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Salesforce

Visualize Salesforce users, roles, groups, policies, and permissions, map Salesforce users to employees, and monitor changes through queries and alerts.

Installation

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To use this integration, you will need to create a Salesforce developer account if you do not already have one. You can sign up for a developer account here.

To install the Salesforce integration in JupiterOne, navigate to the Integrations tab in JupiterOne and select Salesforce. Click New Instance to begin configuring your integration.

Creating a configuration requires the following:

  • The Account Name used to identify the Salesforce account in JupiterOne. Ingested entities will have this value stored in tag.AccountName when the AccountName toggle is enabled.

  • Description to assist in identifying the integration instance, if desired.

  • Polling Interval that you feel is sufficient for your monitoring needs. You may leave this as DISABLED and manually execute the integration.

Click Create once all values are provided to initialize the OAuth flow with Salesforce.

You are then redirected to Salesforce to log in and authorize J1 to access your Salesforce organization data based on the user identity you log in with.

Next steps

Now that your integration instance has been configured, it will begin running on the polling interval you provided, populating data within JupiterOne. Continue on to our Instance management guide to learn more about working with and editing integration instances.