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Provision Salesforce Users' Profiles via SCIM

This guide shows how to provision a user's account profile in a Salesforce system with the SCIM connector.

Prerequisites

This guide supposes that you already have a working synchronization for Salesforce users' accounts, entitlements and links between accounts and entitlements.

Context

In Salesforce, both profiles and permission sets are in the Entitlements entity, whereas they are not managed the same way: a user account must have a profile and only one, while it can have zero to several permission sets.

This implies a difference of treatment based on the entitlement's type.

Configuration

In order to handle this special case, Identity Manager expects, for now, a very precise configuration. A generic configuration element will come soon to be able to customize and apply this special treatment in other cases.

For now, for your EntityType representing Salesforce's Entitlements entity type, you need to have an entity property with exactly type as identifier:


<Property Identifier="type" DisplayName_L1="Type" TargetColumnIndex="13" Type="String" />

And to map it in the Entitlements entity type mapping:


<Property Identifier="type" ConnectionColumn="type" />

That is all you need to do. With the next synchronization, all the entitlements will have their type and then the special treatment can be done for those with the Profile type when provisioning users' entitlements.