Chat now with support
Chat with Support

Quick Connect for Cloud Services 3.3 - Quick Start Guide

About Quick Connect Installing Quick Connect for Cloud Services Working with Google Apps Working with Google Postini Services Working with Microsoft Office 365 Working with Salesforce

Step 2: Configure a Connection to Salesforce

Step 3: Create a New Synchronization Workflow

Step 4: Configure a Synchronization Step

1.
Open the workflow you created (in the Quick Connect 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:
a)
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.
b)
Click the Select button in the Source object type option, and then select the User object type from the list. Click OK.
c)
Click Next.
4.
On the Specify target page, do the following:
a)
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.
b)
Click the Select button in the Target object type option, and then select the User object type from the list. Click OK.
c)
Click Next.
5.
On the Specify provisioning rules page, in the Initial Attibute 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.
LastName. Use this attribute to specify the last name of the user being provisioned.
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.
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.
6.
Click Finish to close the wizard.

Step 5: Run Your Workflow

Related Documents