How does Trelica work with Salesforce?
Trelica helps IT teams keep on top of what SaaS software has been bought, how much money is being spent on it, how well it's being used and whether everything is compliant from a security and privacy point of view.
Trelica can connect directly to different SaaS tools (like Salesforce) to extract up-to-date information about which of your users are using Salesforce, and how regularly they are logging in. This will help you improve engagement, deprovision unused seats, and prepare for your license renewal.
To integrate with Salesforce you will need to be using a Salesforce edition that gives you access to the Salesforce API. Typically this is one of the following:
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
Checking your Salesforce URL
To connect to the API you need to be using a custom Salesforce URL. You can configure this, or check your URL by clicking on the Settings cog icon, and choosing Setup in the menu:
Then go to My Domain in the Company Settings menu. This will either let you configure a domain (using a 4 step wizard), or see your current domain. You will need to enter the domain into Trelica later so make a note of it.
Installing the AppExchange package
Trelica needs to access a Salesforce OAuth client. You can configure this by installing a Salesforce AppExchange package. Click on this link to initiate the installation:
You will see a screen prompting you to install the Trelica Connection App.
- Choose Install for Admins Only.
- Click to acknowledge that you are installing a Non-Salesforce Application.
- Click Install.
Once installation is complete you will see a confirmation screen. Click Done:
Viewing the installed package in Salesforce
You can see and manage the newly installed package by going to Platform Tools > Apps > Packaging > Installed Packages:
If you received an email asking you to set up the integration, then just click on the link, otherwise login to Trelica and go to Admin > Integrations to get started.
You must be an administrator of your Salesforce site in order to connect with Trelica.
As an administrator, you may have received an invitation from someone in your IT team asking you to connect Salesforce to Trelica.
In the Search... box, just type in Salesforce:
Then click on the Salesforce logo to get started.
Connecting to Salesforce
Click the Connect button at the top-right:
You will now be asked to enter the URL for your Salesforce instance. This is the URL you noted in the step Checking your Salesforce URL above.
Click Connect again and you will then be asked to login to Salesforce and shown a message explaining that Trelica wants to connect to your organization's Salesforce site.
If you access multiple Salesforce instances, Salesforce will prompt you to choose the correct Salesforce instance.
Click Allow and you will be taken back to Trelica.
After a short pause, Trelica will start to synchronize with Salesforce and you'll see a green tick when everything is done.
Although this shouldn't take long, you don't have to wait for this to happen - once you're back in Trelica feel free to go off and do other things.
If you click on the View application button then you can go through to the Salesforce profile page and see more information:
At this point you may wish to review the user list or fill in more information about the number of seats you have, when you renew your Salesforce license.
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