Begin Scanning a Salesforce App

Learn how to add a Salesforce app so that SaaS Security API can protect your assets against data exfiltration and malware propagation.
To begin scanning a Salesforce app:
  1. Ensure that the Salesforce administrator account you plan to connect to SaaS Security API has sufficient administrator privileges.
    To configure the required permissions within Salesforce:
    1. Under
      , select
      Manage Users
    2. Select the administrative user account and then click
      System Permissions
    3. Under
      , enable the following permissions:
      • API Enabled
      • Manage Chatter Messages
        (required only if you use Chatter)
      • Modify All Data
      • View All Data
    4. Under
      , enable the following permissions:
      • View All Users
      • Manage Users
        (required only if you have not enabled User Sharing)
  2. Add the Salesforce app to SaaS Security API.
    1. From the
      , click
      Add a Cloud App
      , and select
    2. Choose the type of Salesforce application:
      • Connect to Salesforce Account
        —Adds your Salesforce production account to SaaS Security API.
      • Connect to Salesforce Sandbox
        —Adds your Salesforce Sandbox account to SaaS Security API. Sandboxes are special Salesforce accounts that are maintained separately from your product account and are useful for development, testing, and training.
    3. Log in to Salesforce.
      After authentication, the new Salesforce app is added to the list of Cloud Apps as Salesforce n, where n represents the number of Salesforce app instances you have connected to SaaS Security API.
  3. (
    ) Give a descriptive name to the Salesforce instance.
    1. Click
      and select the Salesforce n listed.
    2. Enter a descriptive
      to differentiate this instance of Salesforce from other instances and click
  4. (
    ) Adjust the maximum number of API calls allowed from SaaS Security API to Salesforce.
    By default, SaaS Security API can send a maximum of 10,000 API calls to Salesforce.
  5. Add policy rules.
    When you add a cloud app, SaaS Security API automatically 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.
  6. 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.
  7. Start scanning Salesforce for any possible policy violations or data exposure.
    1. Select
      Cloud Apps & Scan Settings
    2. In the Cloud Apps row that corresponds to the Salesforce app you just added, select
      Start Scanning
      SaaS Security API scans all assets in the associated Salesforce app and identifies incidents. Depending on the number of Salesforce users and assets, it may take some time for SaaS Security API to 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.

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