Salesforce

This guide will teach you how to set up the connector between Salesforce and Clarity Security.

Estimated time to complete: 15 minutes

Below are capabilities supported by the connector at this time.

How to Setup the Connector

Step 1: Log in to Salesforce

Step 2: Click the Gear icon and then Setup

Step 3: Search for App Manager

Step 4: Click New Connected App

Step 5: Configure the new Connected App

• Connected App Name: Clarity Security Connector
• API Name: Auto-filled
• Contact Email: support@claritysecurity.io
• Contact Phone: 979-398-5512
• Logo Image URL: Blank
• Icon URL and Info URL: Blank
• Description: Clarity Security application connector to enable provisioning and deprovisioning.
• Enable OAuth Settings: CHECK
• Callback URL: https://TENANT_NAME.claritysecurity.io/application/oauthProcessCode/salesforce
• Require Secret for Web Server Flow: CHECK
• Require Secret for Refresh Token Flow: CHECK

Step 6: Review the settings and click Save

Step 7: Click Continue when prompted

Step 8: Copy the Consumer Key and Consumer Secret into a secure location

Step 9: Log in to Clarity Security

Step 10: Click On Applications and select Marketplace

Step 11: Search for Salesforce and click Connect

Step 12: Fill out the Connect App form

Details for fields common to all applications can be found in the following article: Common App Configuration Steps.

Step 13: Fill out the App Settings form

Step 14: Fill out the User Settings form

Step 15: Validate Your Selections and Save

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