Integrating Salesforce with Authomize

Integration with Salesforce provides visibility about your organization’s identities and assets across your Salesforce environment.

Salesforce integration workflow

Installation

Salesforce setup

1. Log into your Salesforce app, as a system admin, through salesforce.com.
2. Go to Apps > App Manager > New Connected App dialog.

If Salesforce ask you to go to the Classic edition, click the link.

2. Fill in the fields, and the checkboxes, as shown below:
   Contact Email: support@authomize.com
   Callback URL: https://oauth.authomize.com/oauth/salesforce/callback
   The digital certificate can be downloaded from this link: authomize-salesforce.crt
   
3. Click Save.
4. Once connected you will see a short summary:
   
5. Copy the Consumer Key and the Consumer Secret to a notepad.
   
6. Click      or    go to Manage Apps > Connected Apps > OAuth Policies,
   in the Permitted Users field select Admin Approved Users are pre-authorized,
   and in the IP Relaxation field select Relax IP restrictions.
   Then Save the configuration.
   
7. Click Manage Profiles on the Authomize Connected App dialog.
   
8. Select System Administrator and then Save.
   
9. Go to Setup > Users > Permission Sets and Manage Permission Sets and click New.
   Then enter a label (“authomizeMFA”) and click Save when ready.
   

In the next dialog click Add Assignment.

Select User, click Next, click Assign, click Done.

11. select authomizeMFA.
    
    

Integrate Salesforce in Authomize

1. Log into Authomize
2. Go to Settings/Data Sources and click Salesforce if you see it in the Recommended Apps.
   
3. Alternatively, click .Add New App. and select
   
4. In the Integrate Salesforce dialog:

Skip Steps 1, 2 & 3.

Step 4  Enter your Username.
             Enter the Key you created in Salesforce’s Consumer Details page (Step 6 of setup).

Step 5  Skip this step unless you use a Salesforce Sandbox environment (i.e. you log in through
              test.salesforce.com).

Step 6  Enter a name for this integration.

Step 7  Enter the email of the “owner” of this integration.

Click Create.

When Salesforce is integrated you will see that it has become part of the Connected Apps list.

.

What data is collected

• • Email  
  • Username 
  • Employee number 
  • Employee ID 
  • First name 
  • Last name 
  • Display name 
  • Department 
  • Division
  • Last Login Date  
  • Status 
  • Supervisor 
  • Supervisor ID  
  • Groups
  • Profiles
  • Permission Sets
  • Object Permissions
  • Folders
  • Accounts
  • Contacts
  • Leads
  • Opportunities

• Salesforce_Integration_Guide_19June23.pdf2 MB