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EmpowerID includes a Salesforce connector that allows organizations to bring the user data (user accounts, permissions sets, profiles and roles) in their Salesforce domain to EmpowerID, where it can be managed and synchronized with data in any connected back-end user directories. Once connected, you can manage this data from EmpowerID in the following ways:
Account Management
Inventory user accounts
Create, Update and Delete user accounts
Enable and Disable user accounts
Group Management
Inventory groups
Inventory group memberships
Create groups
Add and Remove members to and from groups
Attribute Flow
Users in Salesforce are inventoried as accounts in EmpowerID. The below table shows the attribute mappings of Salesforce user attributes to EmpowerID Person attributes.
Salesforce Attribute | Corresponding EmpowerID Attribute | Description |
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FirstName | FirstName | First Name of a user |
LastName | LastName | Last Name of a user |
Name | Name | Full Name of a user |
Email address of a user | ||
Phone | Telephone | Telephone number of a user |
Title | Title | Job title of a user |
IsActive | Active | Active status of a user |
Department | Department | Department in which a user works |
Company | Company | Company where a user works |
City | City | City where a user is located |
Country | Country | Country of user |
ManagerId | ManagerPersonID | Employee ID of user’s manager |
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When EmpowerID inventories Salesforce, it creates an account in the EmpowerID Identity Warehouse for each Salesforce user, a group for each Salesforce profile, a group for each Salesforce role, and a group for each Salesforce permission set. EmpowerID distinguishes these groups from one another by group type. Groups created for Salesforce profiles have a group type of ProfileGroup (GroupTypeID of 15), while groups created for roles have a group type of PrimaryRoleGroup (GroupTypeID of 16). This information becomes important if you use EmpowerID to create users in Salesforce as each Salesforce user must have a profile. |
Additionally, EmpowerID provides Provisioning policies or Resource Entitlements that allow you to automatically provision Salesforce accounts for any person within your organization based on their role. For example, if your organization has a sales department, each time a new hire occurs within that department, EmpowerID can provision a Salesforce account for that individual with the profile specified in the Provisioning policy. For more information on Resource Entitlements and Salesforce, see Salesforce User Accounts.
To create a Salesforce account store in EmpowerID
On the navbar, expand Admin > Applications and Directories and then click Account Stores and Systems.
On the Account Stores page, click Create Account Store.
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Image AddedUnder System Types, search for Salesforce.
Click Salesforce.com to select the type and then click Submit.
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Image AddedOn the Salesforce settings page that appears, fill in the following information
User Name — Enter the username of the Salesforce account you created in Salesforce for EmpowerID.
Password — Enter the password for the connection account.
Service Account Token — Enter the value of the token generated by Salesforce for the selected user account.
URL — Enter https://<YourSalesforceDomain>/services/Soap/c/34.0. Replace <YourSalesforceDomain> with the name of your Salesforce domain.
When you have added your settings, click Submit to create the account store.
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Image AddedEmpowerID creates the account store and the associated resource system. The next step is to configure attribute flow between the account store and EmpowerID.
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To configure account store settings
On the Account Store and Resource System page, click the Account Store tab and then click the pencil icon to put the account store in edit mode.
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This opens the edit page for the account store. This page allows you to specify the account proxy used to connect EmpowerID to your Salesforce account as well as how you want EmpowerID to handle the user information it discovers in UltiPro during inventory. Settings that can be edited are described in the table below the image.
Image AddedInsert excerpt IL:Account Store Settings IL:Account Store Settings nopanel true Edit the account store as needed and then click Save to save your changes.
Next, enable the Account Inbox permanent workflow to allow the Account Inbox to provision or join the user accounts in Box to EmpowerID Persons as demonstrated below.
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EmpowerID recommends using the Account Inbox for provisioning and joining. |
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