Connector Detail

salesforce.webp

Salesforce

Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, e-commerce, analytics, and application development

SAML/SSO
Salesforce

Connect to Salesforce

Overview

Our Salesforce integration uses a dedicated Salesforce based connector for accessing and maintaining Permission Set and groups and user profiles.

We use SCIM protocols to connect to your Salesforce tenant using REST APIs.

Account in Salesforce

IDHub pulls all salesforce user account information from your salesforce tenant.

User Account attribute we fetch includes (but not limited to):

  • First Name
  • Last Name
  • Display Name
  • Email
  • Username - This is the unique identifier
  • Title
  • Company
  • Department
  • Employee Number
  • Office Address fields

Our customers can choose to fetch any other attributes apart from the above as per their individual needs. With our Attribute based Access Control (ABAC), you can decide which information will be used on new user creation and which ones on user modifications.

Entitlements in Salesforce

IDHub Salesforce Connector pulls 3 types of entitlement from Salesforce for provisioning and de-provisioning.

  • Permission Set
  • Permission Set Groups
  • Profile

Employees of your organization can request for any of the above as needed.

Permission Set & Groups

Also as part of Salesforce connector, we establish connection with Salesforce to fetch all Permission Set and Permission Set Groups that can be assigned to an individual.

Users require to pick any entitlements as desired while requesting.

Upon completion of approvals based on request workflow defined by you, the users will automatically get access to the requested entitlement by our automated fulfillment.

Profiles

Also as part of Salesforce connector, we establish connection with Salesforce to fetch all Profiles that can be assigned to an individual.

Users require to pick any entitlements while account creation as desired while requesting.

Upon completion of approvals based on request workflow defined by you, the users will automatically get access to the requested entitlement by our automated fulfillment.

Support and Maintenance

IDHub provides out of the box connector issue support and timely maintenance as a standard quality guarantee for all of our customers having our Cloud solution. However, any customization made to existing connectors requires managed services support plan for support and maintenance.

Feature Summary

Provisioning

done
Create User
done
Modify User
done
Add User to Profile
done
Add User to Permission Set and Groups

De-provisioning

done
Remove User
done
Remove Permission Set and Groups from User
done
Remove Profile from User

Reconciliation

done
Fetch Users
done
Fetch Profile
done
Fetch Permission Set and Groups
done
Fetch User Assigned Profile
done
Fetch User Assigned Permission Set and Groups

Additional Use Case

done
SAML/SSO Setup
done
License Management