Provisioning
The SAP Sales and Service Cloud connector supports provisioning, allowing you to create and manage accounts and entitlements in SAP Sales and Service Cloud directly from SailPoint.
Prerequisite: Your system is configured for provisioning.
When SailPoint provisions new accounts to the source, it uses the attributes on the Create Account page as instructions or a template for what to include in the account. This page is also referred to as the provisioning policy.
When new access is granted on a source where a user does not already have an account, SailPoint automatically includes account creation in the provisioning. This applies whether provisioning is started from an access request or from an automated role or lifecycle state assignment.
For direct-connect sources, SailPoint automatically creates the account from this configuration. If the source is not configured as a direct-connect source, SailPoint creates and assigns a provisioning task to the source owner and includes the values for the source owner to use in manually creating the account.
Important
This section describes the default Create Account configuration. SailPoint recommends that you work with Services to define a provisioning configuration specific to your company's needs. Be sure to verify large changes to the provisioning policy before implementation. Failure to do so might cause provisioning to fail.
Default Create Account Attributes
The following list outlines which account attributes SailPoint uses to create a profile for new SAP Sales and Service Cloud connector accounts:
Important
- Account attributes marked with an asterisk(*) are mandatory attributes for account creation.
| Account Attribute | Type | Generator | Description |
|---|---|---|---|
| Username* | String | Identity Attribute - User Name | The user's username |
| First Name* | String | Identity Attribute - Given Name | The user's first name |
| Last Name* | String | Identity Attribute - Family Name | The user's last name |
| Email* | String | Identity Attribute - Work Email | The user's email address |
| Display Name* | String | Identity Attribute - Display Name | The name of the user, suitable for display to end-users. |
| User Type* | String | Identity Attribute - Display Name | The type of user used to identify the relationship between the organization and the user. |
| User Start Date | String | Validity start date of user | |
| User End Date | String | Validity end date of user |
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