---
sourceDocument: Xanadu IT Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-asset-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu IT Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Integrating with Salesforce CRM

# Integrating with Salesforce CRM {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 15 minutes to read

Integrating your Software Asset Management application with the Salesforce customer relationship management (CRM) services enable you to track your software subscriptions and to reclaim unused licenses.  
Note:  
If you're using Software Asset Workspace, use SaaS Playbook for integrating your ServiceNow instance with the Salesforce CRM. For more information about creating a Salesforce CRM integration profile through Playbook, see [Create a Salesforce CRM integration](https://www.servicenow.com/docs/hRpMczVd0KLwGvutrEUlKw "Integrate your ServiceNow instance with the Salesforce customer relationship management (CRM) services to track your software subscriptions and to reclaim unused licenses by using the guided walk-through playbook.").  
The supported Salesforce CRM services include

* Salesforce Sales Cloud
* Salesforce Service Cloud
* Salesforce Platform
* Salesforce Customer Community
* Salesforce Partner Community
* Salesforce Company Community
* Salesforce Chatter

{#integrate-with-salesforce-crm__ul_p3m_s2h_btb} Both Salesforce Classic and Salesforce Lightning organizations are supported.  
Note:  
You can track entitlements for other services that you pay for but aren't user subscription based by using custom license metrics. See [Add a custom license metric](https://www.servicenow.com/docs/ovqbFn5fAz0jL5ghADM3Xg "You can add a custom license metric to modify the default reconciliation process.") for more details on how to create a custom license metric.

The Salesforce account that you use to connect the integration requires a Salesforce user license and the following user access permissions.  
Important:  
Minimize security risks and protect information by granting access only to the necessary user or API permissions.{#integrate-with-salesforce-crm__table_box__entry__3}

| Process | Required user role in the Salesforce CRM application | Authentication scopes |
|-|-|-|
| Download subscriptions | User with the following permissions: * View Setup and Configuration * Customize Application * Manage Connected Apps * API Enabled {#integrate-with-salesforce-crm__ul_jyb_wbk_zbc} | * manage your data (api) * Perform requests on your behalf at any time (refresh_token, offline access) {#integrate-with-salesforce-crm__ul_cr1_2pk_zbc} |
| Pull user activity | User with the following permissions: * View Setup and Configuration * Customize Application * Manage Connected Apps * API Enabled {#integrate-with-salesforce-crm__ul_ayl_bck_zbc} | * manage your data (api) * Perform requests on your behalf at any time (refresh_token, offline access) {#integrate-with-salesforce-crm__ul_px3_drk_zbc} |
| Reclaim subscription | User with Admin permissions | * manage your data (api) * Perform requests on your behalf at any time (refresh_token, offline access) {#integrate-with-salesforce-crm__ul_bpd_glq_pcc} |
| Download consumption | User with the following permissions: * View Setup and Configuration * Customize Application * Manage Connected Apps * API Enabled {#integrate-with-salesforce-crm__ul_bh1_lhf_xcc} | * manage your data (api) * Perform requests on your behalf at any time (refresh_token, offline access) {#integrate-with-salesforce-crm__ul_y5l_lhf_xcc} |
[Table 1. Minimal user permissions]

{#integrate-with-salesforce-crm__box-title}

For additional information on the Salesforce CRM services, see the [Salesforce
Developer Documentation](https://developer.salesforce.com/docs/).

## Register a Salesforce application {#ariaid-title2}

Register an application through the Salesforce admin
portal.

### Before you begin

Salesforce Role required: admin

### Procedure

1. Log in to [Salesforce](https://login.salesforce.com/?startURL=/setup/secur/RemoteAccessAuthorizationPage.apexp?source=CAAAAWd_ycj7ME8wMHkwMDAwMDA4T0k2AAAA2CFKH_C6K2jEXMcAAa95DHha0KQ0IeY1ykrwEVRkz67RUi8i4a0jM7Vp8V21BaS_L33r3duBQbWQwqlyiK2ggRW4EpVHap4wptWMLW6rSLEX9sFPr9tx-KL10Co6XYnGi6obC4k1a5vaO0N2nCjm2hZZ9ncAxKjFL7Dg5Yn93smtqoQquTJlPn85UW8f4CtFFRxNmMkvCs8fsBriDWCmolMpA7RSre5FgwDVuhOsLTVi7WcOvYa9KQof9RQDptCwsh3emhXvc0b4eIr_mTHD1q-yCB8LCgtH3PZLh7NlpywhUjvaEcqLC1LIaM-s7zxbvNdJnNiYx7ZBVMgvLc7KuHqTrJqnKEHVqRUAQjDbpNHV7IIsiviaGhEnY1uwJM84XtO2z2NYSjT-ANIriMblKQXaVGMucWCSZjvvT-XzrgEUPQCK6ZloS4-icbOjf7dNOIWxBR_Ps6Ux3mmvZE8wsABMyFuPAa0lJr9JLsS1EYT_LXBJSWGZ8GajEk55_zQzkxZzWRX5H5nkqxXu6xIVqNVUdS6DkiK4SSJ0nkLEFyQ3HoAVdWxegmYkcqVgy0KupBs-i2KSW47vgr6D3dU0pWhPaLkf10V3m1kd_C3ZL6ic8MS4_lUtsoyR7T9NbpRdeQ1gERuDu-tRSVgdcPkVi9Kxn9DUvhuFiQx1Cs8F2tcqE417kbJqONd7_2M1UL9b5Wy3s_T5SD1tbjsi9hwvEK1hfIe-JmxykwGgIZRT5Q4rQ-GlkJWxSiIxZOJrWI5ZoNbZX7_GIcC01InFN8OMveE1EAvO4JuC3KZ8Yxwypmr5jUYqzQLOLWhDB5mjoEwdFbns1PQtgwwkFjRnfEI90yysbVMQwMq2X8rp75vc-KDMrqTWyALTkVDbxsyuMWfLqUZ5NFaHggbtwQO7fK9o3ZESzswI6YBZWnzbEmHYaOPjbSIulXe7XjbLVLEMEXyLyr3V7PAPtGv_t3Y0mEG0NeenO_pi3NfUFxgvTZo571hgbEVqSvEdgtJWzTLYN0VxKIf7iYcJwO_zRRPCEA4vpJqha-ppCesm1EwjzdQPj7g0lh7G4faQ4916YDLiJCH2MFPTzyz4z4ib0Zg4ejnPPt3v7xWDenkSL6SiD8PgYSA7zPiTZSuMbXt0TOVXyIhg-RsVaDx9Nlv1Jz5NdDWXUWsxk_vI6LJv63Ib_Ky-X6yalB2bY-Y5GyuthFOpIgEjv1P-NurpdZkHdfKR3EdxgBzpnl35XW2M_7oyz9M0CK1MbxaYlgS6t0LVKkXJC21oMaMnykekz7coxVVZxg94Y28J_zZ0Hk75Xj4yuwRc04XSWvwhyDvaYGV5cR7zXeimrMmMylEBYQOxr7-UBSzxoSuLIJWuDxW2qaIwwW8s134O1U62SPYe-l6m1vzq3AZ6vlYpkngznqLjS6iVruD2qbw%3D&sdtd=1).  
   You can also switch from the Lightning UI.
2. Select the setup icon ![Gear icon]() and then select Setup.
3. Search for and select App Manager in the setup page search bar.
4. On the App Manager page, select New External Client App to create an external client application.
5. On the form, fill in the fields.  
   {#register-salesforce-app-crm__table_ylm_f1h_1gb__entry__2}

   | Field | Description |
   |-|-|
   | Basic Information ||
   | External Client App Name | Name of your application. |
   | API Name | Name of the API. This field is automatically populated. |
   | Contact Email | The email address that you want to associate with the application. |
   | Distribution State | The scope of distribution of the application. Select Local as the distribution state. |
   | Contact Phone | The phone number that you want to associate with the application. |
   | Info URL | The URL of the web page with more information about your application. |
   | Logo URL | The URL of your logo image that is displayed with the connected application. |
   | Icon URL | The URL of the icon for the connected application. |
   | Description | Description of the application. |
   | API (Enable OAuth Settings) ||
   | Enable OAuth | Option to enable OAuth settings. Select this option to enable the OAuth settings. |
   | Callback URL | URL of the OAuth provider that users are redirected to after authentication. Enter <kbd class="ph userinput">https://<var class="keyword varname">instance</var>.service-now.com/oauth_redirect.do</kbd>, where \<<var class="keyword varname">instance</var>\> is the name of your ServiceNow instance. |
   | OAuth Scopes | OAuth scopes that determine the amount of access that is granted to an access token. The following values are required: * Manage user data via APIs (api) * Perform requests at any time (refresh_token, offline_access) {#register-salesforce-app-crm__ul_t1z_1vy_dgc} |
   | Security ||
   | Require Secret for Web Server Flow | Enable this option to implement the Require Secret for Web Server Flow in your external client app or connected app settings. |
   | Require Secret for Refresh Token Flow | Enable this option in your external client app or connected app while implementing the refresh token flow using a server-side callback handler. |
   | Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows | Clear this option. |
   [Table 2. New Connection App form]

   {#register-salesforce-app-crm__table_ylm_f1h_1gb}
6. Select Create.  
   The application registration is complete and you're redirected to the Manage External Client Apps page.
7. Verify and edit the policies for the registered application by selecting Edit.
8. In the OAuth Policies section, verify that the Permitted Users field is set to Admin approved users are pre-authorized for the ServiceNow application.  
   Note:  
   Admin-approved users who are preauthorized enable any users with the corresponding profile or permission set to access the application without prior authorization. For more information, see [Pre-Authorize User App Access Through Connected App Policies](https://help.salesforce.com/s/articleView?id=xcloud.branded_apps_allow_deny_con_app.htm&type=5).
9. In the App Policies section, select either the profile of the integration user or the profile of the user that you want to use for the integration.
10. In the App Authorization section, verify that the Refresh token policy field is set to Refresh token is valid until revoked and the IP Relaxation field is set to Relax IP restrictions.
11. Select Save.
12. Retrieve OAuth credentials.
    1. Navigate to SettingsOAuth Settings and then select Consumer Key and Secret.  
       The Salesforce login page opens in a new window.
    2. Enter your credentials to log in to Salesforce.
    3. Copy the Consumer Key and Consumer Secret and save them in a secure location for later use.
    {#register-salesforce-app-crm__substeps_n3z_hqp_y2c}
{#register-salesforce-app-crm__steps_a3b_pbf_h4b}

## Create a Salesforce CRM integration profile {#ariaid-title3}

Create an integration profile to track software subscriptions and optimize licensing for the Salesforce CRM services.  
Note:  
You must create Salesforce CRM integration only in the Global scope.

### Create your first Salesforce CRM integration profile {#ariaid-title4}

Create an integration profile for the first Salesforce organization
that you want to track software subscriptions and optimize licensing for.

#### Before you begin

To create a Salesforce CRM integration profile, request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) from the [ServiceNow Store](https://store.servicenow.com/).

ServiceNow Role required: sam_integrator or admin

#### About this task

If you're using Software Asset Workspace, the option to create the Salesforce CRM integration profile in Core UI is inactive.

#### Procedure

1. Navigate to the integration profile.

   | Interface | Action |
   | Core UI | 1. Navigate to AllSoftware AssetSaaS LicenseDirect Integration Profiles. 2. Select New. 3. Select Salesforce CRM Integration Profile. {#create-integration-profile-salesforce-crm-parent__ol_ijd_bjk_qtb} |
   | Software Asset Workspace | 1. Navigate to License operationsUser SubscriptionsDirect integration profiles. 2. Select New. 3. Select Salesforce CRM from the drop-down list. 4. Select Continue. The Playbook launches for Salesforce CRM integration and the next steps aren't valid. For more information, see [Create a Salesforce CRM integration](https://www.servicenow.com/docs/hRpMczVd0KLwGvutrEUlKw "Integrate your ServiceNow instance with the Salesforce customer relationship management (CRM) services to track your software subscriptions and to reclaim unused licenses by using the guided walk-through playbook."). {#create-integration-profile-salesforce-crm-parent__ol_wjd_bjk_qtb} |
   |-|-|

   {#create-integration-profile-salesforce-crm-parent__choicetable_o3p_z3k_qtb}
2. On the form, fill in the fields.  
   {#create-integration-profile-salesforce-crm-parent__table_gnm_whv_5fb__entry__2}{#create-integration-profile-salesforce-crm-parent__display-name-def}{#create-integration-profile-salesforce-crm-parent__profile-type-def}

   | Field | Description |
   |-|-|
   | Display name | Name of the integration profile. Enter a name that uniquely identifies the Salesforce organization for which you're creating this integration profile. For example, <kbd class="ph userinput">SFDC Org1</kbd>. Tip: Keep this name short to help it displays better during reporting. |
   | Connection \& Credential | Connection and credential alias for Salesforce. For your first Salesforce CRM integration profile, use the default connection and credential alias that populates automatically. |
   | Status | Status of the integration profile. * If you have not published the integration profile, this field is automatically set to Draft. * If you have already published the integration profile, this field is automatically set to Published. {#create-integration-profile-salesforce-crm-parent__ul_rbg_kq3_wbc} |
   | Profile type | Type of integration profile. This value is automatically set to Salesforce CRM. |
   [Table 3. Integration Profile form]

   {#create-integration-profile-salesforce-crm-parent__integration-form-title}
3. On the Download Subscription Subflow tab, verify that the Subflow field is set to Salesforce CRM Download Subscriptions.  
   You can view events performed by individual users up to one year prior to the current date. For more information, see [Review a software reclamation rule](https://www.servicenow.com/docs/nAflLzIGyHaK_OpPmTYTvw "Use reclamation rules to cancel user subscriptions that have limited to no activity.").  
   Note:  
   Software Asset Management pulls the events from the time that you start downloading user subscriptions irrespective of the profile creation date.
4. On the Reclaim Subscription Subflow tab, verify that the Subflow field is set to Salesforce CRM Reclaim Subscription.
5. On the Download Consumption Subflow tab, verify that the Subflow field is set to Salesforce CRM Download Consumption.
6. Select Save.  
   Note:  
   The Calculate Activity Subflow isn't required for Salesforce CRM integrations because these integrations use information about last user login from the user records.  
   Your instance creates a draft integration profile. You can view consumption counts for the specific consumption based Salesforce CRM application.

   The Connection \& Credential field appears and is automatically set to sn_sforce_v2_spoke.Salesforce.
7. Open the connection \& credential aliases record by selecting the preview icon (![Preview icon.]()) next to the Connection \& Credential field to configure the child alias.
8. Select Open Record in the record preview.
9. On the Connection \& Credential Aliases form, select the Create New Connection \& Credential related link.
10. In the Create Connection and Credential dialog box, fill in the fields.  
    {#create-integration-profile-salesforce-crm-parent__table_nng_qhr_xnb__entry__2}

    | Field | Description |
    |-|-|
    | Connection Name | Name of the connection. Enter a name that uniquely identifies the Salesforce organization for which you're creating this connection and credential. For example, <kbd class="ph userinput">SFDC Org1</kbd>. |
    | Connection URL (Instance URL) | URL that displays after logging in to Salesforce or your custom domain URL of Salesforce. |
    | OAuth Client ID | Client ID (consumer key) that is assigned to your Salesforce application. |
    | OAuth Client Secret | Client secret (consumer secret) that is assigned to your Salesforce application. |
    | OAuth Redirect URL | URL of the OAuth provider that users are redirected to after authentication. This field populates automatically based on the callback URL that you specified in [Register a Salesforce application](https://www.servicenow.com/docs/S34iyyJzrza7JwfRE~YHFA#register-salesforce-app-crm "Register an application through the Salesforce admin portal."). |
    [Table 4. Create Connection and Credential dialog box]

    {#create-integration-profile-salesforce-crm-parent__table_nng_qhr_xnb}
11. Select Create and Get OAuth Token.  
    Note:  
    For the role required to perform this step, refer to the [Minimal user permissions](https://www.servicenow.com/docs/S34iyyJzrza7JwfRE~YHFA#integrate-with-salesforce-crm "Integrating your Software Asset Management application with the Salesforce customer relationship management (CRM) services enable you to track your software subscriptions and to reclaim unused licenses.") table.
12. In the OAuth2 dialog box, log in to the same Salesforce admin account that you used to create your Salesforce application.  
    Tip:  
    If the dialog box doesn't open automatically, check to make sure that pop-ups are allowed on your browser.  
    Your ServiceNow instance creates an OAuth token for Salesforce and then automatically returns you to the Integration Profile form.
13. Select Publish.
{#create-integration-profile-salesforce-crm-parent__steps_n4z_zz2_h4b}

#### Result

After you publish the integration profile, your ServiceNow instance begins retrieving data from your Salesforce CRM services. For organizations with fewer than 100 users, this process typically takes only a few minutes to complete. For organizations with 100--5000 users, this process can take around 15 minutes to complete. For organizations with over 5000 users, this process can take over one hour to complete.

#### What to do next

After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.

If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see [Create a child alias to set up multiple integration profiles](https://www.servicenow.com/docs/ank2kL8kWf4RhxBVQvFw5g "Create a child alias to set up multiple integration profiles with unique connections and manage different configurations for each integration profile.").

Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see [Review a software reclamation rule](https://www.servicenow.com/docs/nAflLzIGyHaK_OpPmTYTvw "Use reclamation rules to cancel user subscriptions that have limited to no activity.").  
Create software entitlements for the automatically generated software models to track used software against owned software.

* For more information on creating software entitlements in the Software Asset Management Core UI, see [Create entitlements in Software Asset Management classic](https://www.servicenow.com/docs/MAohEZPg4SjZLPTVioRdog "Create entitlements in the Software Asset Management application classic to record your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements in the Software Asset Workspace, see [Create entitlements in workspace](https://www.servicenow.com/docs/Jh~FO6x8BChwOmSEDyY0kA "Create entitlements in the Software Asset Workspace to enter your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements using the Software Asset Management Playbook, see [Create entitlements using the guided walk-through](https://www.servicenow.com/docs/Tiy_LA~jOKwaLS2ioqEHRA "Use the guided walk-through playbook for a step-by-step process of creating entitlements.").
{#create-integration-profile-salesforce-crm-parent__ul_cbz_vhr_sqb}  
Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the [License Workbench](https://www.servicenow.com/docs/O_bB4w6fQREuwthkTeWiqg "Review reconciliation results in a simplified workbench view.") (Software Asset Management classic application) or the [License usage view](https://www.servicenow.com/docs/UZ6v3AA1wKSbw~zTb_Xy6w "Use the license usage view as a single plane to understand the license position of all software products, remediate non-compliance, view reconciliation results, view, or add removal candidates, and view Software Asset Management related reports.") (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.

* For more information on running reconciliation in the Software Asset Management classic application, see [Run software reconciliation](https://www.servicenow.com/docs/xJni40GL3ctIVn4LYUkVVQ "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in your environment on demand.").
* For more information on running reconciliation in the Software Asset Workspace, see [Run software reconciliation in the workspace](https://www.servicenow.com/docs/F4t9mIl3Z6yakXJGjLthTg "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in the Software Asset Workspace environment on-demand.").
{#create-integration-profile-salesforce-crm-parent__ul_qgf_zhr_sqb}

### Create additional Salesforce CRM integration profiles {#ariaid-title5}

Create an integration profile for each additional Salesforce
organization that you want to track software subscriptions and optimize licensing
for.

#### Before you begin

To create a Salesforce CRM integration profile, request the Software Asset Management - SaaS License Management plugin
(sn_sam_saas_int) from the [ServiceNow Store](https://store.servicenow.com/).

ServiceNow Role required: sam_integrator or admin

#### About this task

If you're using Software Asset Workspace, the option to create the Salesforce CRM integration profile in Core UI is inactive.

#### Procedure

1. Navigate to the integration profile.

   | Interface | Action |
   | Core UI | 1. Navigate to AllSoftware AssetSaaS LicenseDirect Integration Profiles. 2. Select New. 3. Select Salesforce CRM Integration Profile. {#create-integration-profile-salesforce-crm-child__ol_ijd_bjk_qtb} |
   | Software Asset Workspace | 1. Navigate to License operationsUser SubscriptionsDirect integration profiles. 2. Select New. 3. Select Salesforce CRM from the drop-down list. 4. Select Continue. The Playbook launches for Salesforce CRM integration and the next steps aren't valid. For more information, see [Create a Salesforce CRM integration](https://www.servicenow.com/docs/hRpMczVd0KLwGvutrEUlKw "Integrate your ServiceNow instance with the Salesforce customer relationship management (CRM) services to track your software subscriptions and to reclaim unused licenses by using the guided walk-through playbook."). {#create-integration-profile-salesforce-crm-child__ol_wjd_bjk_qtb} |
   |-|-|

   {#create-integration-profile-salesforce-crm-child__choicetable_o3p_z3k_qtb}
2. On the form, fill in the fields.  
   {#create-integration-profile-salesforce-crm-child__table_gnm_whv_5fb__entry__2}{#create-integration-profile-salesforce-crm-child__display-name-def}{#create-integration-profile-salesforce-crm-child__profile-type-def}

   | Field | Description |
   |-|-|
   | Display name | Name of the integration profile. Enter a name that uniquely identifies the Salesforce organization for which you're creating this integration profile. For example, <kbd class="ph userinput">SFDC Org2</kbd>. Tip: Keep this name short to help it display better during reporting. |
   | Status | Status of the integration profile. * If you have not published the integration profile, this field is automatically set to Draft. * If you have already published the integration profile, this field is automatically set to Published. {#create-integration-profile-salesforce-crm-child__ul_y1c_d43_wbc} |
   | Profile type | Type of integration profile. This value is automatically set to Salesforce CRM. |
   [Table 5. Integration Profile form]

   {#create-integration-profile-salesforce-crm-child__integration-form-title}
3. On the Download Subscription Subflow tab, verify that the Subflow field is set to Salesforce CRM Download Subscriptions.  
   You can view events performed by individual users up to one year prior to the current date. For more information, see [Review a software reclamation rule](https://www.servicenow.com/docs/nAflLzIGyHaK_OpPmTYTvw "Use reclamation rules to cancel user subscriptions that have limited to no activity.").  
   Note:  
   Software Asset Management pulls the events from the time that you start downloading user subscriptions irrespective of the profile creation date.
4. On the Reclaim Subscription Subflow tab, verify that the Subflow field is set to Salesforce CRM Reclaim Subscription.
5. On the Download Consumption Subflow tab, verify that the Subflow field is set to Salesforce CRM Download Consumption.
6. Select Save.  
   Note:  
   The Calculate Activity subflow isn't required for Salesforce CRM integrations because these integrations use information about last user logins from the user records.  
   Your instance creates a draft integration profile. You can view consumption counts for the specific consumption based Salesforce CRM application.

   The Connection \& Credential field appears and is automatically set to sn_sforce_v2_spoke.Salesforce.
7. Select the preview icon (![Preview icon.]()) next to the Connection \& Credential field to open the connection \& credential aliases record.
8. Select Open Record in the record preview.
9. On the Connection \& Credential Aliases form, create a child alias that can uniquely identify the connection and credentials for this integration profile.  
   The first Salesforce CRM integration profile that you create uses the default (parent) connection and credential alias for Salesforce. Each additional Salesforce CRM integration profile that you create requires a unique child alias that helps differentiate the connection and credentials between each integration profile.
   1. Select the link under Child AliasesParentalias=\*\*\* to add child aliases.
   2. Select New.  
      The Connection \& Credential Aliases form for the child alias opens.
   3. Enter a name for the child alias in the Name field.
   4. Select and hold (or right-click) the form header and then select Save.
   5. After the form reloads, select the Create New Connection \& Credential related link.
   6. In the Create Connection and Credential dialog box, fill in the fields.  
      {#create-integration-profile-salesforce-crm-child__table_nng_qhr_xnb__entry__2}

      | Field | Description |
      |-|-|
      | Connection Name | Name of the connection. Enter a name that uniquely identifies the Salesforce organization for which you're creating this connection and credential. For example, <kbd class="ph userinput">SFDC Org2</kbd>. |
      | Connection URL (Instance URL) | URL of the Salesforce instance that you're connecting to through this integration. |
      | OAuth Client ID | Client ID (consumer key) that is assigned to your Salesforce application. |
      | OAuth Client Secret | Client secret (consumer secret) that is assigned to your Salesforce application. |
      | OAuth Redirect URL | URL of the OAuth provider that users are redirected to after authentication. This field populates automatically based on the callback URL that you specified in [Register a Salesforce application](https://www.servicenow.com/docs/S34iyyJzrza7JwfRE~YHFA#register-salesforce-app-crm "Register an application through the Salesforce admin portal."). |
      [Table 6. Create Connection and Credential dialog box]

      {#create-integration-profile-salesforce-crm-child__table_nng_qhr_xnb}
   7. Select Create and Get OAuth Token.  
      Note:  
      For the role required to perform this step, refer to the [Minimal user permissions](https://www.servicenow.com/docs/S34iyyJzrza7JwfRE~YHFA#integrate-with-salesforce-crm "Integrating your Software Asset Management application with the Salesforce customer relationship management (CRM) services enable you to track your software subscriptions and to reclaim unused licenses.") table.
   8. In the OAuth2 dialog box, log in to the same Salesforce admin account that you used to register your Salesforce application.  
      Tip:  
      If the dialog box doesn't open automatically, check to make sure that pop-ups are allowed on your browser.  
      Your ServiceNow instance creates an OAuth token for Salesforce and then automatically returns you to the Connection \& Credential Aliases form.
   {#create-integration-profile-salesforce-crm-child__substeps_pdw_hdh_h4b} {#create-integration-profile-salesforce-crm-child__child-alias}
{#create-integration-profile-salesforce-crm-child__child-alias}
10. Return to your integration profile by navigating to SaaS LicenseAdministrationDirect Integration Profiles and then selecting the profile from the Integration Profiles list.
11. In the Connection \& Credential field of the Integration Profile form, select the lookup icon to locate and select the child alias that you created in [step 8](https://www.servicenow.com/docs/S34iyyJzrza7JwfRE~YHFA#create-integration-profile-salesforce-crm-child__child-alias).  
    Selecting the child alias associates the alias with the integration profile. Your ServiceNow instance uses this alias to identify the connection and credentials for this integration profile.
12. Select Publish.

#### Result

After you publish the integration profile, your ServiceNow instance begins retrieving data from your Salesforce CRM services. For organizations with fewer than 100 users, this process typically takes only a few minutes to complete. For organizations with 100-5000 users, this process can take around 15 minutes to complete. For organizations with over 5000 users, this process can take over one hour to complete.

#### What to do next

After the integration connects, your ServiceNow instance automatically creates software models, reclamation rules, and software subscriptions that are refreshed daily.

If you want to set up multiple integration profiles with unique connections, create child aliases to manage different configurations and settings for each integration profile. For more information, see [Create a child alias to set up multiple integration profiles](https://www.servicenow.com/docs/ank2kL8kWf4RhxBVQvFw5g "Create a child alias to set up multiple integration profiles with unique connections and manage different configurations for each integration profile.").

Review all automatically generated reclamation rules to reclaim user subscriptions. For more information, see [Review a software reclamation rule](https://www.servicenow.com/docs/nAflLzIGyHaK_OpPmTYTvw "Use reclamation rules to cancel user subscriptions that have limited to no activity.").  
Create software entitlements for the automatically generated software models to track used software against owned software.

* For more information on creating software entitlements in the Software Asset Management Core UI, see [Create entitlements in Software Asset Management classic](https://www.servicenow.com/docs/MAohEZPg4SjZLPTVioRdog "Create entitlements in the Software Asset Management application classic to record your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements in the Software Asset Workspace, see [Create entitlements in workspace](https://www.servicenow.com/docs/Jh~FO6x8BChwOmSEDyY0kA "Create entitlements in the Software Asset Workspace to enter your license details and allocate purchased software rights to users or devices.").
* For more information on creating software entitlements using the Software Asset Management Playbook, see [Create entitlements using the guided walk-through](https://www.servicenow.com/docs/Tiy_LA~jOKwaLS2ioqEHRA "Use the guided walk-through playbook for a step-by-step process of creating entitlements.").
{#create-integration-profile-salesforce-crm-child__ul_cbz_vhr_sqb}  
Reconciliation also runs on your subscriptions as a scheduled job or on-demand. You can view your reconciliation results in the [License Workbench](https://www.servicenow.com/docs/O_bB4w6fQREuwthkTeWiqg "Review reconciliation results in a simplified workbench view.") (Software Asset Management classic application) or the [License usage view](https://www.servicenow.com/docs/UZ6v3AA1wKSbw~zTb_Xy6w "Use the license usage view as a single plane to understand the license position of all software products, remediate non-compliance, view reconciliation results, view, or add removal candidates, and view Software Asset Management related reports.") (Software Asset Workspace). Use these results to determine your license compliance position and to remediate any non-compliance.

* For more information on running reconciliation in the Software Asset Management classic application, see [Run software reconciliation](https://www.servicenow.com/docs/xJni40GL3ctIVn4LYUkVVQ "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in your environment on demand.").
* For more information on running reconciliation in the Software Asset Workspace, see [Run software reconciliation in the workspace](https://www.servicenow.com/docs/F4t9mIl3Z6yakXJGjLthTg "Reconciliation is run as a scheduled job (default is weekly), but you can also run reconciliation manually to reconcile software products in the Software Asset Workspace environment on-demand.").
{#create-integration-profile-salesforce-crm-child__ul_qgf_zhr_sqb}

*[\>]: and then