Viio integrates to your Salesforce account allowing you to manage it efficiently. With the information from the integration you will have clarity and perspective on Salesforce users and their activity, licences you pay for vs licences you need, which makes app management transparent and straightforward.
Integration prerequisites
User must have Admin permissions in Salesforce
Installation Steps
Go to Integrations center and click on the Salesforce app in order to connect.
Authorise with your username and password
Validate your authorisation data and proceed with installation steps on the screen.
Notes on permissions
In order to retrieve a list of users and their activity, Viio will need to have the following permissions:
Access the identity URL service
Manage user data via APIs
Perform requests at any time
All the information stored is encrypted and managed safely. To find out more about our security policy, please read here.