The Scope stage allows you to select the Salesforce org in which the policy can be created.

To configure Policy Scope:

1. Click + Add Org and select a Salesforce org.

2. Select the Salesforce object(s) that must be scanned by Nightfall. Currently, Nightfall only displays the standard Salesforce objects.

3. Select the Salesforce fields that must be scanned by Nightfall. Nightfall displays a list of Salesforce fields that are vulnerable to data leaks (including custom fields). This includes fields whose data type is Number, Name, Description, and so on.

1. Click Next.

DLP policies are a set of rules that include specific conditions, actions, and exceptions that monitor and filter data. DLP policies also enable you to remediate any leakage of sensitive information from within your organization.

• You can set up policies to scan data that is sent through some or all applications within your organization.

• You can configure policies and choose to not apply them all the time.

Before you define a policy, or a set of policies, we recommend that you define the objectives of each policy, which can then be fulfilled when you configure the policy.

Here are a few important questions to ask before configuring your policies:

• What data do you plan to monitor?

• Where within the organization do you want to monitor?

• What should be the scope of each policy?

• What conditions must apply for the policy to match?

• What exceptions/exclusions can be allowed?

• What remediation actions should the policy take?

You can configure policies on the Salesforce integration to determine which objects and fields must be monitored, and which ones excluded. You can also automate the remediation actions that you want Nightfall to perform on a policy violation.

Configuring DLP policies on Salesforce involves the following steps:

• Integration

• Defining Policy Scope

• Defining Detection Rules

• Configuring Automated Actions

• Creating the Policy

• Managing Salesforce Violations

In this section, you can select the Detection rules for the policy and If not already created, you can create detection rules. To learn more about how to configure detection rules, see Configuring Detection Rules.@pr

To select detection rules, select a detection rule from the list of rules that are displayed and then select one of the following options.

• All Detection Rules: Select this option to view all the detection rules in the policy.

• Selected Detection Rules: Select this option to view only that detection rule in the policy that you selected above.

• Unselected Detection Rules: Select this option to view all the other detection rules in the policy, that you did not select above.

Select the required detection rule.

Click Next.

In this final stage, you assign a name to the policy, verify your configurations, and create the policy.

• Enter a name for the policy.

• (Optional) Enter a description for the policy.

• Click Next.

• Verify if all the policy configurations are set up as per your requirements.

• (Optional) Click back or click on any specific stage to modify any of the policy configurations.

• Click Submit.

In this stage, you select the Integration for which the policy is created. In this case, Salesforce integration must be selected.

1. Click Policies from the left menu.

2. Click + New Policy.

3. Select the Salesforce integration.

This stage allows you to select notification channels if a policy violation occurs. The advanced settings page consists of the following configurations.

#admin-alerting: This section describes the process of setting alerts for Nightfall administrators when a policy violation is detected.

#automated-actions: This section describes the automated actions that can be taken when a policy violation is detected.

#end-user-notification: This section describes the process of setting alerts for end users (a person whose action caused a violation) when a policy violation is detected.

Admin Alerting

This section allows you to send notifications to Nightfall users. The various alert methods are as follows. You must first turn on the toggle switch to use an alert method.

Slack Alert: Select a Slack channel to which the violation alerts must be sent. To configure this alert method, Slack must be enabled as an Alert method. To learn more about configuring Slack as an alert channel, refer to this document.

Jira Alert: Select the JIRA project and other parameters. A JIRA ticket is created in the selected JIRA project for each policy violation.

Email Alert: Enter the Email address of the recipient who needs to be notified about policy violations.

Webhook Alert: Configure webhook URL and headers.

{
  "service": "nightfall",
  "test": true,
  "timestamp": "2024-03-07T23:18:39Z"
}

Automated Actions

This section describes the various actions that Nightfall takes automatically when a violation is detected. You must turn on the toggle switch to enable an action. All the automated actions are permanent and cannot be reversed once applied. You can also set the timeline as to when an action must be taken (immediately after detecting a violation or after some time).

The various automated actions are described as follows.

• Delete: This action deletes any attachments or field data in the Salesforce that contains sensitive information. You can turn on the toggle switch to enable this action. You must also select the timeline as to when this action must be taken after a policy violation is detected. You can either choose to take the action immediately after detecting a violation or after a few minutes, hours, or days.

• Redact: This action redacts all the sensitive information found in Salesforce, that is monitored by this policy. You can turn on the toggle switch to enable this action. You must also select the timeline as to when this action must be taken after a policy violation is detected. You can either choose to take the action immediately after detecting a violation or after a few minutes, hours, or days.

End User Notification

This section allows you to configure notifications to be sent to the end user whose actions triggered the violation.

• Custom Message: Enter a custom message to be sent to the end user. This message is sent in an Email. You can modify the default message provided by Nightfall and draft your message. The total character length allowed is 1000 characters. You can also add hyperlinks in the custom message. The syntax is <link | text >. For example, to hyperlink www.nightfall.ai with the text Nightfall website, you must write <www.nightfall.ai|Nightfall website>.

• Automation: You can either select Email, Slack, or both as an automated notification method. You must turn the toggle switch to use this option. Based on the options selected, end-users receive notification on their Email account associated with Zendesk, or Slack account configured.

End User Remediation

End-User Remediation (also known as Human Firewall) allows you to configure remediation measures that end users can take when a violation is detected in their Salesforce orgs. You must turn on the toggle switch to use this option. The various available options are as follows.

• Delete: This action deletes any attachments in Salesforce that contain sensitive information. To allow end-users to implement this action, you must disable it from the #automated-actions section. The Redact action is not available for the Email object.

• Redact: This action redacts all the sensitive information found in Salesforce. To allow end-users to implement this action, you must disable it from the #automated-actions section. The Redact action is not available for the Email object and attachments.

• Report as False Positive with Business Justification: This option allows end users to report false positive alerts and provide a business justification as to why the alert is considered to be false positive.

• Report as False Positive: This option allows end users to report false positive alerts.

• When a Violation is Reported as False Positive: You can use this option to set actions to be taken when a violation is reported as false positive by the end-user. You can either set the remediation to be automatic or manual.

• Remind Every (until Violation expires): You can use this option to set a reminder for the end-user to take action on the violation. You can choose to remind the end user every 24, 48, or 72 hours.

When an end user violates a policy in Salesforce a notification is generated based on the notification settings configured by you in the policy configurations. To learn more about Violations, see .

This document explains where you can find notifications on policy violations and what actions can be taken.

Nightfall Violations Page

To view the Nightfall violations page:

1. Navigate to the Violations page in Nightfall.

2. Apply filters to view only Salesforce violations.

3. (Optional) Modify the days filter to view historical violations. You can view violations up to the past 180 days.

1. (Optional) Hover over a violation to view the severity of the violation. You can also check how likely is it that the detected violation is an actual violation (Likely, Very Likely).

2. Click the ellipsis menu in the right corner or on the violation to view the list of actions that you can take to initiate the violation.

3. Click on any violation to view the exact data that caused the violation (highlighted in red). You can click Expand details to view further details.

Email Notification

The Email looks as follows.

If you have selected Slack as an End-user remediation channel for end-users or Nightfall admins, they can perform the above tasks from Slack as well.