Salesforce

The Salesforce connector for Elimity Insights fetches users, profiles and permissions for a Salesforce account so you can keep in control of your environment. Follow the instructions below to set up the connector for your environment.

1. Creating a dedicated read-only user in Salesforce

As a preliminary step we recommend creating a read-only user in your Salesforce account. The Salesforce connector for Elimity Insights will authenticate as this user via a connected app. We recommend reading this post on the Salesforce Admin blog listing best practices for creating integration users: https://admin.salesforce.com/blog/2023/best-practices-for-configuring-your-integration-user.

2. Setting up a connected app in Salesforce

The Salesforce connector for Elimity Insights authenticates as a connected app in your Salesforce account. Follow these steps:

1. Create a connected app. Refer to the official documentation for step-by-step instructions about creating a connected app.

2. After creating the connected app, make sure the 'API > Enable OAuth settings' and 'API > Enable Client Credentials Flow' options are enabled for the app. Use a dummy value (e.g. http://localhost) for the callback URL and assign the 'Manage user data via APIs (api)' OAuth scope.

3. Now we still need to assign an execution user for the app. On the app's detail page, click 'Manage' and 'Edit policies'. Then set the 'Client Credentials Flow > Run As' configuration value to the dedicated integration user you previously created.

4. As a final step click the 'Manage consumer details' button on the app's detail page and note down the values for 'Consumer Key' and 'Consumer Secret'.

3. Creating a source in Elimity Insights

In Elimity Insights you can now create a new Salesforce source providing the following configuration options:

Configuration option	Description
Gateway URL	URL of the Elimity Insights Salesforce gateway; SaaS customers can stick to the default of https://salesforce.gateways.elimity.com. On-premise customers wishing to self-host can refer to our documentation about gateways and import agents for more information.
Instance URL	URL of your Salesforce instance, e.g. https://example.salesforce.com.
Connected app consumer key	Consumer key you noted down in step 2.
Connected app consumer secret	Consumer secret you noted down in step 2.