Salesforce

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

Use Cases the Adapter Solves

The Salesforce adapter can be used for:

• User management - Review users’ statuses, permissions, and activity. identify gaps in offboarding users and in user access levels.
• Security management - Find misconfigurations that pose security and compliance risks.
• Cost optimization - Identify cost optimization opportunities.

Asset Types Fetched

Devices | Users | Application Extensions | Admin Managed Extensions | User Initiated Extensions | Application Add-On | Roles | Groups | Licenses | Application Settings | Application Extension Instances | Admin Managed Extension Instances | User Initiated Extension Instances | Application Add-On Instances | Application Keys | Activities | SaaS Applications | Organizational Units | Accounts/Tenants | Application Resources

Some asset types require to enable specific advanced settings to fetch them.

APIs

Axonius uses the Salesforce API.

Authentication Methods

To connect to the Salesforce adapter, choose between the following authentication flows. Each flow can be used to fetch all asset types.

• Client Credentials Flow
• Username-Password Flow

Summary of Adapter Setup

To successfully deploy the adapter in Axonius, follow these steps:

1. In Salesforce:
   1. Assign the required permissions to deploy the adapter.
   2. Enable delegated authentication in your Salesforce environment.
   3. Set up authorization.
   4. Manage API Access and ensure the Salesforce user created for Axonius has the API Access Administrator role.
   5. Create a User Account and a User Profile with the appropriate permissions to fetch assets.
   6. Configure Axonius as an External Client App.
   7. Retrieve the Consumer Key and Consumer Secret, required for authentication.
2. In Axonius:
   1. Connect the adapter using the Client Credentials or Username-Password flow.
   2. Test your credentials to make sure they work for fetching Salesforce data.
   3. (Optional) Configure the adapter's Advanced Settings according to the asset types you want to fetch.

See detailed instructions for each step on the next pages:

Salseforce Permissions

Deploying the Salesforce Adapter in Axonius

Salesforce Advanced Settings

Salesforce Enforcement Actions