Configuring Salesforce tenants

Procedure

1. Go to Workflow and Automation → Third-Party Integration.
2. Click Salesforce.
3. Click one of the following to connect a tenant:
   • Click Add a production tenant.
   • Click Add a sandbox tenant.
   An unconfigured tenant appears in the list.
4. In the Status column, click Grant permissions to allow Trend Vision One access to Salesforce data managed by the tenant.

   Note Click Details to view the associated apps and specific permissions for the tenant.

   • If permissions are granted successfully, the Salesforce tenant begins sharing data with Trend Vision One. The Tenant name and Tenant ID appear in the list.
   • If permissions are not granted, click Grant Permissions to try again, or click Block Permissions.
5. (Optional) To connect additional tenants, click Add Tenant, select a tenant type, and repeat the previous step.
6. (Optional) Block permissions to prevent associated Trend Vision One apps from accessing data managed by the tenant.
   1. Click Block permissions in the Status column of the tenant.
   2. In the confirmation screen, click Block.
      Trend Vision One is blocked from accessing the Salesforce data managed by the tenant.

   Note Blocking permissions for an individual Salesforce tenant does not remove Trend Vision One completely from Salesforce. To remove Trend Vision One completely, search for and block the related Connected App in the Salesforce console. For more information, see Salesforce documentation.