Salesforce Integration

Rezonate integration into Salesforce

Integrating with Salesforce can give Rezonate visibility into identities, privileges, and activities. These data points are then used to detect security gaps and to extend your identity-centric with salesforce identity information. The integration is only reading data.

If your Salesforce tenant has an IP Restrictions policy, you will have to whitelist Rezonate's collector IP Address. More information available Collectors IP Ranges

To Integrate please follow the following steps:

In the form please fill in the following information:

Connected App Name: Rezonate

API Name: Rezonate

After filing the basic information, make sure to tick the OAuth box and add the callback URL

https://app.rezonate.io/settings/authorize_salesforce

Add the following OAuth Scopes:

  1. Manage user data via APIs (api)

  2. Perform requests at any time (refresh_token,offline_access)

Click the save\create button. After creating the application, you should see the button "Manager Consumer Details", and click on it.

You may be required to verify your identity, and after that, you will see a page with the key and secret, please copy them.


Creating a Limited Read-Only User for the Authorization Process

After we have created and configured the application, we will need to create a Read-Only user to authorize it. For that, create a user with the Read-Only profile role, and log in. We will use it to authorize the application in the next step.

Finishing the integration from the Rezonate Side

Now that we have the app credentials and the read-only user. we can sign in to Rezonate, and install the integration. for this one, click on settings, integrations, Add Integration, and select Salesforce.

Fill out the form with the recently collected information, and click Connect. Salesforce will ask you to authorize and approve the application, and you will be redirected to Rezonate, seeing that the integration was successfully added.

After filing the information click on integrate and the process is completed!

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