Getting Started
  • Protecto Overview
    • Introduction
      • Quickstart Guide
      • Protecto Vault
        • What is a token?
        • Token customization
        • Authentication
        • Tokenization APIs
          • Masking
            • Mask with token
            • Mask with format and token
            • Identify and mask (Auto-detect)
          • Unmasking
          • What happens if an API fails?
        • Asynchronous API's
        • Bulk data
      • Add new data source
        • Snowflake
          • Create and grant access to Protecto
          • Add Snowflake to Protecto
        • Salesforce
          • Create connected app and user
            • Steps to create connected app
            • Steps to create Protecto user
          • Add Salesforce to Protecto
        • Azure SQL
          • Connect using AD Application credentials
          • Connect using database user credentials
        • Databricks
          • Add Service principal (Azure AD Application) to Databricks
          • Steps to create Azure Databricks Cluster
          • Steps to create Databricks python notebook and schedule job
        • Redshift
          • Create and grant access to Protecto user
          • Add Redshift to Protecto
      • Protecto FAQ's
        • 1. What are the steps after we sign up for a Protecto account?
        • 2. Can I sign up for a free account? How long is the trial period?
        • 3. What is Protecto license key? How can I get a new license key?
        • 4. How do I extend the trial period?
        • 5. What is the Protecto pricing model?
        • 6. How do I cancel my account?
        • 7. How do I unsubscribe / opt-out from emails?
      • Compliance User Guide
        • Risk Identification: Key Definitions
        • Understanding Risks
          • Find assets with severe breach risk
          • Filter assets by breach risk level
          • Find assets with other privacy risks
        • Understanding Usage
          • Find the data assets that were accessed
          • Find the data assets that are not used
        • Add Tags & Classification
          • Add tags globally
          • Classify tags to the categories
          • Add tags with category to the data assets
          • Remove tags with category from the data assets
        • Governance
          • Find all data assets
          • Add/delete purposes
          • Assign data owner for a data asset
          • Add/delete consent, data subject type and location for a data asset
          • Add/update retention time for a data asset
          • Add/update minor data for a data asset
        • Generate Compliance Reports
          • ROPA (Records of Processing Activities)
          • DPIA (Data Protection Impact Assessment)
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On this page
  1. Protecto Overview
  2. Introduction
  3. Add new data source
  4. Salesforce
  5. Create connected app and user

Steps to create Protecto user

PreviousSteps to create connected appNextAdd Salesforce to Protecto

Last updated 1 year ago

Step I: Create Protecto User Profile:

• In the Lightning UI > Setup, search for Profiles and select the same.

• Create Protecto user profile from minimal access – Salesforce profile.

• Next, edit the created profile as below:

â—‹ Tab Settings > Enable tab view for ALL tabs (value would be Tab Hidden by default)

Notes:

â–ª This step would take some time, but is a one-time only process. By default all tabs are hidden.

â–ª Any third party app tabs can be kept as hidden if Protecto analysis need not be run on them.

Connected app access > protecto_app (check mark this app to give permission)

Administrative Permissions > API Enabled

Administrative Permissions > View All Data

Administrative Permissions > View All Users

Administrative Permissions > View All Profiles

Administrative Permissions > Password Never Expires

General User Permissions > Use Order Management Return Order

Note: If this option isn't visible, it can be ignored.

Session Settings > Session Times Out After > 24 hours of inactivity

Password Policies > User password expires in > Never expires

Click Save to create the Protecto User profile.