Integrating SailPoint with Salesforce

Revised Date: 20 May, 2022

SailPoint’s Salesforce source offers a deep level of access management on your Salesforce users. This integration with Salesforce gives you policy-based access controls so you can be sure only the right users can see and touch this critical information. This integration enables and deep level of access governance which not only allows you to manage internal users but also your public groups.

You can search for specific information about the requirements and field definitions needed to get a working instance of Salesforce source in IdentityNow. To manage the account data, either create an identity profile based on the source or verify that the accounts you load are correlated to an existing identity.

The Salesforce source:

  • correctly deciphers the error messages during provisioning operation

  • supports provisioning and de-provisioning of a public group that has an apostrophe in the name.

  • can provision and deprovision the list of ManagedPackage attribute.

  • can remove the list of PermissionSetGroups attribute.

  • supports multiple group objects and direct permissions. For details, see theSupported Features section.

  • For the Salesforce source now you can create contacts while creating a user record. See Additional Settings for details.