Active Roles 7.6.3 - Synchronization Service Administration Guide

For instructions on how to create a new connection to Salesforce, see Creating a Salesforce connection.

For instructions on how to create a new connection to Salesforce, see Synchronization Service Administration Guide.

1. Open the workflow you created (in the Synchronization Service Administration Console, on the Workflows tab, click the workflow name), and then click the Add synchronization step link.

2. On the Select an action page, click Provision, and then click Next.

3. On the Specify source and criteria page, do the following:

   1. Click the Specify button in the Source connected system option, then click Select existing connected system, and select the Active Directory connection you configured in Step 1: Configure a connection to source Active Directory domain.

      Click Finish.

   2. Click the Select button in the Source object type option, and then select the User object type from the list. Click OK.

   3. Click Next.

4. On the Specify target page, do the following:

   1. Click the Specify button in the Target connected system option, then click Select existing connected system, and select the Salesforce connection you configured in Step 2: Configure a connection to Salesforce

      Click Finish.

   2. Click the Select button in the Target object type option, and then select the User object type from the list. Click OK.

   3. Click Next.

5. On the Specify provisioning rules page, in the Initial Attribute Population Rules option, add rules to populate the following required attributes:

   • Username. Use this attribute to specify a Salesforce user name for the user being provisioned. Make sure the user name you specify meets the format <UserName>@<Domain>, for example jdoe@domain.com.

   • vaProfileName. Use this attribute to assign a Salesforce profile to the user being provisioned. A profile defines specific permissions a user has in Salesforce. For more information on profiles, see the Salesforce documentation. Alternatively, you can specify a Salesforce profile by using the ProfileId attribute.

   • Email. Use this attribute to specify an existing valid email address for the user being provisioned.
   • LastName. Use this attribute to specify the last name of the user being provisioned.
   • Alias. Use this attribute to specify a unique Salesforce alias for the user being provisioned. A Salesforce alias can include up to 8 characters. For more information on alias, see the Salesforce documentation.

For instructions on how to run a synchronization workflow, see Synchronization Service Administration Guide.