How to Map the "Manager" Field From Okta to Salesforce

This article provides instructions for mapping the "Manager" field from Okta to Salesforce. The "Manager" field in Salesforce represents the user's manager, and mapping it correctly can help ensure a smooth user provisioning process. It is worth noting that the manager must have an active Okta account for this process to work.

• Salesforce
• Provisioning
• Okta Classic Engine

To map the "Manager" field from Okta to Salesforce, the Salesforce User ID of the user's manager must be set in the User's Okta profile for the "Manager" attribute and then passed to Salesforce. This can be done by creating a custom attribute in Okta and mapping it to the "Manager" field in Salesforce.

1. Create a Custom Attribute in Okta:
   Before creating the custom attribute, make sure that Provisioning with Update user attributes is enabled in Okta. To create a custom attribute, follow these steps:

1. Log in to the Okta Admin dashboard.

2. Navigate to Directory > Profile Editor.

3. Locate the User (default) profile and click on it.

4. Click on the Add Attribute button.

5. Enter the required information in the form (Display name, Variable name, and Description are mandatory fields). For this exercise, enter "Manager" for the value.

6. Click Save, refresh the page, and search for the newly created attribute in the list. Copy the Variable name.

2. Map the Custom Attribute to the Salesforce Manager Field:
   To map the custom attribute to the Manager field in Salesforce, follow these steps:

1. Log in to the Okta Admin dashboard.

2. Navigate to the Applications tab and select the requested Salesforce app.

3. Click on the Provisioning tab and then click on Show Unmapped Attributes.

4. Find the Manager mapping we made and click on the pencil icon.

5. Under the Attribute value dropdown menu, select "Map from Okta Profile".

6. In the Value dropdown menu, select the "Manager | string" attribute and click Save.

7. Now, the Salesforce ID of the manager needs to be entered in that user's profile.

To obtain the Salesforce ID of a user, follow these steps:

1. Log in to the Salesforce admin page. Navigate to the user's detail page.

2. In the address bar in the browser, locate the URL that contains the user's Salesforce ID, which is a 15-digit code starting with "005".

   • In Salesforce Classic: https://<YourInstanceOrMyDomainHere>.salesforce.com/00530000003xqAb?noredirect=1&isUserEntityOverride=1.

   • In Lightning Experience: https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1.

3. Finally, log in to the Okta Admin Dashboard again, go to the user's Okta profile, and paste the Salesforce ID value in the Manager attribute.