Salesforce integration with SaaS Manager Plus: Key benefits and how to set it up

Salesforce is a leading cloud-based CRM platform that empowers businesses to manage customer relationships, streamline sales processes, and automate marketing workflows. When connected to SaaS Manager Plus, Salesforce becomes even more powerful—giving you better visibility, control, and insights into your CRM usage and licensing.

Why integrate Salesforce with SaaS Manager Plus? ?

Integrating Salesforce with SaaS Manager Plus allows you to track license usage, manage users efficiently, and uncover hidden cost-saving opportunities across your CRM environment.

Here's why Salesforce integration is a smart move for your SaaS management strategy:

Comprehensive visibility

SaaS Manager Plus collects essential data from Salesforce, including user IDs, login history, license details, and usage status. This helps you get a complete picture of how your Salesforce licenses are being used.

Monitor user activity

Track last login details to identify inactive users or dormant accounts. Spotting underused licenses becomes easier, helping you take quick action to optimize spending.

Track license usage in real time

Gain clarity on how many licenses are in use and how many are sitting idle. SaaS Manager Plus helps you avoid unnecessary renewals and over-licensing.

Reduce CRM costs

By identifying inactive users and unused licenses, the platform reveals cost-saving opportunities that often go unnoticed.

Eliminate shadow spend

Monitor login activity and detect if licenses are being paid for but not actively used. Reclaim or reassign them before your renewal cycle hits.

Centralized SaaS control

Combine Salesforce data with insights from your other SaaS tools in a single dashboard. Simplify reporting and take control of your entire stack from one place.

Secure access and compliance

The integration uses OAuth 2.0 for secure authentication and adheres to required scopes and permissions, ensuring compliance with internal policies and external standards.

Steps to fetch necessary information from Salesforce for integration

Follow these steps to gather everything you need before setting up the integration:

1. To create client ID and client secret:

Log in to your Salesforce account.
Go to Setup > Apps > App Manager.
Click New Connected App.
Fill in Connected App Name, API Name, and Contact Email.
Check the box for Enable OAuth Settings.
Enter the callback URL: https://saasmanagerplus.manageengine.com/callback
Select the required scopes listed below.
- 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)
Uncheck the Require Proof Key for Code Exchange box.
Click Save to create the Connected App.
Go to App Manager, you will find a list of all apps created.
Find your newly created app, click the drop-down menu to the right, and select View.
Under the API section, click Manage Consumer Details to view your consumer key(client ID) and consumer secret(client secret).

2. To obtain your instance name:

In Setup, go to Company Settings > My Domain.
Your domain will look like this: <sample> .my.salesforce.com.
The <sample> portion is your instance name.

To manually integrate Salesforce with SaaS Manager Plus

In SaaS Manager Plus, go to App Integrations in the left pane.
Select Salesforce from the application list.
Enter the connection name, instance name, client ID, and client secret.
Click Authorize to be redirected to the Salesforce login page.
Log in using your admin credentials.
Click Authorize to complete the integration.

Integrating Salesforce with SaaS Manager Plus unlocks real-time insights into user activity, license usage, and cost efficiency, giving you the tools you need to better manage your CRM investments and drive more value from every license.

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