Salesforce
Salesforce Usage Monitoring
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, and customer service. Monitoring Salesforce usage is crucial for ensuring that sales and marketing licenses are used effectively and for optimizing costs. This is similar to monitoring other CRM platforms like HubSpot or Pipedrive.
Prerequisites
To begin monitoring Salesforce, ensure you have the following components and permissions in place:
- OpenLM Components: OpenLM Cloud Broker and OpenLM SLM are required.
- Platform-specific Requirements: You'll need administrative access to your Salesforce org to create a Connected App and obtain a consumer key and secret.
Configuring data collection
Follow these step-by-step instructions to set up data collection for Salesforce in OpenLM Cloud Broker:
- Enable API Access: In your Salesforce Setup, create a new Connected App and grant it the necessary API permissions.
From the bottom section of the main navigation, select Security > API Tokens.
Click Create Token.
To allow the token to access the API, select Can access API.
To allow the token to send events, select Can send events.
To restrict access to specific datasets in your Personalization account, select the datasets
from the Select datasets field. Otherwise, the token applies to all current and future datasets in your account.
Add any Notes about the token as necessary.
To define the IP addresses that can use the token, enter the IP addresses into the IP Accept List field and separate them with commas. When configured, requests that originate from addresses not on this list are rejected.
Click OK.
- Add Credentials: In the OpenLM Cloud Broker dashboard, find the Salesforce integration and enter user, password, token, consumer key and secret.
- Verify Connection: Test the connection to ensure that OpenLM can successfully communicate with the Salesforce API.
- Approve in OpenLM: Approve the new data source within the License Servers section.
- See Data: Usage data for Salesforce will now be visible in the OpenLM Allocation service.
Viewing reports
Access your reports to analyze usage patterns.
- User Activity Trends: See which sales professionals are using the platform and their activity levels.
- Expired/Unused License Reports: Identify and reclaim licenses from inactive users to optimize costs.