Integrations
Salesforce
Salesforce
Prerequisites:
- System Administrator rights in Salesforce.
Getting started
- Click here to go to Salesforce integration settings in the Perch app
- Click on Authorize to authenticate with the Salesforce instance.
Audit logging
Perch currently collects login history and audit trail logs from Salesforce.
- To enable audit logging, toggle the Enable log collection slider to on.
- Click on the save Save button to save your settings.
Case Management
Perch can create Salesforce cases when key events happen in Perch.
- Toggle the events you would like to create cases for to the “on” (purple) position
- Set the case owner, account, case record type, case origin, and case type properties globally for all cases Perch creates
- Set the case reason for each event you have enabled
- Click Save when you are ready to save your changes
Still having trouble? Reach out to one or our specialists at help@perchsecurity.com