
AnnaW.55359 (Customer) asked a question.
Hi all,
I found this >https://help.okta.com/wf/en-us/Content/Topics/Workflows/Tutorials/template-walkthrough/template-walkthrough.htm very nice Okta workflow to set-up user provisioning to Salesforce from Okta. The issue I have is that for us the role & profile in Salesforce is based on 2 user attributes in Okta (Department & job title). Does anyone have an idea on how to set this up?
My idea was to create Okta groups and based on rules people were added to the group. Based on the Okta group they're in, they will be assigned to a role&profile in Salesforce. I was wondering if there might be an easier way out there.
Thanks in advance!! 🙂

Hi @AnnaW.55359 (Customer) , Thank you for reaching out to the Okta Community!
I checked with my Workflows colleagues and they mentioned that you might be able to leverage some "True/False" functions to create conditions based on multiple inputs - For example, you could use a compare card to check if value A is equal to "test" and value B is equal to "test2", then an "AND" card to see if BOTH compare cards evaluated as true.
Through the "True/False" cards, you can set up any logic you want as long as it can evaluate to "true" or "false".
That being said, in your use case it seems that leveraging group rules would be the easier method of going about it.
Hi Anna,
Essentially, this is a decision tree and there isn't going to be any sort of OOTB solution here. You would need to build out the logic to handle it.
So for example lets say you had 5 departments (this is just to make it simple for illustration)
You could create an if/elseif
If department1
elseif department2
elseif department3
elseif department4
elseif department5
else - Something unexpected, so take some action to handle this scenario
Then in department1 you could use a "lookup table". The lookup table would contain each title that is possible in the department. When the title is input into the lookup table the output would be the salesforce role.
So lets say:
title1 - sfdc1
title2 - sfdc2
title3 - sfdc2
title4 - sfdc1
title5 - sfdc3
Then you would take the output based from the lookup table & assign it to the output on the if/elseif card, then utilize it to complete the flow (setting up the SFDC). This would need to be repeated for each department.