Salesforce
To add your Salesforce domain to Identity360:
- Log in to Identity360 as an Admin or Super Admin.
- Navigate to the Universal Directory tab > Directory Integration > Manage Directory.
- Click Add Directory.
- Click Configure in the Salesforce card under the Import From Directories section.
- Click Create New Configuration on the top right corner of the Configure Salesforce window.
- Enter the desired application name in the Application Name field and click Description to add a description of the application.
- Check Import/Sync from Choose Capabilities. You can also check Provisioning, which will also automatically check Import/Sync, if you need the capability to provision and de-provision users in your Salesforce domain from Identity360.
- Click Continue.
- In the Integration Settings section, click Create Connection if you do not have a connection configured already. If you have a connection configured, proceed to step 10.
- In the Create Connection window, type in the Connection Name and Instance URL in their respective fields and click Authorize. You will be shown a couple of instructions on how to proceed.
- Click Proceed. You will be redirected to the Salesforce login page.
- Enter the Username and Password of an account that has the Administrator role. Click Log In.
- Once you are logged in, you will be prompted to grant Identity360 access to your Salesforce organization. Click Allow.
- You will be redirected back to the Edit Application page of the Identity360 portal.
- Select the connection that you configured from the Connection drop-down list and click Save.
To manage the users in your Salesforce domain from Identity360, use the All Users option.