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Salesforce

SaaS Management integrates directly with Salesforce, so you can view all user activity within the application. The integration gives you the usage data you need to make informed decisions on inactive licenses and any renewal or purchasing options. For example, you can view when a user last accessed Salesforce to determine if their license is needed.

Integrating with Salesforce

To integrate Salesforce with SaaS Management, you can use an account with the System Administrator profile or create and assign a custom profile with least privilege. Both profiles require the user have a Salesforce license type. The user should not be part of the Customer Portal or Partner Portal. For more information, refer to Salesforce's product documentation.

Note

Before you integrate the applications, make sure you have signed out of your individual account within your organization and are signed in to the appropriate service account with the required permissions.

  1. From the SaaS Management navigation menu, select Integrations.
  2. Select the Salesforce tile.
  3. Select Add Integration.
  4. On the Salesforce login page, enter your credentials and select Log In.

  5. Review the requested permissions. To report on your license utilization, SaaS Management asks to:

    • Access basic information, such as your name, email, and Salesforce information.
    • Access and manage your user data. SaaS Management reads all your users and their login history to provide data on your license utilization.
    • Perform requests on your behalf at any time. SaaS Management makes background API requests on your behalf to fetch your data nightly

  6. Select Allow to accept the requested permissions and complete the integration.

SaaS Management will begin syncing your Salesforce instantly.

Note

Due to a Salesforce limitation, SaaS Management can only pull the last six months of your usage data. However, after we start retrieving data, we will continuously fetch data every night ensuring a historical snapshot.

Setting Permissions for a Custom Profile with Least Privilege

You can create and assign a profile with the least privilege by creating a custom profile with the following settings:

System Permissions
Create and Customize List View Create and Set Up Experiences        
Create Libraries Create Topics
Customize Application Edit Events
Update Consent Preferences Using REST API Lightning Console User
Lightning Experience User Lightning Login User
Manage All Private Reports and Dashboards Manage Certificates
Manage Connected Apps Manage Custom Permissions
Manage Lightning Sync Manage Mobile Configurations
Manage Multi-Factor Authentication in User Interface View All Data
View Event Log Files View Help Link
View Real-Time Event Monitoring Data View Roles and Role Hierarchy
View Setup and Configuration View User Records with PII

User Permissions
Assign Permission Sets Manage Internal Users
Manage IP Addresses Manage Login Access Policies
Manage Password Policies    Manage Profiles and Permissions Sets
Manage Roles Manage Sharing
Manage Users Reset User Passwords and Unlock Users
View All Profiles View All Users

Object Settings

For a complete list of object permissions, refer to Salesforce Integration - Object Settings.

App Permissions

Category Permission Name
Call Center Manage Macros Users Can't Undo
Knowledge Management Allow View Knowledge
Knowledge Management Knowledge One
Sales Edit Opportunity Product Sales Price
Sales Send Stay-in-Touch Requests

User Metadata

SaaS Management pulls the following user metadata from Salesforce. You can filter your usage data by these fields:

Field Description
Department The user's department.
Division The division associated with the user.
Forecast Enabled Indicates whether the user has access to sales forecasts.
License Description The description of the license definition key.
License Label The user's license label.
Normalized License Name The human-readable text of the license definition key.
User Type The type of user.

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