://www.securends.com/documentation/configure-salesforce/) in Step 2
3. Provide the **Salesforce Client Secret** acquired from [Configuration Details](https://www.securends.com/documentation/configure-salesforce/) in Step 2
4. Provide the **Salesforce Security Token** acquired from [Configuration Details](https://www.securends.com/documentation/configure-salesforce/) in Step 3
5. Provide the **Salesforce Login Url** acquired from [Configuration Details](https://www.securends.com/documentation/configure-salesforce/) in Step 4

![](https://www.securends.com/wp-content/uploads/2021/10/image-25.png)

##### **Ticketing System Configuration**

For more information on Ticketing System Configuration, Click [here](https://www.securends.com/documentation/overview-of-ticket-creation/).

Click **Save** once finished to add the connector.