Integrating Salesforce

To integrate Salesforce, follow the procedures below:

• To verify user permissions

• To get the Salesforce instance URL

• To create a client key and client secret

• To  enable the Salesforce integration in the Barracuda XDR Dashboard

1. Log into Salesforce as an administrator

2. Find the user you want to associate with your new Client Key (created in the following step).

3. Navigate to Setup > Quick Find > Users.

4. Click the profile link associated with the User Account used for data collection.

5. Search for API-enabled permission on the same page:

6. If API Enabled privilege is not selected, enable it for data collection.

• Do one of the following:

  • In Salesforce Classic, copy the URL from the address bar of your browser. Remove the "/home/home.jsp" from the end of the address, for example if the URL was https://AAA.salesforce.com/home/home.jsp, it would become https://AAA.salesforce.com.

  • In Salesforce Lightning, click the View Profile tab. Copy the URL that can be found under the user name.

1. Log into Salesforce with the user you identified in the To verify user permissions procedure.

2. In the top right menu bar, click Setup.

3. In the Search Setup search box, search for App Manager, then select App Manager.

4. Click New Connected App.

5. Type a name for the connected application

6. Type the API name.

7. Type the contact email of an administrator responsible for the application.

8. In the API (Enable OAuth Settings) section, select Enable OAuth Settings.

9. If Enable for Device Flow option is not enabled, select it.

10. In Callback URL, type the Salesforce Instance URL. For example: https://na9.salesforce.com/oauth2/callback

11. Select the following OAuth scopes to apply to the connected app:

    • Manage user data via APIs (api)

    • Perform requests at any time (refresh_token, offline_access)

    • (Optional) In case of data collection, if any permission issues arise, add the Full access (full) scope.

    • Select Require Secret for the Web Server Flow to require the app's client secret in exchange for an access token.

    • Select Require Secret for Refresh Token Flow to require the app's client secret in the authorization request of a refresh token and hybrid refresh token flow.

    • Select Enable Client Credential Flow.

12. Click Save.

13. Click Edit Connected Apps policies.

14. Navigate to Setup > Quick Find > Manage Connected Apps.

15. Click Edit Policies.

16. In the IP Relaxation menu, select Relax IP restrictions.

17. Click Continue

18. Under API details, click Manage Consumer Details > Verify the user account using Verification Code.

19. In the Consumer Details section, copy the Consumer Key and Consumer Secret.
    
    

20. Click Save.

1. In Barracuda XDR Dashboard, navigate to Administration > Integrations.

2. On the Salesforce card, click Setup.
   
   

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3. Enter the following:

   • Salesforce Instance URL — The Salesforce Instance URL from the To get the Salesforce Instance URL procedure above

   • Client ID — The Consumer Key from the To create a client key and client secret above

   • Client Secret — The Consumer Secret from the To create a client key and client secret above
     
     

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4. Optionally, click Test to verify the credentials.

5. Select the Enable check box.

6. Click Save.