Managing Salesforce Reports

CCKM provides options to generate key visibility reports based on key-related activities between CCKM and Salesforce organization. Salesforce supports the Key Activity Report.

Use the Key Activity Report to inspect individual Salesforce tenant secret (called key on CCKM GUI) histories by operations, for example, when they were refreshed, rotated, edited, or deleted. Also, use this report to compare key activities between CCKM and Salesforce organization.

Creating Salesforce Reports

To create a Salesforce report:

1. Open the Cloud Key Manager application.

2. In the left pane, click Reports > Salesforce. The Salesforce Reports page is displayed.

3. Click Add Report. The Choose Report Type and Name screen of the Add Salesforce Report wizard is displayed.

4. Select Key Activity Report.

5. Specify a Report Name. This is a mandatory field.

6. Click Next. The Choose Organization screen of the wizard is displayed.

7. Select a Salesforce organization from the Organizations drop-down list. The drop-down list contains the list of Salesforce organizations added to the CipherTrust Manager.

8. Click Next. The Set Start and End Dates screen of the wizard is displayed.

9. In the Include Entries From field, specify the start date and time for the report.

   • Click the field and select the date and time on the on-screen calender.

   • Alternatively, enter the time in MM/DD/YYYYHH:MM format.

10. In the To field, specify the end date and time for the report.

11. Click Save.

A success message Created report is displayed. The newly created report is displayed under the Salesforce reports list. The report Run Date becomes Running Now. After the run is complete, the date and time of the run is displayed.

Viewing Salesforce Reports

The Salesforce Reports page displays the list of existing reports. Filter the reports by their names.

To view existing Salesforce reports:

1. Open the Cloud Key Manager application.

2. In the left pane, click Reports > Salesforce. The list of available reports is displayed. The following details of the reports are displayed:

   Column Name	Description
   Report Name	Name of the report.
   Run Date	When the report is run. If a report is running currently, Running Now is displayed.
   Type	Type of the report is Key Activity Report.
   Start Date	Start date from when the report is generated.
   End Date	End date for the report.

Viewing Details of a Salesforce Report

To view the details of a Salesforce report:

1. Open the Cloud Key Manager application.

2. In the left pane, click Reports > Salesforce. The list of available reports is displayed.

3. Click the desired Report Name link.

   Alternatively, click the overflow icon () corresponding to the desired report and click View/Edit.

   The following details of the reports are displayed:

   Column Name	Description
   Key Name	Name of the key.
   Key Version	Version of the key.
   Organization ID	ID of the Salesforce organization.
   Modified Date	When the report is modified.
   CCKM Operation	CCKM operation performed. The operation can be TS Generated and TS Read.
   Salesforce User	Name of the user on Salesforce.

Downloading Salesforce Reports

To download a Salesforce report as a CSV file:

1. Open the Cloud Key Manager application.

2. In the left pane, click Reports > Salesforce. The list of available reports is displayed.

3. Click the overflow icon () corresponding to the desired report and click Download.

   Alternatively, click the desired report under Report Name, and click Download CSV in the detail view.

The report is downloaded as a CSV file.

Deleting Salesforce Reports

To delete a Salesforce report:

1. Open the Cloud Key Manager application.

2. In the left pane, click Reports > Salesforce. The list of available reports is displayed.

3. Click the overflow icon () corresponding to the desired report and click Delete. The Confirm Delete Report message is displayed.

4. Click Delete Report.

The report is removed from the list of reports.