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<main> <article class="userContent"> <h2 data-id="salesforce-jupiterone-integration-benefits">Salesforce + JupiterOne Integration Benefits</h2> <ul><li><p>Visualize Salesforce users, roles, groups, policies, and permissions in the<br> JupiterOne graph.</p></li> <li><p>Map Salesforce users to employees in your JupiterOne account.</p></li> <li>Monitor changes to Salesforce users using JupiterOne alerts.</li> </ul><h2 data-id="how-it-works">How it Works</h2> <ul><li><p>JupiterOne periodically fetches users, roles, groups, policies, and<br> permissions from Salesforce to update the graph.</p></li> <li><p>Write JupiterOne queries to review and monitor updates to the graph, or<br> leverage existing queries.</p></li> <li><p>Configure alerts to take action when JupiterOne graph changes, or leverage<br> existing alerts.</p></li> </ul><h2 data-id="requirements">Requirements</h2> <ul><li><p>JupiterOne is a Salesforce Connected App that will require a user authorized<br> to grant access to your Salesforce org’s data.</p></li> <li><p>You must have permission in JupiterOne to install new integrations.</p></li> </ul><h2 data-id="support">Support</h2> <p>If you need help with this integration, please contact<br><a rel="nofollow" href="https://support.jupiterone.io">JupiterOne Support</a>.</p> <h2 data-id="integration-walkthrough">Integration Walkthrough</h2> <h3 data-id="in-salesforce">In Salesforce</h3> <ol><li><p>First navigate to the Salesforce developer account creation page or go to this webpage <a href="https://developer.salesforce.com/signup" rel="nofollow">https://developer.salesforce.com/signup</a>.</p></li> <li><p>After the relevant form information has been filled out, submitting the form<br> will redirect the user to Salesforce to authorize the requested scopes.</p></li> <li><p>Review the request, click "Allow", and then you will be redirected back to<br> JupiterOne.</p></li> </ol><h3 data-id="in-jupiterone">In JupiterOne</h3> <ol><li>From the top navigation of the J1 Search homepage, select <strong>Integrations</strong>.</li> <li>Scroll to the <strong>Salesforce</strong> integration tile and click it.</li> <li>Click the <strong>Add Configuration</strong> button and configure the following settings:</li> </ol><ul><li><p>Enter the <strong>Account Name</strong> by which you'd like to identify this Salesforce<br> account in JupiterOne. Ingested entities will have this value stored in<br><code class="code codeInline" spellcheck="false" tabindex="0">tag.AccountName</code> when <strong>Tag with Account Name</strong> is checked.</p></li> <li><p>Enter a <strong>Description</strong> that will further assist your team when identifying<br> the integration instance.</p></li> <li><p>Select a <strong>Polling Interval</strong> that you feel is sufficient for your monitoring<br> needs. You may leave this as <code class="code codeInline" spellcheck="false" tabindex="0">DISABLED</code> and manually execute the integration.</p></li> </ul><ol start="4"><li>Click <strong>Create Configuration</strong> once all values are provided.</li> </ol><h1 data-id="how-to-uninstall">How to Uninstall</h1> <ol><li>From the top navigation of the J1 Search homepage, select <strong>Integrations</strong>.</li> <li>Scroll to the <strong>Salesforce</strong> integration tile and click it.</li> <li>Identify and click the <strong>integration to delete</strong>.</li> <li>Click the <strong>trash can</strong> icon.</li> <li>Click the <strong>Remove</strong> button to delete the integration.</li> </ol><p><br></p> <h2 data-id="data-model">Data Model</h2> <h3 data-id="entities">Entities</h3> <p>The following entities are created:</p> <table><thead><tr><th>Resources</th> <th>Entity <code class="code codeInline" spellcheck="false" tabindex="0">_type</code></th> <th>Entity <code class="code codeInline" spellcheck="false" tabindex="0">_class</code></th> </tr></thead><tbody><tr><td>Group</td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_group</code></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">Group</code></td> </tr><tr><td>PermissionSet</td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_permission_set</code></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">AccessPolicy</code></td> </tr><tr><td>Profile</td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_profile</code></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">Account</code></td> </tr><tr><td>User</td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_user</code></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">User</code></td> </tr><tr><td>UserRole</td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_user_role</code></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">AccessRole</code></td> </tr></tbody></table><h3 data-id="relationships">Relationships</h3> <p>The following relationships are created:</p> <table><thead><tr><th>Source Entity <code class="code codeInline" spellcheck="false" tabindex="0">_type</code></th> <th>Relationship <code class="code codeInline" spellcheck="false" tabindex="0">_class</code></th> <th>Target Entity <code class="code codeInline" spellcheck="false" tabindex="0">_type</code></th> </tr></thead><tbody><tr><td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_group</code></td> <td><strong>ASSIGNED</strong></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_user_role</code></td> </tr><tr><td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_group</code></td> <td><strong>HAS</strong></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_group</code></td> </tr><tr><td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_group</code></td> <td><strong>HAS</strong></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_user</code></td> </tr><tr><td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_profile</code></td> <td><strong>HAS</strong></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_permission_set</code></td> </tr><tr><td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_user</code></td> <td><strong>ASSIGNED</strong></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_permission_set</code></td> </tr><tr><td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_user</code></td> <td><strong>ASSIGNED</strong></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_user_role</code></td> </tr><tr><td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_user</code></td> <td><strong>HAS</strong></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_profile</code></td> </tr><tr><td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_user_role</code></td> <td><strong>CONTAINS</strong></td> <td><code class="code codeInline" spellcheck="false" tabindex="0">salesforce_user_role</code></td> </tr></tbody></table><p><br></p> </article> </main>