Salesforce integration updates

Note:This enhancement is available with SaaS Management.

The following sections were updated in the Salesforce integration instructions.

Minimum permissions required
Authentication method
Credentials required
Application Roster and Application Access API endpoint
Reclamation API endpoint

Minimum permissions required

Salesforce SaaS application integration issues have occurred due to permissions issues. In response, the Minimum Permissions Required section for the Salesforce integration instructions was updated to clarify the minimum API required permissions based on the Salesforce scopes required and the Salesforce user role.

Authentication method

The authentication method for integrating Salesforce with SaaS Management is OAuth2with Authorize Flow. For details, refer to the Salesforce instructions in OAuth 2.0 Web Server Flow for Web App Integration.

Credentials required

The Admin username and password was replaced with the following: “Username and password of the user with necessary minimum permissions.”

The following note was added.

Note:Username and password are required only for authorization. These credentials are not stored in SaaS Management.

Application Roster and Application Access API endpoint

The following API endpoint was updated.

https://<<SalesforceInstance>>.salesforce.com/services/data/v48.0/query

Reclamation API endpoint

For the Salesforce Reclamation API endpoint:

https://<<SalesforceInstance>>.salesforce.com/services/data/v48.0/composite/batch 

Refer to the Salesforce documentation regarding all User Deactivation Considerations (billing and license, record access, etc.).