When adding a new Permission Set in Salesforce, the new Permission Set is not reflected in the Okta User Assignments page.
- Salesforce
- Provisioning
- Salesforce Permission Sets
When adding a new Permission Set in Salesforce, the Okta User Assignments screen does not reflect the changes. This is because the application data from Salesforce is no longer up to date in Okta after changes were made to the Salesforce side.
Please see Refresh Application Data Functionality and Usage for additional information regarding Application Data.
Use one of the following methods:
Method 1
Re-authenticate API credentials that are used for provisioning to/from Salesforce, which will trigger the download and updating of application data into Okta (this will only refresh the application data for Salesforce):
- Go to Okta Admin Console and navigate to Applications > Applications > Salesforce > Provisioning > Integration > click the Edit button.
- Check the OAuth Consumer Key and OAuth Consumer Secret entered. See Configure OAuth and REST integration for more details
- Click Re-authenticate with Salesforce.com.
- In the new window, enter the administrator username and password that were used to create the Connected OAuth App.
- Click Allow to permit access to the Connected App.
- Back on the Provisioning page in Okta, a message confirming successful authentication will be seen. Click Save.
- Afterward, go to the Assignments tab in the Salesforce App > click the pencil icon to open the Edit User Assignment page > check the Permission Sets to confirm that the new Permission Set is available.
Method 2
- Go to the Okta Admin Console, then navigate to Applications > Applications tab and click More to select Refresh Application Data.
- NOTE: This will trigger an import of application data for all applications configured with Provisioning.
- Go to the Assignments tab in the Salesforce App > click the pencil icon to open the Edit User Assignment page > check the Permission Sets dropdown to confirm that the new Permission Set is available.
