Last updated: Jun 22, 2021

Salesforce.com

Sign into salesforce.com and automate onboarding and offboarding processes

Overview

Salesforce helps you to grow your business faster by accelerating sales, automating task, and making smarter decisions. Salesforce CRM offers:
- Lead and contact management
- Sales opportunity management
- Workflow rules and automation
- Customizable reports and dashboards
- Mobile device application

Using Okta, you can quickly and securely deploy Salesforce across your organization with Single Sign-On (SSO) and Adaptive Multi-Factor Authentication (MFA).

Functionality

Add this integration to enable authentication and provisioning capabilities.

Provisioning


Workflows

Add this application connector to your Okta Workflows, a no-code interface-driven platform for creating custom workflows using a library of integrated third-party applications and functions. Sequence action events together to automate identity-centric business processes.

Salesforce.com Connector actions
A wide range of connectors from different apps can be linked to create automated Workflows.

  • Get All Public Groups
  • Activate User
  • Search Records
  • Execute Query
  • Search Users
  • Create Multiple Records
  • Read User
  • Freeze User
  • Unfreeze User
  • Download Document
  • Read Record
  • Remove User Entitlements
  • Update Record
  • Get All Permission Sets
  • Build Record Object
  • Get All Profiles
  • Deactivate User
  • Create Record
  • List Permission Set Group Assignments
  • Read Group
  • Custom API Action
  • List User Permission Assignments
  • Search Permission Set Groups
  • Upload Attachment
  • Get All Permission Set Licenses
  • Transfer Leads
  • Create User
  • Read Related Records
  • Remove Permission Set Group
  • Get All Feature Licenses
  • Upload Document
  • Get Multiselect Values - Custom Fields
  • Update User
  • Get All Roles
Connector
Salesforce connector
Connector

Salesforce

Salesforce connector
Templates
  • Okta connector Salesforce connector
    Template

    Create Users in Salesforce

    Create a user in Salesforce and assign them a Profile based on their department.
Okta Verified
Okta Verified
The integration was either created by Okta or by Okta community users and then tested and verified by Okta.

Languages Supported

English