Fact
- PhenixID Identity Provisioning 3.4.24321 or later
- Provisioning to Salesforce.com
Situation
Use the Identity Provisioning to setup automatic user provisioning to Salesforce.com This document will show the steps that are necessary to configure Identity Provisioning to automatically provision (create) information for Salesforce.com users.Solution
Download and install the action package
Download the zip file: SalesforceActionPackage.zip For instruction of how to install the action package, read PSD1149.Configure the action
Locate the new Salesforce provisioning Action: Create a new instance of the action: The parameters for the Salesforce provisioning Action:
Parameter |
Description |
Salesforce.com Administrator Username |
The Salesforce.com admin account. Example: admin@mycompany.com. Leave blank to use the session attribute “salesforceAdminUsername” in the first Session Object. Supports GLOBAL parameters. |
Salesforce.com Administrator Password |
The Salesforce.com admin password and Security, token combined (passwordToken). Leave blank to use the session attribute “salesforceAdminPassword” in the first Session Object. Supports GLOBAL parameters. |
Create Users (true/false) |
If users should be created. If set to false then only a check if user exists will occur (the “username” attribute must exist). Default value: true |
Session Attributes to Include |
The session attributes to include when creating a Salesforce user. Use rename mapping to rename the attribute. Example: sessionAttributeName|SalesforceName, like: givenName|Firstname. The following attributes are mandatory: UserName, FirstName, LastName, Email, Alias, TimeZoneSidKey, LocaleSidKey, EmailEncodingKey, ProfileId, LanguageLocaleKey. Generalized Time is used as Date/Time format, yyyyMMddHHmmss.0Z or yyyyMMddHHmmssZ. Example: 20121008135659.0Z. Use yyyy-MM-dd for date attributes. |
Session Attributes to Exclude |
Any session attributes to exclude from provision to the Salesforce user |
Attribute to Set if Sync or Check has Occurred |
The attribute to set to either ADD or EXIST if a sync or a check was successful. Example: SF_STATUS |
Set Password Attribute |
If the password should be set. Select the session attribute that contains the password. (If using Session Attributes to Exclude, this attribute should be specified in the exclude attribute list) |
Disable User (false/true) |
If users in the session objects should be disabled (inactivated) in Salesforce.com, requires username attribute. If this option is set to true, it will override any create or check operation. (Default value: false) |
Enable User (false/true) |
If users in the session objects should be enabled (activated) in Salesforce.com, requires username attribute. If this option is set to true, it will override any create or check operation. Default value: false |
Update User (false/true) |
If users in the session objects should be updated in Salesforce.com, requires username attribute. If this option is set to true, it will override any create or check operation. Session Attributes to include or exclude will be used. Default value: false |
(Optional) SOAP URL (Version 27) |
Set another URL for the web services call. Example: https://test.salesforce.com/services/Soap/u/27.0 for the sandbox |
(Optional) Error Message Attribute |
If an error occurs, put any error message into this attribute. Leave blank to ignore. |
Parameter |
Example |
Username |
john.doe@company.com |
FirstName |
John |
LastName |
Doe |
|
john.doe@company.com |
Alias |
jdoe (Max 8 characters) |
TimeZoneSidKey |
Europe/Paris |
LocaleSidKey |
sv_SE |
EmailEncodingKey |
ISO-8859-1 |
ProfileId |
Standard User (The module will automatically resolve the profile id from a profile name) |
LanguageLocaleKey |
sv |
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