Salesforce
2 article
Set up SalesForce
Last Updated: October 1, 2021App Creation in SecurEnds Tool 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 we select Default(Email or FirstName and LastName) the system will match the user with Email or First Name and Last Name while syncing If we select Employee Id the system will only match 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. Include Entitlements Enabled as Yes to load the entitlements on application while syncing. Configure Application Selecting On Demand in Data import Schedule will allow you to only sync when you need a refresh of the data prior to an access review Provide the Salesforce Username and Salesforce Password Provide the Salesforce Client Id generated from Configuration Details in Step 2 Provide the Salesforce Client Secret acquired from Configuration Details in Step 2 Provide the Salesforce Security Token acquired from Configuration Details in Step 3 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.
Configuration Details
Last Updated: September 16, 2021Please note, the following steps walk through an example use case and the information that will need to be saved will be specific to your application. Steps to Gather Salesforce Credentials Step 1: Username and Password Valid Salesforce Username and Password credentials are needed for the configuration of the connector. These credentials should have at least the level of access to view the information that will be passed to 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: Login to Salesforce Navigate to Create > Apps and Select connected apps 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: 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 Copy/Save the Security Token for use when setting up the application within SecurEnds Step 4: 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 Here is a document to help you with attaining the Client ID and Client Secret
