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.

How it works

• Elimity Insights periodically fetches users, profiles and permissions for a Salesforce account.
• Write Elimity Insights queries to review and monitor updates to the data, or leverage existing queries.
• Configure these stored queries to take action when the Elimity Insights data changes.

Integration requirements

Setting up a Salesforce source in Elimity Insights requires:

• a Salesforce admin user to set up a connected app, and
• a user in Elimity Insights with the role Connector Admin or higher.

Integration instructions

The following sections will explain the different steps you'll need to take to set up the Salesforce connector for Elimity Insights.

1. Creating a dedicated read-only user in your Salesforce account

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 your Salesforce account

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. Setting up a source in Elimity Insights

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

• 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 can refer to the knowledge base article about installing gateways for more information about self-hosted alternatives.
• Instance URL: URL of your Salesforce instance, e.g. `https://example.salesforce.com`.
• Connected app consumer key: 'Consumer Key' value you noted down in step 2.
• Connected app consumer secret: 'Consumer Secret' value you noted down in step 2.