Integrating Salesforce

Capabilities

DataGrail's Salesforce integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion Identifier Categories Email
Live Data Map	System Detection, Data Discovery

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Salesforce User Role: Admin

Create a Connected App

DataGrail offers a Salesforce AppExchange app to provide the best experience connecting Salesforce to DataGrail.

1. Find the DataGrail App in Salesforce AppExchange.
2. Select Get It Now.
3. Select Install in Production or Install in Sandbox.
4. Agree to the Terms and Conditions, and then select Confirm and Install.
5. Select Install for Admins Only and then Install.
6. Please wait for the app to install. Full installation may take up to 10 minutes.

Installing For Non-Administrators

To install Salesforce for non-privileged users, the non-administrator users must have the following permissions in their profile:

• API Enabled
• Customize Application
• Manage Package Licenses
• View All Data

These permissions enable Access, System Detection and Responsible Data Discovery features.

To enable the deletion feature, the user must have administrator rights to have write access to all objects defined in Deletion.

Connect to DataGrail

1. Navigate back to DataGrail.
2. Select your Environment, either Production or Sandbox, based on your selection in the AppExchange App.
3. Select Login to Configure.
4. Log in to Salesforce if prompted and authorize the necessary permissions to DataGrail:

Required OAuth Scopes

• refresh_token
• api

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Access Request Lifecycle
• Deletion Request Lifecycle
• Request Manager Overview
• Customizing Intake Forms

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure You Are Logged in to Salesforce

Connecting users must be logged in to an admin account in Salesforce before completing step 3 in Connect to DataGrail. This is required to grant the neccessary permissions to DataGrail.

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

Access Type	Synchronous
Deletion Type	Synchronous

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.