Salesforce

Salesforce is a cloud-based software company that provides customer relationship management (CRM) services. It provides CRM software and applications focused on sales, customer service, marketing automation, analytics, and application development.

The Salesforce integration property scan examines both standard and custom objects. If the scope is to only scan the data, the Standard API integration Profile can be used. Read only permissions across other objects can be provided via permission sets or any other existing read-only Salesforce profile.

If the DSR functionality is being used, Modify/Delete permissions would need to be provided to this integration user for the objects from which deletion/updates will occur

Choose an authentication method

Relyance supports five, and the difference that matters is whether the connection holds a refresh token or authenticates server-to-server:

Use OAuth Client Credentials unless you cannot. The user-authorised methods depend on a refresh token that Salesforce invalidates when the authorising user's password changes, when their session policy expires it, when an admin revokes the app's access, or when that person leaves — none of which is a change to the Relyance side, and all of which present as a connection that worked for weeks and then stopped. It also ties the data Relyance can see to one person's permissions.

Every method takes Maximum Number of Records (required; defaults to 5000) and an optional SObject Configuration naming which objects are treated as contracts.

Steps for the two most common:

• OAuth Client Credentials - Two Leg Oauth 2 (Recommended)
• OAuth2 / App Token

OAuth Client Credentials - Two Leg Oauth 2 (Recommended)

In order to integrate Relyance AI with Salesforce using the OAuth Client Credentials Flow, you will need:

• An Integration User (Run-as user) with API Enabled permissions
• Domain (from your Salesforce instance)
• Client ID (generated in Salesforce)
• Client Secret (generated in Salesforce)

The Client Credentials Flow is an OAuth 2.0 mechanism that allows Relyance AI (the client application) to authenticate directly with Salesforce using a client_id and client_secret instead of a user-based login. This ensures secure, server-to-server communication without requiring interactive user consent.

In Salesforce

1. Login to your Salesforce account.
2. Copy your Salesforce subdomain from the browser URL (you will need this later).

3. Go to Setup on the Search Setup search for App Manager.
4. Under External Client Apps, select External Client App, and click New External Client App.

5. In the Basic Information section, provide:
   • Connected App Name: e.g., Relyance Scan
   • API Name: auto-fills
   • Contact Email: an email you have access to (a verification code will be sent here in a later step).
6. In the API (Enable OAuth Settings) section:
   • Check Enable OAuth Settings.
   • Callback URL: https://root.relyance.ai/api/oauth2 (required by the form but unused by the Client Credentials flow).
   • Under Selected OAuth Scopes, add:
     • Manage user data via APIs (api)
     • Perform requests at any time (refresh_token, offline_access)
7. Under Flow Enablement, check Enable Client Credentials Flow.
8. In the Security section:
   • Uncheck Require Proof Key for Code Exchange (PKCE).
   • Leave Require Secret for Web Server Flow and Require Secret for Refresh Token Flow checked.
9. Click Save. Wait 2–10 minutes for the app to propagate before continuing.
10. Edit the app once created by going to the app and on the Policies tab, click Edit.
11. Under OAuth Policies:
    • Permitted Users: Admin approved users are pre-authorized (recommended).
    • IP Relaxation: Relax IP restrictions (unless you have allowlisted Relyance's egress IPs).
12. Under OAuth Flows and External Client App Enhancements select Enable Client Credentials Flow
13. This will open up a Run As (Username) input box, enter the email address of the preconfigured integration user.
14. Two boxes will appear in the App Policies section. In Profiles, select the profile assigned to the preconfigured integration user. In Permission Sets, select the permission sets that user requires.
15. Click Save.
16. Click on the Settings tab and scroll to the OAuth Settings section. Click on the Consumer Key and Secret button - this will send a verification code to the apps configured email address.

In Relyance AI

1. Login to your Relyance AI account.
2. Navigate to the Settings Menu (bottom left-hand side).
3. Select Integrations.
4. Find Salesforce in the integration catalog and click Add Integration.
5. Provide a Connection Name.
6. Go through the wizard and continue with the recommended settings
7. Select OAuth Client Credentials as the connection type.
8. Enter the Domain, Client ID, and Client Secret obtained from the Salesforce setup above.
9. Click Authenticate
10. Once authentication is successful, click Finish.
11. Congratulations! You are now connected to Salesforce.

OAuth2 / App Token

To integrate Salesforce with Relyance AI, you will need to follow an OAuth2 flow.

Permissions

The Salesforce OAuth user will need the following permissions:

• api
• refresh_token
• custom_objects
• connected_apps (for Vendor Discovery)

Please see the integration information section on the configuration page for associated endpoints.

In the Relyance AI application:

1. Login to your Relyance account.
2. Navigate to the Settings (bottom-left corner).
3. Select Integrations.
4. Search and locate the Salesforce integration card and click on it.
5. Click on the Add Connection button on the top right
6. Provide a meaningful name for the integration and click on the Add button
7. In the Overview section, select the integration features you wish to enable for the integration, review the Scope and Permission, and Endpoint details and click on Continue. For more details, see Integration Features.
8. In the Connection section, provide the appropriate values and click on Continue.
   • Connection Name: This property allows you to update the integration specified in Step 6. If you have multiple integrations for the same vendor, you may want to assign distinct names to each. This helps streamline filtering by Discovery Source across the Inventory, Visual Maps, Assets, and Data Flow Analysis pages.
   • Rescan Frequency: This property allows you to configure how often Relyance executes scans against this Vendor connection.
   • Business Atlas Associations (required): the business entities or products that newly discovered third parties, services and assets from this integration are attributed to. Choose at least one from the Select Associations dropdown — the wizard will not advance past this step without one. For more details, see Business Atlas.
9. In the Authentication section, select Oauth2/App token and click on Continue Login to Salesforce and follow any prompts to accept the connection.
10. If the Data Inspection check box is checked from step 7, in the Data Inspection section, provide the appropriate values and click on Continue
    • Minimum Confidence Level: This property adjusts the sensitivity of the Data Inspection feature. Lower likelihoods (e.g., unlikely) offer more coverage but may produce false positives, while higher sensitivity (e.g., very likely) provides greater accuracy but less coverage.
11. Review the configuration summary from the Completion section and click on Finish.
12. Confirm the integration Status reflects Connected

Other

For Customer OAuth method of authentication provide the Client ID and Client secret and click on Continue. Refer to the documentation on steps to configure connected apps to retrieve the Client ID and Client Secret.

Check the connection after setup

Open the connection to see what Relyance is authorised for and what the last scan actually covered — a missing scope or a partial grant shows up here rather than as an error:

Manage this integration with Terraform

Connections for this integration can be managed as code with the Relyance Terraform provider. Non-secret fields go in auth.params; secret fields go in auth.secrets_wo, which is write-only — never stored in Terraform state. Rotate secrets by bumping auth.secrets_wo_version.

OAuth (browser authorization)

The OAuth (browser authorization) method uses a browser authorization flow, so the connection is created in the Relyance app. Manage it in Terraform afterwards by importing it (terraform import relyance_integration_connection.example salesforce/<connection_id>) or reading it with the relyance_integration_connection data source.

OAuth (browser authorization) — Sandbox Oauth2

The OAuth (browser authorization) — Sandbox Oauth2 method uses a browser authorization flow, so the connection is created in the Relyance app. Manage it in Terraform afterwards by importing it (terraform import relyance_integration_connection.example salesforce/<connection_id>) or reading it with the relyance_integration_connection data source.

OAuth (browser authorization) — Customer OAuth

The OAuth (browser authorization) — Customer OAuth method uses a browser authorization flow, so the connection is created in the Relyance app. Manage it in Terraform afterwards by importing it (terraform import relyance_integration_connection.example salesforce/<connection_id>) or reading it with the relyance_integration_connection data source.

OAuth (browser authorization) — Customer OAuth Sandbox

The OAuth (browser authorization) — Customer OAuth Sandbox method uses a browser authorization flow, so the connection is created in the Relyance app. Manage it in Terraform afterwards by importing it (terraform import relyance_integration_connection.example salesforce/<connection_id>) or reading it with the relyance_integration_connection data source.

OAuth client credentials

resource "relyance_integration_connection" "salesforce_4" {
  vendor = "salesforce"
  name   = "<your connection name>"

  auth = {
    method = "oauth-client-credentials"
    params = {
      domain = "<domain>"
      maximum_number_of_records = "5000"
      data_storage_location = "us"
    }
    # Secret fields are write-only: sent to Relyance, never stored in state.
    secrets_wo = {
      client_id = var.salesforce_client_id
      client_secret = var.salesforce_client_secret
    }
    secrets_wo_version = 1
  }

  scans = { "data-inspection" = { enabled = true } }
}