Salesforce

Follow these steps to configure OpenLM to monitor license usage and retrieve statistics from Salesforce.

Before you begin

Before starting, make sure you have:

• OpenLM Platform
• OpenLM Broker v25.x or higher installed on the same machine as Salesforce, and approve it in Broker Hub.

1. A Salesforce account

2. Salesforce API credentials (Consumer Key and Consumer Secret) generated through a Connected AppRefer to Salesforce's official guide:How to generate Consumer Key and Consumer Secret of a Connected App - Salesforce

   Enable the API OAuth setting and select Full OAuth scope when creating the Connected App. After setup, access Manage Consumer Details to retrieve and save your Consumer Key and Consumer Secret.

   Activate the API OAuth setting and select Full OAuth scope when creating the Connected App. After setup, access Manage Consumer Details to retrieve and save your Consumer Key and Consumer Secret.

   Monitoring capabilities

   Item	Value
   LM Type in the Broker	Salesforce
   License totals	Yes
   License usage	Yes
   Denials	No
   Borrowing	No
   Expiration date	Yes
   Redundancy	No
   Report resolution	Depends on API polling

   Using the Broker also allows buffered communication and allows remote start and stop of the license manager service.

Configure OpenLM Broker

Diagram of how OpenLM interfaces with Salesforce

OpenLM Broker must be installed and configured to report to OpenLM before proceeding.

Add manually

1. Open the Broker web UI at http://localhost:5090. If the default port is in use, try 5091 or 5092.

2. Go to License Managers → Add License Manager.

   From the drop-down list, select Salesforce, enter any port number (required for setup even if unused), and click Add.

3. Go to Vendors and optionally add Salesforce as the vendor.

4. Open the Advanced tab, click the Edit (pen) icon, and fill in:

   • clientId = Salesforce Consumer Key
   • clientSecret = Salesforce Consumer Secret
   • username = Salesforce username
   • password = Salesforce password

5. Click Save.

Approve Salesforce in OpenLM Platform

1. Sign in to OpenLM Platform.
2. From the menu, go to License Servers → Pending Server.
3. Select the Salesforce license manager, then select Approve and Merge.

Verify the integration

1. In OpenLM Platform, go to License Servers Live → Server Statistics.
2. Confirm Salesforce appears with a green status indicator.

note

It can take up to 3 minutes for the status to update for a new connection.