Complete the following steps to configure Salesforce to allow user provisioning from Access Manager using SAM.
Log in to your Salesforce account with administrator credentials.
Add a connected app as follows:
(Conditional) If you are using the Salesforce Lightning UI, go to Setup. From the left navigation pane, go to Platform Tools > Apps > App Manager and click New Connected App.
(Conditional) If you are using the Salesforce legacy UI:
From the user name menu, click Setup.
Depending on the settings available in your user interface, do one of the following:
From the left navigation pane, go to App Setup > Create > Apps > Connected Apps and click New
Go to Build > Create > Apps > Connected Apps and click New
Provide the required details for the new connected app as follows:
Table 7-1
|
Field |
Description |
|---|---|
|
Connected App Name |
Enter the connected app’s name, which displays in the App Manager and on its App Launcher tile. The connected app name must be unique within your organization. |
|
API Name |
Enter the API name used when referring to your app from a program. It defaults to a version of the name without spaces. |
|
Contact Email |
Enter the contact email for Salesforce to use in case they want to contact you or your support team. |
|
Enable OAuth Settings |
Ensure that this check box is selected. |
|
Callback URL |
Enter https://login.salesforce.com/services/oauth2/token |
|
Selected OAuth Scopes |
From Available OAuth Scopes, select Full access (full) and click the button under Add. This provides the necessary permissions when accessing this app. |
Click Save, then click Continue.
On the next screen showing app details, take note of the following information. You will need this for configuration steps in Access Manager:
Consumer Key
Consumer Secret
When you have completed the above steps at Salesforce, use the values you noted in Step 3 to configure the application's Account Management settings in Access Manager.