Installing Nightfall DLP for Salesforce

Registering a Salesforce organization involves two steps:

  1. Deploying the Nightfall DLP package to the Salesforce organization

  2. Authorizing the Nightfall DLP package to be used to scan updates to Salesforce

To successfully execute the above two steps, the credentials of a Salesforce user with a System Admin profile would be required.

  1. Return to the browser in which you opened the Nightfall App. The Authenticate with Salesforce window is displayed.

  2. Click Authenticate. The Salesforce permission page is displayed.

  3. If a permission link is displayed, click Allow.

  4. Click Finish.

Requirements

Registering a Salesforce organization involves two steps:

  1. Deploying the Nightfall DLP package to the Salesforce organization

  2. Authorizing the Nightfall DLP package to be used to scan updates to Salesforce

To successfully execute the above two steps, the credentials of a Salesforce user with a System Admin profile would be required.

  • Nightfall can ‘auto-discover' all Sandbox organizations associated with a production organization. Upon installing Nightfall in a production organization, the system administrator grants privileges to the organization using OAuth, Nightfall displays all sandbox organizations within the organization.

All sandbox organizations display as Unauthorized until the administrator explicitly sets up these organizations for scanning by Nightfall.

  • The user account must remain valid and set up as a Salesforce admin profile while the Salesforce org is onboarded and remains active on Nightfall.

  • Credentials for a user account that is of type Salesforce admin profile

The user account should remain valid and set up as a Salesforce admin profile while the Salesforce org is onboard and remains active on Nightfall.

Installation

  1. Click Salesforce under the Integrations section, from the left menu bar.

  2. Click Begin Setup on the Salesforce Setup section.

  3. Select one of the Salesforce org types.

    • Sandbox: Select this option to install the Nightfall DLP for Salesforce in a sandbox environment.

    • Production: Select this option to install the Nightfall DLP for Salesforce in an actual Salesforce production environment.

  4. Click Install. The Salesforce login page is displayed in a new browser tab.

  1. Enter your Salesforce credentials and click Log In. The Nightfall DLP installation wizard is displayed.

  2. Ensure that the Install for Admins Only block is selected. This ensures that the Nightfall DLP package is accessible only to Salesforce admin users.

  3. Click Install.

  4. Click Done.

The Salesforce Installed Packages window is displayed. Verify that the Nightfall DLP package is displayed.

  1. Return to the browser in which you opened the Nightfall App. The Authenticate with Salesforce window is displayed.

  2. Click Authenticate. The Salesforce permission page is displayed.

  3. If a permission link is displayed, click Allow.

  4. Click Finish.

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