Configuring provisioning for Salesforce

Use this task to provision users from Verify to a Salesforce application.

Before you begin

You need the following parameters to configure user provisioning in Verify.
  • Organizational URL
  • Client ID
  • Username
  • Private key

About this task

Provisioning provides the following features.
Create new users
New users that are created through Verify are also created in the Salesforce application.
Delete users
Deactivating the user or disabling the user's access to the application through Verify deletes the user in the Salesforce application.
Modify user profile
Updates made to the user's profile through Verify are pushed to the third-party application.
User suspend and restore
Suspending a user through Verify deactivates the user and restoring the user through Verify activates the user in the Salesforce application.
User synchronization and remediation
User synchronization and remediation are supported only through APIs. Synchronization fetches all the Salesforce application users, creates the users on Verify, and according to the remediation policy, modifies the attributes.
Fine grained entitlement
Fine grained entitlement is supported for the Salesforce application.

Procedure

  1. Log in as an admin user to your Salesforce account by using the following URL:
    https://<Salesforce Host name>.my.salesforce.com
  2. Do one of the following steps.
    • On Classic UI,
      1. Click Setup from the top menu.
      2. In the Build section in the left menu, navigate to Create > Apps.
      3. In the Connected Apps section, click New.
    • On Salesforce Lightning UI,
      1. Click the settings icon near the profile icon and select Setup from the drop-down menu.
      2. In the PLATFORM TOOLS section in the left menu, navigate to Apps > App Manager.
      3. Click New Connected App.
  3. In API (Enable OAuth Settings) section, select the Enable OAuth Settings.
    Specify the following items.
    • Callback URL
    • Digital signatures (private key)
    • Selected OAuth Scopes
  4. Click Add.
  5. Click Save and Continue.
  6. Click Manage > Edit Policies.
  7. In the OAuth policies section, specify Permitted Users and IP Relaxation.
  8. Click Save.
  9. Click Manage Profiles and select the System Administrator check box.
  10. Click Save.
  11. Navigate to the new application to find and note down the client_id, username, and private_key.
    • On Classic UI,
      1. Navigate to Setup > Build > Create > Apps.
      2. Click your connected app.
    • On Lightning UI,
      1. Navigate to Setup > Apps > App Manager.
      2. Click View from the right menu of your connected app.
  12. Note the following parameters that are required to configure provisioning in Verify.
    • Organizational URL
    • Client ID
    • Username
    • Private Key