Integrating Salesforce, AppExchange, and Marketing Cloud Data Within One SaaS Management Workspace

dwampach1 · ‎Mar 06, 2023

Flexera One’s SaaS Management integration with Salesforce now offers you the ability to track and optimize your entire organization’s Salesforce spend, contact consumption, license activity, and user activity within one central dedicated workspace for Salesforce, AppExchange, and Marketing Cloud. This trifecta of Salesforce applications within SaaS Management’s Salesforce Workspace represents another achievement towards Flexera One’s “be the best” vision for Salesforce.

When you navigate to SaaS > Managed SaaS Applications and open one or all or your organization’s Salesforce applications, the resulting Salesforce workspace opens and includes new dedicated AppExchange and Marketing Cloud tabs.

Note • If you have existing SaaS Management integrations with Salesforce and AppExchange, you need to reauthorize the integrations to enable the Salesforce workspace features.

Highlighted Features

More User Data Included

On the Salesforce All Orgs view that appears if you select all Salesforce applications from the Managed SaaS Applications page, the Orgs tab now displays a meter chart for Data Used/Data Total (GB) and File Used/File Total (GB). Community Logins (30 Days) can be filtered by number.

Managing AppExchange Packages

At the Salesforce All Orgs rolled up view, you can manage the AppExchange package data that displays within the AppExchange tab.

Tracking User, License, and Spend Data

You can track user, license, and spend data on the AppExchange tab. The AppExchange tab displays when at least one individual Salesforce org has enabled the AppExchange integration task when integrating Salesforce with SaaS Management.

Tracking AppExchange Package Data Per User

AppExchange package data per user can be tracked:

Within the Users tab of the Salesforce All Orgs view
When drilling down to the individual Salesforce org’s Users tab.

In both Users tabs, the AppExchange column lists the managed AppExchange packages in a single row for each user. Multiple packages are separated by commas. Unmanaged AppExchange packages are not displayed. To update your organization’s list of managed AppExchange packages, see the AppExchange Tab for the Salesforce All Orgs View.

Tracking Marketing Cloud Contact Consumption

Within SaaS Management’s Salesforce Workspace, the Salesforce Marketing Cloud tab allows you to view your entire organization’s Salesforce Marketing Cloud contact consumption. The Salesforce Marketing Cloud tab displays after enabling at least one stand-alone integration with Flexera One’s SaaS Management.

Note • The Salesforce Marketing Cloud tab is not available at the Individual Salesforce Org view.

Flexera One Help Resources

For complete details, see the following sections of the Flexera One Help:

SaaS Integration Task Terminology for the AppExchange integration task
Salesforce integration instructions
To integrate new and existing AppExchange integrations within the Salesforce Workspace, see Options for Integrating AppExchange Within the Salesforce Workspace
Salesforce Marketing Cloud integration instructions.

ryanhardcastle0 · ‎Mar 07, 2023

The new workspace creates a second AppExchange integration when I enable the task, but I've already set up my AppExchange integrations and chosen the apps I want to manage.

Do I need to remove the previous AppExchange integrations and re-add those apps I want to manage within the newly created app? (This is a bit rhetorical).

I'm glad this is being consolidated but this post doesn't give enough weight to handling the changes where the integrations already exist. It's not as simple as re-authorizing.

I've also noticed that this seems to have caused all my integrations to go into a error state which is forcing me to re-authorize even if I don't want to enable the new features: https://community.flexera.com/t5/Flexera-One-Forum/SaaS-Manager-Salesforce-integration-tasks-in-error-state/m-p/268399#M1586

Ryan

SaaSManager · ‎Mar 07, 2023

Hi Ryan,

Thanks for the feedback -here is more detail and we will update the instructions to include this information

Option 1 - For Customers who does not have AppExchange app and has SF

add the app exchange permissions Download AppExchange Packages and Manage Package Licenses to the account being used for your salesforce integration
Reauthorize and enable the App exchange task in the salesforce org you want to add this feature to
Choose the applications you want to manage

Option 2 - For Customers who have both Salesforce and AppExchange app already, and if they are okay to create new AppExchange managed application

Add the app exchange permissions Download AppExchange Packages and Manage Package Licenses to the account being used for your salesforce integration
Enable the App exchange task in the salesforce org you want to add this feature to
Choose the applications you want to manage
Once verified you applications are saved you cane de-activate the old app exchange application and its associated applications

Option 3 - For Customers who have both Salesforce and AppExchange app already, and does not want to add new AppExchange App

Open a support ticket and specify the appid- you want AppExchange to be mapped to Salesforce app, - we will associate the existing AppExchange to Salesforce and the AppExchange data will be available in Salesforce Workspace(Roll-up)

dwampach1 · ‎Mar 07, 2023

Hi Ryan,

Thanks for your feedback.

For future reference, I added the options for integrating new and existing AppExchange integrations within the Salesforce Workspace to the Flexera One help.

For details, see Options for Integrating AppExchange within the Salesforce Workspace