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Update Salesforce Account

Update Salesforce Account

  1. Log into FortiCASB with your account.
  2. Go to Overview > Dashboard
  3. Click on the Salesforce account menu, and select Update Cloud Account.
  4. Click Grant Access @Salesforce to be re-directed to Salesforce for authentication.
  5. Log in to authenticate. If you have a custom Salesforce domain, enter it here.
  6. Salesforce will prompt you to allow or deny access.

  7. Click Allow to grant FortiCASB permissions to monitor your Salesforce application.

After you click Allow, you will be redirected back to the FortiCASB dashboard.

You can check the installation checklist and platform monitoring status in the Salesforce Dashboard.

For more information on common installation issues, see "Troubleshooting".

Update Salesforce Account

  1. Log into FortiCASB with your account.
  2. Go to Overview > Dashboard
  3. Click on the Salesforce account menu, and select Update Cloud Account.
  4. Click Grant Access @Salesforce to be re-directed to Salesforce for authentication.
  5. Log in to authenticate. If you have a custom Salesforce domain, enter it here.
  6. Salesforce will prompt you to allow or deny access.

  7. Click Allow to grant FortiCASB permissions to monitor your Salesforce application.

After you click Allow, you will be redirected back to the FortiCASB dashboard.

You can check the installation checklist and platform monitoring status in the Salesforce Dashboard.

For more information on common installation issues, see "Troubleshooting".