Salesforce Integration Guide

Amir Avitzur
Amir Avitzur
  • Updated

Integrating Salesforce with Authomize

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

Salesforce integration workflow

Salesforce_Integration_Workflow.png

Installation

Salesforce setup

  1. Log into your Salesforce app through salesforce.com:
3_SalesForce_Login.png 4_SalesForce_Home.png
  1. Go to Admin > Apps > App Manager > New Connected App
  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
    6_Authomize_Connect-to-Salesforce_dialog-annotated.png
  3. Click Save.
  4. Once connected you will see a short summary:
    6_Authomize_Connect-to-Salesforce_dialog-response.png
  5. Copy the Consumer Key and the Consumer Secret to a notepad.
    Consumer_Details.png
  6. Click Edit_Policies_Button.png     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.
    OAuth_Policies-Permitted_Users-IP_Relaxation.png
  7. Click Manage Profiles on the Authomize Connected App dialog.
    Profiles.png
  8. Select System Administrator and then Save.
    Set_System_Admin.png
  9. Go to Setup > Users > Permission Sets and Manage Permission Sets and click New.
    Then enter a label (“authomizeMFA”) and click Save when ready.
    MFA_Manage_Permission_Sets.png

In the next dialog click Add Assignment.authomize_MFA_Manage_Permission_Sets.png

Select User, click Next, click Assign, click Done.
authomize_MFA_Manage_Permission_Next.png
Salesforce_Extra_Permission-2.png
Salesforce_Extra_Permission-Save.png

  1. select authomizeMFA.
    Manage_Permission_Sets.png
    Applivcation_Permission.png

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.
    1_Salesforce-Add_New_App.png
  3. Alternatively, click .Add New App. and select
    1b_Salesforce-Add_New_App.png
  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).

2_SalesForce_Integration.png

 

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.

.My_connected_Apps.png

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
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