Salesforce
Salesforce (opens in a new tab) is a cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, and customer service interactions in a unified system..
Prerequisites
To configure a Connected App, please follow this Salesforce guide (opens in a new tab) and complete the following steps, at minimum:
- Configure Basic Connected App Settings
- Enable OAuth Settings for API Integration including assigning, at least, the scope for
Manage user data via APIs
to your connected app for API access. - Enter the callback URL using your Fides Redirect URL (typically
https://fides-host.com/api/v1/oauth/callback
)
Once you have this configured, you'll need to collect the following information:
Name | Description |
---|---|
Domain* | Your Salesforce URL. To find this, please follow the Salesforce guide for viewing instance information (opens in a new tab). |
Consumer Key* | Your OAuth client ID. Follow Salesforce's docs to retrive your OAuth credentials (opens in a new tab) |
Consumer Secret* | Your OAuth client secret. Follow Salesforce's docs to retrive your OAuth credentials (opens in a new tab) |
Redirect URL* | The Fides URL to which users will be redirected upon successful authentication (ex. https://fides-host.com/api/v1/oauth/callback ) |
Integrating with Salesforce
To integrate an existing system with Salesforce:
- Navigate to Data map → View Systems and choose the system that you want to connect.
- Click on the Integrations tab.
- Pick the vendor or system type that you want to integrate with from the Connection type drop-down menu.
- Complete the required fields for the integration and click Save.
To authorize the integration so that it can connect to Salesforce:
- Click on Authorize integration to be redirected to the Salesforce authorization screen
- Enter your Salesforce credentials and click Log in. You will automatically be redirected back to the Fides UI using the
Redirect URL
that was provided in the form in the previous step.
You may now confirm your connection is working using the Test connection button, if desired.
To learn more, please see our guide for Managing Integrations.
Technical detail
Fides utilizes API endpoints to access the API service for a SaaS application. An API service is the programmatic interface through which Fides can query and update data within an application to access, rectify, or delete personal information. Each SaaS tool will have a unique set of endpoints to enable privacy functions.
Salesforce endpoints
In the table below, you can find which endpoints are used for each type of privacy function. Clicking on the endpoint will take you to the documentation for that endpoint.
Privacy function | Endpoint | Description |
---|---|---|
Access Requests | Contact List (opens in a new tab) | Used to search for contacts. |
Access Requests | Contacts (opens in a new tab) | Used to fetch contacts. |
Update or Delete Requests | Contacts (opens in a new tab) | Used to mask or erase contact information. |
Access Requests | Case List (opens in a new tab) | Used to search for cases. |
Access Requests | Cases (opens in a new tab) | Used to fetch cases. |
Update or Delete Requests | Cases (opens in a new tab) | Used to mask or erase case information. |
Access Requests | Lead List (opens in a new tab) | Used to search for leads. |
Access Requests | Leads (opens in a new tab) | Used to fetch leads. |
Update or Delete Requests | Leads (opens in a new tab) | Used to mask or erase lead information. |
Access Requests | Account List (opens in a new tab) | Used to search for accounts. |
Access Requests | Accounts (opens in a new tab) | Used to fetch accounts. |
Update or Delete Requests | Accounts (opens in a new tab) | Used to mask or erase account information. |
Access Requests | Campaign Member List (opens in a new tab) | Used to search for campaign members. |
Access Requests | Campaign Members (opens in a new tab) | Used to fetch campaign members. |
Update or Delete Requests | Campaign Members (opens in a new tab) | Used to mask or erase campaign member information. |