Onboarding Steps
- Select Administration > App Management and click New.
- Select Salesforce from the list.
- Enter a Name with only alphanumeric characters, no special characters other than the underscore, and no spaces.
- (Optional) Enter a Description.
- Select protection models:
- App Authentication
- App Access
- API Access
- Cloud Security Posture
- Dynamic DRM
- Cloud Data Discovery
- Click Next and enter configuration settings.The available fields are based on the deployment and the protection models you selected.
- For App Authentication -- No configuration details are needed. Click Next to display summary information.
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For App Access - In the Proxy section, enter a valid Home Page URL, the Organization ID, and one or more Specific Domains (for multiple domains, separate each domain with a comma).
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For API Access - Enter a Salesforce Subdomain.
- For Cloud Security Posture - No other details are needed.
- For Dynamic DRM - You must also choose either App Access or API Access protection models.
- If you include App Access, enter the information in the Proxy section.
- If you include API Access, enter a Salesforce Subdomain in the Identity section.
- For Cloud Data Discovery -- No other details are needed.
- Click Authorize.
- Select the Salesforce instance from the prompt.
- If this authorization is for a custom or a sandbox domain, click the box and click Continue.
- Enter the administrator sign-in credentials for this Salesforce account.Make sure to use the same administrator account that you assigned permissions to in the Enable permissions for querying files section above. Then, click Log In.
