CSV Template for Uploading Multiple Salesforce Orgs Into SaaS Management
The following table describes each column for the CSV file used to upload multiple Salesforce orgs into SaaS Management.
| CSV Column Name | Required CSV Column? (Y for Yes; N for No) | Default CSV Column Value | Example | Description |
|---|---|---|---|---|
| Name | N | product name | Salesforce Org 1 | This field represents the managed product name in SaaS Management. The Org Name field is populated by the Salesforce Setup integration task. |
| Instance | Y | blank | na1 | To use the Salesforce API endpoints in SaaS Management, enter your organization’s Salesforce Instance. To find your organization’s assigned Salesforce Instance, see the Find your Salesforce Instance information. Salesforce portal URL format example 1: For https://na9\.salesforce\.com, na9 is the Salesforce Instance value. Salesforce portal URL format example 2: For https://company\.my\.salesforce\.com, the complete domain company.my is the Salesforce Instance value. |
| Activity Threshold | N | 60 | 60 | The Activity Threshold offers you the flexibility in defining the number of days before a user is considered inactive to align with your organization’s expectation of Salesforce license usage. Enter the appropriate number of days for the activity threshold: 15, 30, 45, or 60. |
| Reclamation | N | N | N | The SaaS Management Reclamation integration task enables the ability to reclaim or deactivate Salesforce licenses. Enter Y for yes or N for no to enable this integration task. |
| License Information | N | N | Y | The SaaS Management License Information integration task enables the ability to automatically retrieve a Salesforce license plan, license name, and total allowed number of licenses every 24 hours. Enter Y for yes or N for no to enable this integration task. |
| Application Access | N | N | Y | The SaaS Management Application Access integration task enables the ability to track all Salesforce user access events. Enter Y for yes or N for no to enable this integration task. |
| Application Roster | N | N | Y | The SaaS Management Application Roster integration task enables the ability to gather the list of users who have access to Salesforce. Enter Y for yes or N for no. |
| User Types | N | blank | Standard,PowerPartner,CSPLitePortal | This field filters the Salesforce user types returned in the results. You can enter multiple user types by using a comma to separate each user type. |
| Username | Y | blank | adminUser | Enter the username of the user that SaaS Management will connect to Salesforce. |
| Password | Y | blank | password1 | Enter the password that SaaS Management will connect to Salesforce. |
| Token | N | blank | 5V6mWckykUz | Enter the security token of the user that will grant trust to SaaS Management to communicate with Salesforce. |