Salesforce Integration
Connecting Salesforce to Intello
Michoel avatar
Written by Michoel
Updated over a week ago

We integrate directly with Salesforce, enabling you to view: 

  • Salesforce license utilization

  • Active & inactive users

To connect with Salesforce, head to the Salesforce integration and click Integrate.

When you click Integrate you'll see the following screen:

We ask to: 

  • Access your basic information - allows Intello to access your name, email and salesforce information 

  • Access and manage your user data - allows Intello to read all your users and their login history. 

  • Perform requests on your behalf at any time - allows Intello to make background API requests on your behalf to fetch data nightly

We do not:

  • Interact with CRM data - the only API's we interact with for your users are "LoginHistory" and "Users."  We do not interact with your CRM data.  

The permissions that a user needs to have in Salesforce are:

  • Read Users

  • Read Profiles

  • Read UserLicense

  • Read LoginHistory

Click authorize and Intello will start syncing your Salesforce instantly. 

Note: Due to limitations in Salesforce itself we're able to pull in only the last 6 months of usage data. However, once we start fetching data we will continuously fetch data every night ensuring an entire historical snapshot. 

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