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
Minimum Permissions Required
Authentication Method
Credentials Required
User Types
License Types
License Differentiation
Integrating Salesforce with SaaS Management
Reclaiming Salesforce User Licenses
API Endpoints

Information Stored

The following table describes the available integration tasks and stored data.

Available Integration Tasks

Integration Task

Information Stored

Application Roster

User ID
Created Date
Email
First Name
Last Name
License Name

Application Access

The date and time the following objects were created or edited:

Accounts
Campaigns
Cases
Contacts
Contracts
Leads
Opportunities
Solutions
Tasks
User Last Login

License Differentiation

See License Types and License Differentiation.

Reclamation

For details, see Reclaiming Salesforce User Licenses.

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

Admin Username for Salesforce account
Admin Password for Salesforce account
Salesforce Instance
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

User Type

Definition

Standard

This user has a standard, Salesforce Platform, or Salesforce Platform One user license.

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.

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.

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.

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.

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.

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:

1. Select Never in the Activity column search.
2. Enter the name of the more expensive license type in the License Type column search.
3. 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:

1. 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.
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. Refer to Adding an Application.
3. 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.
4. Click Authorize, which will redirect you to the Salesforce portal.
5. Log in to the Salesforce portal using System Administrator credentials.
6. 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:

1. From the SaaS menu, click Managed SaaS Applications. The Managed SaaS Applications screen appears.
2. For a new Salesforce integration:
a. Add the Salesforce application. Refer to Adding an Application.
b. Select the Reclamation integration task from the Add Application screen.
c. Click Authorize.
d. Proceed to step 4.
3. For an existing Salesforce integration:
a. On the Managed SaaS Applications screen, select the appropriate Salesforce instance link.
b. Navigate to the Salesforce Application Details screen and select the Integration tab.
c. In the Integration Tasks table, select Enabled in the Action column for the Reclamation task.
d. Click Save.
e. Proceed to step 5.
4. To enable license reclamation:
a. Navigate to the Salesforce Application Details screen and select the Integration tab.
b. In the Integration Tasks table, select Enabled in the Action column for the Reclamation task.
5. To reclaim Salesforce licenses, refer to Reclaiming SaaS Licenses.

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.).