Integration Hub Salesforce LCM

Configure life cycle management for Salesforce

About Salesforce

Salesforce is a cloud-based software platform designed to enhance customer relationship management (CRM) by connecting companies with their customers, facilitating better communication, and driving business success through innovative solutions and trusted partnerships.

By integrating Salesforce with ManageEngine Identity360, you can enable the following life cycle management capabilities.

  • Import/Sync  

    Import and synchronize user accounts, groups, and roles from Salesforce into the Identity360 portal, manage them in Universal Directory, and then sync them to other directories and applications. This enables IT admins to oversee all user-related actions from a single console.

  • Provisioning  

    Provision and modify users' access and account attributes across enterprise applications based on their role changes in Salesforce. Provisioning and orchestration eases onboarding and life cycle management, boosting productivity and efficiency.

  • Access Management  

    Manage the roles and permissions of users in Salesforce from the Identity360 portal. Enforce least privilege and reduce security risks by granting users only the necessary permissions they need to perform their jobs.

Provisioning features supported

  • Creation: A new account will be automatically created in Salesforce when a user is provisioned to that application in Identity360.
  • Modification: Modify users' attributes in Salesforce as and when their profiles get modified in Identity360.
Note: Once you enable provisioning for Salesforce, user creation or modification will automatically happen as and when users are created and modified in Identity360.

The following steps will help you configure the supported life cycle management capabilities for Salesforce from Identity360.

Prerequisites

  1. Log in to Identity360 as an Admin or Super Admin.
  2. Log in to Salesforce as an Admin or as a user with Admin privileges.

Configuration steps

  1. Navigate to Applications > Application Integration and click Create New Application.
    Note: You can also find Salesforce from the search bar located at the top.
  2. Select Salesforce from the applications displayed.
  3. Under the General Settings tab, enter the Application Name and Description, if necessary.
  4. Under the Choose Capabilities section, select the capabilities you wish to enable, and click Continue.
    Identity360 application configuration general settingsGeneral settings of SSO configuration for Salesforce
    Note: If you select Provisioning or Access Management, the Import/Sync option will automatically be enabled. This is because the data imported or synchronized from an application is used for provisioning and access management capabilities.
  5. Under the Integration Settings tab, select a suitable Connection from the drop-down under the Application Connection section. If there are no existing preconfigured connections, click Create New Connection to set up a new connection.
  6. Click Save to complete configuring Import/Sync, Provisioning, or Access Management for the application.
    Connection selection for SalesforceConnection selection for Salesforce

Application Connection

An Application Connection is a link established between Identity360 and Salesforce to automate the process of syncing, creating, or updating user accounts in Salesforce. This ensures that user accounts, profiles, and permissions are consistently managed and synchronized between Identity360 and Salesforce.

Steps to create an Application Connection

  1. After giving application-specific details, navigate to the Integration Settings tab. In the Connection pane, click Create Connection.
    Note: Alternatively, you can create and manage Application Connections by navigating to Applications > Application Connection > Create New Connection > Choose Salesforce from the Application drop-down.
    New connection creation for SalesforceCreating a new connection in Salesforce
  2. In the configuration pane, enter the Connection Name.
  3. In the Sub Domain field, enter the subdomain name of your Salesforce account. For example, if your Salesforce URL is https://valescorp.salesforce.com, then valescorp is the subdomain.
  4. Click Authorize, and you will be redirected to the application's login page.
    Connection configuration for SalesforceConfiguring connection in Salesforce
    Note: If you want to stop the authorization process, you can choose to Cancel it.
  5. Log in with your Salesforce admin credentials and consent to the list of required permissions.
    Salesforce login with permissions consentConsent to permissions during Salesforce login
  6. Once you have completed the authorization and logged in successfully, you will be redirected to Identity360 again, and the new Application Connection will be saved automatically. In case of any issues with establishing the connection, follow the steps mentioned here for resolution.
  7. You can test if the connection is active by clicking Test or reestablish the connection by clicking Reconnect.
  8. Click Save to complete the application configuration.
    Connection test for SalesforceTesting the connection to Salesforce

You have successfully configured provisioning for Salesforce, ensuring user accounts are automatically provisioned to the application.

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