Salesforce Integration

Last Updated September 13th, 2023

Oleria provides adaptive and autonomous access that sets your business free. As part of that promise, we provide deep integration of your Salesforce application access graph into the Oleria platform with a simple series of onboarding steps. This document provides step-by-step guidance to integrate Salesforce with your Oleria workspace.

Note: A “system administrator” is necessary to complete these steps.

Steps to integrate Salesforce with your Oleria Workspace
1. Visit the Oleria workspace
  • Visit the Oleria workspace homepage and click on the tab named “Integrations“.
  • Click on the Salesforce tile to integrate.
Oleria Integrations Page
2. Install the Oleria Connected App

As a Salesforce Admin, authorize the Oleria application with one click. This creates a connected app called "Oleria" in your organization.

Salesforce OAuth Allow Access page
3. Install the Connected App in OAuth Usage

Go to connected apps OAuth usage, and install the connected app named 'Oleria.'

Connected Apps OAuth Usage page
4. Edit the Oleria connected app policies

Change permitted users to “Admin approved users are pre-authorized.”

OAuth Policies page
5. Create Permission set for Oleria access

Go to Setup → Permission Sets → Create a new permission set named “Oleria Access" and Enable the following permissions:

    • View All Data and View Health Check in system permissions
    • Order Name field permission to have Read Access in the Orders object from object settings (skip this if the Orders object does not exist)

    Tip : Use the “Find Settings“ search box is an efficient way to locate and enable the permissions.

    6. Permission set assignment
    • Go to ‘Manage Assignments’ → Add a user. The user can be an existing user with a Salesforce user license or a new user.
    • Go to ‘Assigned Connected Apps’ → Add Oleria to Enabled Connected Apps.
    Salesforce Permission Sets pageEnable connected app
    7. Completion

    Go to Oleria Workspace

    Note : Once the integration is complete, it may take time for the data to appear in Oleria.

    Note about Salesforce Shield:

    If Shield Event Monitoring is available with customer instance, Oleria can provide more insights by enabling those permissions in the created permission set

    • View Real-Time Event Monitoring Data
    • Credential Stuffing Event Stores
    • Report Anomaly Event Store
    • Session Hijacking Event Store
    • API Anomaly Event Stores

    Please also make sure to enable both Data Streaming and Data Storage for all the events.

    shield settings

    Contact us

    If you have any questions about this integration, please contact Oleria at

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