Playbook for SaaS integrations

---
title: Playbook for SaaS integrations
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-asset-management/saas-license-management/playbook-saas-integrations.html
release: australia
product: SaaS License Management
classification: saas-license-management
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [SaaS License Management, Software Asset Management, IT Asset Management, Asset Management]
---

# Playbook for SaaS integrations

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

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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-asset-management/saas-license-management/playbook-salesforce-crm.md)**  
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.

**Parent Topic:**[SaaS License Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-asset-management/saas-license-management/sam-subscription-management.md)

**Related topics**  


[Request SaaS License Management]()

[SaaS License Management setup for large companies]()

[SaaS Overview dashboard]()

[Integrate with SaaS applications]()

[Integrate with SSO providers]()

[Viewing your SaaS and SSO subscriptions]()

[Review a software reclamation rule]()

[Reclaiming user subscriptions]()

[Create a child alias to set up multiple integration profiles]()

[Create a child alias to set up multiple Cisco Webex integration profiles]()

[Create a child alias to set up multiple Confluence Cloud integration profiles]()

[Create a child alias to set up multiple Jira integration profiles]()

[Associate a user with subscription records]()

[Disconnect SSO apps]()

[Delete an integration profile]()

[Subscription identifiers for SaaS and SSO applications]()

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