Salesforce
Flexera One’s SaaS Management integration with Salesforce offers you the ability to view and optimize your entire organization’s Salesforce spend, license activity, and user activity within the same Workspace for Salesforce, AppExchange, and Marketing Cloud. The following sections describe Flexera One’s Salesforce Workspace.
The following sections provide prerequisites, resources, and instructions for integrating with SaaS Management.
| • | Salesforce Workspace Applications |
| • | Stored Information for Stand-Alone AppExchange Integration |
| • | Stored Information for Salesforce Workspace |
| • | Required Minimum Permissions for AppExchange and Salesforce Workspace |
| • | Authentication Method for Stand-Alone AppExchange Integration and Salesforce Workspace |
| • | Required Credentials for Stand-Alone AppExchange Integration and Salesforce Workspace |
| • | Optional Credentials for Salesforce Workspace |
| • | Salesforce Workspace User Types |
| • | Salesforce Workspace License Types |
| • | Integrating AppExchange (Salesforce) as a Stand-Alone Integration With SaaS Management |
| • | Options for Integrating AppExchange Within the Salesforce Workspace |
| • | Integrating Salesforce as a Salesforce Workspace Within SaaS Management |
| • | Auto-Populated Salesforce License Information |
| • | Microsoft Power BI Reporting for Salesforce |
| • | API Endpoints for Stand-Alone AppExchange Integration |
| • | API Endpoints for Salesforce Workspace |
| • | Analyzing User and License Activity Data Within the Salesforce Workspace |
Salesforce Workspace Applications
Following are descriptions of the applications included in Flexera One’s Salesforce Workspace.
Salesforce CRM Platform
This sales automation product 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.
AppExchange
Salesforce’s cloud computing marketplace allows end users to access, download, and install software applications. AppExchange offers a mix of free and paid applications organized into collections, categories, and industry solutions that encompass a variety of fields, including small business, customer service, education, manufacturing, and real estate.
SaaS Management offers a method to see the AppExchange (Salesforce) 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 AppExchange (Salesforce) integration, you can access the following information using the available SaaS Management integration tasks.
Within SaaS Management, you have the option to integrate AppExchange as a stand-alone integration or within the Salesforce Workspace. Content within this Salesforce integration instruction specific to AppExchange as a stand-alone integration will be labeled accordingly.
AppExchange as a Stand-Alone Integration
As a stand-alone integration, the following table describes the available AppExchange integration tasks that can be enabled and the information provided.
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Standalone AppExchange Integration Tasks |
When This Integration Task Is Enabled, You Can: |
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Application Discovery |
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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. |
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SSO Application Roster |
View the AppExchange applications assigned to each user. |
Integrating AppExchange Within the Salesforce Workspace
AppExchange is available as an integration task with Flexera One’s SaaS Management integration with Salesforce. For details on integrating AppExchange within the Salesforce Workspace, see:
| • | Options for Integrating AppExchange Within the Salesforce Workspace |
| • | Integrating Salesforce as a Salesforce Workspace Within SaaS Management. |
Salesforce Marketing Cloud
Marketers use this Customer Relationship Management (CRM) platform to create and manage marketing relationships and campaigns with customers. It can be integrated with websites and social media and allows for tailored ad campaigns based upon demographics and behaviors.
Salesforce Marketing Cloud is a stand-alone integration with Flexera One’s SaaS Management. For details, see the Salesforce Marketing Cloud integration instructions. At least one Marketing Cloud application must be added to SaaS Management for the Marketing Cloud tab navigation to appear in the Salesforce All Orgs View.
Stored Information for Stand-Alone AppExchange Integration
The following table describes the available integration task and stored data.
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Available Integration Tasks |
Information Stored |
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Application Discovery |
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SSO Application Access |
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SSO Application Roster |
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Note:The information stored is subject to change as enhancements are made to the SaaS application.
Stored Information for Salesforce Workspace
The following table describes the available integration tasks and stored data.
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Available Integration Tasks |
Information Stored |
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AppExchange |
AppExchange Package Information:
AppExchange User Information:
SSO Application Access:
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Application Roster |
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Application Access |
The date and time records in the following objects were created or edited:
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License Differentiation |
See Salesforce Workspace License Types and Tracking Application Activity by License Type for License Differentiation. |
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License Information |
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Reclamation |
For details, see Reclaiming SaaS Licenses. |
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Setup |
Note:the following:
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Note:The information stored is subject to change as enhancements are made to the SaaS application.
Required Minimum Permissions for AppExchange and Salesforce Workspace
Minimum API required permissions are based on the AppExchange and Salesforce User Profile and the appropriate required scopes:
| • | Required Scopes for Stand-Alone AppExchange Integration |
| • | Required Scopes for Salesforce Workspace |
Required Scopes for Stand-Alone AppExchange Integration
|
Scope |
Description |
Integration Task Name |
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Access your basic information |
To read user details |
SSO Application Access SSO Application Roster |
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Access and manage your data (API) |
Access and manage your data |
Application Discovery SSO Application Access SSO Application Roster |
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Perform requests on your behalf at any time (refresh_token, offline_access) |
To make an authenticated API call |
Required for Authentication |
Required Scopes for Salesforce Workspace
|
Scope |
Description |
Integration Task Name |
|
Access your basic information |
To read user details |
AppExchange Application Roster |
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Access and manage your data (API) |
Access and manage your data |
AppExchange Application Roster Application Access License Information Reclamation Setup |
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Perform requests on your behalf at any time (refresh_token, offline_access) |
To make an authenticated API call |
Required for Authentication |
AppExchange and Salesforce User Profile
Important:This AppExchange and Salesforce user profile information is subject to change as enhancements are made to Salesforce.
To grant the Required Scopes for Stand-Alone AppExchange Integration, you must have System Administrator user profile permissions, or you must complete the following instructions to create a new oran existing user with custom permissions.
| • | Creating a New AppExchange or Salesforce Permission Set |
| • | Assigning the AppExchange or Salesforce Permission Set to a New User |
| • | Assigning the AppExchange or Salesforce Permission Set to an Existing User |
Creating a New AppExchange or Salesforce Permission Set
Important:This AppExchange and Salesforce permissions set information is subject to change as enhancements are made to Salesforce.
Complete the following steps to create a newAppExchange or Salesforce permission set to a user. These steps are a prerequisite to assigning the permission set to a new or an existing user.
To create a newAppExchange or Salesforce permission set:
| 1. | After signing in to Salesforce, go to Setup. |
| 2. | In the search box, search for Permission Set and select the same. |
| 3. | Click New to create a permission set. |
| 4. | Enter a name under the Label field and leave the License as None, so that it can be assigned to a different user and permission set licenses. |
| 5. | Click Save to create the permission set, which redirects you to the Permission Set Overview page. |
| 6. | Click the System Permissions link. |
| 7. | Click the Edit button to update the permissions. |
| 8. | Based on the required SaaS Management integration tasks, enable the appropriate AppExchange or Salesforce system permissions. For details, see the following table. |
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AppExchange System Permissions |
SaaS Management Integration Tasks |
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API Enabled API Only User Download AppExchange Packages Manage Package Licenses View Setup and Configuration View All Users |
Application Discovery SSO Application Access SSO Application Roster |
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Salesforce System Permissions |
SaaS Management Integration Tasks |
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API Enabled API Only User View Roles and Role Hierarchy View Setup and Configuration View All Profiles View All Users |
Application Roster Application Access License Information Setup |
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API Enabled API Only User View Roles and Role Hierarchy View Setup and Configuration Manage Users Note:Enabling the Manage Users permission will by default enable the following permissions: Assign Permission Sets, Manage Internal Users, Manage IP Addresses, Manage Login Access Policies, Manage Password Policies, Manage Profiles and Permission Sets, Manage Roles, Manage Sharing, Reset User Passwords and Unlock Users, View All Users. |
Application Roster Application Access License Information Setup License Reclamation |
| 9. | Click Save to update the permission set. |
| 10. | Proceed to the appropriate section: |
| • | Assigning the AppExchange or Salesforce Permission Set to a New User |
| • | Assigning the AppExchange or Salesforce Permission Set to an Existing User. |
Assigning the AppExchange or Salesforce Permission Set to a New User
Important:This AppExchange and Salesforce permissions set information is subject to change as enhancements are made to Salesforce.
After Creating a New AppExchange or Salesforce Permission Set, you can assign the AppExchange or Salesforce permission set to a new user by completing the following steps.
To assign the AppExchange or Salesforce permission set to a new user:
| 1. | After signing in to Salesforce, go to Setup and select Home. |
| 2. | From the Administration menu, go to the Users dropdown list and select Permission Sets. For details, see the following screenshot. |
| 3. | In the search box, search for the permission set you wish to assign to the new user. |
| 4. | Select the permission set. |
| 5. | Click Management Assignment Assign User. |
| 6. | Continue to step 5 in Assigning the AppExchange or Salesforce Permission Set to an Existing User. |
Assigning the AppExchange or Salesforce Permission Set to an Existing User
Important:This AppExchange and Salesforce permissions set information is subject to change as enhancements are made to Salesforce.
After Creating a New AppExchange or Salesforce Permission Set, you can assign theAppExchange or Salesforce permission set to an existing user by completing the following steps.
To assign the AppExchange or Salesforce permission set to an existing user:
| 1. | After signing in to Salesforce, go to Setup > Administration > Users > Users. |
| 2. | Select the appropriate user profile to edit. |
| 3. | In the User License dropdown, select Salesforce as the license type. |
| 4. | In the Profile dropdown, select the Minimum Access - Salesforce profile to assign to the user. |
| 5. | Scroll down to Permission Set Assignment: |
| a. | Click Add to enable the created permission set. |
| b. | Click Save to complete the assignment. |
| 6. | Click Save to update the user profile. |
Authentication Method for Stand-Alone AppExchange Integration and Salesforce Workspace
OAuth2 with Authorize Flow. For details, see the Salesforce instructions in OAuth 2.0 Web Server Flow for Web App Integration.
Required Credentials for Stand-Alone AppExchange Integration and Salesforce Workspace
| • | Username and password of the user with necessary minimum permissions |
| • | Salesforce Instance |
Note:Username and password are required only for authorization. These credentials are not stored in SaaS Management.
Optional Credentials for Salesforce Workspace
| • | Include User Types (See the following Salesforce Workspace User Types descriptions.) |
| • | Entitled Developer Sandbox Count |
| • | Entitled Developer Pro Sandbox Count |
| • | Entitled Partial Copy Sandbox Count |
| • | Entitled Full Sandbox Count |
Note:If sandbox count input fields are left blank, the default entitled values mentioned in the Salesforce Help section Sandbox Licenses and Storage Limits by Type are considered.
Salesforce Workspace User Types
When Integrating Salesforce as a Salesforce Workspace Within SaaS Management, there is an optional SaaS Management integration setup field Include User Types to filter the types of users in the results. You can enter multiple user types by using a comma to separate each user type.
The following table defines Salesforce user types along with the corresponding user license.
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Salesforce User Type |
Definition |
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Standard |
This user has a standard, Salesforce Platform, or Salesforce Platform One user license. |
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PowerPartner |
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 |
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 |
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 |
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 |
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. |
Salesforce Workspace License Types
The Salesforce integration displays a list of licenses associated with each discovered user. Those license types are explained in the Salesforce documentation section Licenses.
Note:SaaS Management tracks user licenses, permission set licenses, and feature set licenses.
Integrating AppExchange (Salesforce) as a Stand-Alone Integration With SaaS Management
Tip:For better AppExchange and AppExchange Sandbox integration performance, use your browser's incognito mode or private browsing feature.
Complete the following steps to integrate AppExchange (Salesforce) as a stand-alone integration with SaaS Management.
To integrate AppExchange (Salesforce) as a stand-alone integration with SaaS Management:
| 1. | To use the AppExchange (Salesforce) API endpoints, enter your organization’s Salesforce Instance in the SaaS Management integration setup page. To find your organization’s assigned Salesforce Instance, see the Find your Salesforce information. |
| • | Salesforce portal URL format example 1: For https://na9.salesforce.com, na9 is the Salesforce Instance value. |
| • | Salesforce portal URL format example 2: For https://company.my.salesforce.com, the complete domain company.my is the Salesforce Instance value. |
| 2. | In SaaS Management, add the Salesforce application. For details, see Adding an Application. |
Note:For Sandbox integrations, select the AppExchange Sandbox application.
| 3. | Click Authorize, which will redirect you to the Salesforce portal. |
| 4. | Sign in to the Salesforce portal using the credentials of the user with the necessary Required Minimum Permissions for AppExchange and Salesforce Workspace. |
| 5. | To grant access to the REST APIs used in the integration, click Allow in the Salesforce Allow Access window. After integrating AppExchange (Salesforce) with SaaS Management, an Integrated Applications tab is displayed. For details, see AppExchange (Salesforce) Integrated Applications Tab. Each integrated application has a Users Tab to track user activity. At this time, Setting Activity Thresholds is not available for integrated applications. Therefore, the Activities (# Days) column in the integration application’s Users tab is blank. |
AppExchange (Salesforce) Integrated Applications Tab
The Integrated 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 details, see the Integrated Applications Tab and Adding Discovered SSO Enabled Applications to Your List of Managed SaaS Applications.
For AppExchange (Salesforce), the Integrated Applications tab columns listed to the right of the App Name column are pulled in from AppExchange (Salesforce). The following table summarizes the key features.
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Column |
Description |
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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. |
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Options |
Click the Edit button in the upper-right corner of the Integrated Applications tab to display the options Manage or Ignore. Select the appropriate option based on whether or not you wish to manage a particular AppExchange (Salesforce) application. |
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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. |
Options for Integrating AppExchange Within the Salesforce Workspace
The following options describe how to integrate new and existing AppExchange integrations within the Salesforce Workspace. For specific Salesforce integration instructions, see Integrating Salesforce as a Salesforce Workspace Within SaaS Management.
Option 1: Your Organization Has an Existing Salesforce Integration but No AppExchange Integration
| 1. | Add the AppExchange permissions Download AppExchange Packages and Manage Package Licenses to the account used for your Salesforce integration. |
| 2. | Reauthorize and enable the AppExchange integration task in the Salesforce instance (org) you want to add the AppExchange integration to. |
| 3. | Choose the AppExchange packages you want to manage for your organization within SaaS Management. |
Option 2: Your Organization Has Existing Salesforce and AppExchange Integrations and You Want to Create a New AppExchange Integration
| 1. | Add the AppExchange permissions Download AppExchange Packages and Manage Package Licenses to the account used for your Salesforce integration. |
| 2. | Enable the AppExchange integration task in the Salesforce org you want to add the AppExchange integration to. |
| 3. | Choose the AppExchange packages you want to manage for your organization within SaaS Management. |
| 4. | After verifying that your managed AppExchange packages for the new AppExchange integration are saved within SaaS Management, you can deactivate the previous AppExchange integration and its associated packages. |
Option 3: Your Organization Has Existing Salesforce and AppExchange Integrations and You Want Flexera to Create a New AppExchange Integration
| 1. | Contact Flexera support to create a support ticket. |
| 2. | In the support ticket, specify the managed SaaS application ID of the Salesforce org and AppExchange instance to be linked. To find this information, go to SaaS > Managed SaaS Applications. The Applications column in the Managed Applications screen lists your organization’s AppExchange instances. |
Example: For AppExchange instance AppExchange-SF-Org-987654, 987654 is the managed SaaS application ID of the associated Salesforce org.
| 3. | Flexera will associate your organization’s existing AppExchange integration data and the new AppExchange integration with your organization’s existing Salesforce integration. The resulting AppExchange data will be available in the AppExchange Tab for the Salesforce All Orgs View. |
Integrating Salesforce as a Salesforce Workspace Within SaaS Management
Tip:For better Salesforce and Salesforce Sandbox integration performance, use your browser's incognito mode or private browsing feature.
Complete the following tips to integrate Salesforce as a Salesforce workspace within SaaS Management.
To integrate Salesforce as a Salesforce workspace within SaaS Management:
| 1. | In SaaS Management, add the Salesforce application. For details, see Adding an Application. |
The following steps explain these features in the SaaS Management integration setup page for Salesforce.
| • | Add Single Org and Upload Multiple Orgs buttons |
| • | Salesforce Instance field |
| • | Included User Types field |
| 2. | Select the Add Single Org or the Upload Multiple Orgs button based on the number of Salesforce orgs you need to integrate with SaaS Management. |
Note:The AppExchange integration task can only be enabled by selecting Add Single Org. The Salesforce All Orgs View does not have the option to set up the AppExchange integration task. The Salesforce All Orgs View displays an AppExchange tab when at least one individual Salesforce org has enabled the AppExchange integration task.For further AppExchange integration details, see step 3.
If you select Upload Multiple Orgs:
| a. | Download the CSV template and enter the required information. See the following table for details. |
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CSV Column Name |
Required CSV Column? (Y for Yes; N for No) |
Default CSV Column Value |
Example |
Description |
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Name |
N |
product name |
Salesforce Org 1 |
This field represents the managed product name in SaaS Management. The Org Name field is populated by the Salesforce Setup integration task. |
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Instance |
Y |
blank |
na1 |
To use the Salesforce API endpoints in SaaS Management, enter your organization’s Salesforce Instance. To find your organization’s assigned Salesforce Instance, see the Find your Salesforce Instance information.
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Activity Threshold |
N |
60 |
60 |
The Activity Threshold offers you the flexibility in defining the number of days before a user is considered inactive to align with your organization’s expectation of Salesforce license usage. Enter the appropriate number of days for the activity threshold: 15, 30, 45, or 60. |
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Reclamation |
N |
N |
N |
The SaaS Management Reclamation integration task enables the ability to reclaim or deactivate Salesforce licenses. Enter Y for yes or N for no to enable this integration task. |
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License Information |
N |
N |
Y |
The SaaS Management License Information integration task enables the ability to automatically retrieve a Salesforce license plan, license name, and total allowed number of licenses every 24 hours. Enter Y for yes or N for no to enable this integration task. |
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Application Access |
N |
N |
Y |
The SaaS Management Application Access integration task enables the ability to track all Salesforce user access events. Enter Y for yes or N for no to enable this integration task. |
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Application Roster |
N |
N |
Y |
The SaaS Management Application Roster integration task enables the ability to gather the list of users who have access to Salesforce. Enter Y for yes or N for no. |
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User Types |
N |
blank |
Standard,PowerPartner,CSPLitePortal |
This field filters the Salesforce user types returned in the results. You can enter multiple user types by using a comma to separate each user type. |
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Username |
Y |
blank |
adminUser |
Enter the username of the user that SaaS Management will connect to Salesforce. |
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Password |
Y |
blank |
password1 |
Enter the password that SaaS Management will connect to Salesforce. |
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Token |
N |
blank |
5V6mWckykUz |
Enter the security token of the user that will grant trust to SaaS Management to communicate with Salesforce. |
| b. | Upload the CSV file. Only one CSV file can be uploaded. |
Important:Closing the Salesforce integration setup slideout while the CSV file is uploading interrupts the file upload. If the file upload is interrupted, restart the CSV file upload.
| c. | After you successfully upload the CSV file, click Create Uploaded Orgs. Duplicated orgs will not be created twice. |
| 3. | From the Integration Task list, select AppExchange to enable the AppExchange integration for at least one Salesforce org within the Salesforce workspace. See the AppExchange Tab for the Salesforce All Orgs View for managing your organization’s AppExchange packages within SaaS Management. |
Important:For each existing Salesforce org integrated with SaaS Management, you need to reauthorize the Salesforce org integration to enable the AppExchange integration task. To reauthorize the integration, go to the Salesforce org’s Integration tab. Click the Setup button, which opens the Salesforce org’s Integration Configuration dialog. Complete the Create Integration and Authorize steps of the Integration Configuration dialog. In the Enable Tasks section of the Integration Configuration dialog, select the AppExchange integration task.
| 4. | To use the Salesforce API endpoints, enter your organization’s Salesforce Instance in the Salesforce Instance field. To find your organization’s assigned Salesforce Instance, see the Find your Salesforce Instance information. |
| • | Salesforce portal URL format example 1: For https://na9.salesforce.com, na9 is the Salesforce Instance value. |
| • | Salesforce portal URL format example 2: For https://company.my.salesforce.com, the complete domain company.my is the Salesforce Instance value. |
| 5. | To filter the types of users in the results, enter the appropriate user type(s) in the Included User Types field. Leave this field blank if you wish to retrieve all user types. You can enter multiple user types by using a comma to separate each user type. |
| 6. | Enter the entitled Sandboxes count in the respective Sandboxes user input field for the Salesforce application if the entitled values are different or the organization edition is different than those mentioned in the Salesforce Help section Sandbox Licenses and Storage Limits by Type. Leave the Sandbox input fields blank if your organization is entitled to the default values for the documented Salesforce organization edition. |
Important:The Sandboxes user input fields are not available for the Salesforce Sandbox integration with SaaS Management.
| 7. | Click Authorize, which will redirect you to the Salesforce portal. |
| 8. | Sign in to the Salesforce portal using the credentials of the user with the necessary Required Minimum Permissions for AppExchange and Salesforce Workspace. |
| 9. | To grant access to the REST APIs used in the integration, click Allow in the Salesforce Allow Access window. |
| 10. | For further information on managing and optimizing your organization’s Salesforce licenses, see: |
| • | Auto-Populated Salesforce License Information |
| • | Microsoft Power BI Reporting for Salesforce |
| • | Analyzing User and License Activity Data Within the Salesforce Workspace |
| • | Tracking Application Activity by License Type for License Differentiation |
| • | Reclaiming SaaS Licenses |
Auto-Populated Salesforce License Information
The SaaS Management integration with Salesforce offers a License Information integration task that automatically retrieves every 24 hours the Salesforce license name and total allowed number of licenses. This retrieved Salesforce license information automatically populates the Salesforce Licenses Tab in SaaS Management. This auto-populated Salesforce license information provides a more complete view of your Salesforce entitlements by displaying user licenses and permission set licenses.
Important:If you enable the License Information integration task, note the following:
| • | The managed application's license information you previously entered in the Licenses Tab will be overwritten with the data ingested from Salesforce. |
| • | You need to enter and keep up to date the following Licenses Tab information. The License Information integration task does not pull in this information. The SaaS application’s annual spend calculation relies on entered and accurate license effective and ending dates. |
| • | Amount |
| • | Currency |
| • | Payment Frequency |
| • | Effective Date |
| • | Ending Date |
| • | When the License Information integration task first discovers an active subscription, the effective date defaults to the discovery date, and no end date is displayed. As a result, the license term is effective and will not expire. |
| • | When the License Information integration task is disabled, the managed application's license information will revert to what it was prior to the License Information integration task being enabled. As a result, your previously manually entered license information will appear in the Licenses Tab. |
| • | When the License Information integration task is re-enabled, the last automatic-captured license data that was available before disabling the License Information integration task will appear in the Licenses Tab. |
To auto-populate Salesforce license information:
| 1. | From the SaaS menu, click Managed SaaS Applications. The Managed SaaS Applications screen appears. |
| 2. | For a new Salesforce integration, add the Salesforce application. See Adding an Application. The License Information integration task is selected by default. |
| 3. | For an existing Salesforce integration: |
| a. | On the Managed SaaS Applications screen, select the appropriate Salesforce instance link. The instance’s Overview tab opens by default. |
| b. | Click the Salesforce instance’s Integration tab. |
| c. | In the Integration tab’s Integration Tasks table, click Disabled in the Action column to enable the License Information task. |
| d. | Click OK. |
Benefits of Enabling the License Information Integration Task
When the License Information integration task is enabled in SaaS Management:
| • | License type, Name, and # of Items Allowed fields in the Salesforce Licenses tab are disabled as this information is automatically populated. |
| • | Active and inactive ingested license data from Salesforce can be compared against the total, used, and remaining user licenses and permission set licenses listed in the Salesforce user interface. |
| • | Assigned license count from the Salesforce UI matches the users’ count in the Salesforce Activity Tab for each active user license, permission set license, and feature set license configured under their respective SKUs. |
| • | Salesforce Activity Tab and Users Tab do not include disabled users to help narrow the focus on user activity. |
| • | Salesforce Activity Tab does not include a user’s disabled permission set licenses or feature set licenses to help narrow the focus on license use. |
| • | Salesforce Activity Tab only displays records for licenses configured in SKUs. The License column of the Salesforce Users Tab displays only the SKU-configured licenses. |
Microsoft Power BI Reporting for Salesforce
SaaS Management’s Microsoft Power BI report, which uses the SaaS Management API, provides the insights that enable improved governance and license management processes for complex multi org Salesforce environments. The Microsoft Power BI report insights can be shared with contacts within your organization who do not use SaaS Management.
To create the Microsoft Power BI report, see the Flexera Community’s Flexera One Knowledge Base article Salesforce Power BI Reporting for Flexera One's SaaS Management.
API Endpoints for Stand-Alone AppExchange Integration
Access Token URL
https://login.salesforce.com/services/oauth2/token
Application Discovery
https://<<SalesforceInstance>>.salesforce.com/services/data/v52.0/query
https://<<SalesforceInstance>>.salesforce.com/services/data/v52.0/tooling/query
SSO Application Roster
https://<<SalesforceInstance>>.salesforce.com/services/data/v52.0/query
SSO Application Access
https://<<SalesforceInstance>>.salesforce.com /services/data/v56.0/sobjects
https://<<SalesforceInstance>>.salesforce.com/services/data/v52.0/query
API Endpoints for Salesforce Workspace
Access Token URL
https://login.salesforce.com/services/oauth2/token
Application Discovery
https://<<SalesforceInstance>>.salesforce.com/services/data/v52.0/query
https://<<SalesforceInstance>>.salesforce.com/services/data/v52.0/tooling/query
Application Roster and Application Access
https://<<SalesforceInstance>>.salesforce.com/services/data/v51.0/query
License Information
For User and Permission Set Licenses
https://<<SalesforceInstance>>.salesforce.com/services/data/v51.0/query
For Feature Set Licenses
https://<<SalesforceInstance>>.salesforce.com/services/data/v52.0/query
Reclamation
https://<<SalesforceInstance>>.salesforce.com/services/data/v51.0/composite/batch
Setup
https://<<SalesforceInstance>>.salesforce.com/services/data/v53.0/query
https://<<SalesforceInstance>>.salesforce.com/services/data/v53.0/limits
https://<<SalesforceInstance>>.salesforce.com/services/data/v53.0/tooling/query
SSO Application Roster
https://<<SalesforceInstance>>.salesforce.com/services/data/v52.0/query