Administrators can map the Manager field from Okta to Salesforce to ensure a smooth user provisioning process. This requires creating a custom attribute in Okta, mapping it to the Salesforce Manager field, and populating the attribute with the Salesforce ID of the manager. The manager must have an active Okta account for this synchronization to function correctly.

• Okta Identity Engine (OIE)
• Okta Classic Engine
• Salesforce
• Provisioning

How is the custom Manager attribute created in Okta?

Enable provisioning with the update user attributes setting in Okta, and then create a custom attribute in the Okta Admin Console to store the Salesforce ID of the manager.

1. Navigate to Directory > Profile Editor in the Okta Admin Console.
2. Select the User (default) profile.
3. Select Add Attribute.
4. Enter the required information in the form, including the Display name, Variable name, and Description. Enter Manager for the value.
5. Select Save, refresh the page, search for the newly created attribute in the list, and copy the Variable name.

How is the custom attribute mapped to the Salesforce Manager field?

Map the custom attribute to the Manager field in the Salesforce application provisioning settings.

1. Navigate to Applications > Applications in the Okta Admin Console and select the Salesforce application.
2. Select the Provisioning tab and select Show Unmapped Attributes.
   
3. Locate the Manager mapping and select the edit icon (pencil).
4. Select Map from Okta Profile in the Attribute value dropdown menu.
5. Select the Manager | string attribute in the Value dropdown menu and select Save.

How is the Salesforce ID obtained and added to the Okta user profile?

Obtain the Salesforce ID of the manager from the Salesforce administration page and paste it into the Manager attribute of the Okta user profile.

1. Access the Salesforce administration page and navigate to the detail page of the manager.
2. Locate the URL in the browser address bar that contains the Salesforce ID of the user, which is a 15-digit code starting with 005.
   • In Salesforce Classic: https://<InstanceOrDomainHere>.salesforce.com/00530000003xqAb?noredirect=1&isUserEntityOverride=1
   • In Lightning Experience: https://<InstanceOrDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F00530000003xqAb%3Fnoredirect%3D1%26isUserEntityOverride%3D1
3. Access the Okta Admin Console and navigate to Directory > People.
4. Select the Okta profile of the user and paste the Salesforce ID value into the Manager attribute.
   

Related References

• Salesforce
• Provisioning