Create User

Create a user in Salesforce.

Options

Field Definition Type Required

Profile

Choose whether you want to use a Profile ID or a Profile Name for the input field:

  • Profile ID: Manually enter the ID value of a base-level profile.

  • Profile Name: Select a base-level profile from a menu of up to 100 entries.

 Dropdown TRUE

Role

Choose whether you want to use a Role ID or a Role Name for the input field:

  • Role ID: Manually enter the ID value of a particular role.

  • Role Name: Select a role from a menu of up to 100 entries.

 Dropdown TRUE

Input

Field Definition Type Required
User
First Name First name of the user. String TRUE
Last Name Family name of the user. String TRUE
Username User's unique login, in the form of an email address. String TRUE
Email Email address of the user. String TRUE

Profile Name or

Profile ID

The unique name or key for the profile that represents the user's base-level permissions in Salesforce.

The input type depends on what you selected for Profile in the card options.

Dropdown or String TRUE

Role Name or

Role ID

The unique name or key for the role that represents the user's position in the organization.

The input type depends on what you selected for Role in the card options.

Dropdown or String FALSE
Alias Short name to identify the user on pages where the entire name doesn't fit. If no value is provided, Okta generates an alias value based on the first eight characters of the Username. String FALSE
Nickname Name used to identify the user in a community. String FALSE
Title

Job title of the user.

 String FALSE
Email Encoding Character set and encoding for outbound email sent by the user. The default value is Unicode (UTF-8). Dropdown FALSE
Locale User's country or geographic region. The default value is en_US (locales supported by Salesforce can be found here). String FALSE
Language User's primary language. Dropdown TRUE
Mobile Phone User's cellular or mobile phone number. String FALSE
Phone User's phone number. String FALSE
Street User's street address. String FALSE
City City portion of the user's address. String FALSE
State/Province State or province portion of the user's address. String FALSE
Country Country portion of the user's address. String FALSE
Zip/Postal Code Zip code or postal code portion of the user's address. String FALSE
Employee Number Unique identification number for the user. String FALSE
Company Name Name of the user's company. String FALSE
Division Division of the company. For example, PC Sales Group. String FALSE
Department Department or group in the company. For example, Customer Support. String FALSE
Manager ID Unique identifier of the user's manager. String FALSE
Permission Set Names Array of permission set names you can grant to the user. List of text FALSE
Permission Set Groups Names Array of permission set groups names you can grant to the user. List of text FALSE
Public Group Names Array of public group names you can assign to the user. List of text FALSE
Feature License Names

Array of feature licenses you can grant to the user.

Feature licenses provide access to features not included in the user license.

 List of text FALSE
Federation ID User's unique identification for federation across multiple apps. String FALSE
Time Zone

Primary time zone in which the user works.

The default value is (GMT-07:00) Pacific Daylight Time (America/Los_Angeles).

 Dropdown FALSE

There may also be other dynamically generated custom fields.

Output

Field Definition Type
User
User ID

Unique identifier of the user.

 String

Example

To find a Profile ID, you can create a simple query using the Profile Name shown in the Salesforce interface:

Simple flow showing how to construct a query for retrieving the profile ID for a given profile name. Steps explained in subsequent text.

  1. Add an Assign card and enter the text from the Salesforce interface, for example Standard Platform User.

  2. Add a Compose card and using the output from the Assign card as the search term, write a simple SQL query: SELECT Id, Name from Profile where Name='Profile Name'.

  3. Use the query output as the input to an SOQL Query on an Execute Query card for the Salesforce connector. This query calls the Salesforce API to find what values correspond to that profile name.

  4. Pass the SOQL Query result to an At list function card with an index of 0. The function takes the first object from the list of objects returned.

  5. Send the resulting object to a Get object card, searching for the path value of Id. The result is the unique Profile ID value for that Profile Name.

You can easily modify this example to retrieve the Role ID for a specific Role Name in the Salesforce interface. Change the initial text in the Assign card to the role name and modify the SQL query to: SELECT Id, Name from UserRole where Name='Role Name'.

Related topics

Salesforce connector

Workflow elements

Salesforce developer documentation