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.

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