Begin Scanning a Salesforce App
Table of Contents
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- What’s Data Security?
- Navigate To Data Security in Cloud Management Console
- Activate Data Security on the Hub
- Access Data Security for Standalone SaaS Security
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- Allowed List of IP Addresses
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- Begin Scanning an Amazon Web Services App
- Begin Scanning a Bitbucket Cloud App
- Begin Scanning a Box App
- Begin Scanning a Cisco Webex Teams App
- Begin Scanning a Citrix ShareFile App
- Begin Scanning a Confluence App
- Begin Scanning a Confluence Data Center App
- Begin Scanning a Dropbox App
- Begin Scanning a GitHub App
- Begin Scanning a GitHub V2 App
- Begin Scanning a Gmail App
- Begin Scanning a Google Cloud Storage App
- Begin Scanning a Google Drive App
- Begin Scanning a Jira Cloud App
- Begin Scanning a Jira Data Center App
- Begin Scanning a Microsoft Azure Storage App
- Begin Scanning a Microsoft Exchange App
- Begin Scanning Microsoft Office 365 Apps
- Begin Scanning a Microsoft Teams App
- Begin Scanning a Salesforce App
- Begin Scanning a ServiceNow App
- Begin Scanning a Slack for Enterprise Grid App
- Begin Scanning a Slack Enterprise App
- Begin Scanning a Slack for Pro and Business App
- Begin Scanning a Workday App (Beta)
- Begin Scanning a Yammer App
- Begin Scanning a Zendesk App
- Begin Scanning a Zoom App
- Reauthenticate to a Cloud App
- Verify Permissions on Cloud Apps
- Start Scanning a Cloud App
- Rescan a Managed Cloud App
- Delete Cloud Apps Managed by Data Security
- API Throttling
- Configure Classification Labels
- Microsoft Labeling for Office 365
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- SaaS Security with Enterprise DLP
- Predefined Data Patterns on Data Security
- Proximity Keywords
- Confidence Levels
- Shared Data Profiles and Data Patterns
- Modify a Predefined Data Pattern
- Create a Custom Data Profile
- Add a File Property Data Pattern
- Create a Custom Data Pattern
- Use Exact Data Matching (EDM)
- Enable or Disable a Machine Learning Data Pattern
- Configure WildFire Analysis
- Configure Regular Expressions
- Enable or Disable a Data Pattern
- View and Filter Data Pattern Match Results
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- What is an Incident?
- Assess New Incidents on Data Security
- View Asset Details
- Filter Incidents
- Security Controls Incident Details
- Track Down Threats with WildFire Report
- Track Down Threats with AutoFocus
- Customize the Incident Categories
- Close Incidents
- Download Assets for Incidents
- View Asset Snippets for Incidents
- Analyze Inherited Exposure
- Email Asset Owners
- Modify Incident Status
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- What is a Data Violation?
- Assess New Data Violations on Data Security
- Configure Data Violation Alerts on Data Security
- Filter Data Violations on Data Security
- View Asset Snippets for Data Violations on Data Security
- View Data Violation Metrics on Data Security
- Modify Data Violation Status on Data Security
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- What’s SaaS Security Inline?
- Navigate To SaaS Security Inline
- SaaS Visibility for NGFW
- SaaS Visibility and Controls for NGFW
- SaaS Visibility for Prisma Access
- SaaS Visibility and Controls for Panorama Managed Prisma Access
- SaaS Visibility and Controls for Cloud Managed Prisma Access
- Activate SaaS Security Inline for NGFW
- Activate SaaS Security Inline for VM-Series Firewalls with Software NGFW Credits
- Activate SaaS Security Inline for Prisma Access
- Connect SaaS Security Inline and Strata Logging Service
- Integrate with Azure Active Directory
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- SaaS Policy Rule Recommendations
- App-ID Cloud Engine
- Guidelines for SaaS Policy Rule Recommendations
- Predefined SaaS Policy Rule Recommendations
- Apply Predefined SaaS Policy Rule Recommendations
- Create SaaS Policy Rule Recommendations
- Delete SaaS Policy Rule Recommendations
- Enable SaaS Policy Rule Recommendations
- Modify Active SaaS Policy Rule Recommendations
- Monitor SaaS Policy Rule Recommendations
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- Enable Automatic Updates for SaaS Policy Rule Recommendations on Cloud Managed Prisma Access
- Import New SaaS Policy Rule Recommendations on Cloud Managed Prisma Access
- Update Imported SaaS Policy Rule Recommendations on Cloud Managed Prisma Access
- Remove Deleted SaaS Policy Rule Recommendations on Cloud Managed Prisma Access
- Manage Enforcement of Rule Recommendations on NGFW
- Manage Enforcement of Rule Recommendations on Panorama Managed Prisma Access
- Change Risk Score for Discovered SaaS Apps
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- Onboarding Overview for Supported SaaS Apps
- Onboard an Aha.io App to SSPM
- Onboard an Alteryx Designer Cloud App to SSPM
- Onboard an Aptible App to SSPM
- Onboard an ArcGIS App to SSPM
- Onboard an Articulate Global App to SSPM
- Onboard an Atlassian App to SSPM
- Onboard a BambooHR App to SSPM
- Onboard a Basecamp App to SSPM
- Onboard a Bitbucket App to SSPM
- Onboard a BlueJeans App to SSPM
- Onboard a Box App to SSPM
- Onboard a Bright Security App to SSPM
- Onboard a Celonis App to SSPM
- Onboard a Cisco Meraki App to SSPM
- Onboard a ClickUp App to SSPM
- Onboard a Confluence App to SSPM
- Onboard a Contentful App to SSPM
- Onboard a Convo App to SSPM
- Onboard a Couchbase App to SSPM
- Onboard a Coveo App to SSPM
- Onboard a Crowdin Enterprise App to SSPM
- Onboard a Customer.io App to SSPM
- Onboard a Databricks App to SSPM
- Onboard a Datadog App to SSPM
- Onboard a DocHub App to SSPM
- Onboard a DocuSign App to SSPM
- Onboard a Dropbox Business App to SSPM
- Onboard an Envoy App to SSPM
- Onboard an Expiration Reminder App to SSPM
- Onboard a Gainsight PX App to SSPM
- Onboard a GitHub Enterprise App to SSPM
- Onboard a GitLab App to SSPM
- Onboard a Google Analytics App to SSPM
- Onboard a Google Workspace App to SSPM
- Onboard a GoTo Meeting App to SSPM
- Onboard a Grammarly App to SSPM
- Onboard a Harness App to SSPM
- Onboard a Hellonext App to SSPM
- Onboard an IDrive App to SSPM
- Onboard an Intercom App to SSPM
- Onboard a Jira App to SSPM
- Onboard a Kanbanize App to SSPM
- Onboard a Kanban Tool App to SSPM
- Onboard a Kustomer App to SSPM
- Onboard a Lokalise App to SSPM
- Onboard a Microsoft Azure AD App to SSPM
- Onboard a Microsoft Exchange App to SSPM
- Onboard a Microsoft OneDrive App to SSPM
- Onboard a Microsoft Outlook App to SSPM
- Onboard a Microsoft Power BI App to SSPM
- Onboard a Microsoft SharePoint App to SSPM
- Onboard a Microsoft Teams App to SSPM
- Onboard a Miro App to SSPM
- Onboard a monday.com App to SSPM
- Onboard a MongoDB Atlas App to SSPM
- Onboard a MuleSoft App to SSPM
- Onboard a Mural App to SSPM
- Onboard an Office 365 App to SSPM
- Onboard Office 365 Productivity Apps to SSPM
- Onboard an Okta App to SSPM
- Onboard a PagerDuty App to SSPM
- Onboard a RingCentral App to SSPM
- Onboard a Salesforce App to SSPM
- Onboard an SAP Ariba App to SSPM
- Onboard a ServiceNow App to SSPM
- Onboard a Slack Enterprise App to SSPM
- Onboard a Snowflake App to SSPM
- Onboard a SparkPost App to SSPM
- Onboard a Tableau Cloud App to SSPM
- Onboard a Webex App to SSPM
- Onboard a Workday App to SSPM
- Onboard a Wrike App to SSPM
- Onboard a YouTrack App to SSPM
- Onboard a Zendesk App to SSPM
- Onboard a Zoom App to SSPM
- Onboarding an App Using Azure AD Credentials
- Onboarding an App Using Okta Credentials
- Delete SaaS Apps Managed by SSPM
Begin Scanning a Salesforce App
Learn how to add a Salesforce app so that
Data Security
can protect your assets against data exfiltration and malware
propagation.To begin scanning a Salesforce app:
- Ensure that the Salesforce administrator account you plan to connect toData Securityhas sufficient administrator privileges.To configure the required permissions within Salesforce:
- UnderSetup, select.Manage UsersUsers
- Select the administrative user account and then clickSystem Permissions.
- UnderSystem, enable the following permissions:
- API Enabled
- Manage Chatter Messages(required only if you use Chatter)
- Modify All Data
- View All Data
- Query All Files
- UnderUsers, enable the following permissions:
- View All Users
- Manage Users(required only if you have not enabled User Sharing)
- To add the Salesforce app toData Security, go to.Data SecurityApplicationsAdd ApplicationSalesforce
- (For SaaS Security Console users only) Choose the type of Salesforce application:
- Connect to Salesforce Account—Adds your Salesforce production account toData Security.
- Connect to Salesforce Sandbox—Adds your Salesforce sandbox account toData Security. Sandboxes are special Salesforce accounts that are maintained separately from your product account and are useful for development, testing, and training.
- (Optional) Give a descriptive name to the Salesforce instance.
- ClickSettingsand select the Salesforce n listed.
- Enter a descriptiveNameto differentiate this instance of Salesforce from other instances and clickDone.
- (Optional) Adjust the maximum number of API calls allowed fromData Securityto Salesforce.By default,Data Securitycan send a maximum of 10,000 API calls to Salesforce.
- Define global scan settings.
- Add policy rules.When you add a cloud app,Data Securityautomatically scans the app against the default data patterns and displays any match occurrences. As a best practice, consider the business use of your app to determine whether you want to Add a New Asset Rule to look for incidents unique to Salesforce.
- Configure or edit a data pattern.You can Data Patterns to identify specific strings of text, characters, words, or patterns to make it possible to find all instances of text that match a data pattern you specify.
- To start scanning Salesforce for any possible policy violations or data exposure, go to.Data SecurityApplicationsSalesforceEnable ScanningData Securityscans all assets in the associated Salesforce app and identifies incidents. Depending on the number of Salesforce users and assets, it may take some time forData Securityto complete the process. However, you can Monitor Scan Results on the Dashboard and begin to Assess Incidents. Monitoring the progress of the scan during the discovery phase allows you to Fine-Tune Policy to modify the match criteria and ensure better results.