The Salesforce Connector of Active Roles supports all Salesforce object types, with all operations (Create, Read, Update, Delete) that you can perform on those objects with native Salesforce tools.
To read and/or write data related to a particular object in Salesforce, you can use the following resources:
You can specify the following additional user attributes in your Salesforce connection.
Table 43: Additional user attributes
| Attribute |
Description |
Supported operations |
|
vaProfileName |
Allows you to specify a Salesforce profile. For example, you can use this attribute to assign a Salesforce profile to a user being provisioned to Salesforce.
To specify a profile, enter the profile name as it appears in the Salesforce user interface.
Examples of vaProfileName values:
-
System Administrator
-
Force.com - Free User |
Read, Write |
|
vaRoleName |
Allows you to specify a Salesforce role. For example, you can use this attribute to assign a Salesforce role to a user being provisioned to Salesforce.
To specify a role, enter the role name in the format used in the Salesforce user interface.
For more information on roles, see the Salesforce documentation. |
Read, Write |
|
vaManagerName |
Allows you to specify a manager for a particular user.
To specify a manager, enter the manager name in the format used in the Salesforce user interface. |
Read, Write |
|
vaContactName |
Allows you to specify an associated contact for a particular user.
To specify an associated contact, enter the associated contact name in the format used in the Salesforce user interface. |
Read, Write |
|
vaMemberOf |
Allows you to define group membership for a particular user.
NOTE: Consider the following:
|
Read, Write |
|
vaMemberOfName |
Allows you to define group membership for a particular user (for example, when provisioning a user to Salesforce).
Specify the names of the Salesforce groups where you want the user to be a member. |
Read, Write |
|
vaLocale |
Allows you to specify a locale for a particular user (for example, when provisioning a user to Salesforce).
To specify a locale, enter the locale name in the format used in the Salesforce user interface.
Example of a vaLocale value: English (United States) |
Read, Write |
|
vaTimeZone |
Allows you to specify a time zone for a user (for example, when provisioning a user to Salesforce).
To specify a time zone, enter the time zone name in the format used in the Salesforce user interface.
Example of a vaTimezone value: (GMT+00:00) Greenwich Mean Time (GMT) |
Read, Write |
|
vaEmailEncoding |
Allows you to specify outbound email encoding to be used for a user (for example, when provisioning a user to Salesforce).
Specify email encoding in the format used in the Salesforce user interface.
Example of a vaEmailEncoding value: Unicode (UTF-8) |
Read, Write |
|
vaLanguage |
Allows you to specify a user interface language for a particular user.
The Salesforce user interface and help will be displayed to the user in the language you specify in this attribute. |
Read, Write |
|
vaDelegatedApproverUserName |
Allows you to specify the name of the user you want to appoint as a delegated approver. |
Read, Write |
|
vaDelegatedApproverGroupName |
Allows you to specify the name of a group all members of which you want to appoint as delegated approvers. |
Read, Write |
You can specify the following additional group attributes in your Salesforce connection.
Table 44: Additional group attributes
|
Attribute |
Description |
Supported operations |
|
vaMemberOf |
Allows you to define group membership for the group in Salesforce.
NOTE: Consider the following when using this attribute:
|
Read, Write |
|
vaMemberOfName |
Allows you to define group membership for the group.
Specify the names of Salesforce groups where you want the group to be a member. |
Read, Write |
|
vaMember |
Allows you to define members of the group.
This attribute contains references to the users and/or groups that are members of a particular group. |
Read, Write |
|
vaMemberName |
Allows you to define members of a particular group.
Specify the names of users and/or groups you want to be members of the group. |
Read, Write |
This scenario illustrates how to configure a sync workflow to provision users from an Active Directory domain to Salesforce.
Configuring a workflow step
Once the required connections and the sync workflow are set, configure a new workflow step.
To configure a workflow step
-
In the , navigate to the Workflows tab and open the sync workflow you created by clicking its name. Then, click Add synchronization step.
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On the Select an action page, click Provision, then click Next.
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On the Specify source and criteria page, do the following:
-
Click Specify in the Source connected system option, then click Select existing connected system, and select the Active Directory connection you configured in the Configuring a connection to source Active Directory domain step.
-
Click Finish.
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In Source object type, click Select, then select the User object type from the list. Click OK.
-
Click Next.
-
On the Specify target page, do the following:
-
Click Specify in the Target connected system option, then click Select existing connected system, and select the Salesforce connection you configured in the Configuring a connection to Salesforce step.
-
Click Finish.
-
Click Select in the Target object type option, then select the User object type from the list. Click OK.
-
Click Next.
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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 the Alias attribute, see the Salesforce documentation.
