A walk through of how to install Nightfall's DLP solution for Salesforce.
Nightfall's Salesforce integration allows you to scan updates to objects and fields in real-time across sandbox and production organizations in Salesforce. This getting started guide will walk you through installing and upgrading the components of the solution.
Salesforce vertical cloud offerings are not supported as of today.
Nightfall's Salesforce integration allows you to scan updates to objects and fields in real-time across sandbox and production organizations in Salesforce. This getting started guide will walk you through installing and upgrading the components of the solution.
Nightfall DLP for Salesforce supports the following Salesforce Sales Cloud editions across both production and sandbox instances:
Enterprise
Unlimited
Developer
Salesforce vertical cloud offerings are not supported as of today.
You can install and authorize Nightfall DLP app package in Salesforce production environments.
You can view and remediate Salesforce DLP policy violations within the Nightfall dashboard and violations monitoring page.
Registering a Salesforce organization involves two steps:
Deploying the Nightfall DLP package to the Salesforce organization
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.
Return to the browser in which you opened the Nightfall App. The Authenticate with Salesforce window is displayed.
Click Authenticate. The Salesforce permission page is displayed.
If a permission link is displayed, click Allow.
Click Finish.
Registering a Salesforce organization involves two steps:
Deploying the Nightfall DLP package to the Salesforce organization
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.
Click Salesforce under the Integrations section, from the left menu bar.
Click Begin Setup on the Salesforce Setup section.
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.
Click Install. The Salesforce login page is displayed in a new browser tab.
Enter your Salesforce credentials and click Log In. The Nightfall DLP installation wizard is displayed.
Ensure that the Install for Admins Only block is selected. This ensures that the Nightfall DLP package is accessible only to Salesforce admin users.
Click Install.
Click Done.
The Salesforce Installed Packages window is displayed. Verify that the Nightfall DLP package is displayed.
Return to the browser in which you opened the Nightfall App. The Authenticate with Salesforce window is displayed.
Click Authenticate. The Salesforce permission page is displayed.
If a permission link is displayed, click Allow.
Click Finish.
Upgrading the Nightfall package is the same as that to install Nightfall package for the first time in a Salesforce org. To upgrade from Nightfall’s console,
Login into Nightfall console https://app.nightfall.ai
Select Salesforce under My Integrations.
Click Add Org (In the following image three Salesforce orgs are already configured. If you are adding a Salesforce org for the first time, you will not see any org added).
Select either Production or Sandbox options. You must select the option in which you wish to upgrade the Nightfall for Salesforce DLP.
Click Continue.
Click Install.
Login to the Salesforce environment in which you wish to upgrade the Nightfall DLP.
Select Install for Admins Only to install the upgrade package only to Salesforce admin users.
Click Upgrade.
Once the upgrade is completed, you can view the following screen. Click Done.
Navigate to the Salesforce App Exchange site.
Login to your Appexchange account.
Use the search bar to find the Nightfall app.
Select the Nightfall - Data Security and Compliance app.
Click Get It Now.
Select the connected Salesforce Production or Sandbox org in which you wish to upgrade the package.
Click Install in Production or Install in Sandbox, based on the selection you made in the previous step.
Agree to the Terms and Conditions check box and click Confirm and Install.
You are redirected to the Salesforce login page.
Log in to the selected Salesforce account you selected in step 7.
Select Install for Admins Only to install the upgrade package only to Salesforce admin users.
Click Upgrade.
Once the upgrade is completed, you can view the following screen. Click Done.
You can upgrade Nightfall DLP for Salesforce
From Nightfall
From within Salesforce
Upgrading the Nightfall package is the same as that to install Nightfall package for the first time in a Salesforce org. To upgrade from Nightfall’s console,
Login into Nightfall console https://app.nightfall.ai
Select Salesforce under My Integrations.
Click Add Org (In the following image three Salesforce orgs are already configured. If you are adding a Salesforce org for the first time, you will not see any org added).
Select either Production or Sandbox options. You must select the option in which you wish to upgrade the Nightfall for Salesforce DLP.
Click Continue.
Click Install.
Login to the Salesforce environment in which you wish to upgrade the Nightfall DLP.
Select Install for Admins Only to install the upgrade package only to Salesforce admin users.
Click Upgrade.
Once the upgrade is completed, you can view the following screen. Click Done.
To upgrade from within Salesforce
Navigate to the Salesforce App Exchange site.
Login to your Appexchange account.
Use the search bar to find the Nightfall app.
Select the Nightfall - Data Security and Compliance app.
Click Get It Now.
Select the connected Salesforce Production or Sandbox org in which you wish to upgrade the package.
Click Install in Production or Install in Sandbox, based on the selection you made in the previous step.
Agree to the Terms and Conditions check box and click Confirm and Install.
You are redirected to the Salesforce login page.
Log in to the selected Salesforce account you selected in step 7.
Select Install for Admins Only to install the upgrade package only to Salesforce admin users.
Click Upgrade.
Once the upgrade is completed, you can view the following screen. Click Done.
