Setup Instructions for Salesforce

There are three security licensing tiers that can be applied to Salesforce instances offering differing levels of security services. Salesforce License Types and SaaS Alerts functionality

Basic security 

Salesforce Event Monitoring 

Salesforce Shield

 

Step one

Select the Sales Force Connection Icon from the Services Connection Screen

 

Step two

Enter the SalesForce Service Domain for the Organization to be Connected. Enter only the domain without URL - prefix

The correct Domain entry without URL prefix can be found within Salesforce/Settings:

Example - mydomain.mysalesforce.com 

One thing to note is that adding domains including "lightning" seem to fail and the domain.my.salesforce.com versions allow proper connection.

Example of Incorrect Domain entry that includes URL prefix: www.mydomain.my.salesforce.com or https://mydomain.my.salesforce.com Domains entered like this will not work.

Step three

Using a System Admin account, Complete the Authentication Process with the credential provider used for the Organization’s SalesForce account.

If necessary, complete secondary authentication steps required for authentication.

Step Four

Verify the connection by clicking on "Allow".

Salesforce is now connected

Salesforce will appear as an additional application on the Organization’s Detail Screen.

Salesforce User Accounts (SaaS Alerts does not import an organizations Salesforce accounts) will be imported and added to the Organization’s Accounts List.

FAQ

Why does Salesforce report so many New Device Events?

Salesforce reports Login events and New Device events from different endpoints. One issue is that, beyond the user ID there is no other data in both events to correlate, additionally, Salesforce looks at a browser cookie when deciding what they consider a new device and if this cookie has changed since the last login event, Salesforce reports this a new device event. Please bear in mind this is directly from Salesforce and not a data interpretation by SaaS Alerts. Here is a link to Salesforce's documentation regarding this subject: Client Browser