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.

Text

TRUE

Last Name Family name of the user.

Text

TRUE

Username User's unique login, in the form of an email address.

Text

TRUE

Email Email address of the user.

Text

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.

Text

FALSE

Nickname Name used to identify the user in a community.

Text

FALSE

Title

Job title of the user.

Text

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).

Text

FALSE

Language User's primary language.

Dropdown

TRUE

Mobile Phone User's cellular or mobile phone number.

Text

FALSE

Phone User's phone number.

Text

FALSE

Street User's street address.

Text

FALSE

City City portion of the user's address.

Text

FALSE

State/Province State or province portion of the user's address.

Text

FALSE

Country Country portion of the user's address.

Text

FALSE

Zip/Postal Code Zip code or postal code portion of the user's address.

Text

FALSE

Employee Number Unique identification number for the user.

Text

FALSE

Company Name Name of the user's company.

Text

FALSE

Division Division of the company. For example, PC Sales Group.

Text

FALSE

Department Department or group in the company. For example, Customer Support.

Text

FALSE

Manager ID Unique identifier of the user's manager.

Text

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.

Text

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.

Text

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