Integrating a Salesforce Workspace Within SaaS Management
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This section describes how to integrate Salesforce, AppExchange, and Salesforce Marketing Cloud as a Salesforce workspace within SaaS Management. Before getting started, see AppExchange Integration and Salesforce Marketing Cloud Integration.
AppExchange Integration
Within SaaS Management, you have the option to integrate AppExchange as a stand-alone integration or within the Salesforce Workspace. For further details, see Options for Integrating AppExchange Within the Salesforce Workspace and Integrating AppExchange as a Stand-Alone Integration With SaaS Management.
Salesforce Marketing Cloud Integration
Salesforce Marketing Cloud is a stand-alone integration with SaaS Management. For more information, see the Salesforce Marketing Cloud integration instructions. At least one Marketing Cloud application must be added to SaaS Management for the Marketing Cloud tab to appear in the Salesforce Workspace Salesforce All Orgs View.
Salesforce Workspace Integration
Complete the following steps to integrate Salesforce and AppExchange as a Salesforce workspace within SaaS Management. Further integration details are available in the Salesforce Workspace Integration Reference Information.
To integrate Salesforce and AppExchange as a Salesforce workspace within SaaS Management:
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In SaaS Management, add the appropriate Salesforce application by following the instructions in Adding an Application. Following is a list of the available Salesforce applications that can be integrated with SaaS Management: |
Tip:To help identify and manage your Salesforce orgs in SaaS Management, you can use tags. To enter a tag, click the appropriate Salesforce application tile that you added. A slideout appears. In the Tags dropdown menu, you can use the predefined tags or create your own. Tag examples include Production or Sales Org for the business unit that uses the Salesforce Org and North America for the Salesforce Org region.
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Click Authenticate Integration. |
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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:
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.
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After you successfully upload the CSV file, click Create Uploaded Orgs. Duplicated orgs will not be created twice. Successfully uploaded orgs will display Completed creating orgs and <number of> orgs created. |
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For the Activity Threshold field, select the desired number of days of inactivity to determine when a Salesforce user is displayed as Inactive within SaaS Management. The default activity threshold is 60 days. After selecting your activity threshold, this value will appear in the Salesforce Overview tab and adjust your usage data for all application activity throughout the SaaS Management interface. You can customize the activity threshold at a later date to 15, 30, 60, 90, or 120 days. For more information, see Setting Activity Thresholds. |
Best Practice:For the list of Integration Tasks, Flexera recommends selecting License Information, Application Access, and Application Roster. These integration tasks are described in further detail in Stored Information for Salesforce Workspace Integration.
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If your organization is integrating AppExchange and at least one Salesforce org within the Salesforce Workspace, select AppExchange from the Integration Task list. To manage your organization’s AppExchange packages within SaaS Management, see the AppExchange Tab for the Salesforce All Orgs View. |
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.
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To use the Salesforce 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:
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Sign in to the Salesforce portal as an administrator and go to Setup. |
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In the search box, enter and then select Company Information. |
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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:
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Sign in to the Salesforce portal as an administrator and go to Setup. |
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In the search box, enter and then select My Domain. |
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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.
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As an option, you can filter the Salesforce user types in the SaaS Management results by entering the appropriate user type(s) in the Included User Types field. Leave this field blank if you wish to retrieve all user types. When entering multiple user types, use a comma to separate each user type. For a list and descriptions of each Salesforce user type, see Salesforce Workspace User Types and License Types. |
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The following Sandbox Count input fields are optional: |
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Entitled Developer Sandbox Count |
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Entitled Developer Pro Sandbox Count |
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Entitled Partial Copy Sandbox Count |
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Entitled Full Sandbox Count. |
Leave the Sandbox Count input fields blank if your organization is entitled to the default Sandbox values mentioned in the Salesforce Help section Sandbox Licenses and Storage Limits by Type. Enter any custom entitled Sandbox Count in the appropriate input field.
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Click Authorize, which will redirect you to the Salesforce portal. |
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When the Salesforce Allow Access dialog appears, click Allow to grant access to the REST APIs used in the integration. |
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For a successfully integrated single Salesforce org integration, a pop-up window displays: Success: Integration configuration was updated. Then, click OK. |
For further information on managing and optimizing your organization’s Salesforce licenses, see: