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Provisioning with Salesforce


Provisioning with Salesforce saves time when setting up new users and teams, and helps you manage 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 via Salesforce.

Follow the steps given below to configure provisioning with Salesforce and miniOrange.


Connect with External Source of Users


miniOrange provides user authentication from various external sources, which can be Directories (like ADFS, Microsoft Active Directory, Azure AD, OpenLDAP, Google, AWS Cognito etc), Identity Providers (like Shibboleth, Ping, Okta, OneLogin, KeyCloak), Databases (like MySQL, Maria DB, PostgreSQL) and many more.



Follow the step-by-step guide given below for Salesforce

1. Setup Salesforce Provisioning in miniOrange

  • Login to miniOrange dashboard.
  • Go to Apps >> Add Application >> Provisioning .
  • Salesforce Provisioning Select Provisioning

  • Click on Salesforce SCIM app.
  • Salesforce Provisioning Select Provisioning

  • Enter the SCIM base URL which will be in the following format: https://<your-company-domain>.my.salesforce.com/services/scim/v2
  • Salesforce Provisioning Select Provisioning

  • Click on Verify credentials button. A new window will open which will ask you to login to Salesforce. Log in as an admin and allow the application.
  • Salesforce Provisioning Select Provisioning

  • After verification is successful, close the new window.
  • Configure Attribute Mapping in the following manner:
  • Target Attributes miniOrange Attribute
    userName DEFAULT USER PROFILE ATTRIBUTE Username
    name.givenName DEFAULT USER PROFILE ATTRIBUTE First Name
    name.familyName DEFAULT USER PROFILE ATTRIBUTE Last Name
    emails[type eq\"work\"].value DEFAULT USER PROFILE ATTRIBUTE E-Mail Address
    displayName DEFAULT USER PROFILE ATTRIBUTE Full Name
    externalID DEFAULT USER PROFILE ATTRIBUTE GUID
    Entitlements[primary eq True].value CUSTOM USER PROFILE ATTRIBUTE Custom Attribute 1
    Enable Salesforce Provisioning Features

  • Enable the required provisioning options and click on Save .

2. Add Custom Profile Attribute to Users

  • We need to add the Salesforce Profile ID (bases on if you want to create a standard or a chatter free user) as a custom attribute to users in miniOrange.
  • You can follow this link to find the profile IDs : help.salesforce.com
  • Click on Users >> User Profile Fields.
  • Add a custom attribute like the below:
  • Salesforce Provisioning

3. Create User

  • Go to Users >> Users List and add a new test user. Entitlement should be same as the profile field you want in miniorange.

4. Create Group

  • Go to Groups >> Manage Group. Enter the Group Name and click on Create Group button and the group will be created.
  • Salesforce provisioning create group

5. Create Policy

  • In the Policies section, navigate to the Add Policy tab.
  • In Select Application section, select Salesforce.
  • In Configure Settings section, select the group you have created in step4 and enter the policy name.
  • Choose password as login method and click on Save .
  • Salesforce Provisioning Add policy

6. Test Provisioning

  • For provisioning users in Salesforce, you’ll have to assign users to the requisite group. Go to groups >> Assign users and assign the test user to the salesforce specific group
  • This should create the user and group in salesforce in the correct profile.

Note

  • Deleting a user in miniorange will only deactivate the user in salesforce. Salesforce doesn’t allow user deletion.
  • Salesforce supports username in the format of email only.
  • Usernames in Salesforce must be unique across all tenants.

External References

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