Integrating with Salesforce
- From the SaaS Management navigation menu, select Integrations.
- Select the Salesforce tile.
- Select Add Integration.
- Enter your Salesforce credentials and then select Login.
- Select Authorize.
SaaS Management will start syncing your Salesforce instantly.
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.