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CollectorsCloud Collectors Administration Guide

Add Accounts for Salesforce Cloud Collectors

To set up a shareable account for Salesforce, ensure that you complete the following steps.

  1. Configure a connected app in Salesforce for the OAuth 2.0 client credentials flow. Ensure that you select the Enable Client Credential Flow option while creating the connected app.

  2. Obtain the consumer key and consumer secret after creating the connected app. For more information, see Create a Connected App in the Salesforce documentation.

  3. Add a shareable account for the Salesforce service in Cloud Collectors.

Configure a Connected App

To create a connected app, refer to the following information.

  1. In Setup, in the Quick Find box enter Apps, and select App Manager.

  2. Click New Connected App and complete the basic set up. For more information see Configure Basic Connected App Settings in the Salesforce documentation.

  3. Configure the required OAuth settings for the connected app.

    OAuth_settings.png

  4. Enable the client credentials flow for your connected app.

    After you save the changes, the connected app is saved in the App Manager.

    For more information, see Configure a Connected App for the OAuth 2.0 Client Credentials Flow in the Salesforce documentation.

  5. Select an execution user for the flow.

    1. On the connected app detail page, click Manage.

    2. Click Edit Policies.

    3. Under Client Credentials Flow, in the Run As search box, find the user that you want to assign the client credentials flow. Ensure that this is the same user that you created as Salesforce user by accessing Setup > Administration > Users > Users as explained in the Create a User in Salesforce section.

    4. Save the changes.

      For more information, see Configure a Connected App for the OAuth 2.0 Client Credentials Flow in the Salesforce documentation.

Obtain the Consumer Key and Consumer Secret

To obtain the consumer key and secret, refer to the following steps.

  1. After you configure a connected app in Salesforce, navigate to Apps > App Manager.

  2. Click View for the connected app that you created.

  3. In the API (Enable OAuth Settings) section, click Manage Consumer Details and note the consumer key and consumer secret.

    salesforce_keys_1_-_Copy.png

Add a shareable account in Cloud Collectors

Set up a shareable account for the Salesforce service in Cloud Collectors.

  1. Log in to the Exabeam Security Operations Platform with your registered credentials as an administrator.

  2. Navigate to Collectors > Cloud Collectors.

  3. Click Accounts, then click New Account.

    Account1.png

  4. In the Add a New Account page, enter the required information.

    Salesforce_account.png

    • VENDOR – Select the vendor as Salesforce.

    • NAME – Specify a name for the Salesforce account.

    • API HOSTNAME – Enter the hostname. For example, https://myCompany.my.salesforce.com.

    • CONSUMER KEY – Enter the consumer key that you obtained while creating the connected app in Salesforce.

    • CONSUMER SECRET – Enter the consumer secret that you obtained while creating a connected app in Salesforce.

  5. Click Save.

  6. Proceed to Onboard Cloud Collectors to configure your Salesforce Cloud Collector, such as Salesforce cloud collector.