Connector Salesforce

Salesforce is the leading SaaS platform delivering customer relationship management (CRM). Since 1999, Salesforce has helped pioneer cloud-based CRM solutions designed to improve businesses’ relationships with their customers. Salesforce brings together software capabilities to maximize the coordination between sales, marketing, customer service, and IT in pursuit of customer- and prospect-focused business growth.

By connecting Salesforce to HelloID, your organization can fully automate provisioning and identity management for your CRM solution. Using a configurable attribute mapper, your source system’s fields and variables are linked to HelloID to specify user roles and attributes. HelloID then automatically provisions users within Salesforce according to the synced identity data.

Onboarding, Provisioning, & Ongoing Management

HelloID leverages your identity data to simplify provisioning users with Salesforce accounts and access. Once configured, HelloID’s automatic processes minimize IT’s provisioning efforts and require nothing beyond HR’s current responsibilities. HelloID detects HR’s new additions or updates entered into your source system. These detected changes automatically trigger HelloID’s configured provisioning processes. All processes are automatic, consistent, and logged.

New users detected in your source system automatically trigger HelloID’s account creation and setup processes for Salesforce and all other connected resources. HelloID also detects updates to existing users due to role and attribute changes. Anytime a change in the source system is detected, HelloID automatically executes the configured processes accordingly to ensure that everything remains up-to-date. When an employee departs, HR merely changes their status in the source system, and HelloID automatically executes all configured offboarding processes.

Connecting HelloID to Salesforce fully automates your provisioning and identity management processes for your CRM platform. Provisioning and attribute-based access control have never been as quick or easy.

Additional Connector Information

For information on how to connect Salesforce to HelloID for provisioning and single sign-on, please refer to the following links from our Docs site:

https://docs.helloid.com/hc/en-us/articles/360004005934-Create-Salesforce-user
https://docs.helloid.com/hc/en-us/articles/360004044013-Enable-Salesforce-user
https://docs.helloid.com/hc/en-us/articles/360004010194-Disable-Salesforce-user
https://docs.helloid.com/hc/en-us/articles/360004039813-Update-Salesforce-user
https://docs.helloid.com/hc/en-us/articles/360004009014-Create-or-Update-Salesforce-user
https://docs.helloid.com/hc/en-us/articles/115002885674-Configure-Salesforce-as-a-SAML-IdP
https://docs.helloid.com/hc/en-us/articles/360006698874-How-to-configure-Salesforce-attributes-Mapping-Sets-
https://docs.helloid.com/hc/en-us/articles/115002964334-Salesforce-SAML-Single-Sign-On-SSO-Configuration