Tutorial: Configure Salesforce for automatic user provisioning

The objective of this tutorial is to show the steps required to perform in Salesforce and Azure AD to automatically provision and de-provision user accounts from Azure AD to Salesforce.

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following items:

  • An Azure Active directory tenant
  • A Salesforce.com tenant

Important

If you are using a Salesforce.com trial account, then you will be unable to configure automated user provisioning. Trial accounts do not have the necessary API access enabled until they are purchased. You can get around this limitation by using a free developer account to complete this tutorial.

If you are using a Salesforce Sandbox environment, please see the Salesforce Sandbox integration tutorial.

Assigning users to Salesforce

Azure Active Directory uses a concept called "assignments" to determine which users should receive access to selected apps. In the context of automatic user account provisioning, only the users and groups that have been "assigned" to an application in Azure AD is synchronized.

Before configuring and enabling the provisioning service, you need to decide which users or groups in Azure AD need access to your Salesforce app. After you've made this decision, you can assign these users to your Salesforce app by following the instructions in Assign a user or group to an enterprise app

Important tips for assigning users to Salesforce

  • It is recommended that a single Azure AD user is assigned to Salesforce to test the provisioning configuration. Additional users and/or groups may be assigned later.

  • When assigning a user to Salesforce, you must select a valid user role. The "Default Access" role does not work for provisioning

    Note

    This app imports custom roles from Salesforce as part of the provisioning process, which the customer may want to select when assigning users

Enable automated user provisioning

This section guides you through connecting your Azure AD to Salesforce's user account provisioning API, and configuring the provisioning service to create, update, and disable assigned user accounts in Salesforce based on user and group assignment in Azure AD.

Tip

You may also choose to enabled SAML-based Single Sign-On for Salesforce, following the instructions provided in Azure portal. Single sign-on can be configured independently of automatic provisioning, though these two features compliment each other.

configure automatic user account provisioning

The objective of this section is to outline how to enable user provisioning of Active Directory user accounts to Salesforce.

  1. In the Azure portal, browse to the Azure Active Directory > Enterprise Apps > All applications section.

  2. If you have already configured Salesforce for single sign-on, search for your instance of Salesforce using the search field. Otherwise, select Add and search for Salesforce in the application gallery. Select Salesforce from the search results, and add it to your list of applications.

  3. Select your instance of Salesforce, then select the Provisioning tab.

  4. Set the Provisioning Mode to Automatic.

    provisioning

  5. Under the Admin Credentials section, provide the following configuration settings:

    a. In the Admin Username textbox, type a Salesforce account name that has the System Administrator profile in Salesforce.com assigned.

    b. In the Admin Password textbox, type the password for this account.

  6. To get your Salesforce security token, open a new tab and sign into the same Salesforce admin account. On the top right corner of the page, click your name, and then click Settings.

    Enable automatic user provisioning

  7. On the left navigation pane, click My Personal Information to expand the related section, and then click Reset My Security Token.

    Enable automatic user provisioning

  8. On the Reset Security Token page, click Reset Security Token button.

    Enable automatic user provisioning

  9. Check the email inbox associated with this admin account. Look for an email from Salesforce.com that contains the new security token.

  10. Copy the token, go to your Azure AD window, and paste it into the Secret Token field.

  11. The Tenant URL should be entered if the instance of Salesforce is on the Salesforce Government Cloud. Otherwise, it is optional. Enter the tenant URL using the format of "https://<your-instance>.my.salesforce.com," replacing <your-instance> with the name of your Salesforce instance.

  12. In the Azure portal, click Test Connection to ensure Azure AD can connect to your Salesforce app.

  13. In the Notification Email field, enter the email address of a person or group who should receive provisioning error notifications, and check the checkbox below.

  14. Click Save.

  15. Under the Mappings section, select Synchronize Azure Active Directory Users to Salesforce.

  16. In the Attribute Mappings section, review the user attributes that are synchronized from Azure AD to Salesforce. Note that the attributes selected as Matching properties are used to match the user accounts in Salesforce for update operations. Select the Save button to commit any changes.

  17. To enable the Azure AD provisioning service for Salesforce, change the Provisioning Status to On in the Settings section

  18. Click Save.

This starts the initial synchronization of any users and/or groups assigned to Salesforce in the Users and Groups section. Note that the initial sync takes longer to perform than subsequent syncs, which occur approximately every 40 minutes as long as the service is running. You can use the Synchronization Details section to monitor progress and follow links to provisioning activity logs, which describe all actions performed by the provisioning service on your Salesforce app.

For more information on how to read the Azure AD provisioning logs, see Reporting on automatic user account provisioning.

Additional resources