The Fortanix DSM will by default apply SF_ as a suffix to the entered name. Instance Name: Enter the unique name of the Salesforce instance.On the Add Instance form page, enter the following:.Navigate to Integrations tab > Salesforce instance.This is applicable for the Fortanix DSM on-prem application. Log in to Fortanix DSM UI using valid credentials.

All this can be done in a step using the Salesforce instance. In the Fortanix DSM, objects like - group, app, and BYOK plugins need to be created for integration. You need to import this certificate when creating a Salesforce instance in Fortanix DSM in the next Section: Create a Salesforce Instance. Figure 2: Download the Certificateĭownload the certificate, and then save it to your desired location.

After the certificate is created, please download it.

R efer to the Salesforce documentation for more information on Certificate and Key Management.

Select the check box “ Use Platform Encryption'.

Disable the check box ' Exportable Private Key'.

Create a Self-signed certificate under Security > Certificate and Key Management with the setting in the screenshot below.

Generate and download a Self-signed Certificate in Salesforce.

A Fortanix DSM account with appropriate permissions to create groups, apps, security objects, and plugins.ģ.0 Fortanix Data Security Manager Setup 3.1 Download a Self-Signed Certificate from Salesforce.

Select Key Manager, then add it to the Enabled Permission Sets list.

Scroll down to Permission Set Assignments, and select Edit Assignments.

Select the name you want in the User list.

From Setup, enter Users in the quick find box, then select Users.

Click Edit, and enable the following permissions and click SAVE.

In the System section of the Key Manager page, select System Permissions.

The API name populates with a variation of your chosen label.

Create a label for the set of permissions, for example, Key Manager.From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.Perform the following steps to create a permission set with the above-mentioned permissions and assign a user:

The credentials of this account will be used for plugin operations. The account does not require to be an administrator account. A Salesforce account with the following permissions:.The purpose of this article is to describe the steps required to export Fortanix Data Security Manager (DSM) keys to Salesforce that support BYOK for server-side encryption.

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