SaaS Integration Task Terminology

The following table describes the SaaS integration task terminology found in the Application Task Tracking chart and in the Integration Tasks table of the SaaS application’s Integration Tab.

Term

Description

AppExchange

Retrieves the users’ information for AppExchange packages. When the AppExchange integration task is enabled for a Salesforce org (instance), a link appears in the Description column of the Integration Tasks table for the Salesforce org’s Integration tab. Click the link to see the last run time of the AppExchange integration task in the AppExchange package’s Integration tab. The Last Run column in the Integration Tasks table of the Salesforce instance’s Integration tab is left blank and displays a dash “-”.

Application Access

Tracks all user access events for this application.

Application Discovery

Discovers the applications enabled by a Single Sign-On (SSO) provider. After the Application Discovery task has been enabled after 24 yours, you can add the discovered SSO enabled applications to your list of Managed SaaS Applications. For more information, see Adding Discovered SSO Enabled Applications to Your List of Managed SaaS Applications.

Application Roster

Gathers the list of users who have access to this application.

Discovered App Usage

Ingests information from sources such as an organization’s firewall and cloud access security broker (CASB) to discover the SaaS applications used within your organization.

Expense Discovery

Connects to your SaaS Expense Resource Planning (ERP) provider. After the Expense Discovery integration task is enabled, data should appear after 24 hours in the Unsanctioned SaaS Applications page.

You can uncover shadow IT by scanning your company’s expense reports and credit card transactions to identify actual or potential SaaS application purchases. For more information, see Discovering Shadow Spend.

Note:the following:

• Most ERP provider applications do not offer a way to pull user roster or activity information. If you need to manually upload expenses, upload the SaaS Management Expense Format (this link downloads the form SaaSManagementExpenseFormat.xlsx ) monthly4
• in the Uploading License Documents tab of the Product License page. All uploaded files must contain the appropriate headers for data matching.
• An Expense Discovery integration task does not scan for invoices, general ledgers, or accounts payable.

HR Roster

Connects to your organization’s HR Roster. After your HR Roster is integrated, you will see this list of users after 24 hours in the Users tab of the SaaS Application Details page. SaaS Management uses this roster as a source of truth for your organization enabling you to track users and usage across applications, as well as identify Suspicious SaaS Activities found within your application environment.

Important:It is recommended to enable one HR Roster in your SaaS Management instance to avoid duplicate user information.

If you need a manual upload of your organization’s HR Roster, contact your SaaS Management representative or Contact Flexera Support in the Flexera Community to upload the SaaS Management Manual Import HR Form (this link downloads the form SaaSManagementManualHRForm.xlsx ). All uploaded files must contain the appropriate headers for data matching.

License Differentiation

Enables you to view users by license type in the Activity tab of the SaaS Application Details page where you can filter and export license types.

License Information

Automatically retrieves a SaaS application license plan, license name, and total allowed number of licenses every 24 hours.

Product Consumption

Enables the automatic population of product consumption information such as consumed quantity, purchased quantity, remaining quantity, average monthly consumption, and monthly allowance for consumption-based applications. This information is displayed in the Consumption tab of the SaaS Application Details page.

Additional product consumption details are manually entered in the application’s Consumption Details slideout of the Consumption tab.

For further information, see:

• Consumption Tab for a description of consumption-based SaaS license spend data and consumption data scenarios
• Adding an Application to Your Organization’s List of Managed SaaS Applications for enabling the Consumption tab.

Reclamation

Enables the ability to reclaim or deactivate SaaS licenses. The exact functionality available depends on what, if anything, is available in the application’s API. For more information, see Reclaiming SaaS Licenses.

Setup

The Setup task is enabled when Adding an Application and populates information for the following SaaS integrations:

• Salesforce
• ServiceNow Licensing
• ServiceNow Licensing OAuth2.

SSO Application Access

Tracks all user access events for applications enabled by a Single Sign-On (SSO) provider.

SSO Application Roster

Gathers the list of users who have access to applications enabled by a Single Sign-On (SSO) provider.

Sub Application Accesses

Gathers the list of events for sub applications.