Under the Mappings section, select Synchronize Azure Active Directory Users to Salesforce. In the Attribute Mappings section, review the user attributes that are synchronized from Azure AD to Salesforce. Note that the attributes selected as Matching properties are used to match the user accounts in Salesforce for update operations.
Full Answer
How to synchronize Azure Active Directory users to Salesforce?
Under the Mappings section, select Synchronize Azure Active Directory Users to Salesforce. In the Attribute Mappings section, review the user attributes that are synchronized from Azure AD to Salesforce. Note that the attributes selected as Matching properties are used to match the user accounts in Salesforce for update operations.
Does Salesforce support SSO with Azure AD?
Salesforce supports SP initiated SSO. Salesforce supports Automated user provisioning and deprovisioning (recommended). Salesforce supports Just In Time user provisioning. Salesforce Mobile application can now be configured with Azure AD for enabling SSO. In this tutorial, you configure and test Azure AD SSO in a test environment.
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 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.
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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.
How do I push data from Azure to 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 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.
How do I sync my AD with Azure AD?
StepsCreate Azure AD and Activate Azure AD Sync.Download and Install Azure AD Sync tool in on-premise AD.Configure Azure AD Sync tool in on-premise AD.Testing Sync between on-premise AD and Azure AD.Create Azure AD and Activate Azure AD Sync.
Does Salesforce integrate with Azure DevOps?
Azure DevOps + Salesforce Integrations Zapier lets you send info between Azure DevOps and Salesforce automatically—no code required. Triggers when code is checked into Team Foundation version control. automatically do this! Adds an existing contact to an existing campaign.
What is change data capture in Salesforce?
Change Data Capture is a streaming product on the Lightning Platform that enables you to efficiently integrate your Salesforce data with external systems. With Change Data Capture, you can receive changes of Salesforce records in real time and synchronize corresponding records in an external data store.
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.
What is Salesforce Identity connect?
Salesforce Identity Connect is an Identity Provider that allows businesses to connect their Active Directory network with Salesforce.
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.
How do I check Azure sync status?
To check the user account sync status, in the Microsoft 365 admin center, go to Users —> Active Users. When you look at the list of users, you would see the Sync status column showing whether the account is In Cloud or Synced from on-premise.
How does Azure AD Sync work?
Simply put, organizations use Azure AD Connect to automatically synchronize identity data between their on-premises Active Directory environment and Azure AD. That way, users can use the same credentials to access both on-premises applications and cloud services such as Microsoft 365.
Can you sync Azure AD to local AD?
We need to create a new empty local Active Directory and sync those users from Azure to the local AD (one way from Azure to local AD), so we can have the local AD as authentication provider for some local applications. We need to be able to use the same username and password, that is already set in Azure.
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
How to select all users in Azure?
From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
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.
Does Salesforce support just in time?
Salesforce supports Just In Time user provisioning.
How often does Salesforce sync?
Note that the initial sync takes longer to perform than subsequent syncs, which occur approximately every 40 minutes as long as the service is running. You can use the Synchronization Details section to monitor progress and follow links to provisioning activity logs, which describe all actions performed by the provisioning service on your Salesforce app.
How to add Salesforce to your list of applications?
If you have already configured Salesforce for single sign-on, search for your instance of Salesforce using the search field. 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.
How to get a security token for Salesforce?
To get your Salesforce security token, open a new tab and sign into the same Salesforce admin account. On the top right corner of the page, click your name, and then click Settings.
What is the default attribute mapping for provisioning to Salesforce?
The default attribute mapping for provisioning to Salesforce includes the SingleAppRoleAssignments expression to map appRoleAssignments in Azure AD to ProfileName in Salesforce. Ensure that the users do not have multiple app role assignments in Azure AD as the attribute mapping only supports provisioning one role.
What is Azure AD provisioning?
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. Ensure that you select the default source attribute and that the source attribute is in the format expected by SalesForce. For example, localeSidKey for english (UnitedStates) is en_US. Review the guidance provided here to determine the proper localeSidKey format. The languageLocaleKey formats can be found here. In addition to ensuring that the format is correct, you may need to ensure that the language is enabled for your users as described here.
When assigning a user to Salesforce, must you select a valid user role?
When assigning a user to Salesforce, you must select a valid user role. The "Default Access" role does not work for provisioning
Where to enter tenant URL in Salesforce?
The Tenant URL should be entered if the instance of Salesforce is on the Salesforce Government Cloud. Otherwise, it is optional. Enter the tenant URL using the format of "https://<your-instance>.my.salesforce.com," replacing <your-instance> with the name of your Salesforce instance.
How to add Salesforce Sandbox app to tenant?
Select Salesforce Sandbox from results panel and then add the app. Wait a few seconds while the app is added to your tenant.
How to select all users in Azure?
From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
Can you use Microsoft My Apps to test Salesforce?
You can also use Microsoft My Apps to test the application in any mode. When you click the Salesforce Sandbox tile in the My Apps, if configured in SP mode you would be redirected to the application sign on page for initiating the login flow and if configured in IDP mode, you should be automatically signed in to the Salesforce Sandbox for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.
When you copy data from Salesforce Service Cloud, what mappings are used?
When you copy data from Salesforce Service Cloud, the following mappings are used from Salesforce Service Cloud data types to Data Factory interim data types . To learn about how the copy activity maps the source schema and data type to the sink, see Schema and data type mappings.
What is Salesforce connector?
The Salesforce connector is built on top of the Salesforce REST/Bulk API. By default, when copying data from Salesforce, the connector uses v45 and automatically chooses between REST and Bulk APIs based on the data size – when the result set is large, Bulk API is used for better performance; when writing data to Salesforce, the connector uses v40 of Bulk API. You can also explicitly set the API version used to read/write data via apiVersion property in linked service.
How to retrieve Salesforce report?
You can retrieve data from Salesforce Service Cloud reports by specifying a query as {call "<report name>"}. An example is "query": " {call "TestReport"}".
Why is my query truncated in Salesforce?
If you hit error of "MALFORMED_QUERY: Truncated", normally it's due to you have JunctionIdList type column in data and Salesforce has limitation on supporting such data with large number of rows. To mitigate, try to exclude JunctionIdList column or limit the number of rows to copy (you can partition to multiple copy activity runs).
How long does Salesforce block you?
If the total number of requests exceeds the limit, the Salesforce account is blocked for 24 hours.
Does Salesforce require API access?
API permission must be enabled in Salesforce. For more information, see Enable API access in Salesforce by permission set
Can you copy data from Salesforce?
You can copy data from Salesforce Service Cloud to any supported sink data store. You also can copy data from any supported source data store to Salesforce Service Cloud. For a list of data stores that are supported as sources or sinks by the Copy activity, see the Supported data stores table.
What is Salesforce Analytics?
Real-Time Analytics: Salesforce Analytics is a tool that lets you visualize the data of your users. When users are confused by complex data, Salesforce Analytics can help them organize it in a way that is meaningful to them and easily understandable.
What is Salesforce CRM?
Salesforce is a Cloud-Based Customer Relationship Management (CRM) application that assists businesses in managing sales and customer data. Salesforce CRM is simple to set up and operate, therefore you don’t need any technical knowledge to operate it. It has reshaped the interaction between businesses and their customers by forging a deeper bond between them. Moreover, it provides you with unique insights into the customer journey while also equipping you with tools to improve the customers’ experience.
What is the unique storage system of Microsoft Azure?
Unique Storage System: When compared to competing cloud services, Microsoft Azure has more delivery points and data centers. As a result, Microsoft Azure can provide a better user experience and deliver content to your business environment more quickly.
What is Azure Data Factory?
Azure Data Factory is a Cloud-Based Data Integration solution that allows you to orchestrate and automate data movement and transformation using data-driven workflows. It has both programmatic and UI capabilities for monitoring and managing the workflows.
Why is Azure Data Factory important?
As a result, the performance of Azure Data Factory allows you to spend less time setting up the tool and you can put more time into gaining the insights.
What is Salesforce Collaboration?
Collaboration Tools: Salesforce Collaboration tools allow members of different teams to communicate in real-time. Through regular communication, each team is kept updated about the progress of their partner teams.
How many countries are there in Azure Data Factory?
Accessibility: Azure Data Factory has a global cloud presence, with data migration possible in more than 25 countries.
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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
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
Prerequisites
Scenario Description
Adding Salesforce Sandbox from The Gallery
Configure and Test Azure Ad SSO For Salesforce Sandbox
Configure Azure Ad SSO
- Follow these steps to enable Azure AD SSO in the Azure portal. 1. In the Azure portal, on the Salesforce Sandbox application integration page, find the Manage section and select single sign-on. 2. On the Select a single sign-on method page, select SAML. 3. On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configurati...
Configure Salesforce Sandbox SSO
Next Steps