Overview

Using the Provisioning on Hire2Retire you can provision and deprovision users on Salesforce. Read the official documentation of Salesforce.

Figure 1. Salesforce Application on Hire2Retire

Define Provisioning Criteria

Provisioning Type

Provision a set of Employees

You can define a provisioning criteria based on their AD and HRIS attributes. You can define complex conditions using AND and OR logic. You can also use the Roles and Group memberships in AD to define criteria.

For Example: In Figure 2, the criterias are defined on the basis of Roles (isAnyOf) and Title (Equals). If the criterias are satisfied then only user(s) will get provisioned. If no criteia passes and the user(s) is present in Salesforce then deprovisioning is performed for the user(s).

Figure 2. Provision a set of Employees

You can enable the "Do not deprovision app access upon change of role" checkbox to prevent users from being deprovisioned on Salesforce due to a role mismatch.

Figure 3. Do not deprovision app access upon change of role

Process All Employees

All user(s) will be provisioned on Salesforce.

Figure 4. Process All Employees

Provision User

You can decide to either provision or deprovision user(s) using Access.

• Provisioning - You can provision one or more user(s) to the Salesforce according to the requirement. User(s) can be created, updated or reactivated in provisioning operation.

• Deprovisioning - You can deprovision one or more user(s) according to the requirement. User accounts will be deactivated on Salesforce upon deprovisioning.

Figure 5. Configure lifecycle operations for Salesforce

Map attributes on Salesforce

You can select the attributes provided by Salesforce that you want to populate. You can map values from AD/Entra ID/Hybrid/HRIS to populate these attributes. You can also use Hire2Retire's powerful data transformation capabilities using Excel Style functions.

Figure 6. Select Salesforce attributes

Figure 7. Select Salesforce attributes

You can also define criteria(s) for mapping the Profile, Roles and Permission set(s) provided by Salesforce. You can also select the default values for the Profiles, Roles and Permission sets in Salesforce.

• Profiles in Salesforce are a way to group together permissions and settings that are common to a specific profile or function in an organization. They are similar to permission sets, but they are more coarse-grained and are typically assigned to groups of users rather than individual users. Profiles generally provide access control of CRED(create, read, edit, delete) records of the users.

• Roles in Salesforce are a way to group together users who have similar responsibilities. They are similar to profiles, but they are more abstract and are typically used to define the permissions and responsibilities of a specific profile in an organization, rather than the permissions and settings of a specific group of users.

• Permission sets in Salesforce are a way to grant users specific permissions to access and modify data in Salesforce. They are similar to roles in Salesforce, but they are more granular and can be assigned to individual users or groups of users.

Figure 8. License Mapping

Employee Identifier

An employee identifier is a unique code, number, or combination assigned to each employee within an organization. It is used to differentiate employees for record-keeping, payroll, tracking performance, and managing access to resources.

Figure 9. Employee Identifier