Configuring the SaaS Security API Connector for Salesforce

This article explains how to configure the Salesforce connector for the SaaS Security API policy for your account and create rules that use this connector in the Data Protection Policy.

The SaaS Security API policy requires a separate Cato license. Please contact your Cato representative or official reseller for more information.

Overview of the Salesforce Connector

The Salesforce SaaS Security API connector monitors exported reports and scans for sensitive data that you define in the DLP Content Profiles. The connector uses the Salesforce events log API to periodically check for exported reports. When a report is exported, the connector downloads the report and scans to see if it contains sensitive data. When the connector identifies sensitive data in the report, it generates an event with the details. Once the connector completes the scan, the content of the report is deleted from the Cato server, regardless of the outcome of the scan (no impact to the data in the Salesforce account).

Create the connector for the production or sandbox Salesforce account for your organization. Then define rules in the Data Protection policy that include the Salesforce connector and define the users that are scanned and monitored. You can create a single connector for each Salesforce account.


  • Active subscription to Salesforce Shield or Salesforce Event Monitoring component
  • Set read-only user permissions for the following settings:

    • Event Monitoring Analytics Apps (Permission Set License)

    • View Event Log Files

    • API Enabled

    • View Real-Time Event Monitoring Data

    • View Reports in Public Folders

    • Manage All Private Reports and Dashboards

  • Verify that these Salesforce licenses are valid: Analytics Platform and Event Monitoring Analytics Apps (Setup > Settings > Company Information > Company Settings > Permission Set Licenses)

  • Verify that storage is enabled for Report Event (Events > Event Manager)

Required Permissions for the API Connectors for Salesforce

To enable Cato's SaaS Security API to scan exported Salesforce reports, the connector gives Cato the following permissions and actions with the Salesforce account:

  • Access the identity URL service

  • Access Analytics REST API resources

  • Manage user data via APIs

  • Perform requests at any time

Working with Salesforce Connectors

This section explains how to create API connectors for Salesforce to scan exported reports for sensitive data.

Creating the Salesforce Connector

Use the Cato Management Application to create the Salesforce connector, and then sign in to the production or sandbox Salesforce account.

The Salesforce connector lets the Cato SaaS API engine scan reports for the content that you define in the Data Protection policy.

To create the connector for Salesforce:

  1. From the navigation pane, select Assets > Integrations and select the Installed SaaS Applications tab.

  2. Click New. The New Connector window opens.

  3. Create a new Salesforce SaaS Application.

  4. Enter the Connector Name.

  5. In Permissions, select Read.

    Note: Read/Write permissions aren't used to monitor exported Salesforce reports.

  6. In Salesforce Environment, select if this connector is monitoring the Production or Sandbox environment.

  7. Click Save.

    The Salesforce login screen opens in a new browser tab.

  8. Enter the Salesforce admin Username and Password for the specific environment.

  9. Give permissions for your Cato account to access the Salesforce app.

    1. Allow the permissions for Cato to access the Salesforce app.

    2. The screen shows that you have successfully applied the permissions for the tenant.

  10. You can close the browser tab and return to the Cato Management Application. It can take Salesforce several seconds to process the request, so if you receive an error, refresh the browser.

    While Salesforce is processing the request, the Status for the connector is Pending user consent (see below Understanding the Connector Status).

    The Salesforce SaaS application is added to the Installed SaaS Applications page.


Understanding the Connector Status

The Status column on the Installed SaaS Applications page shows the status of the connection between the Salesforce account and your Cato account. These are the explanations of the statuses:

  • Connected - Your account is connected to the account and working correctly

  • Connection error - Connectivity or permissions issue with the Salesforce connector. Please open a ticket with Support.

  • Pending user consent - The Salesforce connector is created in the Connect Settings page, however you haven't successfully authenticated to Salesforce.

Adding Salesforce Rules to the Data Protection Policy

This section explains how to use the Data Protection policy to monitor exported Salesforce reports.

Configuring Salesforce Rules

Use the Data Protection screen to add the SaaS application rules in your Data Protection policy.


To create a new Data Protection rule for the Salesforce app:

  1. From the navigation pane, select Security > SaaS Security API and select or expand Data Protection.

  2. Click New. The New Rule panel opens.

  3. In Application Connector, select the Salesforce app.

  4. In the General section, enter the settings for the rule.

  5. In Users, define the Salesforce users that you are monitoring:

    • Any - Monitor reports exported by all Salesforce users

    • Salesforce User - Select the specific users from the Salesforce account that their exported reports are monitored

  6. In Content Profile, select the DLP Content Profile for this rule.

    For more about DLP Content Profiles, see Creating DLP Content Profiles.

  7. In Actions, select Monitor.

  8. (Optional) Define the tracking options for the rules to generate events and email notifications.

    For more information about events and email notifications, see Working with Mailing Lists.

  9. Click Save. The rule is added to the Data Protection policy.

Working with Ordered Data Protection Rules

The SaaS Security API engine inspects the data sequentially, and checks to see if it matches a rule. If the data does not match a rule, then it is not inspected. Rules that are at the top of the rulebase have a higher priority and they are applied before the rules lower down in the rulebase. Each type of application or connector is only applied to the data once.

Best Practice - To maximize the efficiency of your rulebase, we recommend that for each connector type, rules for specific users have a higher priority than rules that apply to Any users.

For example, if the data matches a connector in rule #2, the data is inspected by the SaaS Security API engine. The engine does not continue to apply rules #3 and below for the same connector. However, the data could match a lower priority rule with a different connector.

Analyzing SaaS Security API Events

The Monitoring > Events screen shows all the SaaS Security API events for your account. The powerful search tools let you drill-down and identify the few events that contain the relevant data that you need.

SaaS Security API events can be identified by the following fields:

  • Event Type - Security

  • Sub-Type - SaaS Security API Data Protection and SaaS Security API Anti Malware

You can learn more about using the Events screen here. You can use the SaaS Security API Data Protection preset to filter the events.

Explaining the SaaS Security API Events Fields

Field Name


Connector Name

Name for the connector that is defined for the rule

Connector Type

SaaS app that is defined for this connector

DLP Profile

DLP Content Profile that generated this event

File Name

Name of the file for the exported report

Full Path URL

Link for the exported report

Matched Data Types

Data Types in the Content Profile that matched the rule


Name of the rule in the Data Protection policy


Salesforce user that exported the report


Severity defined for the rule

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