Authentication Method and Credentials for Salesforce Workspace and Stand-Alone AppExchange Integrations

OAuth 2.0 With Authorize Flow is the authentication method for the Salesforce Workspace integration and stand-alone AppExchange integration with SaaS Management. For more information, see the Salesforce instructions in OAuth 2.0 Web Server Flow for Web App Integration.

The following sections describe the required and optional credentials for the Salesforce Workspace integration and the stand-alone AppExchange integration with SaaS Management.

Required Credentials for Stand-Alone AppExchange Integration and Salesforce Workspace

The following credentials are required:

•

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

The following credentials are optional:

•

Include User Types (For complete descriptions of each user type, see Salesforce Workspace User Types and License Types.)

•

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.