Oort Knowledge Base
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      • Identity Threat Detection Insights
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          • IP Threat Detected In Depth
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  • ⚙️Tenant Settings
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  • How-to Guides
    • 🔐Accessing and Securing your Cisco Identity Intelligence Tenant
    • 🏎️Can Identity Intelligence analyze behavior and fail checks more frequently?
    • 🛂Importing Known IP Address Lists
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  • Public API
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  • Best Practices
    • 🛣️What’s Next? How to use Identity Intelligence effectively
    • 📚Identity Security Reading List
    • ✍️KPIs for
 IAM Teams
  • Blogs
    • 0ktapus for humans
    • Oort Releases GitHub Integration To Extend Identity Threat Detection
    • Oort Recognized Twice as a Sample Vendor in Gartner® 2023 Hype Cycle Reports™
    • Oort's Response Capabilities: Remediate Compromised Accounts with Just One Click
    • Oort Unveils Dashboard, Providing A Single Pane of Glass for Identities
    • Oort’s New Identity Security Dashboard
    • Oort Unveils Identity Technology Ecosystem, Bringing Identity Data out of Orbit and Into View
    • Oort: Your Security Layer On Top Of Okta
    • Populating the Unpopulated: Challenges of Building a Comprehensive User Inventory
    • Protecting IT Help Desk Teams Against Cyber Attacks
    • Protecting Salesforce Accounts from Takeovers and Ungoverned Access
    • Restrict Guest Access Permissions: Best Practices and Challenges
    • Seizing the Communication Opportunity: Aligning Perspectives in Identity Security
    • Session Hijacking in a Post-Genesis World
    • SIEM vs. Security Data Lake: Why it's Time to Rethink Your Security Program
    • Speaking the Same Language for Identity Security: Identify, Protect, Detect, Respond
    • State of Identity Security research reveals 40% of accounts use weak or no form of multi-factor authentication to protect identities
    • Strengthening Identity Controls: Mapping to CIS CSC and NIST CSF Security Frameworks
    • Strengthening Identity Security with Single Sign-On (SSO) Systems
    • Succeeding with Proper Detection for Identity Security: A Comprehensive Approach
    • Taking a Data-Driven Approach to Identity Security
    • The Concerning Prevalence of Weak Second Factors
    • The Crucial Role of an Identity Security Leader
    • Why I am Joining Oort
    • The Quest for a Passwordless World
    • Understanding Azure Active Directory (Azure AD)
    • Understanding the Implications of New SEC Rules on Cyber Incident Disclosure
    • Unlocking the Power of Zero Trust: The Crucial Role of Identity and Oort's Identity Security Platform
    • Respond Even Quicker to Identity Threats
    • What to Look Out For at Gartner IAM
    • 7 Critical Requirements for Securing Third-Party and Vendor Access
    • Best Practices for Efficiently Responding to Identity Threats
    • Announcing our Identity Technology Partner Ecosystem
    • Catching waves and building clouds
    • Cisco Announces Intent to Acquire Oort
    • CISO Perspectives: Eric Richard, HubSpot
    • Defining Roles & Responsibilities for an Identity Security Program
    • Detecting Session Hijacking
    • 8 Things to Look for in an ITDR Solution
    • Enhancing Identity Threat Detection: Introducing Oort’s New GitHub Integration
    • Founder Perspective: Matt Caulfield On Why He Started Oort
    • Founder Perspective: Vision To Reality
    • Four Reasons Why Traditional SIEMs Fall Short For Identity Security Programs
    • How Oort Partners with Duo for Unbeatable Secure Access
    • Governance, Risk, and Compliance
    • How to Find Inactive Users
    • Identity and Access Management and Oort Explained
    • 5 Identity Security Questions Every IAM Leader Needs to Answer
    • Identity security is bigger than just ITDR
    • Identity is the apex threat vector, so why is identity security still a mess?
    • Identity Threat Detection
    • Identity Threat Detection and Response: what you need to know
    • Identiverse 2023: What I'm Looking Forward to & What Not to Miss
    • Interview with Oort: Best Practices for Managing & Protecting Service Accounts
    • Interview with Alex “Sasha” Zaslavsky (Oort Data Science Lead)
    • Interview with Andy Winiarski (Head of Solutions Engineering)
    • Interview with Nicolas Dard (Oort’s VP of Product Management)
    • Introducing our Latest Integration to Protect Identities in AWS
    • Introducing The 2023 State of Identity Security Report
    • Maintaining a Strong Identity Security Posture: Why IAM Hygiene Matters
    • Managing Machine Identities: A Comprehensive Guide
    • Managing Risk In Shipwreck Diving and Security
    • Monitoring MFA Usage and Adoption: Strengthening Your Security Strategy
    • Okta Breach: Why Attackers Target GitHub, and What You Can Do to Secure It
    • Okta Security
    • Oort and Polarity Combine to Provide Instant Context on Identities
    • Oort + Polarity: Instant Identity Context to Power Investigations and Response
    • Oort Announces $15M in Seed and Series A Funding Round
    • Oort Stacks Go-to-Market Leadership Team Following Series A Investment
    • Oort Extends Identity Threat Detection with New AWS Integration
    • Announcing General Availability of the Oort Identity Analytics & Automation Platform
    • Oort Joins Forces with Microsoft Intelligent Security Association to Bring Visibility into Unmanaged Devices
    • Oort Joins the Microsoft Intelligent Security Association (MISA)
    • Building an Effective Identity Security Program: A Comprehensive Handbook
    • Oort Launches Identity Security Platform in Auth0 Marketplace
    • Oort Launches Identity Security Platform in AWS Marketplace
    • Oort Launches One-Click Remediation Actions for Streamlined Identity Security Response
    • Oort Origins and Our Vision for Identity Security
  • Release Notes
    • Week 22, 2024
    • Week 21, 2024
    • Week 20, 2024
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    • 2023
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    • 2022
      • Week 51, 2022
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On this page
  • Overview
  • Requirements
  • Salesforce API Limits
  • Salesforce Configuration
  • Step 2 - Set up a Connected App
  • Step 3 - Identity Intelligence Dashboard Configuration
  1. Configuring Integrations

Salesforce Integration

07/2023

PreviousPolarity IntegrationNextSendGrid Integration

Last updated 5 months ago

Overview

The Identity Intelligence identity security platform can integrate with your Salesforce instance or instances to capture user account activity. This is valuable in particular for the following reasons -

  • Identifying unused Salesforce accounts and reducing unnecessary licensing cost

  • Review Salesforce authentication activity and maintain security compliance

  • Detect unauthorized access or use of your Salesforce platform

Requirements

The following things are required to configure Salesforce integration with Identity Intelligence:

  • A Salesforce admin account

  • Licensing - a user account with Salesforce edition of Enterprise or above, due to the requirement for the Web Services API. Developer edition and other lower tier editions will not work for this integration, as the API Only User option is required for the necessary credential flow, and that setting doesn't exist in those tiers.

  • If access to Salesforce by API is restricted by IP address, please coordinate with your Identity Intelligence representative or contact

Salesforce API Limits

The Identity Intelligence integration for Salesforce will monitor API usage against your Salesforce tenant's daily limit. If the Identity Intelligence detects that the API utilization is within 75% of the Salesforce tenant daily quota, Identity Intelligence will stop any further collection for that day and resume the following day.

Salesforce Configuration

Step 1 - Create API Only User Account

    • As noted in the Salesforce KB article above, we recommend the user and permission set (if used) have at least a Salesforce license

    • The Profile or Permission Set must have API Enabled and API Only User checked in the System Permissions area

    • Manage Users permission under the User section is required to collect Login History of all users. Enabling this setting will automatically check a number of other related permissions

Step 2 - Set up a Connected App

Create Connected App

  1. In Salesforce set up go to Apps --> App Manager and click New Connected App

  1. Fill in the connected app details, such as Name, Contact email, etc

  1. Check Enable OAuth Settings

  2. Add Manage user data via APIs scope.

  3. Uncheck Require Secret for Web Server Flow and Require Secret for Refresh Token Flow

  4. Check Enable Client Credentials Flow

  5. Accept the warning:

  1. Click Save. Click Continue if you see the warning: "Changes can take up to 10 minutes to take effect. Deleting a parent org also deletes all connected apps with OAuth settings enabled."

Get Key and Secret

  1. Go back to the App Manager, find the app, Click the Down Arrow and then then View:

  1. Click "Manage Consumer Details" and go through email two-factor authentication (2FA)

  2. Copy the Key and Secret to a temporary location or a key vault of your preference

Assign to API user

  1. Go back to the App Manager, find the app, Click the Arrow then Manage:

  1. Click Edit Policies

  1. At the bottom, under Client Credentials Flow, click the Search button and select the API user.

  1. Click Save

  2. Find your Salesforce URL and save it for use in the next section. This will be under Company Settings -> My Domain

Step 3 - Identity Intelligence Dashboard Configuration

  1. Login to your Identity Intelligence Dashboard and go to the Integrations tab

  2. Click on Add Integration

  3. Click on Add Integration under Salesforce

  1. Fill in the details for the Salesforce Integration. Enter the values saved from earlier on in the Salesforce setup:

  • Display Name

  • Salesforce URL

  • Consumer Key

  • Consumer Secret

  1. Click Save. You will now have a new integration listed on the Integrations page

  2. For more details, click on integration name for details

  3. You can also click the 3-dot menu drop-down and click Test Connectivity to test the API connectivity with Salesforce

  4. If you see “Connected!” everything is working

  5. Now click the Salesforce integration bar again and click Collect Now to begin the first data collection

The first step in the process is to create an for integration purposes using the Salesforce documentation. Please note:

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Fill in the Callback URL: / The Identity IntelligenceIdentity Intelligence API integration does not use an redirects and does not need a functioning callback URL for that purpose.

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Initial data collection may take up to 24 hours, depending on the size of the environment. Please reach out to with any questions

🧩
API only user
https://localhost:3000/test
cii-support@cisco.com
cii-support@cisco.com