Create a New Connection to Box or Salesforce

Connections link to your hosted applications and collect data.

You must create a connection to a SaaS provider and add a subscription to that connection before collecting CAM SaaS Analytics data.

To create a new connection to Box or Salesforce, and add a subscription to it:

  1. From the CAM Administrator toolbar, select View SaaS Analytics.
  2. Select Connections.
  3. Select Create New Connection, then select the down arrow and choose Connect to Box or Connect to Salesforce.
    Your administrator must generate Box credentials before creating a connection to Box, or set up permissions in Salesforce before creating a connection to Salesforce.
  4. Enter the connection details used to connect to the SaaS service provider, then select Save.
  5. Select Update all Connections.
  6. Add a subscription to this connection.
Data is collected from connections each night.