Contents

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

What’s New in Oracle Identity Manager Connector for Salesforce?

• Software Updates
• Documentation-Specific Updates

1 About the Salesforce Connector

• 1.1 Introduction to the Salesforce Connector
• 1.2 Certified Components for the Salesforce Connector
• 1.3 Certified Languages for the Salesforce Connector
• 1.4 Architecture of the Salesforce Connector
• 1.5 Use Cases Supported by the Salesforce Connector
• 1.6 Features of the Salesforce Connector
  • 1.6.1 Full Reconciliation
  • 1.6.2 Support for the Connector Server
  • 1.6.3 Limited Reconciliation
  • 1.6.4 Transformation and Validation of Account Data
• 1.7 Lookup Definitions Used During Connector Operations
  • 1.7.1 Lookup Definitions Synchronized with the Target System
    • 1.7.1.1 Lookup.Salesforce.Groups
    • 1.7.1.2 Lookup.Salesforce.Profiles
  • 1.7.2 Preconfigured Lookup Definitions
    • 1.7.2.1 Lookup.Salesforce.Configuration
    • 1.7.2.2 Lookup.Salesforce.Configuration.Trusted
    • 1.7.2.3 Lookup.Salesforce.UM.Configuration
    • 1.7.2.4 Lookup.Salesforce.UM.Configuration.Trusted
    • 1.7.2.5 Lookup.Salesforce.UM.ProvAttrMap
    • 1.7.2.6 Lookup.Salesforce.UM.ReconAttrMap
    • 1.7.2.7 Lookup.Salesforce.UM.ReconAttrMap.Trusted
    • 1.7.2.8 Lookup.Salesforce.UM.ReconAttrMap.TrustedDefaults
    • 1.7.2.9 Lookup.Salesforce.GM.Configuration
    • 1.7.2.10 Lookup.Salesforce.GM.ProvAttrMap
    • 1.7.2.11 Lookup.Salesforce.GM.ReconAttrMap
    • 1.7.2.12 Lookup.Salesforce.PreferredLanguages
    • 1.7.2.13 Lookup.Salesforce.PhoneType
    • 1.7.2.14 Lookup.Salesforce.Roles
    • 1.7.2.15 Lookup.Salesforce.Locale
• 1.8 Connector Objects Used During Target Resource Reconciliation
  • 1.8.1 User Fields for Target Resource Reconciliation
  • 1.8.2 Group Fields for Reconciliation
  • 1.8.3 Reconciliation Rules for Target Resource Reconciliation
  • 1.8.4 Viewing Reconciliation Rules for Target Resource Reconciliation
  • 1.8.5 Reconciliation Action Rules for Target Resource Reconciliation
  • 1.8.6 Viewing Reconciliation Action Rules for Target Resource Reconciliation
• 1.9 Connector Objects Used During Provisioning
  • 1.9.1 Provisioning Functions
  • 1.9.2 User Fields for Provisioning
  • 1.9.3 Group Fields for Provisioning
• 1.10 Connector Objects Used During Trusted Source Reconciliation
  • 1.10.1 User Fields for Trusted Source Reconciliation
  • 1.10.2 Reconciliation Rules for Trusted Source Reconciliation
  • 1.10.3 Reconciliation Action Rules for Trusted Source Reconciliation
• 1.11 Roadmap for Deploying and Using the Connector

2 Deploying the Salesforce Connector

• 2.1 Preinstallation
• 2.2 Installation
  • 2.2.1 Understanding Installation of the Salesforce Connector
  • 2.2.2 Running the Connector Installer
  • 2.2.3 Configuring the IT Resource for the Target System
• 2.3 Postinstallation
  • 2.3.1 Configuring Oracle Identity Manager
    • 2.3.1.1 Creating and Activating a Sandbox
    • 2.3.1.2 Creating a New UI Form
    • 2.3.1.3 Creating an Application Instance
    • 2.3.1.4 Publishing a Sandbox
    • 2.3.1.5 Harvesting Entitlements and Sync Catalog
    • 2.3.1.6 Updating an Existing Application Instance with a New Form
  • 2.3.2 Localizing Field Labels in UI Forms
  • 2.3.3 Clearing Content Related to Connector Resource Bundles from the Server Cache
  • 2.3.4 Managing Logging for the Salesforce Connector
    • 2.3.4.1 Understanding Log Levels
    • 2.3.4.2 Enabling Logging
  • 2.3.5 Obtaining GUID of Roles
  • 2.3.6 Configuring SSL for connector

3 Using the Salesforce Connector

• 3.1 Scheduled Jobs for Lookup Field Synchronization
• 3.2 Configuring Reconciliation for Salesforce Connector
  • 3.2.1 Full Reconciliation
  • 3.2.2 Limited Reconciliation
  • 3.2.3 Reconciling Large Number of Records
  • 3.2.4 Reconciliation Scheduled Jobs
    • 3.2.4.1 Scheduled Jobs for Reconciliation of User Records
    • 3.2.4.2 Scheduled Job for Reconciliation of Groups
• 3.3 Configuring Scheduled Jobs
• 3.4 Guidelines on Performing Provisioning Operations
• 3.5 Performing Provisioning Operations
• 3.6 Uninstalling the Salesforce Connector

4 Extending the Functionality of the Salesforce Connector

• 4.1 Adding New User or Group Attributes for Reconciliation
  • 4.1.1 Adding New Attributes on the Process Form
  • 4.1.2 Adding Attributes to Reconciliation Fields
  • 4.1.3 Creating Reconciliation Field Mapping
  • 4.1.4 Creating Entries in Lookup Definitions
  • 4.1.5 Performing Changes in a New UI Form
• 4.2 Adding New User or Group Attributes for Provisioning
  • 4.2.1 Adding New Attributes for Provisioning
  • 4.2.2 Creating Entries in Lookup Definitions for Provisioning
  • 4.2.3 Creating a Task to Enable Update Operations
  • 4.2.4 Replicating Form Designer Changes to a New UI Form
• 4.3 Configuring Validation of Data During Reconciliation and Provisioning
• 4.4 Configuring Transformation of Data During User Reconciliation
• 4.5 Configuring the Connector for Multiple Installations of the Target System
• 4.6 Defining the Connector

5 Known Issues and Workarounds for the Salesforce Connector

A Files and Directories on the Installation Media