---
title: Salesforce Integration
description: AgileBlue Cerulean AI can monitor your Salesforce environment by ingesting logs generated by the platform.
---

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# Salesforce Integration

## AgileBlue can monitor your Salesforce environment by ingesting logs generated by the platform.

### Compatibility

- Salesforce Spring '22 (v54.0) and newer

---

### Prerequisites

- Ensure **API Enabled permission** is selected for your user's Salesforce user profile and that **View Real-Time Event Monitoring Data** is selected as well 
    1. Navigate to **Setup \> Quick Find \> Users** then select **Users**
    2. Select the profile for the **User Account** being used for data collection
    3. Ensure **API Enabled** is enabled for data collection
    4. Ensure **View Real-Time Event Monitoring Data** is also selected
- Enable **Event Streaming **for **Login Event** and **Logout Event** 
    1. Navigate to **Setup \> Quick Find \> Event Manager** and click **Event Manager**
    2. Under **Login Event**, click the down arrow in the left-hand corner and select **Enable Streaming**
    3. Do the same for **Logout Event**

---

### Setup Steps

1. Collect your **Salesforce Instance URL** and copy to a secure location 
     1. Your Salesforce instance URL is the URL in the address bar while accessing Salesforce Classic
     2. If you are leveraging Salesforce Lightning, the URl can be found under the user name in the **View Profile** tab
2. [Log in](https://login.salesforce.com/) to Salesforce with the user credentials for the user with whom data will be collected
3. Click **Setup** then search for and click on **App Manager** in the search box at the top of hte page
4. Select **New Connected App**
5. Enter a name for the app (ex. AgileBlue Salesforce Integration)
6. Add an API name, which will default to the app name, ensuring that there are no spaces – only letters, numbers, and underscores are allowed (ex. agileblue\_salesforce\_integration)
7. Enter the Salesforce **contact email**
8. In the APi section, select **Enable OAuth Settings**
9. Enter your **Instance URL** under **Callback URL**
10. Apply the following OAuth scopes to the app: 
      1. Manage user data via APIs (api)
      2. Perform requests at any time (refresh\_token, offline\_access)
      3. Full access (full)
11. Click **Require Secret for the Web Server Flow**
12. Select **Require Secret for Refresh Token Flow**
13. Select **Save** (it may take about 10 minutes for the changes to take effect)
14. Click **Continue** then select **Manage Consumer Details** and verify the user account using **Verification Code**
15. Copy the **Consumer Key** and **Consumer Secret** from the consumer details section
16. Securely send the following details to AgileBlue Support (support@agileblue.com) 
      1. Salesforce instance URL (ex. https://na9.salesforce.com/home/home.jsp)
      2. Client ID (same as Consumer Key)
      3. Client Secret (same as Consumer Secret)
      4. Username (User ID of the registered user in Salesforce)
      5. Password (Password used for authentication the above user)

---

### **Need Help?**

AgileBlue is always here to support you and ensure you are 100% successful. If there are any issues with the installation or if you have any questions, please reach out to [**AgileBlue Support**](https://help.agileblue.com/kb-tickets/new?hsLang=en).

*Email: support@agileblue.com   
Phone: (216) 606-9400🚨*

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