---
title: Salesforce - CASB · Cloudflare Zero Trust docs
description: The Salesforce integration detects a variety of data loss
  prevention, account misconfiguration, and user security risks in an integrated
  Salesforce environment that could leave you and your organization vulnerable.
lastUpdated: 2025-08-22T14:24:45.000Z
chatbotDeprioritize: false
source_url:
  html: https://developers.cloudflare.com/cloudflare-one/applications/casb/casb-integrations/salesforce/
  md: https://developers.cloudflare.com/cloudflare-one/applications/casb/casb-integrations/salesforce/index.md
---

The Salesforce integration detects a variety of data loss prevention, account misconfiguration, and user security risks in an integrated Salesforce environment that could leave you and your organization vulnerable.

## Integration prerequisites

* A Salesforce environment (most editions are compatible)

* Permissions to a Salesforce organization with either:

  * System Administrator permission
  * Permissions for View Setup and Configuration, Customize Applications, and Modify All Data

## Integration permissions

For the Salesforce integration to function, Cloudflare CASB requires the following Salesforce permissions via a Connected App:

* `Manage user data via APIs (api)`
* `Manage user data via Web browsers (web)`
* `Perform requests at any time (refresh_token, offline_access)`
* `Access unique user identifiers (openid)`

These permissions follow the principle of least privilege to ensure that only the minimum required access is granted. To learn more about each permission, refer to the [Salesforce OAuth Tokens and Scopes documentation](https://help.salesforce.com/s/articleView?id=sf.remoteaccess_oauth_tokens_scopes.htm).

## Security findings

The Salesforce integration currently scans for the following findings, or security risks. Findings are grouped by category and then ordered by [severity level](https://developers.cloudflare.com/cloudflare-one/applications/casb/manage-findings/#severity-levels).

To stay up-to-date with new CASB findings as they are added, bookmark this page or subscribe to its [RSS feed](https://github.com/cloudflare/cloudflare-docs/commits/production/src/content/docs/cloudflare-one/applications/casb/casb-integrations/salesforce.mdx.atom).

### File sharing

Identify uploaded content, files, and attachments that have been shared in a potentially insecure fashion.

| Finding type | FindingTypeID | Severity |
| - | - | - |
| Salesforce: Content Document publicly accessible without a password | `4cde56ed-19db-4cdb-a6c6-3aede5e17785` | Critical |
| Salesforce: Content Document publicly accessible with weak password | `68c43ab8-733d-4798-b25f-202f6fcf435f` | High |
| Salesforce: Content Document publicly accessible and password protected | `75194f6b-5a95-48fa-b485-37181d2d19c8` | Medium |
| Salesforce: Content Document shared and not viewed in 12+ months (stale permission) | `7125e209-234a-4f10-89d2-1af0601c277f` | Medium |
| Salesforce: Content Document larger than 2 GB | `3d21de13-4b9f-483c-921a-44cdef7a58c5` | Medium |

### Account misconfigurations

Discover account and admin-level settings that have been configured in an insecure way.

| Finding type | FindingTypeID | Severity |
| - | - | - |
| Salesforce: Domain without HTTPS | `20916e32-442e-4622-9e54-e1f37eb7d79f` | High |
| Salesforce: Default Account record access allows edit | `316f1d9a-447e-432c-add7-7adde67c4f19` | Medium |
| Salesforce: Default Case record access allows edit | `a7c8eb3e-b5be-4bfc-969a-358186bf927a` | Medium |
| Salesforce: Default Contact record access allows edit | `e7be14f0-24d6-4d6c-9e12-ca3f23d34ba9` | Medium |
| Salesforce: Default Lead record access allows edit | `12fde974-45e8-4449-8bf4-dc319370d5ca` | Medium |
| Salesforce: Default Opportunity record access allows edit | `2ab78d14-e804-4334-9d46-213d8798dd2a` | Medium |
| Salesforce: Organization with active compliance BCC email | `43e5fd20-1cba-4f1d-aa39-90c7ce2e088a` | Low |

### User access

Flag user access issues, including account misuse and users not following best practices.

| Finding type | FindingTypeID | Severity |
| - | - | - |
| Salesforce: User sending email with different email address | `a2790c4f-03f5-449f-b209-5f4447f417af` | Medium |
| Salesforce: Inactive user | `57e44995-c7ad-46fe-9c55-59706e663adf` | Low |
| Salesforce: User has never logged in | `a0bf74df-c796-4574-ac1c-0f239ea8c9ac` | Low |
| Salesforce: User has not logged in for 90+ days | `8395c824-bc44-4c12-b300-40f2477384d4` | Low |
