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Oleria provides adaptive and autonomous access security that sets your business free. As part of that promise, we provide deep integration of your Salesforce application into the Oleria platform. This document provides step-by-step guidance to integrate your Salesforce application instance with the Oleria workspace. Oleria supports Sales Cloud and Service Cloud. Oleria supports Sales Cloud and Service Cloud

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Prerequisites

  • Salesforce Admin role
Use a service account (and not an employee account) with the suggested privileges for the integration to ensure continuity.

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Create the Oleria App in Salesforce

1

Open the integration

Log in to your Oleria workspace, select Integrations → select Salesforce.
2

Review prerequisites and continue

A side page opens with prerequisites and a link to the onboarding instructions. Select Continue.Opens a side page with pre-requisites and a link to the onboarding instructions. Click Continue
3

Provide your Salesforce URL

Provide your Salesforce URL and select Authenticate.Provide your Salesforce URL and click Authenticate.
Turn the Sandbox switch on if you are integrating a Salesforce sandbox environment.
4

Authorize Oleria access

Authorize Oleria access to create a connected app called Oleria in your Salesforce application.Authorize Oleria access to create a connected app called "Oleria" in your Salesforce application.
You will see an error notification: “User hasn’t approved this consumer”. Ignore this message and continue with the next sections to install the Oleria app and Oleria Access permission set in your Salesforce application.
Salesforce integration error: User hasn't approved this consumer

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Install the Oleria App in Salesforce

1

Find and install the Oleria app

Log in to your Salesforce application, search for Connected Apps OAuth Usage, select the Oleria app, and select Install.Salesforce Connected Apps OAuth Usage page with Oleria app and Install button
2

Edit policies

After completing the Oleria app installation, select Edit Policies.After completing the Oleria app installation, select "Edit Policies"
3

Configure OAuth policies

Navigate to the OAuth Policies section, set Permitted Users to Admin approved users are pre-authorized, and select Save.Salesforce OAuth Policies section with Permitted Users set to Admin approved users

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Create a Permission Set for Oleria Access

1

Create the permission set

Navigate to Permission Sets and select New to create a new permission set named Oleria Access.Navigate to Permission Sets and select New to create a new permission set "Oleria Access"
2

Configure the permission set

Set the Label to Oleria Access and configure the API Name as shown below, then save the permission set.Give Label as "Oleria Access" and API Name as shown below, save the permission set.
3

Assign a user

Open the Oleria Access permission set and select Manage Assignments to assign a user.Open Oleria Access Permission set, select Manage Assignments to assign a userSelect Add Assignment and assign the user.Select Add Assignment and assign a user
4

Assign the Oleria connected app

Open the Oleria Access permission set and select Assigned Connected Apps to add the Oleria app to the permission set.Oleria Access Permission set Assigned Connected Apps sectionSelect Edit in the Assigned Connected Apps section, select Oleria, and select Save.Select Edit in the Assigned Connected Apps section, select Oleria and click save.
5

Configure system permissions

Select System Permissions.Select System PermissionsSelect Edit and select View All Data, View Health Check, and Manage Multi-Factor Authentication in API.Salesforce System Permissions with View All Data and View Health Check selectedSalesforce System Permissions continued with MFA management permission selectedTo perform remediations, also select the following permissions:
  • To disable accounts - enable Manage Users To 'disable account', enable Manage Users under permission sets
  • To remove users from groups - enable Modify All Data To 'remove user from group', enabled Modify All Data under permission sets
Search for and select Orders.Search order and select OrdersSelect Edit and select Order Name as shown below.Click Edit and select Order Name as shown below
Skip the Orders step if the Orders object does not exist.

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Configure Event Monitoring

Oleria recommends enabling and configuring Event Monitoring (Shield) in your Salesforce instance. This captures all user activity and provides insights into it. Without Event Monitoring (Shield), user activity insights are limited to login and logout activities.
1

Enable Event Manager storage and streaming

Select Set up → search Event Manager → enable Storage and Streaming for all events.Select Set up → search Event Manager -> Enable storage and Enable streaming for all the events

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Connect Salesforce to Oleria

1

Open the integration

Go to your Oleria workspace, select Integrations → select Salesforce.Goto your Oleria workspace, select Integrations → select Salesforce
2

Authenticate

Provide your Salesforce URL and select Authenticate.Provide your Salesforce URL and click Authenticate.
3

Confirm the connection

You can find the newly integrated Salesforce instance in your Oleria workspace connected integrations.You can find a newly integrated Salesforce instance in your Oleria workspace connected integrations

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Contact us

For questions about this integration, contact us at support@oleria.com.