Configure Salesforce Sandbox auto-provisioning

 

You can set up automated user provisioning (autoprovisioning) so that any changes you make to user accounts in Google Workspace are automatically synced with this third-party app.

Automated user provisioning operates only on active, suspended, or deleted users. It doesn't include archived users.

Before you begin:

• Set up SSO for this app
• Try out the auto-provisioning feature in the Salesforce Sandbox before you implement it in your Salesforce production environment

Set up auto-provisioning for the Salesforce Sandbox application

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Open the Salesforce Sandbox application.
4. In the Auto-provisioning section, click Configure auto-provisioning.
5. Click Authorize.
   
   Salesforce Sandbox opens in the same tab. You will be asked for an authorization by Salesforce Sandbox .
   
   Note: If you haven't signed into your Salesforce Sandbox administrator account before clicking Authorize, you're prompted to sign in. If you can't access your Salesforce Sandbox application, click Re-authorize app to be prompted to sign in. 
   
   Important: You might have to reauthorize if the admin password for Salesforce Sandbox has changed. Changing the admin password will cause the original authorization to be revoked.
    
6. Edit the Endpoint URL field, replacing {your-domain-name} with the domain name of your Salesforce instance.
7. Click Continue.
8. Verify that all mandatory Salesforce Sandbox attributes (those marked with an *) are mapped to Google Cloud Directory attributes. If not, click the Down arrow  and map to the appropriate attribute.
9. Click Continue.
10.  (Optional) Restrict provisioning to specific groups:
    1. Enter all or part of a group name in the Search groups field.
       A list of available groups appears. Select a group to add it and open a new search field.
    2. If necessary, add more groups and choose a scope. 
    3. To remove any group you added, click  next to it.
11. Once you’re done, click Continue.
12. Choose how long deprovisioning actions should be delayed before taking effect. You can set the time to: within 24 hours or after one, 7, or 21 days. Select at least one of these options:
    • When an app is turned off for the user, suspend their account, soft delete their account, or both,  after [number of days].
    • When a user is suspended on Google, suspend their account, soft delete their account, or both,  after [number of days].
    • When a user is deleted from Google, suspend their account, soft delete their account, or both,  after [number of days].
    • A suspended account is temporarily unavailable until it's restored. A soft deleted account can be restored without data loss up to 7 days after deletion.

    Tip: Always set more time before deleting a user's account than for suspending the account.

13. Click Finish.
14. In the Auto-provisioning section, click the activation slider.

    Note: The activation slider is disabled if Salesforce Sandbox isn’t turned on for any users. Click User access and turn the app on to enable the slider.

15. In the confirmation dialog box, click Turn on.

Display auto-provisioning

Once provisioning is on, Google starts collecting usage information. You'll see the usage information in the Auto-provisioning section. There won't be any numbers next to the event names until you enable provisioning.

The following event names provide the usage information for the last 30 days:

• Users created
• Users suspended
• Users deleted
• Failures

For more information, see Monitor automated user provisioning.

Edit provisioning scope

You may want to restrict the scope of provisioning to members of groups you define. 

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Open the Salesforce Sandbox application.
4. Click the Auto-provisioning section to open the settings page.
5. Under Provisioning scope, click Edit.
6. Enter all or part of a group name in the Search groups field. A list of available groups appears.
   1. Select a group to add it and open a new search field.
   2. If necessary, add more groups and choose a scope. 
   3. To remove any group you added, click  next to it.

   If a group has users from a secondary domain or from outside the organization, those users are not provisioned.

7. Once you’re done, click Update.

The next time you edit provisioning scope, the groups you added appear in the Provisioning scope window. If you turned on the Salesforce Sandbox application for a set of organizational units, the provisioning scope is restricted to those users in the added groups who are also members of those organizations.

Deactivate auto-provisioning

To disable auto-provisioning for the Salesforce Sandbox application without losing all the configuration information:

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Open the Salesforce Sandbox application.
4. Do one of the following:
   • In the Auto-provisioning section, click the activation slider.
   • Click the Auto-provisioning section to open the settings page, then click StatusTurn off.
5. In the confirmation dialog box, click Turn off. 

Define deprovisioning timeframes

To define how long deprovisioning actions should be delayed before taking effect:

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Open the Salesforce Sandbox application.
4. Click the Auto-provisioning section to open the settings page.
5. Under Deprovisioning, click Edit.
6. Choose how long deprovisioning actions should be delayed before taking effect. You can set the time to: within 24 hours or after one, 7, or 21 days. Select at least one of these options:
   • When an app is turned off for the user, suspend their account, soft delete their account, or both,  after [number of days].
   • When a user is suspended on Google, suspend their account, soft delete their account, or both,  after [number of days].
   • When a user is deleted from Google, suspend their account, soft delete their account, or both,  after [number of days].
   • A suspended account is temporarily unavailable until it's restored. A soft deleted account can be restored without data loss up to 7 days after deletion.

   Tip: Always set more time before deleting a user's account than for suspending the account.

7. Click Update to save your edited deprovisioning configuration.

Remove auto-provisioning

To disable auto-provisioning for the Salesforce Sandbox application and remove all the configuration information:

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Open the Salesforce Sandbox application.
4. Click the Auto-provisioning section to open the settings page.
5. Under Delete configuration, click Delete.
6. Click Delete to both deactivate auto-provisioning and remove all the configuration information.
   Existing users on Salesforce Sandbox will not be deprovisioned.

Important: If automatic provisioning stops and you need to reauthorize the application

If the admin password for Salesforce Sandbox has changed, automatic provisioning will stop working. In this case, the original authorization is revoked by Salesforce Sandbox, and you must reauthorize automatic provisioning.

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Click the Salesforce Sandbox application.
4. Click the Auto-provisioning section to open the settings page.
5. Under App authorization, click Reauthorize.
6. Click Re-authorize.

   If you haven't recently signed in to Salesforce Sandbox, you may need to sign in during reauthorization.

After reauthorization completes, you're returned to the Auto-provisioning settings page in the Admin console.

Note: Your third-party application might revoke authorization for reasons other than the admin password changing. These reasons can include account inactivity, for example. Check with the documentation for the third-party application for scenarios in which authorization can be revoked.

_{Google, Google Workspace, and related marks and logos are trademarks of Google LLC. All other company and product names are trademarks of the companies with which they are associated.}