Salesforce connection

[FrankvH]

Hello All,

We are setting up a Salesforce connection the initial test was all good. For that we need to get Salesforce license to allow us the connection in production. After a meeting with Salesforce it was not clear what kind of license we need to get.

Can somebody tell me what kind of license you have from Salesforce to allow you to collect the Salesforce for all each organisation in your organisation.

Regards

Frank

[carethom]

Hey Frank,

Do you think you can restate your question? I've done a number of Salesforce integrations for my company. We have almost 30. Perhaps I can help to answer some of your questions if you haven't completed the integration yet.

[FrankvH]

Hi @carethom ,

Thanks for your reply yes if you did amount of implementations you should know the answer. So what I want to know is the license/user type I need to setup on Salesforce side to allow me to collect all data needed. 

For test we used the login from one of our administrators.

Is the question more clear now?

Regards

Frank 

[winvarma]

Hi @FrankvH , is it for Flexera SaaS manager you want to integrate salesforce with? or FNMS and is it an on prem /cloud setup?

Below steps will guide you for Flexera SaaS Manager integration with salesforce.

Please go through the below and check if it helps you.

Salesforce Sales Cloud Integration

Salesforce Sales Cloud is a sales automation product that allows users to manage contacts and track opportunities from any desktop or device and build 1-to-1 customer journeys.

Information Stored

The Salesforce Sales Cloud Integration pulls an Application Roster and Application Accesses with the following stored user and user access data.

NOTEThe user and user access data lists below are subject to change as enhancements are made to the product.

User Data:

•

User Id

•

Created date

•

Email

•

First name

•

Last name

User Access Data:

•

Last login date

•

Account activity/history

Minimum Permissions Required

Administrator-level access

Authentication Method

OAuth2

Credentials Required

•

Admin Username for Salesforce account

•

Admin Password for Salesforce account

•

Salesforce Instance

•

Include User Types (Optional - See User Types descriptions below)

User Types

•

Standard: standard user license. This user type also includes Salesforce Platform and Salesforce Platform One user licenses.

•

PowerPartner: user whose access is limited because he or she is a partner and typically accesses the application through a partner portal/community. Label is Partner.

•

CSPLitePortal: user whose access is limited because he or she is an organization's customer and accesses the application through a Customer Portal or community. Label is High Volume Portal.

•

CustomerSuccess: user whose access is limited because he or she is an organization's customer and accesses the application through a Customer Portal. Label is Customer Portal User.

•

PowerCustomerSuccess: user whose access is limited because they are an organization's customer and accesses the application through a Customer Portal. Label is Customer Portal Manager.

•

CsnOnly: user whose access to the application is limited to Chatter. This user type includes Chatter Free and Chatter moderator users. Label is Chatter Free.

License Types

The Flexera SaaS Manager Salesforce integration displays a list of licenses associated with each discovered user. Those licenses types are explained in detail HERE: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_userlicense.htm 

To integrate Salesforce Sales Cloud with Flexera SaaS Manager

1.

To use the Salesforce Users and User Access API endpoint, you need to enter your organization’s Salesforce Instance. To find the Salesforce Instance your organization has been assigned, see https://help.salesforce.com/articleView?id=000002889&type=1

2.

To create a Salesforce Client ID and Client Secret, follow the appropriate OAuth or SAML instructions in https://help.salesforce.com/articleView?id=connected_app_about.htm&type=5

API Endpoints

•

Access Token: https://login.salesforce.com/services/oauth2/token

•

Users and User Access: https://<<SalesforceInstance>>.salesforce.com/services/data/v45.0/query

Flexera SaaS Manager Integration Instructions December 2019

[carethom]

On SFDC's side, all you need is to clone the readonly profile. Just call it FlexeraReadOnly. An admin is required to setup the connected app and assign the profile to a user but the account itself does not need many rights.

[FrankvH]

Hello all,

At the end there was no Salesforce license needed. A lot of confusion that was hard to find the right answer.

Regards

Frank

[LucyMarch]

I see that you got everything, I'm glad for you. You haven't tried connecting guided selling by Revenue Grid   to improve online sales?

I think it will be interesting for you to get acquainted in more detail with the salesmen of this service.