Salesforce

Salesforce is a customer relationship management solution that brings companies and customers together.
Salesforce connector pulls the event monitoring data that contains information useful for assessing organisation usage trends and user behavior.

Prerequisites

• Connectivity with salesforce API using valid credentials

• Required credentials:

  • Username
  • Password
  • Consumer key
  • Consumer secret
  • Security token
  • Instance URL

Steps to setting up salesforce account

CREATE A CONNECTED APP

Follow below steps to create a connected app

• Login to Salesforce Administrator account.

• Click on the setup icon on the navigation bar.
• Navigate to the Platform Tools tab on the left panel.
• Navigate to Apps > App Manager.

• Click New Connected App.
• Fill out the necessary fields, select Enable OAUTH settings checkbox
• Enter value for callback url
• Select Manage user data via APIs (api) and Perform requests at any time (refresh_token, offline_access) in Selected OAuth Scopes column
• Uncheck Require Secret for Refresh Token Flow checkbox

• Click Save.
• Navigate to Platform Tools > Apps > App Manager.
• Navigate to your created connected app and click on the arrow on the right side.

• Select view option from the menu.
• Navigate to API (Enable OAuth Settings) section, click on Manage Consumer Details button.

• Copy the values of the consumer key and consumer secret and keep it.

CREATE USER PROFILES

User profiles defines user's access to objects and data, and tasks allowed to the user within the application.

Follow below steps to create user profile in salesforce:

• Login to salesforce administrator account.
• Click on the setup icon on the navigation bar.

• Navigate to ADMINISTRATION tab on left panel
• Navigate to Users > Profiles section
• Click on the new profile button

• Select existing profile as standard user
• Specify a name for the profile

• Click Save
• Now click on the edit button.
• Navigate to Connected App Access, select the connected apps you want to access using this profile.

• Navigate to Administrative Permissions, select API Enabled and Manage Users checkbox.

• Navigate to General User Permissions, select View Event Log Files checkbox.

• Click Save.

CREATE A USER IN SALESFORCE

Follow below steps to create user in salesforce:

• Login to salesforce administrator account.
• Click on the setup icon on the navigation bar.
• Navigate to the ADMINISTRATION tab on the left panel.
• Navigate to Users > Users.
• Click on the New User

• Fill out the necessary fields, select user license as Salesforce and select the profile we created in the previous step

• To obtain a user password, select the “Generate new password and notify the user immediately” checkbox.
• Click on save.

GET SECURITY TOKEN

Follow the steps to get a security token.

• Login to Salesforce using the Salesforce account to be used by the connector.
• Click the view profile section located in the upper right corner, then click Settings.

• In the right panel of the page, navigate to My Personal Information > Reset My Security Token.

• Click Reset Security Token.

• Token will be sent to you via email.

Configurations

The following are the configurations to forward Salesforce logs to DNIF.‌

• Click Save after entering all the required details and click Test Connection, to test the configuration.
• A Connection successful message will be displayed on screen along with the time stamp.
• If the connection is not successful an error message will be displayed. Refer Troubleshooting Connector Validations for more details on the error message.