Salesforce Advanced Settings

• Fetch nodes - Select this option to enrich the Account devices field with data from the Opportunity and Contract tables. Axonius always tries to bring devices from the Axonius_Environment__c custom table. This setting is only supported for the Axonius_Environment__c table.

• Fetch chatter user data - Select this option to fetch additional information about the chatter user platform.
  • Fetch only active users - Select this option to skip all inactive users and only fetch active users.
  • Only fetch Employee users - Select this option to fetch only "standard" Salesforce users.
  • Fetch Tabs - Select this option to fetch Salesforce tabs from the account.

• Fetch nodes - Select this option to enrich the Account devices field with data from the Opportunity and Contract tables. Axonius always tries to bring devices from the Axonius_Environment__c custom table. This setting is only supported for the Axonius_Environment__c table.

• Fetch user groups - Select this option to fetch user group details.

• Fetch user roles and permissions - Select this option to fetch user roles and permissions configured for the Salesforce accounts in your organization.

• Fetch per-user OAuth app grants (default: off) - Select this option to fetch the OAuth tokens that each user gave to connected apps. Axonius creates one application extension for each app and user, with the related user, and shows these records on the Application Extension Instances page. When this option is off, the fetch does not change.
  • To fetch the grants of all users, the Salesforce user that Axonius connects with needs the Customize Application permission. Without it, Salesforce returns only the grants of that user.
  • Salesforce returns at most 2,500 grants.
  • When a user has more than one token for the same app, Axonius creates one record, and Last Access shows the latest date.
  • This option works only on systems with Axonius SaaS Applications.

• Fetch Audit Events -Eneable this setting to fetch audit events and show them on Axonius as Activities assets. When you select this option, the following settings are also available:
  • Fetch Audit Events from the past X Days - Select the number of days back from which to fetch Audit events.
  • Event types - Select the type of events to fetch (login, logout, API, Lightning URI, URI). Unselected event types will not be fetched at all.

• Fetch Tickets (default: off) - Toggle on to fetch Cases from Salesforce as Tickets in Axonius. When you select this option, the following settings are also available:
  • Fetch Tickets from the past X Days (default: 3) - Select the number of days back from which to fetch tickets. Maximum 90 days back. Select 0 to fetch all tickets.
  • Custom Fields to Fetch (optional) - List of strings. Add custom fields here. The fields must exist on the Case object in your Salesforce. Example: CustomField__c .
  • Additional WHERE clauses (optional) - List of strings. Add additional WHERE clauses to filter the fetched tickets. Each clause is AND-ed to the others. You can nest clauses using parentheses.Examples:
    • IsClosed ≠ true
    • (Status = ‘New” OR Status = ‘Pending’)

Fetch Agentforce Agents (available only for Security for AI) - Select this option to fetch Agentforce agents as Agents. Einstein bots are excluded. Agents data includes Name, Version, Status, Associated Tools.

Fetch Agentforce Tools (available only for Security for AI) - Select this option to fetch Agentforce agent actions as Tools. Tools data includes Name, Tool Type, Requires User Confirmation, Associated Agents.

Fetch Agentforce MCP Servers (available only for Security for AI) - Select this option to fetch MCP servers registered in the Salesforce API Catalog as MCP Servers. MCP Servers data includes Name, Endpoint, Status, Associated Agents

Fetch Agentforce Knowledge Sources (available only for Security for AI) - Select this option to fetch Agentforce Data Libraries as Knowledge Sources. Knowledge Sources data includes Name, Knowledge Source Type, Total File Count, Associated Agents.