Salesforce Setup for Workbench
Prerequisites
Salesforce Shield or Real-Time Event Monitoring is required.
Find your Salesforce domain and save this information for later use.
Make sure Real-Time Event Monitoring streams are enabled for all available event objects. Learn more about real-time event monitoring.
Step 1: Create Profile for Access Control
Salesforce uses profiles to manage user access to data, so the first step is to create a profile for Expel.
Having read-only access to the interface of your technology allows Expel to dig deeper during incident investigations. Our device health team uses this access to investigate potential health issues with your tech. For more information, see Why Expel Asks for Console Access.
In Salesforce, navigate to Profiles.
Clone the Read Only profile and name it "Expel". Click Save.
Under Administrative Permissions, verify that API Enabled is selected.
Under Administrative Permissions, enable Customize Application Permissions. This is required to enable Logout Events.
Under General User Permissions, enable View Real-Time Event Monitoring Data.
Click Save Profile.
Step 2: Enable Event Streaming
To properly ingest logs and process alerts, Expel queries specific endpoints in Salesforce. For Expel to be able to access events in those endpoints, you must enable event streaming.
By using the search box, find and open Event Manager.
In the Events section, enable Streaming Data for the following subscription channels:
/event/ApiAnomalyEvent
/event/ApiEventStream
/event/BulkApiResultEvent
/event/ConcurLongRunApexErrEvent
/event/CredentialStuffingEvent
/event/LightningUriEventStream
/event/ListViewEventStream
/event/LoginEventStream
/event/LoginAsEventStream
/event/LogoutEventStream
/event/PermissionSetEvent
/event/ReportAnomalyEvent
/event/ReportEventStream
/event/SessionHijackingEvent
/event/UriEventStream
Step 3: Create Expel User
Now that the Expel profile is created, the next step is to create a user with that profile.
Navigate to Users.
Click New User.
Type in the required information:
Last Name - enter "ExpelAPI".
Alias - enter "expelapi".
Email - enter "soc+<Your_Organization_Name>@expel.io".
For example, if your organization were Acme Corp, the format would be "soc+acme_corp@expel.io".
Username and Nickname - use the Salesforce default entries.
Role - select any role.
User License - select Salesforce.
Profile - select Expel.
Click Save.
Reset Password for the user. The password reset is sent to the email address for the Expel Salesforce User.
Step 4: Get Security Token
From your personal settings, type reset in the Quick Find text box, and then select Reset My Security Token.
Click Reset Security Token. The new security token is sent to the email address for the Expel Salesforce User.
Step 5: Create Connected App
Login to Salesforce with the same user credentials that you want to collect data in your Salesforce deployment.
From Setup, type "App Manager" in the Quick Find text box, then select App Manager.
Click New Connected App.
Enter the connected app name (Expel), which appears in the App Manager and on its App Launcher tile.
Enter the API name.
Enter your contact email for Salesforce.
In the API (Enable OAuth Settings) area of the page, select Enable OAuth Settings.
Select Enable for Device Flow.
Select the following OAuth scopes to apply to the connected app:
Manage user data via APIs (api)
Select Save. It can take about 10 minutes for the changes to take effect.
Retrieve the Consumer Key and Consumer Secret from the app page. Save these values in a safe place for use in a later step.
Step 6. Add Salesforce as a Security Device in Workbench
Now that you have the correct access configured and noted the credentials, you can integrate your tech with Workbench.
In the side menu, navigate to Organization Settings > Security Devices. If you have multiple organizations, you must select the appropriate organization name from the list.
Select Add Security Device.
Search for and select Salesforce. Complete the fields as follows:
Name - enter a name that might help you more easily identify this integration, such as "CompanyName Salesforce"; this name will display in Workbench under the Name column, and is a text string that you can filter on.
Location - enter the location of your integration, for example "cloud." This is also a text string that you can filter on, so we recommend being consistent with location naming across your Expel integrations.
Salesforce domain - enter your Salesforce domain info from the Prerequisites.
Client ID - enter the Connected App's Consumer Key from Step 5.
Client secret - enter the Connected App's Consumer Secret from Step 5.
Username - enter the Expel user's username.
Password- enter the Expel user's password.
Security token - type the Expel user's security token from Step 4.
Select Save.
Your device should be created successfully within a few seconds. A few reminders:
After your connection is healthy, it will take some time for your device to begin polling and receiving data.
To check on the status, select the downward arrow for your device in the first column and choose View details.
Polling will happen first; data will be received after that. You must refresh the page to see updates.
If your device does not begin polling within 15 minutes, and does not begin receiving data within 30 minutes, contact our support team for help.
To check if alerts are coming through, navigate to Dashboards > Alert Analysis. Scroll to the device you want to check, and select the Expel Alerts tab to reveal more alert information. It can take 36 to 72 hours for alerts to appear after setup, as we tune your device.
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