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Connect Salesforce to Security Reporter

Use 10 documented Salesforce triggers to run 9 documented Security Reporter actions.

10 source triggers
9 target actions
Reverse direction supported
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Why Connect Salesforce & Security Reporter?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Security Reporter action

Send the event into one of 9 documented actions, such as Create Security Assessment, Create Security Finding, List Assessment ID Options.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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Security Reporter

Triggers (3)

New Assessment Created (Instant)

Emit new event when an assessment is created.

webhook
New Finding Created (Instant)

Emit new event when a finding is created.

webhook
New Finding Updated (Instant)

Emit new event when a finding is updated.

webhook

Actions (9)

Create Security Assessment

Creates a new security assessment. See the documentation

Create Security Finding

Creates a new security finding. See the documentation

List Assessment ID Options

Retrieves available options for the Assessment ID field.

List Assessment Template ID Options

Retrieves available options for the Assessment Template ID field.

List Client ID Options

Retrieves available options for the Client ID field.

List Finding ID Options

Retrieves available options for the Finding ID field.

List Language ID Options

Retrieves available options for the Language ID field.

List Theme ID Options

Retrieves available options for the Theme ID field.

Update Security Finding

Updates an existing security finding. See the documentation

Integration Features

10 documented Salesforce triggers
9 documented Security Reporter actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Security Reporter to Salesforce direction

Capability Examples

Salesforce trigger → Security Reporter action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

Security ReporterSecurity Reporter

Create Security Assessment

Security Reporter trigger → Salesforce action

Reverse direction
Security ReporterSecurity Reporter

New Assessment Created (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Security Reporter accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Security Reporter operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 9 documented Security Reporter actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Security Reporter to Salesforce for bidirectional automation

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