Connect your Salesforce org to Viio to see who is using seats, how often, and which licences are worth keeping—so you can tune spend without slowing the sales team.
Capabilities
Capability | What Viio pulls from Salesforce |
✅ Users | Name, email, profile, status, last-login date |
✅ Usage | Basic activity signals such as log-ins and API calls |
✅ Plans & Licences | Edition/licence assigned to each user and total seats owned |
Prerequisites
You must be a Salesforce System Admin (or have “Modify All Data”) to authorise the app.
Setup
Go to Viio → Integrations and choose Salesforce.
Click Connect Salesforce.
Sign in with your Salesforce admin credentials and review the permission request.
Press Allow. Viio begins the first data sync (this may take up to 15 minutes).
Need to disconnect?
Remove the “Viio” connected app in Salesforce → Setup → Connected Apps or disconnect it from Viio → Integrations.
Technical details
Permissions requested
Access the identity URL service – identify the org and logged-in user
Manage user data via APIs – read user records, profiles and roles
Perform requests at any time – keep the OAuth token fresh for daily syncs
Data refresh runs daily
Additional resources
Salesforce API access overview: https://developer.salesforce.com/docs