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Salesforce proof types and permissions

Note

Hyperproof connects to many third-party systems that frequently change, including the system interface. Contact your System Administrator or the third-party provider for assistance meeting the requirements to integrate with Hyperproof and collect the proof you need.

When you create a Hypersync between Hyperproof and Salesforce, you can automatically collect proof based on the following services:

  • Approval Processes

  • List of Permission Sets

  • List of Profiles

  • List of Users

  • Profile Details

  • Reports

Note

Hypersyncs cannot be connected to sandbox organizations, only Salesforce production organizations.

Additional documentation

Note

You only need to connect Hyperproof to the app once, and then you can create as many Hypersyncs as you need. Additionally, you can create multiple Hypersyncs for a single control or label.

Permissions

It’s recommended to use a service account with at least the following permissions:

  • API Enabled

  • Run Reports

  • View Reports in Public Folders

  • View Roles and Role Hierarchy

  • View All Profiles

  • View All Users

  • Approvals

  • View Setup and Configuration

OAuth scopes

Hyperproof requests the following scopes when authenticating with Salesforce. Note that there is nothing that needs to be done on your side with these scopes. They’re listed here to provide you with additional information.

  • api

  • id, profile, email, address, phone

  • refresh_token

  • offline_access

Reports service

When generating proof from the Salesforce reports service, consider the following:

  • The report used to generate the proof must be available to the service account used to connect the Hypersync to Salesforce.

  • Hyperproof only supports reports with a tabular (no grouping) format. See the Report format section of the Salesforce Reports help.

  • When selecting the Salesforce report to use as proof, the drop-down displays the Report name with the Report unique name in parentheses. To find the Report unique name check the report properties in Salesforce.

    Example: Users Report (Users_Report_0L2)

  • When configuring the Hypersync, if you have a long list of reports you can begin typing the report name to filter the list.

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