SaaS integration of Salesforce with ServiceNow using the SAM Pro module.
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Monday
Hi Team,
I am working on SaaS integration of Salesforce with ServiceNow using the SAM Pro module.
I would like to understand the end-to-end steps involved, including:
Required plugins and prerequisites
Exact Flow Designer configuration
Integration Hub spokes or REST usage
Sample REST API payloads
How users, subscriptions, and licenses are mapped into SAM SaaS tables
Thanks
Regards
Bharath
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Monday
To bring Salesforce into SAM Pro, the integration needs SAM Pro + SaaS License Management and IntegrationHub enabled, with OAuth set up through a Salesforce Connected App. In Flow Designer, you normally create a scheduled flow that runs SOQL/REST queries to pull Salesforce Users, UserLicense, and permission set licenses, then write that data to a staging table or import set. A transform map or follow-up flow reconciles those records into the SAM SaaS Users, Subscriptions/Plans, and Allocations tables using email as the matching key so active and inactive users are reflected correctly.
The end result is that Salesforce licenses are linked to the right people in SAM and compliance reports stay up to date.
@bharathkumar Da - Please mark as Accepted Solution and Thumbs Up if you found Helpful!!
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Monday
Hi Matthew
I understand the high-level approach for bringing Salesforce data into SAM Pro (SAM Pro + SaaS License Management + Integration Hub, OAuth via Salesforce Connected App, scheduled Flow Designer jobs, transform maps, etc.).
However, I am looking for a detailed, hands-on, step-by-step procedure to implement this integration correctly.
Could someone please help with end-to-end steps, preferably with screenshots or examples, covering the following:
Regards
Bharath
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Monday - last edited Monday
Hi - for Salesforce CRM the flows/sub-flows are provided via the SaaS License Management module. For the Marketing Cloud, you'll need to install a plugin which will provide the flows. The main hassle is getting a service account which requires admin privileges set up to enable the Salesforce integration. Usually Security need to be across this and can take time to get approved.
One of the big challenges is the way that Salesforce sell/bundle their licenses and these definitions could be different from the data which is ingested from the Salesforce platform, so the best approach is to set up the integrations, ingest the data into SAM Pro and align with your Salesforce entitlements with the software models that are created via the integration.
