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Salesforce

salesforce

Version: 1.2
Updated: Jun 22, 2023

Query data and utilize actions in Salesforce.

Actions​

  • Create Account Record (Containment) - Create a record for a specific account.
  • Get Account Details (Enrichment) - Get details for an account.
  • Get Campaign Details (Enrichment) - Get details for a specific campaign.
  • Get Contact Details (Enrichment) - Get details for a contact.
  • Get Lead Details (Enrichment) - Get details for a lead.
  • Get List Objects (Enrichment) - Get list of objects.
  • Send Email (Containment) - Send an email.
  • String Search (Enrichment) - Search for a specific string.
  • Update Account Record (Containment) - Update a record for an account.

Configure Salesforce in Automation Service and Cloud SOAR​

Before you can use this automation integration, you must configure its authentication settings so that the product you're integrating with can communicate with Sumo Logic. For general guidance, see Configure Authentication for Automation Integrations.

How to open the integration's configuration dialog
  1. Access App Central and install the integration. (You can configure at installation, or after installation with the following steps.)
  2. Go to the Integrations page.
    Classic UI. In the main Sumo Logic menu, select Automation and then select Integrations in the left nav bar.
    New UI. In the main Sumo Logic menu, select Automation > Integrations. You can also click the Go To... menu at the top of the screen and select Integrations.
  3. Select the installed integration.
  4. Hover over the resource name and click the Edit button that appears.
    Edit a resource

In the configuration dialog, enter information from the product you're integrating with. When done, click TEST to test the configuration, and click SAVE to save the configuration:

  • Label. Enter the name you want to use for the resource.

  • Host. Enter your Salesforce host URL, for example, https://login.salesforce.com/.

  • Client ID. Enter a Salesforce client ID.

  • Client Secret. Enter the secret corresponding to the client ID.

  • User Email. Enter the email used for login by a Salesforce admin user. This email will provide authentication for the integration.

  • Password. Enter the password of the admin user.

  • Connection Timeout (s). Set the maximum amount of time the integration will wait for a server's response before terminating the connection. Enter the connection timeout time in seconds (for example, 180).

  • Verify Server Certificate. Select to validate the server’s SSL certificate.

  • Automation Engine. Select Cloud execution for this certified integration. Select a bridge option only for a custom integration. See Cloud or Bridge execution.

  • Proxy Options. Select whether to use a proxy. (Applies only if the automation engine uses a bridge instead of cloud execution.)

    • Use no proxy. Communication runs on the bridge and does not use a proxy.
    • Use default proxy. Use the default proxy for the bridge set up as described in Using a proxy.
    • Use different proxy. Use your own proxy service. Provide the proxy URL and port number.
Salesforce configuration

For information about Salesforce, see Salesforce documentation.

Change Log​

  • August 17, 2021 - First upload
  • June 22, 2023 (v1.1) - Updated the integration with Environmental Variables
  • June 22, 2023 (v1.2) - Changed Send Email action type to Notification
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