Salesforce
Salesforce Sales Cloud is a sales automation product that allows users to manage contacts and track opportunities from any desktop or device and build 1-to-1 customer journeys.
Note:For Sandbox integrations, please select the Salesforce Sandbox application.
Information Stored
The following table describes the available integration tasks and stored data.
Available Integration Tasks
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Application Roster
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Application Access
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The date and time the following objects were created or edited:
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License Differentiation
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See License Types and License Differentiation.
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Reclamation
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For details, see Reclaiming Salesforce User Licenses.
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Note:The information stored is subject to change as enhancements are made to the product.
Minimum Permissions Required
A System Administrator account is required for initially authorizing the integration. Once that is completed, the account permissions may be lowered to “Read Only”.
Authentication Method
OAuth2
Credentials Required
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Admin Username for Salesforce account |
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Admin Password for Salesforce account |
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Include User Types (Optional - refer to the User Types descriptions below) |
User Types
When Integrating Salesforce with SaaS Management, there is an optional SaaS Management integration setup field Include User Types to filter the types of users in the results.
The following table defines Salesforce user types along with the corresponding user license.
Salesforce User Types
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Standard
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This user has a standard, Salesforce Platform, or Salesforce Platform One user license.
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PowerPartner
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This user’s access is limited because he or she is a partner and typically accesses the application through a partner portal/community. This user type corresponds to the Partner user license.
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CSPLitePortal
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This user’s access is limited because he or she is an organization's customer and accesses the application through a Customer Portal or community. This user type corresponds to the High Volume Portal user license.
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CustomerSuccess
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This user’s access is limited because he or she is an organization's customer and accesses the application through a Customer Portal. This user type corresponds to the Customer Portal user license.
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PowerCustomerSuccess
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This user’s access is limited because he or she is an organization's customer and accesses the application through a Customer Portal. This user type corresponds to the Customer Portal Manager user license.
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CsnOnly
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This user’s access is limited to Chatter. This user type includes Chatter Free and Chatter moderator users and corresponds to the Chatter Free user license.
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License Types
The Salesforce integration displays a list of licenses associated with each discovered user. Those license types are explained in UserLicense.
License Differentiation
SaaS Management offers a license differentiation feature that allows you to view which users by license type. To view this license differentiation feature, navigate to the Activity tab of the Salesforce App Details screen where you can filter and export the Salesforce license types.
The total spend for the billable Salesforce accounts displayed in the Salesforce App Details screen is based on the Salesforce license cost details entered in the License Details tab. For details, refer to Entering license details for license differentiation.
Identifying Salesforce users who can have their license types downgraded
You can reduce SaaS spend by identifying and downgrading users who have never used the features of a more expense license type. Follow the steps below.
To identify Salesforce users who can have their license types downgraded:
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Select Never in the Activity column search. |
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Enter the name of the more expensive license type in the License Type column search. |
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Export your findings to a CSV and send to the appropriate SaaS Management Administrator or Application Administrator for further action. |
Integrating Salesforce with SaaS Management
To integrate Salesforce with SaaS Management, perform the following steps.
To integrate Salesforce with SaaS Management:
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To use the Salesforce API endpoints, enter your organization’s Salesforce Instance in the SaaS Management integration setup page. To find your organization’s assigned Salesforce Instance, refer to the Find your Salesforce information. |
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Salesforce portal URL format example 1: For https://na9.salesforce.com, na9 is the Salesforce Instance value. |
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Salesforce portal URL format example 2: For https://company.my.salesforce.com, the complete domain company.my is the Salesforce Instance value. |
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To filter the types of users in the results, select the appropriate user type(s). Leave this field blank if you wish to retrieve all user types. |
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Click Authorize, which will redirect you to the Salesforce portal. |
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Log in to the Salesforce portal using System Administrator credentials. |
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To grant access to the REST APIs used in the integration, click Allow in the Salesforce Allow Access window. |
Reclaiming Salesforce User Licenses
The following steps explain how to reclaim Salesforce user licenses using the SaaS Management user interface.
To reclaim Salesforce user licenses:
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From the SaaS menu, click Managed SaaS Applications. The Managed SaaS Applications screen appears. |
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For a new Salesforce integration: |
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Select the Reclamation integration task from the Add Application screen. |
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For an existing Salesforce integration: |
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On the Managed SaaS Applications screen, select the appropriate Salesforce instance link. |
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Navigate to the Salesforce Application Details screen and select the Integration tab. |
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In the Integration Tasks table, select Enabled in the Action column for the Reclamation task. |
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To enable license reclamation: |
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Navigate to the Salesforce Application Details screen and select the Integration tab. |
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In the Integration Tasks table, select Enabled in the Action column for the Reclamation task. |
API Endpoints
Access Token URL
https://login.salesforce.com/services/oauth2/token
Application Roster and Application Access
https://<<SalesforceInstance>>.salesforce.com/services/data/v45.0/query
Reclamation
https://<<SalesforceInstance>>.salesforce.com/services/data/v48.0/composite/batch
To deactivate a user in Salesforce, add the following URL in the request body of the API:
{ "method" : "PATCH", "url" : "v48.0/sobjects/user/<<userId>>", "richInput" : \{"IsActive" :false}
}
Refer to the Salesforce documentation regarding all User Deactivation Considerations (billing and license, record access, etc.).