- #Salesforce file storage update#
- #Salesforce file storage password#
- #Salesforce file storage license#
This user’s access is limited because he or she is an organization's customer and accesses the application through a Customer Portal. This user type corresponds to the High Volume Portal user license. This user’s access is limited because he or she is an organization's customer and accesses the application through a Customer Portal or community. This user type corresponds to the Partner user license. This user’s access is limited because he or she is a partner and typically accesses the application through a partner portal/community. This user has a standard, Salesforce Platform, or Salesforce Platform One user license. The following table defines Salesforce user types along with the corresponding user license. You can enter multiple user types by using a comma to separate each user type. When Integrating Salesforce with SaaS Management, there is an optional SaaS Management integration setup field Include User Types to filter the types of users in the results. Note:If the above Sandbox count input fields are left blank, the default entitled values mentioned in the Salesforce Help section Sandbox Licenses and Storage Limits by Type are considered.
Include User Types (Refer to the User Types descriptions below.) These credentials are not stored in SaaS Management.
#Salesforce file storage password#
Note:Username and password are required only for authorization. Username and password of the user with necessary minimum permissions For details, refer to the Salesforce instructions in OAuth 2.0 Web Server Flow for Web App Integration.
#Salesforce file storage update#
In the Profile dropdown, select the System Administrator profile to assign to the user.Ĭlick Save to create or update the selected user.
#Salesforce file storage license#
In the User License dropdown, select Salesforce as the license type. Is the user a new user or an existing user?įor an existing user, click edit on the selected user. In Salesforce, navigate to Setup -> Administration -> Users -> Users. Note:To assign the System Administrator profile to a user, the Salesforce account must have at least 1 Salesforce User license available/ remaining. Important:This Salesforce System Administrator profile information is subject to change as enhancements are made to Salesforce. To assign the Salesforce System Administrator profile to a user: The System Administrator profile permission is required to execute the integration tasks listed in Scopes Required System Administrator User Profile Permissions
To assign these permissions to a user, see the instructions: To assign the Salesforce System Administrator profile to a user. To grant the above scopes required permissions and to authorize access to the OAuth client application configured in our integration, the user must have the System Administrator user profile permissions. Perform requests on your behalf at any time (refresh_token, offline_access) Minimum API required permissions are based on the Scopes Required and User Profile. Note:The information stored is subject to change as enhancements are made to the product. The Sandboxes (Developer, Developer Pro, Full, and Partial) available count is only present for the Production account.įor this iteration, only the Organization Name and Organization ID are available in the SaaS Management UI. Salesforce rounds the Data Storage and File Storage values in MB.
The Setup task is always enabled when Adding an Application. See License Types and Tracking Application Activity by License Type for License Differentiation.įor details, refer to Reclaiming SaaS Licenses. The date and time records in the following objects were created or edited: The following table describes the available integration tasks and stored data. Integrating Salesforce with SaaS ManagementĪuto-Populated Salesforce License InformationĪnalyzing Salesforce User and License Activity Data Note:For Sandbox integrations, please select the Salesforce Sandbox application. Salesforce CRM Platform is a sales automation product that allows users to manage contacts and track opportunities from any desktop or device and build 1-to-1 customer journeys.
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