SkyFormation Helpdesk: support@skyformation.com. 

Overview

Salesforce Sales Cloud is a customer relationship management (CRM) platform designed for sales teams. Sales Cloud helps to store information about leads, customers, and sales, optimize business processes, and prioritize leads to close deals faster. For more information visit their website.

The following table displays audit source API and security events supported by the connector.

Prerequisites

Before you configure the Sales Cloud connector you must complete the following prerequisites:

• Ensure that SkyFormation cloud connector does not exceed the Salesforce API call limit
• Check whether the Sales Cloud edition that you use supports Web Services API feature
• Create a Salesforce user profile and assign the required permissions
• Create a user in Salesforce
• Obtain an API token

Setting up the API Call Limit

Salesforce limits the number of API calls made to Salesforce.com servers.  SkyFormation cloud connector for Sales Cloud makes approximately 2000 to 5000 API calls or requests per 24 hours to the Salesforce platform. To verify the volume of API calls and limits, see Salesforce API Request Limits and Allocations.

To ensure that  SkyFormation cloud connector does not exceed Salesforce API call limit, contact your  SkyFormation sales representative to determine the expected number of API calls for your organization. Discuss with the Salesforce administrator to learn more about the availability of API calls for additional applications, if any. For more information about monitoring your API usage, see API Request Limits.

Verifying the Sales Cloud Edition

To ensure that the Sales cloud edition that you use supports Web Services API feature, refer to the Salesforce editions and features list. For example, Salesforce’s Enterprise and Unlimited version offers Web Services API feature that helps to connect external systems and data to Salesforce.

If you have the Salesforce Group Edition (GE) or Professional Edition (PE) see API Access in Group and Professional Editions.

Creating User Profiles

In Salesforce, profiles define users’ access to objects and data, and tasks allowed to the user within the application. If you create a user in Salesforce, you must assign a profile to the user. Create a user profile specifically for the  SkyFormation cloud connector.

To create a user profile in Salesforce:

1. Log in to the Salesforce console as an administrator.
2. Click Setup.
3. Navigate to Administration > Users > Profiles.
4. Click New Profile.
5. Select an existing profile that you want to clone from the list.
6. Specify a name for the profile in the Profile Name box.
7. Click Save.
   If you want to assign the required permissions to the profile, scroll down to System Permissions. If you want to assign existing users or a new user to this profile, click Assigned Users.
   Note: For more information about creating user profiles in Salesforce, see Salesforce Documentation. 

Assigning Permissions to User Profile

After you create a user profile in Salesforce, you can manage access rights in your organization by assigning permission sets to the user profile. System permissions control a user’s ability to perform tasks within Salesforce.

To assign permissions to a user profile:

1. Log in to the Salesforce console as an administrator.
2. Navigate to Setup > Administration > Users > Profiles.
   The Profiles page displays a list of profiles.
3. Select the profile that you want to edit.
4. Click System Permissions.
5. Click Edit.
6. In the list of permissions, select the following permissions:
   
   • API Enabled
   • Manage Users
   • View All Data
   • View Setup and Configuration
   • View Event Log File
7. Click Save.
   Note: You can control login access by specifying a range of allowed IP addresses for a particular profile. The Salesforce user that you created for the  SkyFormation connector must log in from the  SkyFormation platform IP address. If you restrict the IP address for a profile, the user with that profile cannot log in from any other IP address. Make sure that you assign a profile with IP range restriction only to the Salesforce user that you created for the  SkyFormation connector and not to any other Salesforce user. For more information, see Restrict Login IP Addresses.

Create a User in Salesforce

The  SkyFormation cloud connector platform uses user information to integrate with Salesforce cloud application APIs. Creating a user account specifically for the  SkyFormation cloud connector lets you ensure better visibility and security.

To create a Salesforce user:

1. Log in to the Salesforce console as an administrator.
2. Navigate to Setup > Administration > Users > Users.
3. Click New User.
4. Specify a user name and enter other details.
   Ensure that you assign a role, profile, and user license to the new user. You can assign any role to the user. The user license must match the license assigned to a user profile that you selected for the new user. For more information, see Add a New user.
5. To obtain a user password, select the Generate new password and notify user immediately check box.
6. Click Save.
   The User Details page displays the details you entered.
   Note the password that Salesforce emailed you.

   If you want to reset the password, on the User Details page, click Reset Password. Salesforce sends an email to the user’s email address with a link to reset the password. Reset the password using the link that you received on your email address.
   Note the user name and password of the Salesforce user that you created.

   Use the user name and password while configuring the Sales Cloud connector on the  SkyFormation Cloud Connector platform.

Obtaining an API Token

Salesforce APIs are authenticated through API token, also known as security token. The  SkyFormation cloud connector platform uses an API token to integrate with Salesforce cloud application APIs, and retrieve audit log events, changes, and other data. The  SkyFormation cloud connector uses audit logs and other data for security monitoring to analyze and handle security threats.

To obtain the Salesforce API token:

1. Log in to the Salesforce console using the user name and password of the user that you created.
2. Click the profile image in the upper right corner, then click Settings.
3. In the right pane, navigate to My Personal Information > Reset My Security Token.
4. Click Reset Security Token to have Salesforce generate a new security token and send it to you via email.
5. Record the security token, represented by letters and numbers, that you receive via email.

   Use the security token while configuring the Sales Cloud connector on the  SkyFormation Cloud Connector platform.

Configuring the Sales Cloud Connector

To configure the Sales Cloud connector to import data into the  SkyFormation Cloud Connector platform:

1. Log in to the SkyFormation Cloud Connector platform with your registered credentials.
2. Navigate to Settings > Accounts > Add Account.
3. Click Select Service to Add, then select Sales Cloud from the list.
   
   
4. In the Accounts section, enter the required information.
   • Account Name – Specify a name for the Sales Cloud connector. For example, Corporate_Sales_CRM_Platform.
   • Description – Describe the Sales Cloud connector (optional). For example, ‘Cloud based CRM platform for sales team.’
   • Username – Enter the user name of the Salesforce user that you created while completing prerequisites.
   • Password – Enter the password that you set for the Salesforce user that you created while completing prerequisites.
   • Security Token – Enter the API token that you obtained while completing prerequisites.
   • Authentication-Endpoint – Retain the value. This field is automatically populated. If you are using a test Salesforce account, enter test.salesforce.com.
     Note: Required fields are indicated with a red bar.
5. Click Test Connection to confirm that SkyFormation Cloud Connector platform can communicate with Sales Cloud.
6. Click DONE.
   The connector is now set up and connected to the SkyFormation Cloud Connector platform to collect data.
7. To ensure that the connector is set up and ready to send and collect data, click Start to start the connector and check if the status shows OK.