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📝 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 in 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. The Hypersync for Salesforce supports the following proof types:
Salesforce proof types and fields
Proof type | Fields | Testable |
Approval Processes | Approval Process Object Name, Process Name, Unique Name, Description, State, Process Order, Record Editability, Created By, Modified By | No |
List of Permission Sets | Permission Set Label, Description, License | Yes |
List of Profiles | Profile Name, User License, Custom | Yes |
List of Users | Full Name, Alias, Username, Last Login, Role, Active, Profile | Yes |
Profile Details | Profile Name, User Type, User License, Description, Custom, Created By, Modified By | Yes |
Reports | <Fields on this proof will vary depending on the user-designed Salesforce report selected> | No |
📝 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 that a service account be used with at least the following permissions:
API EnabledRun ReportsView Reports in Public FoldersView Roles and Role HierarchyView All ProfilesView All UsersApprovalsView Setup and Configuration
OAuth scopes
Authentication type: OAuth
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.
apiid, profile, email, address, phonerefresh_tokenoffline_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.