Salesforce
Salesforce is a cloud-based CRM platform for managing sales, marketing, and customer service with automation, reporting, and customer data management.
Torii helps you monitor and optimize Salesforce by centralizing visibility into your Salesforce user base, access structure, and connected environments. Key visibility capabilities include:
- Multi-Account Management
- User Roles
- User Status
- Last Used Date
- User Fields: Salesforce Default Currency Iso Code, Salesforce Department, Salesforce Division, Salesforce Manager, Salesforce Permission Sets, Salesforce Profile Name, Salesforce Title, Uses Salesforce Lightning experience
- Active Users (Last visit date supported)
- Usage History: 180 days back on first sync
- Third Party Apps
Torii also enables direct operational actions in Salesforce to streamline user and access management:
- Create Salesforce user
- Create Salesforce portal user
- Edit Salesforce user
- Deactivate Salesforce user
- Reactivate Salesforce user
- Freeze Salesforce user
- Unfreeze Salesforce user
- Add Salesforce user to public groups
- Remove Salesforce user from public groups
- Assign permission sets to Salesforce user
- Assign permission set groups to Salesforce user
- Create Salesforce contact
- Create Salesforce permission set
- Reset Salesforce user password
- Create Salesforce employee contact
- Create Salesforce resource contact
- Create Salesforce permission control