Update the Salesforce Username in Bulk through Provisioning with Okta using the "Update Now" Button
Jun 18, 2024
Okta Integration Network
Okta Classic Engine
Okta Identity Engine
Overview
Update the Username in Salesforce through provisioning with Okta using the Update now button from Okta.
Applies To
- The Update now button from the Okta admin UI provides the functionality to update the username on the application side
- Okta Integration Network
- Provisioning enabled > Update users option checked
Solution
- Navigate to the Okta admin dashboard > Apps> Salesforce > Provisioning > Uncheck the create and deactivate options (The step can be skipped if they are already unchecked).
- Navigate to the Okta admin dashboard > Apps > Salesforce > Sign on tab > Application username format > Change the custom syntax to the new value > Set Update application username to Create and update.
- Refresh the page and click the Update Now Button.
- Verify and resolve the assignment for any provisioning errors, such as matching user not found.
- Navigate to the Okta admin dashboard > Apps> Salesforce > Sign on tab > Application username format > Set Update application username to Create only.
- Re-enable the create and deactivate options in the Provisioning tab (If they were unchecked at the first step).
