Salesforce requires the generation of a security token in order to integrate with SaaSAssure.
Required User Roles: Only Global Admins or Account Admins have permissions to add connector plans.
Connecting Saleforce
The user connecting SaaSAssure to your Saleforce tenant must have admin permissions.
In order to connect SaaSAssure to Salesforce you will need to add the following items to the connector configuration:
- Security Token (See below for instructions on how to generate this)
- Account Password (Admin user's password who generated the token)
- Username (email) (Admin user's email who generated the token)
Once you have entered this information into SaaSAssure and clicked on the 'Continue' button, SaaSAssure will attempt to connect to your Salesforce tenant.
If the integration was successful you will see a success notification displayed, if there were issues an error message will display.
How to generate a Security Token?
1. Login into your Salesforce account.
2. Click on your profile image and select 'Settings'.
3. Under the 'My Personal Information' menu click on the 'Reset Your Security Token'. If this option is not visible check that your user have permissions for generating tokens.
4. On the 'Reset Security Token' page click on the 'Reset Security Token' button. This will trigger an email with a security token.
5. Enter this security token as well as your admin credentials for Salesforce into the SaaSAssure connector configuration window.
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