Opal + Salesforce

Product Overview

Salesforce is a customer relationship management (CRM) platform helping organizations to manage relationships and interactions with leads and customers. The platform consists of a variety of cloud-based apps, like Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud 360.

Salesforce has acquired and tightly integrated popular collaboration and integration technologies like Slack, Tableau, and MuleSoft.

Integration Overview

Opal’s native Salesforce connector offers a complete access management solution for roles, permission sets, and profiles. With this integration, sales operations and IT teams can see who has access and grant/modify/revoke access to Salesforce resources in Opal.

Use cases

  • Implement Least Privilege - With Opal, customers are able to adopt granular and ephemeral access to critical resources
  • Accelerate Access Requests - Customers can delegate approvals to resource owners/managers and accelerate approvals via one-click in Slack
  • Streamline User Onboarding - Integrated with popular identity providers, customers can bind resource level access to native group structures
  • Configure break glass access - Opal enables customers to automate emergency break-glass access via integrations with on-call providers and manual pre-approvals
  • Automate Access Reviews - Opal offers end-to-end automation for user access reviews -  snapshotting user lists, notifying reviewers, providing a self-service review workflow, and generating automated reports

How it works

You can set up the Salesforce Workspace integration in minutes:

  • Select Salesforce from the Application catalog
  • Create a service account for Opal
  • Add your service account credentials