Salesforce

Integration version: 9.0

Configure Salesforce to work with Google Security Operations

Obtain a Security Token

Upon creating your Salesforce account, Salesforce Support will send you an email that contains a security token confirmation to the email address associated with the account. This email is the only place where you can find the Security Token Value. Please note that every time you change the account password, the security token is also regenerated and a similar email is sent.

Configure Salesforce integration in Google SecOps

For detailed instructions on how to configure an integration in Google SecOps, see Configure integrations.

Integration parameters

Use the following parameters to configure the integration:

Parameter Display Name	Type	Default Value	Is Mandatory	Description
Api Root	String	N/A	Required.	The base URL for your Salesforce instance's API. For example: `https://yourcompany.my.salesforce.com/services/data/vXX.X/` (where `vXX.X` is the API version, for example, `v58.0`).
Username	String	N/A	Required.	The username for the Salesforce account that connects to the API.
Password	Password	N/A	Required.	The password for the Salesforce account that connects to the API. If your Salesforce account uses a security token, you must append it to the end of the password.
Token	Password	Unchecked.	Required.	TThe Salesforce security token used for authentication. Use this parameter with the Username and Password fields if your Salesforce account requires a security token for authentication.
Verify SSL	Boolean	Unchecked.	Optional.	If enabled, the integration validates the SSL certificate when connecting to Salesforce.

Actions

Add Comment

Description

Add a comment to a case.

Parameters

Parameter	Type	Default Value	Description
Case Number	String	N/A	The number of the case.
Title	String	N/A	The comment title.
Body	String	N/A	The comment's body.

Use cases

N/A

Run On

This action runs on all entities.

Action Results

Entity Enrichment

N/A

Insights

N/A

Script Result

Script Result Name	Value Options	Example
is_success	True/False	is_success:False

JSON Result

N/A

Close Case

Description

Delete a domain from the OpenDNS block list.

Parameters

Parameter	Type	Default Value	Description
Case Number	String	null	N/A

Use cases

N/A

Run On

This action runs on all entities.

Action Results

Entity Enrichment

N/A

Insights

N/A

Script Result

Script Result Name	Value Options	Example
is_success	True/False	is_success:False

JSON Result

N/A

Create Case

Description

Create a case.

Parameters

Parameter	Type	Default Value	Description
Subject	String	N/A	The case's subject.
Status	String	N/A	The case's status. Valid values: New, On Hold, Closed, Escalated.
Description	String	N/A	The description of the subject.
Origin	String	N/A	The origin of the case. Valid values: Email, Phone, Web.
Priority	String	N/A	The case's priority. Valid values: Low, Medium, High.
Type	String	N/A	The case type. Valid values: Question, Problem, Feature Request.

Use cases

N/A

Run On

This action runs on all entities.

Action Results

Entity Enrichment

N/A

Insights

N/A

Script Result

Script Result Name	Value Options	Example
case_number	N/A	N/A

JSON Result

N/A

Get Case

Description

Get details on a case.

Parameters

Parameter	Type	Default Value	Description
Case Number	String	N/A	The number of the case.

Use cases

N/A

Run On

This action runs on all entities.

Action Results

Entity Enrichment

N/A

Insights

N/A

Script Result

Script Result Name	Value Options	Example
is_success	True/False	is_success:False

JSON Result

{
"Field2": "Value2",
"attributes":
{
"url": "/services/data/v20.0/sobjects/Case/123456789",
"type": "Case"
},
"Field1": "Value1",
"Field3": "Value3"
}

List Cases

Description

The case list component displays a list of the user's cases. Only authenticated users can see a list of the cases that they've created.

Parameters

N/A

Use cases

N/A

Run On

This action runs on all entities.

Action Results

Entity Enrichment

N/A

Insights

N/A

Script Result

Script Result Name	Value Options	Example
is_success	True/False	is_success:False

JSON Result

[
    {
        "Field2": "Value2",
        "attributes": {
            "url": "/services/data/v20.0/sobjects/Case/123456789",
            "type": "Case"
        },
        "Field1": "Value1",
        "Field3": "Value3"
    },
]

Ping

Description

Test Connectivity.

Parameters

N/A

Use cases

N/A

Run On

This action runs on all entities.

Action Results

Entity Enrichment

N/A

Insights

N/A

Script Result

Script Result Name	Value Options	Example
is_success	True/False	is_success:False

JSON Result

N/A

Search Records

Description

Search all records that contain values with a given pattern.

Parameters

Parameter	Type	Default Value	Description
Query	String	N/A	N/A

Use cases

N/A

Run On

This action runs on all entities.

Action Results

Entity Enrichment

N/A

Insights

N/A

Script Result

Script Result Name	Value Options	Example
is_success	True/False	is_success:False

JSON Result

{
    "Tasks": [{
        "WhoId": "0033600001bbxuPAAQ",
        "ActivityDate": "2018-07-24",
        "Id": "00T3600003T0io5EAB",
        "Subject": "Email Sent: Re: domain - SOAR RFI / RFP template with domain answers"
    },{
        "WhoId": "0033600001cYpvnAAC",
        "ActivityDate": "2018-07-24",
        "Id": "00T3600003T0ixHEAR",
        "Subject": "Email Sent: domain - SOAR RFI / RFP template with domain answers"
    }],
    "Users": [{
        "Phone": null,
        "Name": "lname fname, CISSP",
        "Title": "Senior Sales Engineer",
        "Email": "john_doe@example.com",
        "Id": "0051Q00000FoH8OQAV"
    },{
        "Phone": null,
        "Name": ". Marketo",
        "Title": null,
        "Email": "john_doe@example.com",
        "Id": "0051Q00000FoNDUQA3"
    }],
    "Contacts": [{
        "Name": "John",
        "Title": null,
        "MobilePhone": null,
        "Email": "john_doe@example.com",
        "Phone": null,
        "OwnerId": "00536000006kd4wAAA",
        "Id": "0031Q00001uwg4mQAA",
        "AccountId": "0013600001o7XYtAAM"
    },{
        "Name": "Bill",
        "Title": "test",
        "Email": "john_doe@example.com",
        "Phone": "7327108052",
        "OwnerId": "005360000075cJpAAI",
        "Id": "0031Q00001uwxgWQAQ",
        "AccountId": "0013600001o7XYtAAM"
    }]
}

Update Case

Description

Update a case.

Parameters

Parameter	Type	Default Value	Description
Case Number	String	N/A	The number of the case.
Subject	String	N/A	The case's subject.
Status	String	N/A	The case's status. Valid values: New, On Hold, Closed, Escalated.
Description	String	N/A	The description of the subject.
Origin	String	N/A	The origin of the case. Valid values: Email, Phone, Web.
Priority	String	N/A	The case's priority. Valid values: Low, Medium, High.
Type	String	N/A	The case type. Valid values: Question, Problem, Feature Request.

Use cases

N/A

Run On

This action runs on all entities.

Action Results

Entity Enrichment

N/A

Insights

N/A

Script Result

Script Result Name	Value Options	Example
is_success	True/False	is_success:False

JSON Result

N/A

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