Installation & Setup

Configure Scan Endpoint

Choose the Scan Cluster Endpoint closest to your Salesforce org location and click Save Endpoint.

Register Organisation

Click Register Org. The assistant registers your Salesforce org with the bowbridge service and stores the required connection values.

Create Default Protection Profile

Click Create Profile. The assistant creates the default Protection Profile for your org.

Start Schedulers

Click Start Schedulers. This starts the log cleanup scheduler and the weekly system report scheduler. The log cleanup job keeps File Scan Logs, URL Scan Logs, and Audit Trail entries within your retention settings. The weekly report emails administrators a summary of scan activity, license issues, and critical system events.

Assign User Permissions

Click Assign Permission Sets. This assigns the ThreatProtectionUser permission set to active users who need to open redirect and block pages when protected links are clicked.

Turn on Automatic Assignment if new and reactivated users should receive this permission set automatically.

Assign Package Licenses

Click Assign Licenses and select the profiles whose users should receive a managed package license. Users who already have a license are skipped.

Turn on Automatic License Assignment if new and reactivated standard users should receive a package license automatically.

Admin Tools Permissions

To give other administrators access to the app settings, dashboard, or logs, manually assign them the appropriate permission set:

• ThreatProtectionAdmin: Full read and write access to all Threat Protection configuration, policies, and system operations.
• ThreatProtectionDashboardViewer: Read only access to view the Dashboard, review scan logs, and analyze metrics without the ability to change settings.

Bulk Scan Permissions (Optional)

If you intend to use bulk scanning to cover all existing files across the entire Salesforce organization, the user initiating the scan must have the standard Salesforce Query All Files permission. You must add this permission to the user starting the scan, for example via a custom Permission Set.

Configure Notifications

Click Configure Notifications and set the email and in app notification options for administrators and users. See Notification Configuration for details. (Note: This section is kept at the end because clicking the button navigates away from the installation assistant).