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.
Parent Topic:SaaS License Management
Related topics
Request SaaS License Management
SaaS License Management setup for large companies
Integrate with SaaS applications
Viewing your SaaS and SSO subscriptions
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
Associate a user with subscription records
Subscription identifiers for SaaS and SSO applications