Skip to main content

Preparation

Before you can begin to manage passwords on Salesforce you must:

  1. Obtain a Salesforce administrative account.

    Contact salesforce.com to do this.

  2. Enable the Salesforce API.

    1. Navigate to Administration Setup > Manage Users > Profiles .

    2. Select your UserID that accesses the API.

      Set a profile of Platform System Admin and within the profile, enable API access by selecting the API Enabled checkbox.

    Note

    Credential Provider (CP) 4.2.0 supports Salesforce API version 32.0.

  3. Create at least one template account.

  4. Ensure that the Bravura Security Fabric service user is allowed to access Salesforce site via HTTPS.

Creating a template account

Bravura Security Fabric uses template accounts as models or "blueprints" for creating new accounts in Salesforce. The following example illustrates how you can create a template account in Salesforce:

  1. As an administrator, log into the Salesforce application and select Setup > Administer > Manage Users > Users.

  2. Click New user.

  3. Fill in the required fields.

  4. Click Save.

Ensuring Bravura Security Fabric service user access

The Bravura Security Fabric service user (psadmin) account must be able to access the Salesforce site to list accounts. To ensure that the psadmin account is allowed to access the Salesforce site via HTTPS:

  1. As psadmin, log onto your Bravura Security Fabric server.

  2. Using a browser, access your Salesforce site via HTTPS.

  3. Add the site as a trusted site.

In this section: