Salesforce Integration

Provider details

Salesforce is a cloud-based platform that provides CRM software and other solutions for various business needs. It allows users to manage customer relationships, data, AI, automation, analytics, and more on a single platform. Salesforce also offers a range of products and services for different industries and functions, such as sales, service, marketing, and commerce.

Note: We use Truto as a Provider for this Integration

How the integration helps Sprinto

1. The integration would be used to provide information about the list of users on their Salesforce account.

2. When an employee off-boards from the company, companies need to be sure that their Salesforce account is also deactivated, this would also be tracked by Sprinto.

Pre-Requisites

1. Make sure you have Admin Access for the Salesforce account.

2. Available in Enterprise and unlimited plans. As an addon in Professional Plan.

Monitors it automate

1. User should be identified
2. User access to critical systems should be valid
3. Salesforce access should be removed for offboarded user

1. All the monitors with short text on what it does

2. How to fix it guide attached

3. Any limitations- Monitors we can’t automate due to data limitations. Updating them about Workaround -short text here. Another article for more details

Steps to integrate

1. Finding your Token and Organization Slug

2. Steps on Sprinto

1. Login into Sprinto as Admin

2. Goto Settings>Integrations>Available Integration

3. Search for Salesforce

   

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4. Click on Connect

5. Integration drawer detail will open up with the information about checks & controls it helps you Automate the permissions we require, Data we fetch from the tool, and any other additional information.

   

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6. Click on Next

7. Integration drawer detail will open up with the prerequisite steps mentioned and all that the user needs to have handy before proceeding with the integration.

8. Click on I have admin access to my Salesforce account.

   

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9. Click on Connect to Salesforce

10. Enter your Salesforce subdomain

    

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11. Click on Connect

12. Login into your Salesforce account using your preferred method to complete the integration.

    

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13. Permission pop-up will showup click on allow to allow access to your Salesforce account.

    

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14. Salesforce would successfully connect with Sprinto if all the details provided were correct.

Time it takes to sync the data

1. Estimates of time it takes to sync data: 15 to 20 mins approx

2. Estimates around monitor evaluation: 15 t0 20 mins approx

Other downstream tasks on the tool after connection

1. Goto Access Section

   

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2. Click on the + Add Critical System button in the top right corner.

3. Search for the tool you just connected

   

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4. Select the integration you just connected from the search results.

   

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5. Click on the Add 1 system button at the bottom right of your screen

6. You will get a toast message on top saying the selected system successfully added

   

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7. Now scroll the list to find the integration you just connected or you can use the search bar at the top to search for it and click on the pending task button against it

   

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8. Click on configure now.

9. Manage critical system drawer will open up

   

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10. Click on Configure against the Access Validity field. Configure Access drawer will open up

    

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11. Choose one of the methods to configure the Access to the critical system.

12. Close the Drawer.

13. On the tool home page, you can click on the User tab to see the list of users who have access to this tool.