Salesforce Advanced Settings

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Note

Advanced settings can either apply to all connections for this adapter, or to a specific connection. Refer to Advanced Configuration for Adapters.

Expand each of the following sections to view asset type-specific settings.

Devices Fetch 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.

Users Fetch Settings

• 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.

Users Parse 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.

Group Fetch Settings

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

Roles Fetch Settings

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

Activities Fetch Settings

• 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.

Tickets Fetch Settings

• 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’)

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Note:

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