Before you begin provisioning, make sure that:

• You have a valid Cloud App Security for Salesforce license.
• You have purchased the Salesforce environment with a license that supports RESTful APIs.
• You have the administrator's credentials for your Salesforce environment.
• You have not logged on to your Salesforce environment using any other user account.
• Salesforce Essentials is not supported.

• Malware scanning & Web Reputation
  • Packaged objects
  • Community
  • Chatter
  • Cases
  • Attachments
• Data Loss Prevention
  • Packaged objects
  • Standard objects
  • Custom objects

To provision a service account for Salesforce from Dashboard, do the following:

1. Log on to the Cloud App Security management console.
2. Hover over Salesforce Sandbox, and click Provision.

   

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3. Click the Click here link in Step 1.

   

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4. Specify your Salesforce Sandbox administrator credentials, and then click Log In to Sandbox.

   

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5. Install Trend Micro Cloud App Security. Select Install for All Users when prompted to install Trend Micro Cloud App Security, and then click the Install button.

   

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6. Wait for the installation to complete.

   

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   You will receive an email after the installation has completed.

   

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7. Click Done.

   

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8. Go back to the Cloud App Security management console as instructed and click the Click here link in Step 2. This will open the SalesForce login page.

   

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9. Specify your Salesforce Sandbox administrator credentials, and then click Log In to Sandbox.

   

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10. Click Allow.

    

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11. Go back to the Cloud App Security management console as instructed, and click Done.

    

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12. Hover over the ring icon in the upper-right corner of the management console. If the message "Salesforce Sandbox protected." appears on the Notifications screen, the provisioning is successful.

    

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13. Go back to the CAS portal and enable an ATP policy for Salesforce Sandbox.

    

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1. Log in to Salesforce Sandbox as a normal user.
2. Switch to Salesforce Chatter.
3. Input a text line with a test URL in it.

   

4. Query Security Risk Scan log on the CAS portal.