Salesforce
Salesforce is the leading cloud-based CRM platform, used across sales, service, and operations teams. Connecting Salesforce to Harmony gives IT teams visibility into who has access to your Salesforce org, which license types they hold, and when they last signed in - enabling accurate user inventory, license tracking, and spend optimization.
Salesforce is a direct integration - no third-party connectors required. Harmony pulls login trends, license types, and cost data directly from Salesforce, giving you deeper visibility into adoption and spend without additional tooling.
This integration is read-only. Harmony pulls user and login data from Salesforce but does not modify your Salesforce org.
What the Salesforce integration enables
User Discovery
Surface every Salesforce user - active and inactive, all user types - in Harmony's software inventory
License Tracking
See the Salesforce license, profile, and role assigned to each user, classified as paid or free
Activity Monitoring
Track successful sign-ins and last login to identify inactive seats
Spend Visibility
Identify inactive users and free vs. paid licenses to optimize Salesforce spend
Login Trends
Track sign-in activity over time to understand which users are actively engaging with Salesforce
Prerequisites
Salesforce edition with API access - Enterprise, Unlimited, Performance, or Developer edition (Professional edition requires the API add-on)
Salesforce Administrator access - a System Administrator (or a user whose profile has API Enabled and permission to view Setup and user records) is required to authorize the integration
A Harmony account with admin privileges
Connect Salesforce to Harmony
Step 1: Navigate to Integrations
Log in to your Harmony dashboard
Go to Settings > Integrations
Find Salesforce under SaaS Applications
Step 2: Authorize Salesforce
Initiate the connection
Click the Salesforce integration card
Click Connect
A Salesforce authorization window will open.
Authorize in Salesforce
Sign in with your Salesforce administrator account if prompted.
Review the access Harmony is requesting (see Permissions Explained below)
Click Allow to authorize the connection
The window closes automatically and you are returned to Harmony
Once authorized, Harmony begins syncing your Salesforce data. The initial sync may take a few minutes depending on your organization size.
Disconnect Salesforce from Harmony
Log in to your Harmony dashboard
Navigate to Settings > Integrations
Find Salesforce under SaaS Applications and click the integration card
Click Disconnect
Confirm the disconnection when prompted
Once disconnected, Harmony stops syncing data from Salesforce. Previously synced data remains available in Harmony.
What Harmony Syncs from Salesforce
Harmony reads two things from Salesforce, both read-only: the user inventory (from the User object) and sign-in activity (from the LoginHistory object).
User profiles
Name, username, email, and active/inactive status for every user, across all user types
License & profile
The Salesforce user license, profile name, and role assigned to each user
License tier
Each license is classified as paid or free (e.g. Chatter Free and integration users are free)
Admin flag
Users on an administrator profile are flagged as admins
Sign-in activity
Successful sign-ins, with login time, browser/client, platform, and login method (Sign in / OAuth / SSO / Certificate)
Login trends
Sign-in activity over time to understand engagement patterns and identify inactive users
Account lifecycle
Account creation date and last login date
Where to find Salesforce data in Harmony:
Applications - Salesforce appears as a discovered application with license and activity details
People - Each employee's profile shows their Salesforce license, profile, and last sign-in
How sign-in activity is synced:
Only successful logins are stored - failed login attempts are not ingested
The first sync pulls the last 90 days of login history; after that, only new logins are pulled
Logins are deduplicated to the latest sign-in per user per day
Permissions Explained
When you authorize the connection, Salesforce shows a consent screen ("Allow Access?") listing what Harmony is requesting. These map to three OAuth scopes:
api
Manage user data via APIs
Run SOQL queries to read the user inventory (User) and sign-in activity (LoginHistory)
openid
Access the identity URL service; access unique user identifiers
Identify the connected org and resolve its instance URL so Harmony knows which Salesforce org to query
refresh_token
Perform requests at any time
Keep the connection active so Harmony can sync on a schedule without re-authorizing each time
Salesforce labels the api scope as "Manage user data via APIs" and shows a standard Security Warning on the consent screen for every connected app. Despite the "manage" wording, Harmony only issues read-only SOQL queries - it never creates, updates, or deletes any data in your Salesforce org.
Use Cases
License Reclamation
Identify Salesforce users who haven't signed in recently and reclaim unused licenses to reduce subscription costs.
Offboarding Verification
Confirm Salesforce access has been deactivated when employees leave, as part of Harmony offboarding workflows.
Software Inventory
Include Salesforce license types and assignments in a complete view of software usage and spend across the organization.
Access Reviews
Review who holds each Salesforce license type and profile to support periodic access and compliance audits.
Troubleshooting
Data is not appearing after connection
Possible causes:
The initial sync has not completed yet (may take a few minutes)
The authorizing user does not have API access enabled
The authorizing user cannot view user or setup records
Solutions:
Wait a few minutes for the initial sync to complete
Verify the authorizing profile has API Enabled in Salesforce Setup > Profiles
Reconnect the integration with a System Administrator account
Sign-in activity is incomplete
Possible causes:
Salesforce retains login history for the past 6 months, and Harmony syncs the most recent 90 days
Solutions:
Logins older than 90 days are not synced - this is expected behavior
Data & Privacy
Key privacy principles
For information about how Harmony handles your data, see our Privacy Policy.
Harmony accesses Salesforce data in read-only mode and does not modify any data in your Salesforce org
Integration can be revoked at any time from Salesforce or Harmony settings
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