Salesforce - Update Role or Profile
- 10 Oct 2024
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Salesforce - Update Role or Profile
- Updated on 10 Oct 2024
- 2 Minutes to read
- Print
- DarkLight
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Salesforce - Update Role or Profile updates a user role or user profile in Salesforce for:
- Assets returned by the selected query or assets selected on the relevant asset page.
See Creating Enforcement Sets to learn more about adding Enforcement Actions to Enforcement Sets.
Note:
- Not all asset categories are supported for all Enforcement Actions.
- See Actions supported for Activity Logs, Adapters Fetch History, and Asset Investigation modules.
- See Actions supported for Vulnerabilities.
- See Actions supported for Software.
Required Fields
These fields must be configured to run the Enforcement Set.
- Action name - The name of this Enforcement Action. The system sets a default name. You can change the name.
- Configure Dynamic Values - Toggle on to enter a Dynamic Value statement. See Creating Enforcement Action Dynamic Value Statements to learn more about Dynamic Value statement syntax.
Use stored credentials from the Salesforce Adapter - Select this option to use credentials from the adapter connection. By default, the first connection is selected.
- When you select this option, the Select Adapter Connection drop-down becomes available. Select the adapter connection to use for this Enforcement Action.
Note:To use this option, you must successfully configure a Salesforce.Name - Enter a new name for the role or profile.
Description - Enter a new description for the new role or profile.
Compute Node - The Axonius node to use when connecting to the specified host. For more details, see Connecting Additional Axonius Nodes.
Additional Fields
These fields are optional.
- Domain - The full URL of the Salesforce server.
- Consumer Key - A consumer key associated with a user account that has the Required Permissions to perform this action.
- Consumer Secret - A consumer secret associated with a consumer key.
- Authentication Flow - Select the authentication flow to use.
- Verify SSL (optional) - Select whether to verify the SSL certificate of the server against the CA database inside of Axonius. For more details, see SSL Trust & CA Settings.
- 2FA Secret Key - The secret generated in Salesforce for setting up 2-factor authentication for the Salesforce user created for collecting SaaS Management data.
- SSO Username and SSO Password - If your organization accesses Salesforce with an SSO provider (such as Google, Microsoft 365, Okta, etc.) enter your credentials for the SSO platform in the SSO Username and SSO Password fields.
- Use Unified Login Domain - Select this option to use the
http://login.salesforce.com
URL for logging in instead ofsub-domain.salesforce.com
(if the main domain is a sandbox, the URL will betest.salesforce.com
). This allows you to directly login with Salesforce credentials instead of using an external SSO. - HTTPS Proxy (optional) - Connect the adapter to a proxy instead of directly connecting it to the domain.
- HTTPS Proxy User Name (optional) - The user name to use when connecting to the server using the HTTPS Proxy.
- HTTPS Proxy Password (optional) - The password to use when connecting to the server using the HTTPS Proxy.
- Gateway Name - Select the Gateway through which to connect to perform the action.
APIs
Axonius uses the Salesforce REST API.
Required Permissions
- The credentials supplied in Connection and Credentials must have permissions to manage users.
For more details about other Enforcement Actions available, see Action Library.
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