Information and resources to help you get started installing and integrating the Adapter for Salesforce with eperi sEcure Platform.
In addition to the standard features, the eperi sEcure Salesforce offers additional features, for example, using the Salesforce mobile apps or custom report types. Learn how to set up and use these additional features of the eperi sEcure Salesforce.
Learn how to configure the Salesforce Mobile Apps.
Welcome to the eperi sEcure Salesforce Configuration Manual. It explains how to install, configure, and administer eperi sEcure Salesforce.
Please take note of the system requirements for the eperi sEcure Platform (see Administrator Manual) and additionally the following requirements regarding the eperi sEcure Salesforce.
This section describes how to install and configure the eperi sEcure Salesforce for a test or POC environment. For a production environment, we recommend a cluster setup for performance reasons. If so, follow the steps as described in the Administrator Manual, section Cluster setup.
After you have completed the installation and configuration procedures, we recommend to test the installation including the reverse proxy functionality and the encryption.
In the Salesforce tab you define the data protection policy for your Salesforce org. Furthermore, you can import and export policy details to a local CSV file, which allows for transferring policies between eperi sEcure Platforms, and for backup purposes.
Learn how to configure and schedule a background indexing task of your Salesforce data in the eperi sEcure Platform.
Learn how to set up the Salesforce On-Demand Email-to-Case feature in conjunction with the eperi sEcure Platform.
Set a trusted IP for the eperi sEcure Platform in Salesforce, so that users don't need to enter a validation code each time they log in to the Salesforce mobile app.
How to configure the Salesforce App for iOS.
How to configure the Salesforce App for Android.
Learn which settings are required so that Salesforce users can receive subscribed reports and daily digests in clear-text via email.
The eperi sEcure Platform currently only supports custom report types in Salesforce. You can also set a data protection policy on the report name, report description and folder name.
Custom fields could now be used in validation rules (indicated by $Setup). Learn how to set this up in your Salesforce org, so that it will work with the eperi sEcure Platform.
The following apps are related to Salesforce and provide specific functionality for your Salesforce org.
Here you will find information about which variables, operators and functions in validation rules the eperi sEcure Platform currently supports.
Learn more about the default token profiles available in the eperi sEcure Platform.
Learn how to call the Salesforce Bulk API using the eperi sEcure Platform.
This section describes various troubleshooting scenarios. It contains information about how to identify or resolve specific issues.
Contact eperi support if you need help with your eperi Cloud Data Protection solution.
