Creating a Salesforce connection
Use a Salesforce connection to enable provisioning from PingOne to Salesforce.
Before you begin
Make sure you have:
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An existing Salesforce account.
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The full domain for the Salesforce account.
You can find the domain in the URL when signed on to the account. For example,
<myCompanyName>.my.salesforce.com
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The client ID and client secret for the connected application. Learn more in Create a Connected App in the Salesforce documentation.
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The OAuth access token and refresh token for the connected application. Learn more in Getting an API access token from Salesforce in the Integrations documentation.
Steps
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In the PingOne admin console, go to Integrations > Provisioning.
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Click and then click New Connection.
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On the Identity Store line, click Select.
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On the Salesforce tile, click Select.Click Next.
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Enter a name and description for the provisioning connection.
Result:
The connection name appears in the provisioning list after you save the connection.
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Click Next.
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In the Configure Authentication section, enter the values for the following fields:
Field Value Salesforce Domain
The full domain for the Salesforce account.
You can find the domain in the URL when signed on to the account. For example,
<myCompanyName>.my.salesforce.com
.Client ID
The Consumer Key value from Salesforce for the connected application.
Learn more in Create a Connected App in the Salesforce documentation.
Client Secret
The Consumer Secret value from Salesforce for the connected application.
OAuth Access Token
The access token from Salesforce for the connected application.
You can use the Ping Identity OAuth Configuration Service (OCS) to get the token. For more information, see Getting an API access token from Salesforce in the Integrations documentation.
OAuth Refresh Token
The refresh token from Salesforce for the connected application.
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Click Test connection to verify that PingOne can establish a connection to Salesforce.
Result:
If there are any issues with the connection, a Test Connection Failed modal opens. Click Continue to resume the setup with an invalid connection.
You can’t use the connection for provisioning until you’ve established a valid connection to Salesforce. To retry, click Cancel in the Test Connection Failed modal and repeat step 7.
Troubleshooting:
Learn more about troubleshooting your connection in Troubleshooting Test Connections Failure.
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In the Configure Preferences and Actions sections, enter the following:
Field Description Permission Set Management
Determines how to handle permission sets in the Salesforce identity store.
Select Merge with permission sets in Salesforce or Overwrite permission sets in Salesforce. If you select Merge with permission sets in Salesforce and a permission set is added in the datastore, PingOne adds it to the user’s existing permission sets in Salesforce.
PingOne does not remove any permission sets added in Salesforce by other sources. If you select Overwrite permission sets in Salesforce, and a permission set is added or removed in the datastore, PingOne overwrites the user’s permission sets in Salesforce with those from the datastore.
Allow Users to be Created
Determines whether to create a user in the Salesforce identity store when the user is created in the PingOne identity store.
Allow Users to be Updated
Determines whether to update user attributes in the Salesforce identity store when the user is updated in the PingOne identity store.
If you clear the Allow Users to be Updated or Allow users to be Disabled check boxes, the child options that depend on a user update will become unavailable.
Allow Users to be Disabled
Determines whether to disable a user in the Salesforce identity store when the user is disabled in the PingOne identity store.
Action When Disabling Users
Determines the action to take when deprovisioning users from the Salesforce identity store:
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Disable. When deprovisioning, PingOne disables the user. The user cannot sign on, and their data is not visible to other users in Salesforce.
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Freeze. When deprovisioning, PingOne freezes a user. The frozen user cannot sign on, but the user’s data, such as profile and activity, is still visible to other users in Salesforce.
Learn more in Freeze or Unfreeze User Accounts in the Salesforce documentation.
Allow Users to be Deprovisioned
Determines whether to deprovision a user in the Salesforce identity store when the user is deprovisioned in the PingOne identity store.
Remove Action
Determines the action to take when removing a user from the Salesforce identity store.
Deprovision on Rule Deletion
Determines whether to deprovision users if the associated provisioning rule is deleted.
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Click Save.
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To enable the connection, click the toggle at the top of the details panel to the right (blue).
You can disable the connection by clicking the toggle to the left (gray).
Result
The Salesforce provisioning connection is complete and added to the list of provisioning connections on the Provisioning page.
Next steps
Sync group members out of PingOne into a software as a service (SaaS) application. Learn more in Configuring outbound group provisioning.
Salesforce attribute mapping
The following table lists common Salesforce attributes that can be mapped for user provisioning.
You can find a complete list of Salesforce attributes in User in the Salesforce documentation.
Attribute | Description | ||
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Active |
The status of the user account in Salesforce. |
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Alias |
The user’s short name used on list pages, reports, and other pages where the entire name doesn’t fit.
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The user’s email address. |
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Language Locale Key |
The user’s language. |
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Username |
The user’s PingOne username and Salesforce sign-on.
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Email Encoding Key |
The email encoding. A default set of email encoding options is provided based on your Salesforce environment. |
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Last name |
The user’s last name. |
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Locale Sid Key |
The locale of the user. A default set of options is provided based on your Salesforce environment. |
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Time Zone Sid Key |
The user’s time zone. A default set of options is provided based on your Salesforce environment. |
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Profile Id |
The identifier associated with a user profile type in Salesforce. The profile determines the type of user and some permissions. Learn more in Profiles] in the Salesforce documentation. |
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First name |
The user’s first name. |
Attribute mapping for Salesforce, Salesforce Communities, and Salesforce Leads and Contacts provides an ability to make required attributes optional on update, this helps update existing users. When adding attribute mapping in the PingOne admin console, click the Update checkbox to include the attribute mapping in updates. The email attribute mapping is checked by default and included in updates. |