Integrating Salesforce

Capabilities

Cyera's Salesforce integration provides the following capabilities:

Product	Capability
Cyera Privacy	Request Types Access, Deletion Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• Salesforce User Role: Admin

Create a Connected App

Cyera offers a Salesforce AppExchange app to provide the best experience connecting Salesforce to Cyera.

1. Find the Cyera App in Salesforce AppExchange.
2. Select Get It Now.
3. Select Install in Production or Install in Sandbox.
4. Agree to the Terms and Conditions, and then select Confirm and Install.
5. Select Install for Admins Only and then Install.
6. Please wait for the app to install. Full installation may take up to 10 minutes.

Installing For Non-Administrators

To install Salesforce for non-privileged users, the non-administrator users must have the following permissions in their profile:

• API Enabled
• Customize Application
• Manage Package Licenses
• View All Data

To enable the deletion feature, the user must have administrator rights to have write access to all objects defined in Deletion.

Connect to Cyera

1. In Cyera, navigate to Integrations and select Configure New Integration to search for Salesforce.
2. Select your Environment, either Production or Sandbox, based on your selection in the AppExchange App.
3. Select Login to Configure.
4. Log in to Salesforce if prompted and authorize the necessary permissions to Cyera:

Required OAuth Scopes

• refresh_token
• api

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure You Are Logged in to Salesforce

Connecting users must be logged in to an admin account in Salesforce before selecting Login to Configure in Cyera. This is required to grant the necessary permissions to Cyera.

Ensure Required Permissions Are Granted on API Keys/Resources

Cyera checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to Cyera will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Salesforce integration uses the Salesforce REST API:

Access Type	Synchronous
Deletion Type	Synchronous

API Documentation

Learn more about this API implementation and Cyera functionality in our API Integration Documentation.