Managing a Salesforce Organization

Salesforce cannot be auto-discovered by eG Enterprise. Each Salesforce org (i.e., organization) that you want to monitor should hence be manually added to the eG Enterprise system as a separate Salesforce component. To achieve this, follow the steps below:

  1. Login to the eG admin interface.

  2. Follow the Infrastructure -> Components -> Add/Modify menu sequence.

  3. In the page that appears next, select Salesforce as the Component type. Then, click the Add New Component button.

  4. Figure 1 will then appear.

    Figure 1 : Adding a Salesforce organization

  5. Specify the Host IP/Name of the server hosting the Salesforce organization, its Nick name, and its Port number in Figure 1.

  6. The Agentless flag will be checked by default. Do not disturb this default setting.

  7. The Other option will by default be selected from the OS and Mode lists. Do not change these factory settings.

  8. Then, pick the Remote agent that will monitor the Salesforce organization.

  9. Similarly, select one/more External agents for monitoring the target.

  10. Finally, click the Update button.