How to Setup collection of Salesforce Users

This lesson will explain how to set up a scan job to collect Salesforce user information. The users will be brought into Asset Vision for reporting on Salesforce login metrics as well as use in Person Management.

Asset Vision® uses an agentless method of scanning.  Agentless scanning has the profound benefit of being non-disruptive to the configuration of your target systems.  The method we use to perform discovery is based on the creation of scanning jobs that run according to a particular schedule.  The scan jobs implement the various discovery techniques built into Asset Vision®.

1. Create a New Salesforce User Scan

1. Create a New Salesforce User Scan

Navigate to: Setup > Discovery > Scan Jobs > Manage. This data view displays all of the currently existing scan jobs.

  1. Click New at bottom of page to launch the Scan Job Setup Wizard.
  2. In the Selection dialog, select the Applications and Licenses job category.
  3. In the job type: drop-down, select Salesforce Applications.
  4. Click OK.

2. Configure the Salesforce Application Settings

2. Configure the Salesforce Application Settings

In the Salesforce Settings section, check the Active Users Only: checkbox if you want to limit the users returned to consist of active Salesforce application users.

3. Configure the Schedule for the Job

3. Configure the Schedule for the Job
  1. Select the desired Scan Window, or leave as Default if you would like for the scans to run at any time. For more information see Setting up a Scan Window.
  2. Pick the desired Schedule Type for the scan job.
  3. Check Enabled if you want to enable the scan job to run as scheduled once you save and finish the wizard.
  4. Select the Time Zone and Time. Note that the time zone will be saved in GMT/UTC time.
  5. Configure remaining options (Day of week:, Run on:, Repeat every:, etc.)
  6. Click Next.

4. Review and Implement

4. Review and Implement
  1. Give the Scan Job a meaningful name.
  2. Select a PAD Server. Scan jobs run on a particular PAD, so you need to assign this to a particular PAD. The type of scan has a bearing on which PAD Asset Vision loads the job onto. For example, there would be no point setting up a Windows scan on a PAD that has no Windows machines that it can access.
  3. Save and Run the scan immediately or Save and Finish configuring the scan job and let it run at the scheduled time.