Connect to Salesforce

Prerequisites

In order to connect EmpowerID to Salesforce:

• You must have a Salesforce domain with an account that EmpowerID can use to connect to Salesforce.

• At a minimum, this account must have a profile with permission to read the user data in Salesforce.

• If you plan to use EmpowerID to provision, deprovision and modify the user data in Salesforce, the profile needs to have create, update and delete permissions as well.

• Additionally, you must provide EmpowerID with the token generated by Salesforce for the account.

Step 1 – Create a Salesforce account store in EmpowerID

1. On the navbar, expand Admin > Applications and Directories and then select Account Stores and Systems.

2. On the Account Stores page, select the Actions tab and then click Create Account Store.
   
   

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3. Under System Types, search for Salesforce.

4. Click the Salesforce.com record to select the type and then click Submit.
   
   

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5. On the Salesforce settings page that appears, fill in the following information

   1. User Name – Enter the username of the Salesforce account you created in Salesforce for EmpowerID.

   2. Password – Enter the password for the connection account.

   3. Service Account Token – Enter the value of the token generated by Salesforce for the selected user account.

   4. URL – Enter https://<YourSalesforceDomain>/services/Soap/c/34.0. Replace <YourSalesforceDomain> with the name of your Salesforce domain.

6. When you have added your settings, click Submit to create the account store.

EmpowerID creates the account store and the associated resource system. The next step is to configure attribute flow between the account store and EmpowerID.

Step 2 – Configure Attribute flow

Now that the attribute flow has been set, the next steps include configuring the account store and enabling EmpowerID to inventory it.

Step 3 – Configure account store settings

1. On the Account Store and Resource System page for Salesforce, click the Account Store tab and then click the pencil icon to put the account store in edit mode.
   
   

   
   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.
   

   
   
   

2. 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.

Step 4 – Enable the Account Inbox Permanent Workflow

Step 5 – Monitor Inventory

See Also

Salesforce Connector

Provisioning Policy for Salesforce Accounts