Salesforce
- 03 May 2023
- 1 Minute to read
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Salesforce
- Updated on 03 May 2023
- 1 Minute to read
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- DarkLight
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Article summary
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This guide will teach you how to set up the connector between Salesforce and Clarity Security.
Estimated time to complete: 15 minutes
If you encounter any problems, please contact your support team or support@claritysecurity.io.
Supported Connector Capabilities
Below are capabilities supported by the connector at this time.
Method | Supported |
---|---|
Provision User | Yes |
List Groups, Policies, and Roles | Yes |
Add User to Groups, Policies, and Roles | Yes |
Remove User from Groups, Policies, and Roles | Yes |
Deactivate User | Yes |
Delete User | No |
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
The table at the top of this article lists this connector's supported and unsupported features.
Step 15: Validate Your Selections and Save
Save
Clicking the Save button will trigger the first full sync for your application (even if you selected Manual syncing). This includes Service Users, Entitlements, Service User Entitlements, Service User Attributes.
Need Help?
If you have any problems, contact your customer success team. You can also get in touch with our general support via email, open a support ticket. Our general support team is available Monday - Friday from 8:00 AM - 6:30 PM CST.
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