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Quick Connect for Cloud Services 3.7 - Administrator Guide

Installing One Identity Quick Connect for Cloud Services Working with Google Apps Working with Google Postini Services Working with Microsoft Office 365 Working with Salesforce Working with ServiceNow Working with Windows Azure Active Directory Appendix A: Synching Multiple Owners attributes to Google Owners attributes

Modifying a Salesforce Connection

Working with Salesforce > Modifying a Salesforce Connection

To modify connection settings

  1. In the Quick Connect Administration Console, open the Connections tab.
  2. Click Connection settings below the existing Salesforce connection you want to modify.
  3. On the Connection Settings tab, click the Specify connection settings item to expand it and use the following options:
    • Connect to Salesforce Sandbox. Select this check box if you want to connect to your Salesforce testing environment. If you want to connect to production environment, make sure this check box is cleared. For more information about Salesforce Sandbox, see the Salesforce documentation.
    • User name. Type the user name of the account with which you want to access Salesforce. The account must have the System Administrator profile in the target Salesforce system.
    • Password. Type the password of the account with which you want to access Salesforce.
    • Security token. Enter the security token provided to you by Salesforce. For more information on what a security token is and how to obtain it, see the Salesforce documentation.
    • Use a proxy server for your LAN. Select this check box if your LAN uses a proxy server, and then enter the proxy server address in the Proxy server box.
    • Use credentials for proxy. Select this check box if your proxy server requires authentication. Use the appropriate text boxes to specify the user name and password with which you want to authenticate.
    • Test Connection. Click this button to verify the specified connection settings.
  4. When you are finished, click Save.

Salesforce data supported out of the box

Working with Salesforce > Salesforce data supported out of the box

Out of the box, the Salesforce Connector supports all object types existing in Salesforce. For each Salesforce object, the Salesforce Connector supports the same operations (Read, Create, Delete, or Update) that you can perform on that object by using native Salesforce tools.

To read and/or write data related to a particular object in Salesforce, you can use the following:

  • Native Salesforce fields. In the Quick Connect Administration Console user interface these fields are referred to as attributes. For more information on native Salesforce fields, see the “Reference | Standard Objects” section in the Salesforce Web Services API Developer's Guide available online at www.salesforce.com/us/developer/docs/api/.
  • Additional attributes provided by the Salesforce Connector. The names of all such attributes start with the va prefix. For information about these attributes, see the following sections:

User object additional attributes

Working with Salesforce > Salesforce data supported out of the box > User object additional attributes

 

Table 35: User additional 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

For more information on profiles, see the Salesforce documentation.

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 (this attribute is primarily intended for group membership synchronization).

This attribute contains references to the groups where the user is a member.

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, Update

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

Group object additional attributes

Working with Salesforce > Salesforce data supported out of the box > Group object additional attributes

 

Table 36: Group additional attributes

Attribute

Description

Supported operations

vaMemberOf

Allows you to define group membership for the group in Salesforce (this attribute is primarily intended for group membership synchronization).

The attribute contains references to other groups where the group is a member.

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

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