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Posted on Oct 24, 2017

Salesforce and Office 365 Actions

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New actions are now available for your Salesforce and Office 365 Connectors in BetterCloud, which will expand vital user management options to include licenses and roles:

Office 365

Assign License – This action adds a license to a user account in Office 365.

Remove License – This action removes a license from a user account in Office 365.

Salesforce

Add User to Permission Set – This action adds a user to a permission set in Salesforce.

Remove User from Permission Set – This action removes a user from a permission set in Salesforce.

Please see our Help Center links below, for important instructions detailing how to utilize these actions.

Workflow creation interface displaying a conditional rule that automatically removes Office 365 and Salesforce licenses upon a user's exit from the organization. The interface features a library on the left side containing various platforms available for integration, aiding in the automated administration of user accounts and permissions.