--- sourceDocument: Australia Asset Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-asset-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Asset Management ft:clusterId : - itam bundleId : - itam workflow : - Technology --- # Playbook for SaaS integrations # Playbook for SaaS integrations {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read The SaaS playbook provides step-by-step guidance for integrating an SaaS application. It takes you in a phased way through each stage of the integration process, from initiation to completion. The SaaS playbook includes multiple lanes that consist of: * A list of tasks that you must perform within a lane * Status indicators that display the current state of each task {#playbook-saas-integrations__ul_mgb_ph5_jpb} Once you mark a task as complete, you move to the next task. You can save a task at any time and return to the playbook later. Complete all the tasks in a lane to move to the next lane. As you keep completing tasks and lanes, the status gets reflected in the left-hand panel. Once you complete all the tasks, review the details you entered in all the lanes. * **[Create a Salesforce CRM integration](https://servicenow-prod.fluidtopics.net/dI_mE3Sx4w_sYlTvBNyCeA)** Integrate your ServiceNow instance with the Salesforce customer relationship management (CRM) services to track your software subscriptions and to reclaim unused licenses by using the guided walk-through playbook. **Related concepts** * [SaaS License Management setup for large companies](https://servicenow-prod.fluidtopics.net/hXXHTnTwtN~igtwCivDcLQ "Set up SaaS License Management for large companies to confirm that you can view all SaaS usage data in your ServiceNow instance.") * [SaaS Overview dashboard](https://servicenow-prod.fluidtopics.net/rQYK9q89ZqI_8SZXG~M73w "Optimize how much your organization spends on SaaS and SSO licensing by analyzing the subscription usage, cost, and compliance of your SaaS applications and SSO providers using the SaaS Overview dashboard.") * [Integrate with SaaS applications](https://servicenow-prod.fluidtopics.net/nKzvYL64ylsYLmHIwmr0yw "Create an integration profile to view software usage information and optimize stale licenses.") * [Integrate with SSO providers](https://servicenow-prod.fluidtopics.net/IMOa3sVowp~p4HWumi~K~w "Integrate with a Single Sign-On (SSO) provider to view software usage for all connected SSO applications.") * [Reclaiming user subscriptions](https://servicenow-prod.fluidtopics.net/FoBb3VL4c07IvuoOln4HFw "You can reclaim unused SaaS and SSO subscriptions to reduce your total software costs.") * [Delete an integration profile](https://servicenow-prod.fluidtopics.net/bjxeB_JQH4enrxrfRrxd4Q "If your company stops using a SaaS application or SSO provider, you can delete the integration profile.") * [Subscription identifiers for SaaS and SSO applications](https://servicenow-prod.fluidtopics.net/TjmJaviqo0bl8SoGiwxIqA#subscription-identifiers "Use the SaaS License Management application to view, manage, and resolve subscription identifiers for your SaaS and SSO applications.") * [Subscription exclusions for SaaS and SSO applications](https://servicenow-prod.fluidtopics.net/kwS~TWLEZdf67e7UjappHg#subscription-exclusions "Define subscription exclusions for your SaaS and SSO applications to optimize your licensing costs by keeping the excluded subscriptions out of license cost calculations.") **Related tasks** * [Request SaaS License Management](https://servicenow-prod.fluidtopics.net/ltQ10fYPUIpL7abgEH0~7A "Request the Software Asset Management - SaaS License Management plugin (sn_sam_saas_int) so that you can create and manage integrations with your SaaS and Single Sign-on (SSO) applications. You can use these integrations to track license usage and to reclaim unused licenses.") * [Review a software reclamation rule](https://servicenow-prod.fluidtopics.net/QjHAOC5kmvypyG1Pph5iIQ "Use reclamation rules to cancel user subscriptions that have limited to no activity.") * [Create a child alias to set up multiple integration profiles](https://servicenow-prod.fluidtopics.net/o5L0ctEzWkFYzYxMhh78ew "Create a child alias to set up multiple integration profiles with unique connections and manage different configurations for each integration profile.") * [Create a child alias to set up multiple Cisco Webex integration profiles](https://servicenow-prod.fluidtopics.net/tt8VAIcmoQIp8onpwzMD5Q "Create a child alias to set up multiple Cisco Webex integration profiles.") * [Create a child alias to set up multiple Confluence Cloud integration profiles](https://servicenow-prod.fluidtopics.net/RJVtJK15pXQMzjaX88SZ0w "Create a child alias to set up multiple Confluence Cloud integration profiles.") * [Create a child alias to set up multiple Jira integration profiles](https://servicenow-prod.fluidtopics.net/LoiOTo8e3~AKiviKTX0ieQ "Create a child alias to set up multiple Jira integration profiles with unique connections and manage different configurations for each integration profile.") * [Associate a user with subscription records](https://servicenow-prod.fluidtopics.net/nza~CLS_7vBH_HGm1w~qKg "If the User field in the Software Subscription [samp_sw_subscription] table is empty, map the field with an associated user in the User [sys_user] table within ServiceNow AI Platform.") * [Disconnect SSO apps](https://servicenow-prod.fluidtopics.net/G42VXqi1g8ApMT3h2AZfyg "Disconnect an SSO application to stop viewing subscription information for the app, or before creating a direct integration for the app.") **Related reference** * [Viewing your SaaS and SSO subscriptions](https://servicenow-prod.fluidtopics.net/XjbN44rlmH3deu3SqzXXnQ "View a list of all subscriptions for your SaaS and Single Sign-On (SSO) applications.") **Related topics** * [Interact with Playbook](https://www.servicenow.com/docs/access?context=playbook-ui&version=australia&pubname=australia-build-workflows&ft:locale=en-US)