Integrating AppExchange as a Stand-Alone Integration With SaaS Management

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Complete the following steps to integrate AppExchange as a stand-alone integration with SaaS Management. Further integration details are available in the Salesforce Workspace Integration Reference Information.

To integrate AppExchange (Salesforce) as a stand-alone integration with SaaS Management:

In SaaS Management, add the appropriate AppExchange or AppExchange Sandbox application by following the instructions in Adding an Application.

To use the AppExchange API endpoints within SaaS Management, enter your organization’s Salesforce Instance in the Salesforce Instance field. To find your organization’s assigned Salesforce Instance, follow the appropriate steps based on whether the Instance ID or the Current My Domain URL is used in the Salesforce portal URL.

Instance ID Is Used in the Salesforce Portal URL

If the Salesforce portal URL is of the form na9.salesforce.com, then complete the following steps to determine the Instance ID for populating into the Salesforce Instance field in SaaS Management:

In the search box, enter and then select Company Information.

Copy and paste the Instance ID value from the Instance field into the SaaS Management Salesforce Instance field.

Note:Do not enter a URL into the SaaS Management Salesforce Instance field.

Current My Domain URL Is Used in the Salesforce Portal URL

If the Salesforce portal URL is of the form domain.my.salesforce.com, then complete the following steps to determine the Instance ID for populating into the Salesforce Instance field in SaaS Management:

In the search box, enter and then select My Domain.

From the Current My Domain URL field, exclude the saleforce.com suffix and copy and paste the remaining domain as the Instance ID into the SaaS Management Salesforce Instance field. For example, if the Current My Domain URL is company.my.salesforce.com, then company.my is the Instance ID.

Note:Do not enter a URL into the SaaS Management Salesforce Instance field.

Click Authorize, which will redirect you to the Salesforce portal.

Sign in to the Salesforce portal using the credentials of the user with the necessary Required API Scopes for Salesforce Workspace and Stand-Alone AppExchange Integrations.

To grant access to the REST APIs used in the integration, click Allow in the Salesforce Allow Access window. After successfully integrating AppExchange with SaaS Management, the following tabs display:

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AppExchange Integration Tab

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AppExchange Discovered Applications Tab—Each integrated application has a Users Tab to track user activity. At this time, Setting Activity Thresholds is not available for discovered applications. Therefore, the Activities (# Days) column in the integration application’s Users tab is blank.

AppExchange Integration Tab

SaaS Management offers a method to see the AppExchange application in your environment and the capability to manage those applications. How we do that is by using our Single Sign-On capabilities. For SSO integration details, see Single Sign-On (SSO) vs. Direct Integrations in Choosing a Data Source. After authorizing your stand-alone AppExchange integration in SaaS Management, you can enable the available integration tasks in the AppExchange Integration tab, which are described in the following table.

Standalone AppExchange Integration Tasks

When This Integration Task Is Enabled, You Can:

Application Discovery

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View all of your organization’s AppExchange applications that are managed in SaaS Management

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Filter, select, or remove AppExchange applications you no longer wish to manage in SaaS Management

SSO Application Access

Determine whether a user has or has not actively used and installed the managed package. A user who may not actively use an AppExchange package could be a potential candidate for AppExchange license optimization and rightsizing.

SSO Application Roster

View the AppExchange applications assigned to each user.

AppExchange Discovered Applications Tab

The Discovered Applications tab lists all the applications that are integrated via a Single Sign-On (SSO) Application Integration when the Application Discovery Integration Task is enabled. For more information, see the Discovered Applications Tab and Adding Discovered SSO Enabled Applications to Your List of Managed SaaS Applications.

For AppExchange, the Discovered Applications tab columns listed to the right of the App Name column are pulled in from AppExchange. The following table summarizes the key features.

Column	Description
Is Provisioned	This column displays True or False. If True is displayed, users can be assigned to the application in AppExchange. If False is displayed, users cannot be assigned to the application in AppExchange.
Options	Click the Edit button in the upper-right corner of the Discovered Applications tab to display the options Manage or Ignore. Select the appropriate option based on whether you wish to manage a particular AppExchange (Salesforce) application.
Publisher	This column displays the publisher’s name of the AppExchange package. This column will be empty if there is no NameSpacePrefix for the application in Salesforce AppExchange.