Configure automatic user account provisioning
- In the Azure portal, browse to the Azure Active Directory > Enterprise Apps > All applications section.
- If you have already configured Salesforce Sandbox for single sign-on, search for your instance of Salesforce Sandbox...
- Select your instance of Salesforce Sandbox, then select the Provisioning tab.
- Click Save.
- Click Save.
How do I configure Salesforce sandbox to provision automatically?
Select Salesforce Sandbox from the search results, and add it to your list of applications. Select your instance of Salesforce Sandbox, then select the Provisioning tab. Set the Provisioning Mode to Automatic. Under the Admin Credentials section, provide the following configuration settings:
What is assignments in Salesforce sandbox?
Assigning users to Salesforce Sandbox. 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 are synchronized.
How to enable Azure AD provisioning service for Salesforce?
To enable the Azure AD provisioning service for Salesforce, change the Provisioning Status to On in the Settings section Click Save. Once the users are provisioned in the Salesforce application, administrator need to configure the language specific settings for them. Please see this article for more details on language configuration.
How do I manage provisioning requests for a connected app?
After you configure user provisioning for a connected app with the User Provisioning wizard, you can manage individual provisioning requests from the User Provisioning Requests tab and from the connected app’s detail page. If you included an approval process, you can set up user provisioning request sharing rules.
What is user provisioning in Salesforce?
User provisioning for a connected app simplifies account creation and links your Salesforce users' accounts to their third-party accounts. After the accounts are linked, you can configure the App Launcher to display the connected app as a tile. With a single click, users get instant access to the third-party app.
How do I add a user to Salesforce Sandbox?
To create new user or multiple users login to Salesforce.com and navigate to Setup | Administer | Manage Users | Users. Click on Users button as shown above. Click on New User or Add multiple users. We can add upto 10 user at a time in salesforce.
What is auto provisioning in Salesforce?
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.
What is user auto provisioning?
Automated provisioning, or automated user provisioning, is the method of granting and managing access to applications, systems and data within an organization, through automated practices. Automated Provisioning is the first key tenant to identity and access management (IAM).
What is the difference between profile and user in Salesforce?
But the main difference between these two is that user can have only one profile and can have multiple permission sets at a time. So we can define profiles to grant minimum permissions and settings that every type of user needs, then we can use permission set to grant additional access.
How do I assign a user to a profile in Salesforce?
Once you are done with the profile setup, assign users to this new custom profile:Hence, navigate to Setup >> Administration setup >> Manage Users >> Users.Click on Edit next to the user.Go to Profile drop-down and select a new custom profile that you just created.Then, click on Save.More items...•
What is Salesforce Identity connect?
Salesforce Identity Connect is an Identity Provider that allows businesses to connect their Active Directory network with Salesforce.
What is Salesforce Identity?
Salesforce Identity is a Salesforce solution for administrative teams performing identity and access management. The primary goal is to create a seamless experience and simplify user access by leveraging a single login across multiple channels and platforms.
How does Azure integrate with Salesforce?
Create a linked service to Salesforce using UIBrowse to the Manage tab in your Azure Data Factory or Synapse workspace and select Linked Services, then click New: ... Search for Salesforce and select the Salesforce connector.Configure the service details, test the connection, and create the new linked service.
How does user provisioning work?
Azure AD application provisioning refers to automatically creating user identities and roles in the applications that users need access to. In addition to creating user identities, automatic provisioning includes the maintenance and removal of user identities as status or roles change.
What is user provisioning process?
User account provisioning is a business process for creating and managing access to resources in an information technology (IT) system. To be effective, an account provisioning process should ensure that the creation of accounts and access to software and data is consistent and simple to administer.
What is user provisioning in SSO?
User provisioning is the process of assigning permissions based on roles and event changes throughout an account's lifecycle. Provisioning (and deprovisioning) grants, modifies, or revokes access and privileges based on triggers such as: New hire. Role change.
Prerequisites
The scenario outlined in this tutorial assumes that you already have the following items:
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.
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.
Additional resources
What is application access and single sign-on with Azure Active Directory?
Prerequisites
The scenario outlined in this tutorial assumes that you already have the following items:
Assigning users to Salesforce Sandbox
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 are synchronized.
Enable automated user provisioning
This section guides you through connecting your Azure AD to Salesforce Sandbox's user account provisioning API, and configuring the provisioning service to create, update, and disable assigned user accounts in Salesforce Sandbox based on user and group assignment in Azure AD.
Additional resources
What is application access and single sign-on with Azure Active Directory?
User Provisioning Requests Tab
From the User Provisioning Requests tab, you can view details and manage approvals for an individual user provisioning request. Each provisioning request details the status of the request and the status of an approval, if you chose to require approvals when you ran the User Provisioning Wizard.
User Provisioning Request Sharing Rules
If you’ve added approval processes to your user provisioning configuration, set sharing rules so that another user or manager can see and approve a user provisioning request. From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings.
User Provisioning Requests
After you configure user provisioning, Salesforce manages requests for updates on the third-party system. Salesforce sends user provisioning requests to the third-party system based on specific events in your organization, either through the UI or through API calls. The following table shows the events that trigger user provisioning requests.
Limitations
The roles and permissions for the service provider can’t be managed or stored in the Salesforce organization. So, specific entitlements to resources at the service provider are not included when a user requests access to a third-party app that has user provisioning enabled.
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 decide which users or groups in A…
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
Prerequisites
- The scenario outlined in this tutorial assumes that you already have the following items: 1. An Azure Active directory tenant. 2. A valid tenant for Salesforce Sandbox for Work or Salesforce Sandbox for Education. You may use a free trial account for either service. 3. A user account in Salesforce Sandbox with Team Admin permissions.
Assigning Users to Salesforce Sandbox
- 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 are synchronized. Before configuring and enabling the provisioning service, you need to decide which users or gro…
Enable Automated User Provisioning
- This section guides you through connecting your Azure AD to Salesforce Sandbox's user account provisioning API, and configuring the provisioning service to create, update, and disable assigned user accounts in Salesforce Sandbox based on user and group assignment in Azure AD.
Additional Resources