Adding Salesforce from the gallery
- Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
- On the left navigation pane, select the Azure Active Directory service.
- Navigate to Enterprise Applications and then select All Applications.
- To add new application, select New application.
- In the Add from the gallery section, type Salesforce in the search box.
- Select Salesforce from results panel and then add the app. Wait a few seconds while the app is added to your tenant.
Does Salesforce run on azure?
Salesforce just chose Microsoft Azure as the public cloud for Marketing Cloud, its cloud software for marketing professionals. Salesforce will also build a new integration between its Sales Cloud and Service Cloud products and Microsoft Teams. Microsoft is playing catch-up with Azure, Teams and Mixer against Amazon’s AWS and Slack.
How do I log into Salesforce?
How do I access Salesforce for the first time?
- Check your email for your login information.
- Click the link provided in the email. The link logs you in to the site automatically.
- The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.
How to train your users on Salesforce?
Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. A good starting point is self-paced training. Direct your users to Trailhead and the Learn to Work in Lightning Experience trail. The two modules in this trail are designed to show Salesforce Classic users how to switch ...
Is Salesforce the best cloud service?
With that, here are the tools you can use to build apps on Lightning Platform:
- Salesforce Environments. A secure and isolated development environment for developers and admins to test ideas, accelerate app development, and customize the platform. ...
- Heroku. It lets you extend Salesforce by building engaging experiences through custom apps. ...
- mySalesforce. ...
- myEinstein. ...
- Salesforce App Cloud. ...
How do I connect Azure to Salesforce?
Sign in to the Azure portal, and open your logic app in Logic App Designer, if not open already.Choose a path: ... If you're prompted to sign in to Salesforce, sign in now and allow access. ... Provide the necessary details for your selected trigger or action and continue building your logic app's workflow.
What is Azure Salesforce?
Salesforce Azure Integration allows you to track leads and seamlessly move data between various platforms.
Can Salesforce integrate with Active Directory?
Identity Connect integrates Microsoft Active Directory (AD) with Salesforce. User information entered in AD is shared with Salesforce seamlessly and instantaneously. Companies that use AD for user management can use Identity Connect to manage Salesforce accounts.
How do I integrate Azure AD into my web application?
OverviewUsers go to the web app and select Sign-in.The app initiates an authentication request and redirects users to Azure AD B2C.Users sign up or sign in and reset the password. ... After users sign in successfully, Azure AD B2C returns an ID token to the app.More items...•
Can I run Salesforce on Azure?
Salesforce plays multi-cloud game with Microsoft Azure, Google Cloud as AWS contract likely up for renewal. There's a method to the madness when it comes to Salesforce working with Microsoft Azure and Google Cloud Platform as its initial deal with AWS runs out.
Does Salesforce integrate with Azure?
When you integrate Salesforce with Azure AD, you can: Control in Azure AD who has access to Salesforce. Enable your users to be automatically signed-in to Salesforce with their Azure AD accounts. Manage your accounts in one central location - the Azure portal.
How do you integrate Salesforce Sandbox with Azure Active Directory?
Adding Salesforce Sandbox from the gallery On the left navigation pane, select the Azure Active Directory service. Navigate to Enterprise Applications and then select All Applications. To add new application, select New application. In the Add from the gallery section, type Salesforce Sandbox in the search box.
What is SSO Salesforce?
Single sign-on (SSO) is an authentication method that enables users to access multiple applications with one login and one set of credentials. For example, after users log in to your org, they can automatically access all apps from the App Launcher.
What is SSO Azure?
Azure Active Directory Seamless Single Sign-On (Azure AD Seamless SSO) automatically signs users in when they are on their corporate devices connected to your corporate network. When enabled, users don't need to type in their passwords to sign in to Azure AD, and usually, even type in their usernames.
How do I add apps to Azure?
Go to the Azure Active Directory Admin Center and sign in using one of the roles listed in the prerequisites. In the left menu, select Enterprise applications. The All applications pane opens and displays a list of the applications in your Azure AD tenant. In the Enterprise applications pane, select New application.
How do you integrate Active Directory?
Integrate Active Directory with untrusted domain Create a user in an untrusted domain with permissions to read, write and delete objects in AD. Create a security group (domain local or global). Add the user (created in step 1) to this group.
What is Azure integration services?
Azure Integration Services is an offering by Microsoft Cloud for performing mission-critical integrations. It provides Azure customers with a serverless compute experience that helps drive efficiency and consistency when connecting applications.
What are Salesforce triggers?
Create, get, and manage jobs and records, including insert, update, and delete actions. You can use Salesforce triggers that get responses from Salesforce and make the output available to other actions. You can use actions in your logic apps to perform tasks with Salesforce resources.
What to do if you don't have an Azure subscription?
An Azure subscription. If you don't have an Azure subscription, sign up for a free Azure account. A Salesforce account. Basic knowledge about how to create logic apps. The logic app where you want to access your Salesforce account. To start with a Salesforce trigger, create a blank logic app .
When you add a trigger or action that connects to a service or system for the first time, what is
When you add a trigger or action that connects to a service or system for the first time, the Logic App Designer prompts you to create a connection by providing the necessary information , which varies based on the connection, for example:
What is session control in Salesforce?
Once you configure Salesforce you can enforce Session Control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session Control extends from Conditional Access. Learn how to enforce session control with Microsoft Cloud App Security
What is B Simon in Salesforce?
In this section, a user called B.Simon is created in Salesforce. Salesforce supports just-in-time provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in Salesforce, a new one is created when you attempt to access Salesforce. Salesforce also supports automatic user provisioning, you can find more details here on how to configure automatic user provisioning.
Prerequisites
Create a user flow so users can sign up and sign in to your application.
Create a Salesforce application
To enable sign-in for users with a Salesforce account in Azure Active Directory B2C (Azure AD B2C), you need to create an application in your Salesforce App Manager. For more information, see Configure Basic Connected App Settings, and Enable OAuth Settings for API Integration
Configure Salesforce as an identity provider
Make sure you're using the directory that contains Azure AD B2C tenant. Select the Directories + subscriptions icon in the portal toolbar.
Add Salesforce identity provider to a user flow
At this point, the Salesforce identity provider has been set up, but it's not yet available in any of the sign-in pages. To add the Salesforce identity provider to a user flow:
Do trial accounts have API access?
Trial accounts do not have the necessary API access enabled until they are purchased. You can get around this limitation by using a free developer account to complete this tutorial. If you are using a Salesforce Sandbox environment, please see the Salesforce Sandbox integration tutorial.
Can you assign Azure AD to Salesforce?
It is recommended that a single Azure AD user is assigned to Salesforce to test the provisioning configuration. Additional users and/or groups may be assigned later. When assigning a user to Salesforce, you must select a valid user role. The "Default Access" role does not work for provisioning. Note.
Set Up an Azure AD Application
The Azure application allows your users to use their Azure AD credentials to log in to a Salesforce org.
Create an Azure Auth. Provider in Salesforce
Configure your Salesforce org to recognize Azure AD as the external authentication provider. This step tells your org to use Azure AD credentials at login.
Update Your Azure Application with the Salesforce Callback URL
On the Salesforce Auth. Provider page for Azure AD, copy the callback URL.
Test the SSO Connection
The Auth. provider page in Salesforce lists a Test-Only Initialization URL. You can use this URL to check that the configuration is set up correctly without logging in to the Salesforce org. When you open the URL in a browser and sign in to Azure, you’re redirected back to Salesforce with a set of user attributes.
Create a Registration Handler
A registration handler is an Apex class that handles the heavy lifting of creating Salesforce users, updating users, and linking to existing users, accounts, and contacts. Example registration handlers are available as Apex classes on a GitHub site, including a SamlRegHandler and a SocialRegHandler.
Test SSO with Azure AD
Now it’s time to test the end-to-end SSO configuration, including the registration handler and the authentication process, and log in to your Salesforce org.
To add Salesforce from the gallery
In the Azure portal, on the left navigation panel, click the Azure Active Directory icon.
To configure Azure AD single sign-on with Salesforce
In the Azure portal, on the Salesforce application integration page, click Single sign-on.
Enable automated user provisioning
The objective of this section is to outline how to enable user provisioning of Active Directory user accounts to Salesforce.
Mapping fields from Azure to Simpplr
After user provisioning, you'll likely want to sync fields such as Joining date and Birthdays from Azure AD to Simpplr. Follow the steps below to do so.
Prerequisites
Connect to Salesforce
- When you add a trigger or action that connects to a service or system, and you don't have an existing or active connection,Azure Logic Apps prompts you to provide the connection information, which varies based on the connection type, for example: 1. A name to use for the connection 2. Your account credentials 3. The server or system name 4. A conne...
Connector Reference
- For technical details about triggers, actions, and limits, which aredescribed by the connector's OpenAPI (formerly Swagger) description,review the connector's reference page.
Get Support
- For questions, visit the Microsoft Q&A question page for Azure Logic Apps.
- To submit or vote on feature ideas, visit the Logic Apps user feedback site.
Prerequisites
Assigning Users to Salesforce
- Azure Active Directory uses a concept called "assignments" to determine which users should receive access to selected apps. In the context of automatic user account provisioning, only the users and groups that have been "assigned" to an application in Azure AD is synchronized. Before configuring and enabling the provisioning service, you need to de...
Enable Automated User Provisioning
- This section guides you through connecting your Azure AD to Salesforce's user account provisioning API - v40, and configuring the provisioning service to create, update, and disable assigned user accounts in Salesforce based on user and group assignment in Azure AD.
Common Issues
- If you are having issues authorizing access to Salesforce ensure the following:
- The Azure AD provisioning service supports provisioning language, locale, and timeZone for a user. These attributes are in the default attribute mappings but do not have a default source attribute....
- SalesforceLicenseLimitExceeded:The user could not be created in the target application bec…
- If you are having issues authorizing access to Salesforce ensure the following:
- The Azure AD provisioning service supports provisioning language, locale, and timeZone for a user. These attributes are in the default attribute mappings but do not have a default source attribute....
- SalesforceLicenseLimitExceeded:The user could not be created in the target application because there are no available licenses for this user. Either procure additional licenses for the target appli...
- SalesforceDuplicateUserName:The user cannot be provisioned because it has a Salesforce.com 'Username' that is duplicated in another Salesforce.com tenant. In Salesforce.com, values for the 'Usernam...
Additional Resources