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NoteCloud App Security for Salesforce has been End of Sale (EOS)
effective November 1st, 2022.
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Cloud App Security provides a separate license to integrate cloud
to cloud with Salesforce to protect your Salesforce Sandbox and
Salesforce Production environments. Salesforce is a web-based
customer relationship management (CRM) platform that provides database services, applications,
and application programming interfaces (APIs). It helps you manage relationships with
prospects and customers, collaborate and engage with employees and partners, and store
your
data securely in the cloud.
Cloud App Security installs its app to your Salesforce environment,
creates a service account to obtain limited access, and adds Apex triggers to objects
it
protects. When an update to an object record occurs, Cloud App Security
scans the update and takes action against the content as configured if it triggers
a
policy.
Cloud App Security applies Advanced Threat Protection policies to
protect Salesforce Chatter, Community,
Cases, and Attachments from malicious URLs and
files, and Data Loss Prevention policies to safeguard all Salesforce objects against
accidental or deliberate leakage of sensitive data in text and files.
The following guides you through Salesforce specific features and settings in the
Online
Help:
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System requirementsSalesforce categorizes its CRM apps into Sales Cloud, Community Cloud, Service Cloud, Marketing Cloud, and so on. For more information on the apps and their editions that Cloud App Security supports, see System requirements.
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DashboardMonitor web activities in your network with the dashboard.
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Granting accessGrant Cloud App Security access to Salesforce Sandbox and Salesforce Production on the management console, respectively. With this account, Cloud App Security obtains limited access to your organization's Salesforce environment and run advanced threat protection and data loss prevention scanning on object records. For details, see Granting access to Salesforce.Cloud App Security automatically removes the service account and frees up the resources by your Salesforce environment if your license expires. You can also manually remove the service account. For details, see Revoking access to Salesforce.
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Advanced Threat Protection policiesConfigure General, Malware Scanning, and Web Reputation in Advanced Threat Protection policies to scan updates to object records in Chatter, Community, Cases, and Attachments of selected profiles, and take actions to protect against malware threats and prevent unwanted URLs. For details, see Adding advanced threat protection policies.Cloud App Security performs real-time scanning when object records are created or updated.
Note
Manual scan is not supported. -
Data Loss Prevention policiesConfigure Data Loss Prevention policies to scan updates to all object records of selected profiles, and take actions to protect confidential data. For details, see Adding Data Loss Prevention policies.Cloud App Security performs real-time scanning when object records are created or updated.
Note
Manual scan is not supported. -
LogsQuery logs and generate reports by type and supporting log facet. For details, see Cloud App Security Logs and Reports.
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QuarantineQuery, view, and manage the quarantined items violating Advanced Threat Protection and Data Loss Prevention policies. For details, see Quarantine.
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AdministrationConfigure Service Account, Administrator and Role, Single Sign-On, Notification Sender List, Notification Email Signature, and Predictive Machine Learning Exception List, and view License under Administration. For details, see Administration.