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

5: Select Create a Connected App

6: Configure the new Connected App

• Connected App Name: Descriptive Name for the App

• API Name: Auto-filled

• Contact Email: Email address

• Contact Phone: Optional

• Logo Image URL: Optional

• Icon URL and Info URL: Optional

• Description: A helpful description for the application.

Step 7: Configure OAuth Settings

You will need to check the Enable OAuth Settings box to see the following configuration options.

• Enable OAuth Settings: CHECK

• Callback URL: https://YOUR_TENANT.claritysecurity.io/application/oauthProcessCode/salesforce

• Selected OAuth Scopes: Add the following

  • Full access (full)

  • Perform requests at any time (refresh_token, offline_access)

• Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows: UNCHECK

• Require Secret for Web Server Flow: UNCHECK

• Require Secret for Refresh Token Flow: UNCHECK

Click the Save button to complete the App creation

Step 8: Click Continue when prompted

Step 9: Retrieve the Consumer Key and Consumer Secret

From the App page, locate and click the Manage Consumer Details button.

On the resulting page, copy and temporarily store the Consumer Key and Consumer Secret for use in later steps.  Then click the Back to Manage Connected Apps button in the top right.

Staged Consumer Details

Do Not click on any of the button at the bottom of this page, you may invalidate the keys you just generated/copied.

Step 10: Log in to Clarity Security

https://your-tenant.claritysecurity.io/

Step 11: Click On Applications and select Marketplace

Step 12: Search for Salesforce and click Connect

Step 13: Fill out the Connect App form in Clarity

• client_id: This is the Consumer Key from Step 9.

• client_secret: This is the Consumer Secret from Step 9.

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

Step 14: Fill out the App Settings form

Step 15: Fill out the User Settings form

Step 16: Validate Your Selections and Save

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