Salesforce

Salesforce is a cloud-based Customer Relationship Management (CRM) platform for businesses.

Prerequisite

• Salesforce user license and System Administrator profile.

Integrating Salesforce

Salesforce uses OAuth2 authorization to integrate with SaaS Security. OAuth2 authorization is a protocol that allows users to grant third-party applications limited access to their resources without sharing their credentials.

To integrate Salesforce with SaaS Security:

1. Access the SaaS Security Administrator Portal.

2. From the top banner, click Integration Manager.

3. In the Salesforce widget, click Connect.

   

   The Salesforce window opens.

   

4. Click Connect.

   The Salesforce login page opens.

5. Log in to your Salesforce account.

   

6. Review the permissions for SaaS Security and click Allow.

   

7. In the SaaS Security Administrator Portal, the Successfully connected message appears.

   

8. Log in to your Salesforce account and go to the Connected Apps OAuth Usage page.

9. For Check Point SaaS Security, in the Actions column, click Install. This allows managing the security policies of the app on Salesforce environment.

   

10. Go to Event Manager page and enable storage for API Event and Login Event.

    Each event type allows SaaS Security to access different types of application events.