Salesforce
  • 24 Mar 2022
  • 3 Minutes to read
  • Dark
    Light
  • PDF

Salesforce

  • Dark
    Light
  • PDF

Salesforce is a customer relationship management solution that gives a single, shared view of every customer.

Types of Assets Fetched

This adapter fetches the following types of assets:

  • Users

Parameters

  1. Domain (required) - The full URL of the Salesforce server.
  2. User Name and Password (required) - The credentials for a user account that has the Required Permissions to fetch assets.
  3. User Secret (required) - The user secret associated with a user account to fetch assets.
  4. Consumer Key (required) - A consumer key associated with a user account that has the Required Permissions to fetch assets.
  5. Consumer Secret (required) - A consumer secret associated with a consumer key.
  6. Verify SSL (required, default: False) - Verify the SSL certificate offered by the value supplied in Host Name or IP Address. For more details, see SSL Trust & CA Settings.
    • If enabled, the SSL certificate offered by the value supplied in Host Name or IP Address will be verified against the CA database inside of Axonius. If the SSL certificate can not be validated against the CA database inside of Axonius, the connection will fail with an error.
    • If disabled, the SSL certificate offered by the value supplied in Host Name or IP Address will not be verified against the CA database inside of Axonius.
  7. HTTPS Proxy (optional, default: empty) - A proxy to use when connecting to the value supplied in Host Name or IP Address.
    • If supplied, Axonius will utilize the proxy when connecting to the value supplied in Host Name or IP Address.
    • If not supplied, Axonius will connect directly to the value supplied in Host Name or IP Address.
  8. HTTPS Proxy User Name (optional, default: empty) - The user name to use when connecting to the value supplied in Host Name or IP Address via the value supplied in HTTPS Proxy.
    • If supplied, Axonius will authenticate with this value when connecting to the value supplied in HTTPS Proxy.
    • If not supplied, Axonius will not perform authentication when connecting to the value supplied in HTTPS Proxy.
  9. HTTPS Proxy Password (optional, default: empty) - The password to use when connecting to the value supplied in Host Name or IP Address via the value supplied in HTTPS Proxy.
    • If supplied, Axonius will authenticate with this value when connecting to the value supplied in HTTPS Proxy.
    • If not supplied, Axonius will not perform authentication when connecting to the value supplied in HTTPS Proxy.
  10. For details about common adapter connection parameters and buttons, see Adding a New Adapter Connection.

Screen Shot 2021-02-17 at 10.57.06.png

Advanced Settings

Note:

Advanced settings can either apply for all connections for this adapter, or you can set different advanced settings and/or different scheduling for a specific connection, refer to ​Advanced Configuration for Adapters

  • Fetch chatter user data (required, default: False) - Select whether to fetch additional information about the chatter user platform.

    • When enabled, all connections for this adapter also fetch additional information about the chatter user platform (if the user has this platform).
    • When disabled, all connections for this adapter do not fetch information about the chatter user platform.
  • Fetch only active users (required, default: False) - Select whether all connections for this adapter will skip all inactive users and will only fetch active users.

SAlesForceAdv.png

Note:

To learn more about Adapter Configuration tab advanced settings, see Adapter Advanced Settings.

APIs

Axonius uses the Salesforce API.

Required Permissions

The value supplied in User Name must have permissions to fetch assets according to the following Salesforce instructions.

The value supplied in Consumer Key must be associated with credentials that have permissions to fetch assets. To create a consumer key, you can follow the Salesforce instructions.


First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.