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Merge pull request #1606 from SEKOIA-IO/fix/SalesforceDocs
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Salesforces: add more details
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squioc authored Feb 5, 2024
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Expand Up @@ -16,12 +16,39 @@ This setup guide will show you how to provide an integration between Salesforce

### Configure OAuth

1. Go to the [Salesforce App Manager](https://login.salesforce.com)
2. Follow up [these instructions](https://help.salesforce.com/s/articleView?id=sf.connected_app_create_api_integration.htm&type=5) to configure new app
#### Create a new Connected App

***Note: After configuration is complete please check if your OAuth credentials are valid and you can interact with salesforce api***
1. On the [Salesforce App Manager](https://login.salesforce.com), go to the Setup
2. On the left menu, select `platform tools` > `Apps` > `App Manager`
3. On the `App Manager` page, click `New Connected App`
4. In the basic information section, type the name of the connected app and a contact email
5. In the `API` section, turn on `Enable OAuth Settings`
6. Type any callback url then select `Manage user data via APIs (api)` and `Perform requests at any time (refresh_token, offline_access)` as the OAuth scopes.
7. Click `Save`

3. Get `clientId` and `clientSecret` from your app
<video controls width="100%">
<source src="/assets/operation_center/integration_catalog/cloud_and_saas/salesforce_events/create_connected_app.webm" type="video/webm">
</video>

#### Set the client credentials

1. On the management page of the connected app, click `Manage`
2. Click `Edit Policies` button
3. In the `Client Credentials Flow`, select a user with a `System Administrator` profile in the `Run As` field.
4. Click `Save`

<video controls width="100%">
<source src="/assets/operation_center/integration_catalog/cloud_and_saas/salesforce_events/run_as.webm" type="video/webm">
</video>

#### Get consumer key and secret

1. On the management page of the connected app, in the API section, click `Manage Consumer Details`
3. In the `Consumer details` section, copy the consumer key and the consumer secret

<video controls width="100%">
<source src="/assets/operation_center/integration_catalog/cloud_and_saas/salesforce_events/consumer_key_and_secret.webm" type="video/webm">
</video>

### Create an intake

Expand All @@ -32,9 +59,13 @@ Go to the [intake page](https://app.sekoia.io/operations/intakes) and create a n
To start to pull events, you have to:

1. Go to the [playbooks page](https://app.sekoia.io/operations/playbooks) and create a new playbook with the [Salesforce](../../../automate/library/salesforce.md) trigger
2. Set up the module configuration with the Client Id and Client Secret. Set up the trigger configuration with the intake key
2. Set up the module configuration with the consumer key and consumer secret. Set up the trigger configuration with the intake key
3. Start the playbook and enjoy your events

!!! note

Salesforce generates Events Log Files hourly. It can take up to an hour for your logs to arrive. See [this documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/event_log_file_hourly_overview.htm) for more details

## Further Readings

- [Salesforce Real-Time Event Monitoring feature is turned off by default](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_em_generate_event_log_files.htm&release=244&type=5)
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