Salesforce

To add your Salesforce domain to Identity360:

1. Log in to Identity360 as an Admin or Super Admin.
2. Navigate to the Universal Directory tab > Directory Integration > Manage Directory.
3. Click Add Directory.
4. Click Configure in the Salesforce card under the Import From Directories section.
5. Click Create New Configuration on the top right corner of the Configure Salesforce window.
6. Enter the desired application name in the Application Name field and click Description to add a description of the application.
7. Check Import/Sync from Choose Capabilities. You can also check Provisioning, which will also automatically check Import/Sync, if you need the capability to provision and de-provision users in your Salesforce domain from Identity360.
8. Click Continue.
9. In the Integration Settings section, click Create Connection if you do not have a connection configured already. If you have a connection configured, proceed to step 10.
• In the Create Connection window, type in the Connection Name and Instance URL in their respective fields and click Authorize. You will be shown a couple of instructions on how to proceed.
• Click Proceed. You will be redirected to the Salesforce login page.
• Enter the Username and Password of an account that has the Administrator role. Click Log In.
• Once you are logged in, you will be prompted to grant Identity360 access to your Salesforce organization. Click Allow.
• You will be redirected back to the Edit Application page of the Identity360 portal.
10. Select the connection that you configured from the Connection drop-down list and click Save.

To manage the users in your Salesforce domain from Identity360, use the All Users option.

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