Configuring Salesforce tenants

Procedure

1. Go to Workflow and Automation → Third-Party Integration.
2. Click Salesforce.
3. Click one of the following to connect a tenant:
   • Click Add a production tenant.
   • Click Add a sandbox tenant.
   An unconfigured tenant appears in the list.
4. In the Status column, click Grant permissions to allow Trend Vision One access to Salesforce data managed by the tenant.

   Note Click Details to view the associated apps and specific permissions for the tenant.

5. On the Salesforce console, either sign in as an administrator or create a new user profile to grant access to Trend Vision One.
   • If you have access to a Salesforce administrator account, sign in and click Allow in the Allow Access? modal.

     

   • If you do not have access to a Salesforce administrator account, follow the instructions to create a Salesforce user profile with permission to grant access.
   1. Go to Setup → Administration → Users → Profiles.
   2. Create a user profile with the following permissions enabled:
      • Manage Salesforce CRM Content
      • Apex REST Services
      • API Enabled
      • Customize Application
      • Manage Users
      • Manage Custom Permissions
      • View All Data
      • View All Custom Settings
      • View Event Log Files
      • View Health Check
      • View Roles and Role Hierarchy
      • View Setup and Configuration
      • View All Users
      • View All Profiles
      • Query All Files
      • Modify Metadata Through Metadata API Functions
   3. Go to Setup → Administration → Users.
   4. Create a new user with the following settings:
      • Specify your new user profile for Profile.
      • Enable Salesforce CRM Content User.

      

      Important Please note that if this user is ever deactivated in the Salesforce console, Trend Vision One can no longer synchronize Salesforce data.

   5. Click Allow in the Allow Access? modal.
   • If permissions are granted successfully, the Salesforce tenant begins sharing data with Trend Vision One. The Tenant name and Tenant ID appear on the Workflow and Automation → Third-Party Integration screen.
   • If permissions are not granted, click Grant Permissions to try again.
6. To connect additional tenants, click Add Tenant, select a tenant type, and repeat the previous step.
7. If you decide to prevent associated Trend Vision One apps from accessing data managed by the tenant, block the access permissions.
   1. Click Block permissions in the Status column of the tenant.
   2. In the confirmation screen, click Block.
      Trend Vision One is blocked from accessing the Salesforce data managed by the tenant.

   Note Blocking permissions for an individual Salesforce tenant does not remove Trend Vision One completely from Salesforce. To remove Trend Vision One completely, search for and block the related Connected App in the Salesforce console. For more information, see Salesforce documentation.