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0D54z00007pJ151CACOkta Identity EngineWorkflowsAnswered2022-07-18T18:06:05.000Z2022-07-14T07:01:48.000Z2022-07-18T18:06:05.000Z

AnnaW.55359 (Customer) asked a question.

Salesforce User provisioning okta Workflow for multiple user attributes

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!! 🙂


  • Mihai N. (Okta, Inc.)

    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.  

     

     

    Expand Post
  • TimL.58332 (Workflows)

    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.

    Expand Post
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Salesforce User provisioning okta Workflow for multiple user attributes