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Salesforce Provisioning & Deprovisioning


Salesforce Provisioning allows to create account in a simplified way and link Salesforce users' account to their existing or new apps. Salesforce Provisioning automates user provisioning with their identities.

Salesforce User Provisioning enables a user to get instant access to their third-party apps with a single click.

Provisioning saves time when setting up new users and teams, and also manages access privileges through the user lifecycle. miniOrange can create, read, and update user accounts for new or existing users, remove accounts for deactivated users, and synchronize attributes across multiple user stores.

Salesforce User Provisioning provisioning and deprovisioning actions are bi-directional, so you can create accounts inside an external application and import them into miniOrange, or alternatively create the accounts in miniOrange and then push them out to any linked external applications.

Salesforce Deprovisioning means deleting a user and removing their access from multiple applications and network systems at once. Deprovisioning action is triggered when an employee leaves a company or changes roles within the organization. The deprovisioning features increase your organization's security profile by removing access to sensitive applications and content from people who leave your organization.

What is SCIM for?

System for Cross-domain Identity Management (SCIM) is an open standard to automate user provisioning. SCIM standard is a communication medium between an Identity Provider (IDP) and a Service Provider (SP) that requires user identity information.

SCIM provides a defined schema for representing users and groups, and a RESTful API to run CRUD operations on those user and group resources.

With the SCIM protocol, user data is stored in a consistent way and can be shared with different applications. Since data is transferred automatically, complex exchanges are simplified and the risk of error is reduced.

Salesforce Provisioning

Prerequisites


Provisioning & Deprovisioning Scenarios


miniOrange provides solutions for all scenarios of provisioning, which includes AD Integration, LDAP Integration and automated provisioning for all External Applications such as Office 365, Google Workspace, Workday, etc



Follow the Step-by-Step Guide given below to setup Salesforce Provisioning

1. Setup Provisioning in Salesforce

  • Login into miniOrange Admin Console.
  • In the Provisioning section and select Salesforce from the dropdown.
  • Enter the Admin Username and click on Verify Credentials.
  • Salesforce Provisioning Setup

  • Enable the provisioning features such as Import User, Create User, Edit User, Delete User and Password Sync which you want for users and click Save.
  • Salesforce Provisioning Configure

  • In Users tab, click on User Profile Fields.
  • Salesforce Provisioning User Profile

  • Add 2 User Profile Fields - Company and LastName. Make them as Required and click Save.
  • Salesforce Provisioning User Attributes

2. Import Users

  • Go to Import Users Tab and select Salesforce from the dropdown. Click on Import to create users in miniOrange.
  • Salesforce Provisioning Import Users

  • Once the import is done. You can view these users in Users >> User List.

3. Create Users

  • To create a user in miniOrange and sync the created user in Salesforce, Go to Users >> User List >> click on the Add User button.
  • Fill out user basic information and click on Create User button.
  • Salesforce Provisioning Add User

  • Now, you can find the user in Leads in Salesforce
  • Salesforce Provisioning User Synced

4. Edit Users

  • To update user profile, Go to Users >> User List.
  • Select a particular user and in Actions dropdown select Edit.
  • Salesforce Provisioning Select Edit User

  • Fill out user updated information and click on Save button.
  • Salesforce Provisioning Edit User

5. Delete Users

  • To delete user, Go to Users >> User List.
  • Select a particular user and in Actions dropdown select Delete.
  • Salesforce Provisioning Select Delete User

  • A pop up will appear in which click on Yes button.
  • Salesforce Provisioning Delete User

6. Password Sync

  • To send password sync emails to the users with link to reset their Salesforce account password, Go to Users >> User List and click on On Boarding Status tab.
  • Select users and in Select Action dropdown select Send Activation Mail with Password Reset Link.
  • Click on Apply.
  • Salesforce Provisioning Password Sync

  • Click on the activation link and it will direct to reset password.
  • Once, the new password is set it will be synced.

External References

Our Other Identity & Access Management Products