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 CONNECT adjacent to the Salesforce logo, or select + CONNECT at the top:

    Cloud apps screen

    attention

    If you have no connected apps, Coro shows a banner page instead:

    Cloud applications screen

    In this scenario, select CONNECT CLOUD APPS or + CONNECT to start the process. Then, select Salesforce from the app selection pop-up that follows.

  4. When the Connect to Salesforce dialog appears, select CONNECT .

    Connect to Salesforce screen

  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

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. Select DISCONNECT adjacent to the Salesforce logo.
  3. In the confirmation dialog that appears, select YES, DISCONNECT .

Salesforce is now disconnected from Coro protection.