AmberH.96889 (Customer) asked a question.
We are preparing to update Salesforce from being just SSO to also use provisioning. I want to also turn on entitlements, and in reading the requirements we need to have the App using OAuth and REST. Has anyone made this transition and have any tips or tricks to help us make sure this goes smoothly?
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We use cookies to provide the best website experience and to help understand marketing efforts. We may also share data with ad partners to reach potential customers across the web. To learn more, visit our Privacy Policy. Click here for Your Privacy Choices. You may also opt out of this sharing by signaling your preference via GPC, applicable only to the browser signaling the opt-out.
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These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
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Hello @AmberH.96889 (Customer) Thank you for posting on our Community page!
The transition requires upgrading your Salesforce app configuration to use OAuth Consumer Key and Secret instead of username/password credentials, then enabling provisioning and entitlements. Here are the key steps and tips to ensure a smooth migration:
Before You Begin:
Verify your tenant supports the updated integration. Check your Okta Admin Dashboard → Applications → Salesforce → Provisioning tab. If you see "OAuth Consumer Key" and "OAuth Consumer Secret" fields, your tenant already has the updated version. If you only see username/password fields, contact Okta Support to have the feature enabled on your tenant.
Confirm Salesforce prerequisites. Ensure your Salesforce edition has the API feature enabled (Professional Edition and above typically require this; verify with Salesforce). Confirm the System Administrator profile has API access enabled.
Create a Connected App in Salesforce. In Salesforce, navigate to Setup → Apps → App Manager and create a new Connected App. Configure it with:
Generate OAuth credentials in Salesforce. After creating the Connected App, generate the Consumer Key and Consumer Secret. Copy these values exactly—trailing spaces will cause authentication failures.
Performing the Upgrade:
You can also review our documentation here:
https://help.okta.com/oie/en-us/content/topics/provisioning/salesforce/sfdc-enable-provisioning.htm
Thank you for reaching out to our Community and have a great day!
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