# 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**](<#configuring-a-source-using-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**](<#configuring-a-source-using-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](<#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: - [Basic Authentication (Deprecated)]() - OAuth 2.0 Authentication (Deprecated): Enter the OAuth 2.0 Token URL. If the Salesforce source is configured to use OAuth 2.0 authentication, the following URL is used to generate the access token by default: `https://login.salesforce.com/services/oauth2/token` - [OAuth 2.0 Grant Type: Password (Deprecated)]() - [OAuth 2.0 Grant Type: JWT (Deprecated)]() - [OAuth 2.0 Grant Type: Refresh Token (Deprecated)]() - [OAuth 2.0 Grant Type: Client Credentials (Deprecated)]() 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. > [!NOTE] > > **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: > [!NOTE] > > **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 - To create portal or partner users, refer to [Creating Portal and Partner Users](). - To configure password management, refer to Password Management. ## 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.