- Visualize Salesforce users, roles, groups, policies, and permissions in the JupiterOne graph.
- Map Salesforce users to employees in your JupiterOne account.
- Monitor changes to Salesforce users using JupiterOne alerts.
- JupiterOne periodically fetches users, roles, groups, policies, and permissions from Salesforce to update the graph.
- Write JupiterOne queries to review and monitor updates to the graph, or leverage existing queries.
- Configure alerts to take action when JupiterOne graph changes, or leverage existing alerts.
- JupiterOne is a Salesforce Connected App that will require a user authorized to grant access to your Salesforce org’s data.
- You must have permission in JupiterOne to install new integrations.
If you need help with this integration, please contact JupiterOne Support.
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First navigate to the Salesforce developer account creation page or go to this webpage https://developer.salesforce.com/signup.
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After the relevant form information has been filled out, submitting the form will redirect the user to Salesforce to authorize the requested scopes.
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Review the request, click "Allow", and then you will be redirected back to JupiterOne.
- From the top navigation of the J1 Search homepage, select Integrations.
- Scroll to the Salesforce integration tile and click it.
- Click the Add Configuration button and configure the following settings:
- Enter the Account Name by which you'd like to identify this Salesforce
account in JupiterOne. Ingested entities will have this value stored in
tag.AccountName
when Tag with Account Name is checked. - Enter a Description that will further assist your team when identifying the integration instance.
- Select a Polling Interval that you feel is sufficient for your monitoring
needs. You may leave this as
DISABLED
and manually execute the integration. - The optional fields for User Role ID Filter and User Profile ID Filter can be filled in to restrict which user accounts are ingested. Both fields can take in either a single value or a list of comma separated values. To ingest all users, leave these fields blank.
- Click Create Configuration once all values are provided.
- From the configuration Gear Icon, select Integrations.
- Scroll to the Salesforce integration tile and click it.
- Identify and click the integration to delete.
- Click the trash can icon.
- Click the Remove button to delete the integration.
The following entities are created:
Resources | Entity _type |
Entity _class |
---|---|---|
Group | salesforce_group |
Group |
PermissionSet | salesforce_permission_set |
AccessPolicy |
Profile | salesforce_profile |
Account |
User | salesforce_user |
User |
UserRole | salesforce_user_role |
AccessRole |
The following relationships are created:
Source Entity _type |
Relationship _class |
Target Entity _type |
---|---|---|
salesforce_group |
HAS | salesforce_group |
salesforce_group |
HAS | salesforce_user |
salesforce_group |
ASSIGNED | salesforce_user_role |
salesforce_profile |
HAS | salesforce_permission_set |
salesforce_user |
ASSIGNED | salesforce_permission_set |
salesforce_user |
HAS | salesforce_profile |
salesforce_user |
ASSIGNED | salesforce_user_role |
salesforce_user_role |
CONTAINS | salesforce_user_role |