Automation

  • 7 min read

How To Get More Out Of Salesforce By Integrating With Zluri?

Team Zluri

22nd September, 2023

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Managing customer relationships is crucial for keeping customers loyal and making your business stand out. That's why companies invest in CRM solutions like Salesforce. 

But if you're already spending money on Salesforce, why not maximize its benefits? You can easily integrate Salesforce with Zluri to get the most out of your investment. How? Let’s find out. 

Building and maintaining strong customer relationships is paramount to success. Customers are not only looking for quality products and services but also personalized experiences and efficient support. This need has increased the demand for sophisticated customer relationship management (CRM) solutions like Salesforce.

Salesforce's comprehensive suite of features, including sales and marketing integration, customer service enhancements, data-driven insights, personalization, predictive analytics, community building, scalability, and flexibility, help your team build stronger customer relationships, improve operational efficiency, and gain a competitive edge in their respective markets. 

Leveraging cutting-edge automation and AI capabilities, Salesforce equips your support agents with the precise tools they need to resolve customer issues swiftly. Moreover, Salesforce goes beyond by delivering deep insights into customer behavior, enabling you to personalize services and anticipate future needs.

The Salesforce platform even includes a community cloud feature, allowing you to effortlessly establish connections and foster collaboration among customers, partners, and employees, taking your customer relations to unprecedented heights.

But you can revolutionize how you manage Salesforce Custom licenses and utilization. Wondering how? Introducing Zluri's effortless integration with Salesforce Custom. 

Keep a sharp eye on users with Salesforce Custom licenses and their engagement patterns, allowing you to make informed decisions. Gain precise control over Salesforce Custom usage, optimizing your budget allocation effortlessly. Streamlining user onboarding and offboarding with automated workflows ensures seamless transitions within the Salesforce Custom ecosystem.

Integrate Salesforce With Zluri To Help Your IT Team Automate Complex Workflows 

Here're some of Zluri's advanced automation capabilities that enable your IT team to automate complex workflows effectively and efficiently. 

1. Accurately Discover Salesforce Users & Their Usage Data With Zluri’s Data Discovery Engine

One of the prime reasons for SaaS budget leakage is the over-allocation or underutilization of SaaS licenses. This scenario often occurs when there is no proper visibility into users and their usage data. With this lack of visibility, the IT team fails to identify which users are actively using the app licenses and which ones are not. 

For example, if IT teams practice manual methods to gather Salesforce user and usage insights, there are higher chances of involvement of errors and inaccuracy in data. Due to this, the IT team fails to gain complete visibility into Salesforce license users and their usage patterns, impacting the entire license management process and opening the way for SaaS wastage. 

So, to help your IT team accurately identify Salesforce users and their usage data, Zluri provides a data discovery engine feature. With the help of this advanced functionality, your IT team can gain complete visibility into Salesforce users and their usage data. They can accurately identify Salesforce license holders, track when the app was last accessed, which users are no longer using the licenses and more. 

Further, Zluri makes it more convenient by enabling your IT team to Keep track of all Salesforce licenses from its centralized dashboard.

With this accurate visibility, your IT team can actively take measures to effectively manage Salesforce licenses. This further helps your IT team prevent over-allocation, unnecessary spending on underutilized licenses, and identifying those no longer needed.

2. Optimize Salesforce Subscriptions  

Zluri also offers detailed insights into how frequently your users engage with Salesforce and which features are often used. These data points further help your IT team optimize your Salesforce subscription effectively. 

For instance, your organization hired 2 new employees, Mark and John, to join the IT Support team. Accordingly, your IT team granted them access to Salesforce and other applications so they can start their work immediately. However, Mark was responsible for receiving the queries raised by customers, so he made use of a few Salesforce features. While John was assigned the task related to resolving the raised queries, he used most of the Salesforce features. 

So, as you can see in this situation, you are paying for the features not being used by your employees and spending money on the entire subscription. 

To address such situations, what Zluri does is it tracks down the user's usage pattern effectively. This helps your IT team to identify which users are using all the features of Salesforce. With the help of these insights, your team can take necessary measures, like downgrading to a standard subscription. 

Doing so lets you be certain that you're only paying for the features your employees actively use. This optimization not only helps in effectively managing your subscription costs but also prevents SaaS wastage. 

Also, with such detailed insights into users' usage patterns, Zluri helps you, as an IT manager, make informed decisions when renewing renewals, which subscription/contracts to continue with, and which one needs to be eliminated. This ensures that you avoid overspending on unnecessary licenses.

3. Seamlessly Manage Departments, Groups, & Divisions in Salesforce 

When organizations onboard new employees, it's essential for the IT team to ensure that these newcomers are instantly added to the relevant departments, groups, and divisions. This clarifies the employees' roles and responsibilities and helps the IT team determine which applications (like Salesforce) and data access should be granted to each user. 

However, when this process is handled manually, it often leads to situations where users are placed in Salesforce departments, groups, or divisions that may not align with their actual roles. And further, to fix the issue, they have to re-do the entire process; this not only consumes time but also affects the employee's productivity and experience. 

Also, when IT teams manually manage multiple employee onboarding processes simultaneously, keeping track of who should be added and where can become challenging. 

This manual approach's drawbacks don't stop here; it also affects the offboarding process. When employees leave the organization, the IT team needs to securely remove users from departments, groups, and divisions. Since this process is critical to manage and no slightest step can be overlooked, IT teams tend to manually remove one user at a time, which is a very time-consuming task. 

Also, there are chances of missing out on critical steps like timely revoking access, which further puts data security at risk. For instance, if former employees are not removed from the departments, groups, and divisions on time, and the access remains with them, they can access sensitive data and sell it to third parties.   

• So to streamline the entire onboarding process, what Zluri does is, it automates the process. Firstly, it links new employees' profiles with their digital identity, which further helps your IT team verify and authenticate their identity before assigning them departments and adding them to relevant groups and divisions. 
  
  After completing the verification process, your IT team can seamlessly assign departments and divisions to user(s) and add them to relevant groups in Salesforce with just a few clicks by creating an onboarding workflow. 

  This saves your IT team's productive time and helps improve the overall employee experience. 

  

  

  For example, your IT team needs to assign Clark, John, and Mark department divisions and add them to relevant groups in Salesforce all at once. So with Zluri, all your IT team needs to do is create an onboarding workflow and proceed by selecting the users and Salesforce application (from the add app to workflow option). 
  
  Then your IT team will get in-app suggestions and readily available actions that you can select to automate/run, like you can assign and add your selected employees to departments, divisions, and groups and simply click on save tasks. Click on the run and done. With just a few clicks, the actions are automated, and all your three employees will get added to departments, divisions, and groups in Salesforce at once without having to wait for days. 

• Similarly, upon an employee's departure due to resignation, termination, or sabbatical, the responsibility of securely revoking all their access lies on the IT team. Even the slightest oversight in this critical process can create a gap for potential security breaches, compromising the security of your sensitive Salesforce data.
  
  So, to address this concern, what Zluri does is, it automates the deprovisioning process. Firstly, it notifies your IT team about the changes. This prompt alert helps your IT team initiate action. Further, your team can proceed by creating an offboarding workflow. Then, you need to select departing users and Salesforce from the applications, and under in-app suggestions, actions will be readily available, like removing users from all groups, departments, and divisions. 
  
  So, with just a few clicks, your IT team can automate the actions securely and on time, ensuring former employees no longer have access to the Salesforce and other data. By automating this process, your IT team will minimize the chances of overlooking critical steps and help maintain the safety of sensitive SaaS app data. 

  

  

4. Instantly Assign & Securely Remove Permissions From User(s)

Assigning access permissions to employees manually can be error-prone, and it significantly increases the risk of access mismanagement, which, in turn, can compromise data security. To tackle this issue, Zluri enables your IT team to implement the "least privilege principle." By implementing this strategic measure with Zluri, your IT team can automatically assign access permissions based on an employee's role and responsibilities. 

This helps your IT team ensure that only the necessary access is granted and the chances of over-assigning access permissions are minimized.

Similarly, when it comes to deprovisioning, Zluri simplifies the process. It allows your IT team to securely remove/revoke all access permissions on time with just a few clicks without any unnecessary delays. 

This further helps your IT team ensure that former employees can no longer access sensitive data or systems, further enhancing data security.

Now you know that by integrating Salesforce with Zluri, your IT team can avail numerous advantages, from reducing their workload to improving overall productivity and efficiency. However, there's no need to worry if you're concerned about the complex integration process. Because your IT team can integrate Salesforce with Zluri by following just 3 simple steps. Let's quickly have a look at these steps.

Integrating Salesforce with Zluri with Just 3 steps

Given below are the 4 easy steps that your IT team needs to follow to seamlessly integrate PagerDuty with Zluri:

Note: Web Services API is not available for Essentials and Professional Edition Salesforce Organization. So this integration will not work for Essentials and Professional Edition Salesforce Organizations.

Step 1: Your IT team needs to follow/click on this link to get the consumer key and consumer secret Salesforce Integration.

Step 2: Proceed further by filling username and password (note: the username and password that you need to fill are your Salesforce account username and password).

Step 3: 

Note: The security token is your Salesforce security token. 

Now in case you do not have your security token. Follow this link to reset your security token Salesforce Security Token

Now you know how by integrating with Zluri, you can get the best out of your Salesforce investment. So why wait any longer?  Book a demo now and explore other exquisite automation capabilities of Zluri. 

About the author

Team Zluri

Team Zluri