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 for single sign-on, search for your instance of Salesforce using the search field ...
- Select your instance of Salesforce, then select the Provisioning tab.
- Set the Provisioning Mode to Automatic.
- In the Azure portal, browse to the Azure Active Directory > Enterprise Apps > All applications section.
- If you have already configured Salesforce for single sign-on, search for your instance of Salesforce using the search field.
How do I enable Azure AD provisioning for Salesforce sandbox?
To enable the Azure AD provisioning service for Salesforce Sandbox, change the Provisioning Status to On in the Settings section Click Save. It starts the initial synchronization of any users and/or groups assigned to Salesforce Sandbox in the Users and Groups section.
How do I provision Salesforce in Salesforce?
Otherwise, select Add and search for Salesforce in the application gallery. Select Salesforce from the search results, and add it to your list of applications. Select your instance of Salesforce, then select the Provisioning tab. Set the Provisioning Mode to Automatic.
How many Azure AD users should I assign 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
How do I create a Salesforce account in azure?
In the Azure portal, select Enterprise Applications, select All applications, then select Salesforce. In the applications list, select Salesforce. In the menu on the left, select Users and groups. Click the Add user button, then select Users and groups in the Add Assignment dialog.
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How does Azure integrate with Salesforce?
To configure the integration of Salesforce into Azure AD, you need to add Salesforce from the gallery to your list of managed SaaS apps. 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.
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 configure user provisioning in Salesforce Sandbox?
Otherwise, select Add and search for Salesforce Sandbox in the application gallery. 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.
What is user provisioning in Azure?
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 does it mean to provision users?
User Account Provisioning (or user provisioning) is an identity management process that ensures user accounts are created, given proper permissions, changed, disabled, and deleted.
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 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.
What are the steps for provision in Azure?
In this articleStep 1: Provision and configure resources.Step 2: Write your app code to use resources.Step 3: Test and debug your app code locally.Step 4: Deploy your app code to Azure.Step 5: Manage, monitor, and revise.Next steps.
How does user provisioning work?
When you enable user provisioning for a third-party SaaS application, the Azure portal controls its attribute values through attribute mappings. Mappings determine the user attributes that flow between Azure AD and the target application when user accounts are provisioned or updated.
How do you force provisioning Azure?
How to use on-demand provisioningSign in to the Azure portal.Go to All services > Enterprise applications.Select your application, and then go to the provisioning configuration page.Configure provisioning by providing your admin credentials.Select Provision on demand.More items...•
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?
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.
What happens when Azure AD provisioning service runs for the first time?
When the Azure AD provisioning service runs for the first time, the initial cycle against the source system and target systems creates a snapshot of all user objects for each target system.
What is Azure AD provisioning service?
The Azure AD provisioning service provisions users to SaaS apps and other systems by connecting to user management API endpoints provided by each application vendor. These user management API endpoints allow Azure AD to programmatically create, update, and remove users.
What is Azure AD?
Azure AD is the source system for most pre-integrated provisioning connectors. However, there are some exceptions for cloud applications such as SAP, Workday, and AWS. For example, see User provisioning from Workday to AD. Target system - The repository of users that the Azure AD provisions to.
What is SSO in Azure?
In the context of user provisioning, SSO is a result of users having a single account to access all systems that use automatic user provisioning. Source system - The repository of users that the Azure AD provisions from. Azure AD is the source system for most pre-integrated provisioning connectors.
What is SaaS software?
Many organizations rely on software as a service (SaaS) applications such as ServiceNow, Zscaler, and Slack for end-user productivit y. Historically IT staff have relied on manual provisioning methods such as uploading CSV files, or using custom scripts to securely manage user identities in each SaaS application. These processes are error prone, insecure, and hard to manage.
How to implement automatic provisioning?
To implement automatic user provisioning, you need to define the user and group attributes that are needed for the application. There's a pre-configured set of attributes and attribute-mappings between Azure AD user objects, and each SaaS application’s user objects. Not all SaaS apps enable group attributes.
Does each application have unique attributes?
Each application may have unique user or group attributes that must be mapped to the attributes in your Azure AD. Application may have only a subset of CRUD operations available.
Run the User Provisioning Wizard
From Setup, enter Connected Apps in the Quick Find box, then select Manage Connected Apps.
Create Your Own User Provisioning Flow
If the packaged flows don’t support the third-party system that you want to provision, or if you want to customize the user provisioning process, you can create your own flow. Creating a flow requires you to be familiar with Flow Builder and Apex triggers.
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Prerequisites
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