Playbook for SaaS integrations

The SaaS playbook provides step-by-step guidance for integrating an SaaS application. It takes you in a phased way through each stage of the integration process, from initiation to completion.

The SaaS playbook includes multiple lanes that consist of:

• A list of tasks that you must perform within a lane
• Status indicators that display the current state of each task

Once you mark a task as complete, you move to the next task. You can save a task at any time and return to the playbook later.

Complete all the tasks in a lane to move to the next lane. As you keep completing tasks and lanes, the status gets reflected in the left-hand panel. Once you complete all the tasks, review the details you entered in all the lanes.

• Create a Salesforce CRM integration
  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.

Concepts associés

• SaaS License Management setup for large companies
• SaaS Overview dashboard
• Integrate with SaaS applications
• Integrate with SSO providers
• Reclaiming user subscriptions
• Delete an integration profile
• Subscription identifiers for SaaS and SSO applications
• Subscription exclusions for SaaS and SSO applications

Tâches associées

• Request SaaS License Management
• Review a software reclamation rule
• Create a child alias to set up multiple integration profiles
• Create a child alias to set up multiple Cisco Webex integration profiles
• Create a child alias to set up multiple Confluence Cloud integration profiles
• Create a child alias to set up multiple Jira integration profiles
• Create a child alias to set up multiple Slack workspace integration profiles
• Associate a user with subscription records
• Disconnect SSO apps

Référence associée

• Viewing your SaaS and SSO subscriptions

Information associée

• Interact with Playbook