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Connecting and disconnecting your Salesforce app

This article describes how to connect your Salesforce app for Coro protection.

Prerequisites

Before you begin, make sure you have the following prerequisites:

  • Salesforce API access must be enabled
  • Full administrator access for your Salesforce account

Connecting to Coro

To connect Salesforce to Coro protection:

  1. Sign in to the Coro console.

  2. Navigate to Control Panel > Cloud applications:

    Cloud Applications icon in the Control Panel
  3. On the Cloud Applications page, select Salesforce:

    Cloud apps screen

    Alternatively, select + CONNECT and then, select Salesforce from the Connect cloud applications dialog that follows.

    Coro displays the Connect to Salesforce dialog:

    Connect to Salesforce dialog step 1
  4. Select CONNECT to sign in to Salesforce.

  5. Enter your Salesforce username and password on the Salesforce login portal, and select Log In.

    Salesforce login
  6. Select Allow to grant Coro permission to your Salesforce account:

    Salesforce allow screen
  7. Coro connects to Salesforce to obtain details of your user accounts, ready to apply protection:

    Synchronizing users to Coro

    Select SKIP to skip this process and configure protection manually.

  8. After a short wait, Coro displays the number of identified user accounts:

    Apply protection automatically to all users

    Select AUTO-PROTECT ALL USERS to automatically apply protection to all identified users.

    Select SKIP to skip this step and configure protection manually.

    Important

    Be aware that your Coro subscription might be subject to a limit on the maximum number of protected users in your workspace. In this scenario, Coro shows the number of users that can be protected under your current limit:

    Protection limits

    If the number of identified users in this connection would mean you exceed the protection limit, select SKIP and configure protection manually from the User Management page. For more information, see Protection limits.

Salesforce is now connected to Coro and shown as Connected:

Cloud apps screen

Disconnecting your Salesforce account

To disconnect Salesforce from Coro protection:

  1. Sign in to the Coro console and navigate to Control Panel > Cloud applications.

  2. From the three-dot menu option adjacent to Salesforce, select Disconnect.

  3. In the confirmation dialog that appears, select YES, DISCONNECT.

Salesforce is now disconnected from Coro protection.