Salesforce Event Monitoring

Panther supports pulling logs directly from Salesforce

Overview

Support for Salesforce Sandbox environments is in open beta starting with Panther version 1.96, and is available to all customers. Please share any bug reports and feature requests with your Panther support team.

Panther has the ability to fetch Salesforce Event Monitoring logs for the following event types:

How to onboard Salesforce logs to Panther

Prerequisites

  • Salesforce customers must enable Event Monitoring before onboarding logs to Panther. An additional license may be required for this Salesforce add-on.

  • During setup of your Salesforce source in Panther, you will choose between pulling events hourly or daily. Hourly pulling requires you to make a request to your Salesforce representative, and is an added cost.

Step 1: Create an API User in Salesforce

In order to create and add permissions to the new user, the 'Manage Users' permission is required.

Panther requires a user account with API and Event Log File permissions in order to retrieve Event Monitoring logs.

We recommend creating a new, dedicated user with the minimum permissions required by Panther. Salesforce requires each user to have a unique username, but the same email address can be included for multiple users. Thus, you can create a Panther-only account without having to manage an additional email address in your organization.

To create a user:

  1. Follow the instructions in the Salesforce documentation to add a new user.

    • For User License, select "Salesforce."

    • For Profile, select "Read Only."

  2. Complete the user registration process by setting a new password through the link sent to your email.

Step 2: Retrieve Security Token from Salesforce API

Salesforce API access requires username, password, and a credential called a security token.

To request a security token for a new Salesforce user account, follow the instructions in this Salesforce documentation. The new security token is sent to the email address in your Salesforce personal settings.

Step 3: Create and assign a new Permission Set in Salesforce

To assign permissions to the new user, you must create a new Permission Set.

  1. Follow the instructions in Salesforce's Create Permission Sets documentation to add a new permission set that grants Panther access to the Event Monitoring data via the SOAP/REST API.

  2. On your new Permisson Set's page, click System Permissions: A "System" page in Salesforce is displayed. A link labeled "System Permissions" is circled.

  3. Click Edit, then check the boxes to enable the following permissions:

    • API Enabled

    • View Event Log Files

  4. Assign the Permission Set to the designated user by following the instructions in Salesforce's documentation: Assign Permission Sets to a Single User.

Step 4: Create a new Salesforce source in Panther

  1. In the left-hand navigation bar of your Panther Console, click Configure > Log Sources.

  2. Click Create New.

  3. Select Salesforce from the list of available log sources. Click Start Setup.

  4. On the Configure Source page, fill in the following fields:

    • Name: Enter a descriptive name for the source e.g., Salesforce Logs.

    • Log Types: Choose which log types you would like to monitor.

    • Environment: Choose Production / Developer or Sandbox.

    • Does your Salesforce instance support Daily or Hourly file intervals?: Choose hourly or daily; the interval for which you want files retrieved from Salesforce.

      • Check with your Salesforce admin to determine how your Salesforce instance is configured and which file interval is supported. Hourly event monitoring is only offered per request and purchase, and you would need to contact a Salesforce representative to enable it.

  5. Click Setup.

  6. Enter the credentials of the account that Panther will use to connect to the Salesforce API:

    • Account Username: Enter your Salesforce account username, e.g., [email protected].

    • Account Password: Enter your Salesforce account password.

    • Security Token: Enter the the Security Token that you obtained earlier in this documentation.

  7. Click Setup. You will be directed to a success screen:\

    The success screen reads, "Everything looks good! Panther will now automatically pull & process logs from your account"
    • You can optionally enable one or more Detection Packs.

    • The Trigger an alert when no events are processed setting defaults to YES. We recommend leaving this enabled, as you will be alerted if data stops flowing from the log source after a certain period of time. The timeframe is configurable, with a default of 24 hours.\

      The "Trigger an alert when no events are processed" toggle is set to YES. The "How long should Panther wait before it sends you an alert that no events have been processed" setting is set to 1 Day

Supported log types

Salesforce.Login

Login events contain details about your org’s user login history.

Reference: Salesforce Documentation on Login Event Types.

Salesforce.LoginAs

Login As events contain details about what a Salesforce admin did while logged in as another user.

Reference: Salesforce Documentation on Login As Event Types.

Salesforce.Logout

Logout events contain details of user logouts.

Reference: Salesforce Documentation on Logout Event Types.

Salesforce.URI

URI events contain details about user interaction with the web browser UI.

Reference: Salesforce Documentation on URI Event Types.

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