Salesforce

Salesforce is a cloud-based CRM platform that helps businesses streamline sales, marketing, and customer service operations. It provides tools for managing customer interactions, tracking leads, and automating workflows to enhance customer engagement and business growth.

Stored Salesforce information

Users:

• ID
• Email
• First name
• Last name
• Status
• Last login date

Licenses:

• Name
• License key
• Total license
• Used license

Login history:

• User ID
• Last login date

Required minimum permission for Salesforce

Admin

Salesforce authentication method

The required authentication method is OAuth (OAuth 2.0).

Required Salesforce credentials

The following credentials are required:

• Username
• Password

To create a client ID and client secret:

1. Login to your Salesforce account
2. Under Setup, choose Apps and select App Manager
3. Click the New Connected App button on the top-right corner
4. Fill out the Connected App Name, API Name, and Contact Email details
5. Enable OAuth by selecting Enable OAuth Settings checkbox
6. Enter the below callback url in Callback URL: https://saasmanagerplus.manageengine.com/callback
7. Select the scopes mentioned below
8. Unselect the Require Proof Key for Code Exchange checkbox
9. Click Save to create the Connected App
10. Go to App Manager to find the Created App
11. Select the drop-down menu to view the app details
12. Under the API section, click the Manage Consumer details button, Consumer Key (client ID) and Consumer Secret (client secret) is available under Manager Consumer Details.

Required Salesforce scopes

• Manage user data via APIs (api)
• Manage user data via Web browsers (web)
• Perform requests at any time (refresh_token, offline_access)
• Access the Salesforce API Platform (sfap_api)

To obtain instance name

1. Under Setup, select Company Settings and go to My Domain
2. Under My Domain Details, you will find <sample>.my.salesforce.com
3. <sample> is the instance name.

To manually integrate Salesforce with SaaS Manager Plus

1. Click App Integrations available in the left pane and click Salesforce from the applications list.
2. Provide the connection name, instance name, client ID, and client secret.
3. Click Authorize, and you will be redirected to the Salesforce sign in page.
4. On the Salesforce sign in page, enter your admin username and password.
5. Click Authorize.

Salesforce API endpoints

Users, License, LoginHistory:

<<domainname>>.my.salesforce.com/services/data/v61.0/query

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