---
title: Salesforce
description: Follow these steps to configure OpenLM to monitor license usage and retrieve statistics from Salesforce.
product: OpenLM Version 25 / v26 (legacy)
---

> **OpenLM Version 25 / v26 (legacy).** This page documents the legacy product, not OpenLM Platform.

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

## Requirements

Before starting, make sure you have:

1. An OpenLM SLMC account **or** OpenLM Server v24 or higher installed on a machine in your organization  
2. OpenLM Broker v24.6 or higher installed on a machine in your network and connected to the OpenLM Server  
3. A Salesforce account  
4. Salesforce API credentials (Consumer Key and Consumer Secret) generated through a Connected App  

   Refer to Salesforce's official guide:  
   [How to generate Consumer Key and Consumer Secret of a Connected App - Salesforce](https://www.youtube.com/watch?v=8lYKlmom1nI)

:::note
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

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

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

## OpenLM Broker configuration

*Diagram of how OpenLM interfaces with Salesforce*

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

### Steps

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**.

3. From the drop-down list, select **Salesforce**, enter any port number (required for setup even if unused), and select **Add**.
4. Go to **Vendors** and optionally add `Salesforce` as the vendor.
5. Open the **Advanced** tab, select the **Edit** (pen) icon, and fill in:
   - **clientId** = Salesforce Consumer Key
   - **clientSecret** = Salesforce Consumer Secret
   - **username** = Salesforce username
   - **password** = Salesforce password
6. Select **Save**.

## OpenLM Server configuration

Once the Broker is configured, approve the license manager in EasyAdmin:

1. Open EasyAdmin via:
   - `http://<OpenLM-Server-IP>:5015/` in your browser  
   - Or **Windows Start → OpenLM → OpenLM EasyAdmin User Interface**
2. In **License Manager Servers**, select the **Servers pending approval** icon.

3. Select the Salesforce entry (shown as **OpenLM Generic**), verify details, and select **Approve**.  
   Optionally, add metadata such as **Country**, **Usage Scope**, and **Description**.

After approval, Salesforce will be monitored. Data will be available after processing, indicated by a green circle icon.

## Verify your configuration

1. Open EasyAdmin.
2. Go to **Start → Widgets → License Servers**.
3. Confirm the Salesforce entry appears with a green circle status.

:::note
For new connections, it may take up to 3 minutes for the status to update.
:::