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Connecting SailPoint and Salesforce SaaS

To connect SailPoint with Salesforce, perform the following tasks:

Adding the Source in SailPoint

To connect to SailPoint, perform the following steps. Once the connection is made, you can configure it to meet your company's needs.

Important

By default, the provisioning feature is disabled, and the connector only supports read-only operations. To support provisioning operations, you must manually enable the feature in the source configuration.

To configure a new source:

  1. Sign in to SailPoint.
  2. Go to Admin > Connections > Sources.
  3. Select Create New.
  4. Search for the connector by entering the name in the search box, and then select Actions.

  5. In the Actions dropdown list, select the setup method:

    • Express Setup - Quickly create a read-only connection to your target system by providing minimal configurations and authentication. On completion, aggregation is automatically started.

      Note

      Express Setup supports Credential Providers. For information on supported credential providers and configuration, refer to Credential Providers. For more information, contact your SailPoint Customer Service Manager.

    • Standard Setup - Provide detailed basic configuration to create the source. Once the source is created, continue with source setup.

Configuring a Source Using Express Setup

Express Setup minimizes the initial configuration process so you can quickly connect the application and immediately begin aggregating user account and entitlement data.

  1. Review the directions and select Start Express Setup.

  2. Review the pre-populated Source Name, Source Owner, and Description. To update, select Edit.

    Note

    The source name must be unique. You can change these settings later in the source configuration.

  3. (Optional) If enabled for your organization, select the Use a Credential Provider checkbox to manage the source's authentication using a credential provider.

    Note

    To add a Credential Provider in SailPoint, go to Admin > Connections > Credential Providers. For more information about credential providers, refer to Credential Providers.

  4. Configure the authentication to allow SailPoint to connect to the source. For more information, refer to the Connection Settings section.

  5. Select Finish.

    After a successful test connection, the system creates your source and prompts you to run an aggregation.

    • If you want to aggregate now, select Aggregate.

      • To see the latest account aggregation history, go to Account Management > Account Aggregation.
      • To see the list of aggregated source accounts, go to Account Management > Accounts.

    • If you want to aggregate later, select Exit. This returns you to the Sources page. Your new source is listed, but contains no accounts or aggregation history yet.

Configuring a Source Using Standard Setup

Use Standard Setup to configure the connector for full feature support.

  1. In the Source Name field, enter a unique and descriptive name for your source. Source names cannot exceed 128 characters.
  2. In the Description field, provide additional details about the source to help distinguish it from similar sources. This field allows a maximum of 2,000 characters.
  3. In the Source Owner field, begin typing the name of an owner. Matches appear after you type two or more letters. For more information, refer to Assigning a Source Owner.
  4. (Optional) Select a governance group to grant its members source or role sub-admin level oversight of the source and its access. For more information, refer to Creating and Managing Governance Groups.
  5. If this source represents a primary system containing your organization's personnel records, select the Authoritative Source checkbox. For more information, refer to Creating Identity Profiles.
  6. Select Continue. The source is created, and you are navigated to the Source Setup > Base Configuration page. Continue to configure your connected source there.

Base Configuration

Provide the base configuration parameters. Information you entered in the Create New Source dialog is automatically entered into the fields in the Base Configuration page. You can edit this information if necessary.

  1. Enter a unique name and description for the source.

  2. In the Source Owner dropdown list, select the identity that owns this source.

    • To find a source owner, begin entering their name.

  3. (Optional) If enabled for your organization, select the Use a Credential Provider checkbox to manage the source's authentication using a credential provider.

    Note

    To add a credential provider, go to Admin > Connections > Credential Providers. For more information about credential providers, refer to Credential Providers.

  4. Configure the authentication to allow SailPoint to connect to the source. Refer to Connection Settings for more information.

  5. (Optional) In the Governance Group for Source Management dropdown list, select a governance group to associate with this source. For more information about governance groups, refer to Associating Governance Groups with a Source.

  6. (Optional) Choose whether to enable or disable provisioning for the source. Provisioning is disabled by default.

    • Enable Provisioning - Set the toggle to Enabled to allow the source to create, update, and deactivate accounts in the connected source system.

    • Disable Provisioning - Set the toggle to Disabled to disable provisioning for the source. Disabling provisioning will prevent the creation, updating, or deactivating of accounts on this source.

  7. Select Save.

Connection Settings

In this section, specify the authentication type and credentials to establish a secure connection between the source and SailPoint.

Important

Effective July 1, 2026, the External Client Application (ECA) is the recommended authentication method for the Salesforce SaaS connector. The Basic and legacy OAuth 2.0 authentication types are deprecated and will be removed in a future release. SailPoint strongly recommends configuring new connections by using ECA and migrating your existing connections.

  1. Go to Connection Settings.

  2. In the Connection Timeout field, specify a timeout value in minutes. The default setting is one minute.

  3. Under Authentication Type, select Basic or OAuth 2.0 authentication. The fields change based on the option you choose:

  4. Select Save.

As an alternative to the Basic and OAuth 2.0 authentication types above, you can enable External Client Application (ECA) authentication.

Configuring Machine Identity Governance

Enable the connector to aggregate Agentforce agents in aggregation processes.

Note

Datasets are also available in SailPoint Agentic Fabric. Contact your Customer Success team and refer to SailPoint Agentic Fabric for more information.

Screenshot

Agent governance settings

  1. Select Enable Agentforce Agent Discovery.

  2. In the Agent Types to Fetch field, enter a single or list of agent types to aggregate separated by comma. For example Bot, ExternalCopilot, InternalCopilot.

    Note

    If you do not provide a list, all agent types are aggregated.

  3. Select Save.

Activity Insights Settings

Ensure the Salesforce application has necessary scopes to utilize the Activity Insights. Refer to Requested Scopes for Activity Insights from Salesforce for different grant types.

SailPoint pulls in activity data in the form of events like user logins, password changes, and content updates within the application. You can view an identity’s activity data within an application to discover trends for that user.

Important

Contact your SailPoint Customer Success Manager (CSM) for more information on Activity Insights. For more information on utilizing activity data, refer to Activity Insights.

Activity Insights Settings allows you to gather account information and activity data from Salesforce. To enable Activity Insights for the Salesforce application, refer to Prerequisites for more information.

To configure Activity Insights, complete the following:

Screenshot

Activity Insights Settings

  1. Go to Activity Insights Settings.
  2. Select Enable Activity Insights to view access to data insights on source and application activity such as logins and other app-specific events.
  3. Select Save.

Aggregation Settings

Define the scope of the records to fetch when aggregating user accounts and entitlements. Refer to Configuring Aggregation.

Configuration Parameters

This section contains the information that this connector uses to connect and interact with the source. Each source type requires different information to create and maintain a connection.

The Salesforce SaaS connector uses the following connection parameters:

Note

All attributes marked with an asterisk (*) are mandatory attributes.

Parameter Description
Connection Timeout Timeout value in minutes. Default - One minute.
Disable User Creation Email Notification Enable this to prevent emails from being sent when a user is created.
Exclude Disabled Accounts Enable this to exclude disabled users. This works by adding the following condition to the where clause of the search query for users: AND user.IsActive = true
Exclude Frozen Accounts Enable this to exclude users that have the flag value for IsFrozen set to true in Salesforce.
Password* This parameter defines the password used for logging in to the managed system. This is the API user's Salesforce.com password. If the client's IP address has not been whitelisted in your organization, add a security token to your password for OAuth 2.0 authentication. Password must be Account Password + Security Token. For example, if you have account password such as SAilpoint123 and the security token is @34567, the combined password entry will be SAilpoin123@34567.
Search Query for User/Profile Determines the scope of the users or profiles that are retrieved during account or entitlement aggregation. Refer to Search Query for Users and Profiles for details and examples.
Service Account Salesforce account with required permissions.
Source Description* Details necessary to distinguish the source from other similar connection sources.
Salesforce URL* Enter the fully qualified URL to the root of the Salesforce server. Not applicable if Enable OAuth2 API is selected. For example: http://login.salesforce.com/services/Soap/u/26.0/

To find the Salesforce URL for your site, log in to salesforce.com:

  1. Select Develop under the Application heading.
  2. Go to API > Generate Partner WSDL.
  3. Select Generate.

The URL is located under the SalesforceService service name.

Configuring Additional Features

Review and Test

Perform a test to confirm the connection to SailPoint.

  1. Go to Review and Test.

  2. Confirm that the entries in each field are correct.

    If you note any mistakes, return to the section and make corrections.

  3. Select Test Connection.

SailPoint Application Onboarding

SailPoint application onboarding enables you to easily onboard new applications and create sources following the successful onboarding of a discovery source. To use this feature, continue to Discovered Applications in the SailPoint user interface.

For more information, refer to Application Onboarding in the SailPoint SaaS documentation.

Documentation Feedback

Feedback is provided as an informational resource only and does not form part of SailPoint’s official product documentation. SailPoint does not warrant or make any guarantees about the feedback (including without limitation as to its accuracy, relevance, or reliability). All feedback is subject to the terms set forth at https://developer.sailpoint.com/discuss/tos.