Salesforce

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

Requirements

Before starting, make sure you have:

1. OpenLM Platform

2. OpenLM Broker v25.x or higher installed on the same machine as Salesforce, and approve it in Broker Hub.

3. A Salesforce account

4. Salesforce API credentials (Consumer Key and Consumer Secret) generated via a Connected AppRefer to Salesforce's official guide:How to generate Consumer Key and Consumer Secret of a Connected App - Salesforce

   

   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.

   

   Item	Value
   LM Type in the Broker	Salesforce
   License totals	Yes
   License usage	Yes
   Denials	No
   Borrowing	No
   Expiration date	Yes
   Redundancy	No
   Report resolution	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

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

Configuring via Broker UI

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.

Configure OpenLM Platform

1. Log in to OpenLM Platform.

2. From Menu, go to License Servers.

   

3. On left menu, select Pending Server

4. On the list, select the Salesforcelicense manager and click on Approve and Merge

   

5. In OpenLM Web Interface -> Menu -> License Servers Live -> Server Statistics.

6. Ensure Salesforce appears in the list with a green status indicator.

Note: It can take up to 3 minutes for the status to update for new connections.