Authorization

You can authorize a maximum of five accounts in Salesforce.

When creating your connection to Salesforce, use a System Administrator profile if you plan to use the following action cards:

• Activate User
• Create User
• Deactivate User
• Freeze User
• Remove User Entitlements
• Unfreeze User
• Update User
• Upload Document

Salesforce FedRAMP High tenants

Okta Workflows in Okta for Government High only supports connections made with accounts based in Salesforce High IL4 tenants.

Procedure

Use the following steps to create a Salesforce connection in Okta Workflows:

1. Either open the Connections tab in the Workflows platform, or open an Salesforce action card.

2. Click New Connection.

3. In the Connection Nickname field, enter a display name. As a best practice, use a consistent naming convention for all connections.

4. From the Environment dropdown, select your Salesforce account environment. Most accounts use a Production environment, unless you know specifically that you're using a sandbox account.

5. In the OAuth window, enter your Salesforce email and password.

   If you're already logged into Salesforce, your credentials aren't required.

6. If you have a custom Salesforce domain, for example, yourcompany.mysalesforce.com, click Use Custom Domain. Enter the domain in the Custom Domain field, and then click Continue.

7. Click Allow to authorize access to your Salesforce account.

After you create a connection on one Salesforce card, you can use the same connection every time you use any Salesforce connector. You can also create multiple connections for each connector to link all your accounts and manage them from your Settings page.

Supported Scopes

The following OAuth scopes must be enabled in your Salesforce environment:

• api

• web

• refresh_token

• offline_access

See OAuth Tokens.

Related topics

Salesforce connector

Workflow elements

Salesforce developer documentation