Salesforce

Follow these steps to configure OpenLM to monitor license usage and retrieve statistics from Salesforce.

Requirements

Before starting, make sure you have:

1. An OpenLM SLMC account or OpenLM Server v24 or higher installed on a machine in your organization

2. OpenLM Broker v24.6 or higher installed on a machine in your network and connected to the OpenLM Server

3. A Salesforce account

4. Salesforce API credentials (Consumer Key and Consumer Secret) generated via a Connected App

   Refer to Salesforce’s official guide:
   How to generate Consumer Key and Consumer Secret of a Connected App - Salesforce

   

note

Enable the API OAuth setting and select Full OAuth scope when creating the Connected App.
After setup, access Manage Consumer Details to retrieve and save your Consumer Key and Consumer Secret.

Monitoring capabilities

LM Type in the Broker	License totals	License usage	Denials	Borrowing	Expiration date	Redundancy	Report resolution
Salesforce	Yes	Yes	No	No	Yes	No	Depends on API polling

Using the Broker also enables buffered communication and allows remote start and stop of the license manager service.

OpenLM Broker configuration

Diagram of how OpenLM interfaces with Salesforce

note

OpenLM Broker must be installed and configured to report to OpenLM before proceeding.

Steps

1. Open the Broker web UI at http://localhost:5090.
   If the default port is in use, try 5091 or 5092.

2. Go to License Managers → Add License Manager.

   

3. From the drop-down list, select Salesforce, enter any port number (required for setup even if unused), and click Add.

4. Go to Vendors and optionally add Salesforce as the vendor.

5. Open the Advanced tab, click the Edit (pen) icon, and fill in:

   • clientId = Salesforce Consumer Key
   • clientSecret = Salesforce Consumer Secret
   • username = Salesforce username
   • password = Salesforce password

6. Click Save.

OpenLM Server configuration

Once the Broker is configured, approve the license manager in EasyAdmin:

1. Open EasyAdmin via:

   • http://<OpenLM-Server-IP>:5015/ in your browser
   • Or Windows Start → OpenLM → OpenLM EasyAdmin User Interface

2. In License Manager Servers, click the Servers pending approval icon.

   

3. Select the Salesforce entry (shown as OpenLM Generic), verify details, and click Approve.
   Optionally, add metadata such as Country, Usage Scope, and Description.

   

After approval, Salesforce will be monitored. Data will be available after processing, indicated by a green circle icon.

Verify your configuration

1. Open EasyAdmin.
2. Go to Start → Widgets → License Servers.
3. Confirm the Salesforce entry appears with a green circle status.

note

For new connections, it may take up to 3 minutes for the status to update.