Salesforce Provisioning
Before you begin
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About this task
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If you don’t need to set up user provisioning, proceed to Salesforce Attribute Mapping. |
If you selected Set Up Provisioning on the Connection configuration tab:
Steps
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In PingOne, click Continue to Next Step to proceed to the Application Configuration tab.
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Chose how Salesforce will deprovision:
Choose from:
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Select the FREEZE_USER_FLAG checkbox to freeze a deprovisioned user account.
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Leave the checkbox clear to deactivate a deprovisioned user account.
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In the SUBDOMAIN field, your Salesforce subdomain
Example:
If your Salesforce URL is
example.my.salesforce.com, your subdomain isexample.my. -
From the PERMISSION_SET_MANAGEMENT list, select how to handle permission sets provisioned from PingOne to Salesforce:
Choose from:
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Select Merge with permission sets in Salesforce to add provisioned PingOne user permissions to existing permission sets in Salesforce.
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Select Overwrite permission sets in Salesforce to overwrite permissions in Salesforce with the provisioned permissions from PingOne.
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Click Continue to Next Step.
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On the Connection Configuration tab, click Activate.
Result:
PingOne opens the Salesforce sign-on page in a pop-up window.
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Sign on to Salesforce as an administrative user.
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Click Allow.
Next steps
In PingOne, click Continue to Next Step.