PingOne Advanced Identity Cloud

Salesforce

The Salesforce and Salesforce Community User application templates allows you to provision, reconcile, and synchronize Salesforce, Salesforce Portal, and Salesforce Community accounts.

Register the application

  1. In the Advanced Identity Cloud admin console, go to Applications, and click grid_view Browse App Catalog.

  2. In the Browse App Catalog modal, select an application, and click Next.

    Select the latest application version.

  3. Review the Application Integration information, and click Next.

  4. In the Application Details window, specify the name, description, application owners, and logo for the application.

  5. To make the application an Authoritative source of identity data, select the Authoritative check box. This option is not available for every application.

  6. Click Create Application.

Configure provisioning

  1. In the Advanced Identity Cloud admin console, go to the Provisioning tab.

  2. On the Provisioning tab, click Set up Provisioning.

  3. In the Callback URI field, copy the callback URI.

  4. In another browser, log in to Salesforce.

  5. In platform tools, go to the app manager.

  6. Create a new connected app button.

  7. Configure the following settings:

    • Connected App Name

    • API Name

    • Contact email

    • Custom

  8. (Custom environment only) Enter the Login URL for the application.

  9. Enter the Consumer Key.

  10. Enter the Consumer Secret.

  11. Optionally, click Show advanced settings to set the following option:

    Option Description

    Exclude Unmodified

    Select this option to synchronize only the modified properties on a target resource.

  12. Click Connect. You are redirected to Salesforce.

  13. Log in to Salesforce. You are redirected to Advanced Identity Cloud.

  14. Verify the information in the Details tab.

Provision side tabs

The object type determines the side tabs that display on the Provisioning tab. Use the object type list to select an object type, such as Group. Afterward, you can configure properties in the different sub-tabs under the Provisioning tab.

Sub-tabs under the Provisioning tab
Provisioning tab Description Related sections

Details

View and manage an application, including name, ID, and native type.

Select the specific application from Provision settings for an application.

Properties

View and manage properties for the selected object type.

Manage application attributes

Data

View data about the selected object type.

View user access data

Mapping

View and manage mappings from the Advanced Identity Cloud admin console properties to external system properties and from external system properties to the Advanced Identity Cloud admin console properties.

Manage mappings

Reconciliation

Preview mappings on target applications between external systems and the Advanced Identity Cloud admin console, and reconcile the data between the two systems.

View and manage rules for the users and groups that use your application.

View and manage schedules for Full and Incremental reconciliation.

Reconcile and synchronize end-user accounts

Privacy & Consent

Manage end-user data sharing and synchronization.

Configure end-user data sharing

Rules

View and manage provisioning rules for mappings between Advanced Identity Cloud and a target application.

Manage provisioning rules

Advanced Sync

Create and manage mappings between an identity profile and an application or between applications.

Manage advanced sync

Next steps