Integrating with Salesforce for Targeted Data Discovery

You can integrate and access Salesforce instances to service data discovery queries

To create a connected application

You will need to create a connected application for OneTrust in Salesforce. For more information about creating connected apps in Salesforce, see Create a Connected App.

  1. In the main navigation menu, click the Gear icon to select Setup.

    The Setup Home screen appears.

  2. In the sidebar under Platform Tools, click Apps > App Manager.

    The Setup App Manager screen appears.

  3. Click the New Connected App button.

    The New Connected App block appears.

  4. Complete the required fields. For more information, see New Connected App Screen Reference .
  5. Keep this page open to enable the OAuth settings. For more information, see To enable the connected application for API integration.

New Connected App Screen Reference



Field
Description
Connected App Name

Enter a name for the new connected application.

API Name

This field will auto-populate with the entry from the Connected App Name only without spaces. Only letters, numbers, and underscores are permitted.

Contact Email

Enter an email contact for the new connected application.

To enable the connected application for API integration

Connected apps must be integrated with the Salesforce API and OneTrust using the OAuth 2.0 protocol. For more information, see Enable OAuth Settings for API Integration.

  1. In the API (Enable OAuth Settings) section, click Enable OAuth Settings.
  2. Complete the fields. For more information, see Enable OAuth Settings .
  3. Click the Save button.
    Note:

    Guidance text will appear stating: "Allow from 2-10 minutes for your changes to take effect on the server before using the connected application."

  4. Click the Continue button.

Enable OAuth Settings



Field
Description
Callback URL

Enter the Callback URL from OneTrust. For more information, see To set up credentials in OneTrust.

Selected OAuth Scopes

Move the following OAuth scopes into the Selected OAuth Scopes column:

  • Access and manage your data (api)

  • Full access (full)

  • Perform requests on your behalf at any time (refresh_token, offline_access)

To obtain token information in Salesforce

Once you have enabled and saved your OAuth settings, you can obtain token information which will be used to set up your credentials in OneTrust.

In the API (Enable OAuth Settings) section, locate and copy the following values:

  • Consumer Key

  • Consumer Secret



To set up credentials in OneTrust

For more information on creating integration credentials, see Configuring Integration Credentials.

  1. On the Integrations menu, click Credentials.

    The Credentials screen appears.

  2. Click the Add New button.

    The Add Credential modal appears.

  3. Create a new OAuth credential using your Salesforce instance information. For more information, see Add Credential Modal Reference .
  4. Click the Save button.

Add Credential Modal Reference





Field
Description
Credential Name

Enter a name to identify the credential.

Description

Enter a description of the credential.

System

Select Salesforce as the system.

Connector Type

Select HTTP as the credential connector type.

Auth Type

Select OAuth 2 as the authorization type.

Test URL

Enter the test URL of your Salesforce instance.

Protocol

Enter HTTPS as the protocol for the credential.

Hostname

Enter the hostname for the credential.

Grant Type

Enter AuthorizationCode.

Callback URL

Use the Callback URL to configure your connected application in Salesforce. This is not an editable field.

Auth URL

Append /services/oauth2/authorize to your Salesforce base URL.

Access Token URL

Append /services/oauth2/token to your Salesforce base URL.

Client ID

Enter the Consumer Key from Salesforce.

Client Secret

Enter the Consumer Secret from Salesforce.

Generate Token

Click the Generate Token button to create the Access Token and Refresh Token.

To create an integration workflow

You can create an integration workflow for Salesforce by using the seeded workflow template in the Gallery screen.

  1. On the Integrations menu, click Gallery.

    The Gallery screen appears.

  2. Navigate to the Salesforce system, then click on the tile.

    The Gallery Details screen appears.

  3. In the Salesforce TDD for Contacts block, click the Add button.


    The Add Workflow Name modal appears.

  4. Enter a name for the workflow in the Workflow Name field, then select your Salesforce credential from the Select Credential field.


  5. Click the Create button.

    The Workflow Builder screen appears.

  6. Update each Salesforce action in the workflow with your Salesforce credential.


  7. Click the Save button.
  8. Click the Activate button to enable the workflow.

To update the request workflow

  1. On the Privacy Rights Automation menu, click Workflows.

    The Workflows screen appears.

  2. Click the workflow you want to update with the Salesforce TDD for Contacts integration.

    The Workflow Details screen appears.

  3. Click the Edit button to enable editing.
  4. Click the System Subtask button.

    The Add System Subtask modal appears.

  5. Add a system subtask that triggers the newly created Salesforce TDD for Contacts integration.
    Note:

    Ensure that you enter Salesforce in the System field to populate the Salesforce TDD for Contacts integration workflow in the System Integration Workflow field.



  6. Click the Save button to close the modal.
  7. In the Workflow Details screen, click the Save button.
  8. Click the Activate button to reactivate the workflow.