Auvik SaaS Management’s integration with Salesloft 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.
Prerequisites
Before installing the Salesloft 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 Salesloft with any necessary administrative privileges required
- An active subscription for Salesloft
- OAuth App Client Credentials
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 Salesloft is deactivated.
Generating Client Credentials
- Login to your Salesloft Account > Your Applications > OAuth Applications > Create New
- Provide an App Name, Application Type will be set to No - this application will be used be used for internal purposes only
- Grant Type: Client Credentials
- Click Submit and take note of your Client ID and Client Secret
Configuration & Setup
The Salesloft integration can be configured using Client Credentials.
- Navigate to the Salesloft SaaS Ops Integration
- From the Partner Hub > Org Preferences > Integrations > Clients Tab
- From the Admin Hub > Utilities > SaaS Ops Integrations
- Select Configure
- Input the Client ID and Client Secret
- Select Connect
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 Salesloft with SaaS Ops
Review step by step instructions and any additional information specific to this integration including some FAQs.
Available Functionality
Offboarding
- Deactivate User: Change the user’s status to inactive and deactivate their license
Onboarding
- Add User