Salesforce

Trelica's integration with Salesforce offers powerful capabilities to manage user information and streamline operations within your organization. This integration allows you to effectively monitor user activity, manage roles, and optimize license allocations, all from a centralized platform.

Key Features

• Apps: Returns information on related apps including usage statistics and access details.
• Manage Users: Supports write actions to deprovision or modify a user’s group, role, and licenses.
• Groups: Provides additional user context by returning a user’s group(s) in Salesforce, with the ability to modify group memberships where supported.
• Licenses: Syncs SaaS license entitlement and user assignment information, including details on paid and free licenses.
• User Activity: Returns user activity logs in Salesforce, spanning logins and activity metrics to enhance security and monitoring.
• User Roles: Retrieves user role assignments, enabling precise management of access levels within Salesforce.
• Users: Syncs user data, including account status, type, and IDs, helping to maintain accurate information across your organization.

Key Benefits

• Enhanced User Management: Easily manage user status and roles, ensuring that the right individuals have access to necessary resources.
• Cost Efficiency: Deprovisioning Salesforce users helps optimize license usage, potentially reducing unnecessary costs.
• Improved Security: Monitor user activity and manage roles to maintain a secure environment and prevent unauthorized access.
• Streamlined Operations: Centralize user and license information to improve efficiency in team management and resource allocation.
• Real-Time Data Access: Access up-to-date information on user activity and license assignments to make informed decisions quickly.
• Flexibility: Quickly adapt to organizational changes by managing user roles and licenses in real time.