Auvik SaaS Management’s integration with SalesForce allows you to automate common employee lifecycle tasks - granting and revoking access to the applications when needed to ensure compliance and give techs time to work on higher value tasks. See real-time, in-depth license data to help you maintain control over your software usage and spend. This includes a breakdown by license type, associated usage details, and last login timestamps.
For frequently asked questions about the SalesForce SaaS Ops Integration, click here.
For how to uninstall the SalesForce SaaS Ops Integration, click here.
Prerequisites
Before installing the SalesForce integration, ensure that you have:
- Required Auvik SaaS permissions to install integrations
- From the Partner Hub: Default Admin
- From the Client Hub: Client Admin
- A valid account for SalesForce with any necessary administrative privileges required
- An active subscription for SalesForce with API access
We recommend using a dedicated account with all integrations. This allows you to set a role with minimal permissions. The integration will stop working if this user’s account in SalesForce is deactivated.
Configuration & Setup
The SalesForce integration can be configured using OAuth2 protocol or JWT Token.
If Authenticating using OAuth;
- Select Configure
- Add Sandbox details if applicable, no Advance settings are required but can be optionally set
- Click Connect
- You’ll be directed to login to SalesForce in a new browser tab
- Log in with an account that has administrator privileges
- Grant permissions to Workato if asked
If you have configured the integration successfully you will be taken back to Auvik Saas Management and the Integration will showcase as Connected.
If using JWT Token
JWT Bearer Authentication removes the need for a specific account to be linked to a connection, and uses a digital certificate, also called a digital signature, to sign the JWT request. Prior approval of Workato in Salesforce is required, more details are available here.
- Select Configure
- Input required fields > Connect
- Log in with an account that has administrator privileges
- Grant permissions to Workato if asked
If you have configured the integration successfully you will be taken back to Auvik SaaS Management and the Integration will showcase as Connected.
How to Leverage SalesForce with SaaS Ops
Review step by step instructions and any additional information specific to this integration including some FAQs.
Available Functionality
Offboarding
- Deactivate User: Deactivation removes the user’s login access, but it preserves all historical activity and records, making it easy to transfer ownership to other users.
- Transfer Records: Use the Mass Transfer tool to transfer multiple accounts, leads, service contracts, and custom objects from one user to another.
Onboarding
- Create a user
- Assign a profile or role
To add managed users, you must be: An Admin or A Co-Admin with the Manage users permission enabled.
License Data
- License Type Breakdown: a breakdown of the total and unused accounts by license type
- Real-time Updates: On demand license data refresh
- Last Login Timestamp: Showcase the last login time per account
User Count: See which users have leveraged the licensed account