Set up a Salesforce connector

Integrate your Salesforce instance with C1 to run user access reviews, enable just-in-time access requests, and easily provision and deprovision access.

A newer version of this connector is available. This version of the connector is no longer available for installation. If you’re setting up a Salesforce connector with C1 for the first time, use the v2 version.

Availability

C1 only integrates with the Salesforce editions with API access: Salesforce Enterprise, Unlimited, Developer, and Performance editions.

You cannot use this connector successfully with Group or Essentials editions, or with Professional edition without an API add-on.

Learn more about which Salesforce editions support API access in the Salesforce documentation.

Capabilities

• Sync user identities from Salesforce to C1

• Resources supported:

  • Groups
  • Roles
  • Permission sets

Add a new Salesforce connector

This task requires either the Connector Administrator or Super Administrator role in C1.

1. In C1, navigate to Apps > Connectors and click Add connector.

2. Search for Salesforce and click Add.

3. Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).

   If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.

   Do you SSO into Salesforce using your identity, SSO, or federation provider? If so, link the connector to the Salesforce application already discovered from your provider, rather than continuing without a link.

4. Set the connector’s Name and, optionally, a Description.

5. Click the pencil icon next to Owners to choose who can configure and manage this connector.

   A Salesforce connector owner must have the following permissions:

   • Connector Administrator or Super Administrator role in C1
   • A Salesforce user account with a profile that includes the API Enabled permission (this permission is included by default in the Standard User and System Administrator profiles)
6. Click Add. The connector is created and its configuration page opens.

Next steps

Proceed to Configure your Salesforce connector for instructions on integrating Salesforce with C1.

Configure your Salesforce connector

A user with the Connector Administrator or Super Administrator role in C1 and a Salesforce user account with a profile that includes the API Enabled permission must perform this task.

Step 0: Enable API access for your Salesforce user

Before you begin, make sure that the Salesforce user who will set up the integration with C1 has a profile that includes the API Enabled permission. This permission is included by default in the Standard User and System Administrator profiles.

To edit a different profile so that it includes the API Enabled permission:

1. Log into Salesforce as an Administrator.

2. Click the gear icon and select Setup.

3. Search for “profiles” and select Profiles from the search results.

4. In the User Profiles list, locate the user profile you want to add the permission to and click Edit.

5. Find the Administrative Permissions section of the page and click to select API Enabled.

6. Click Save.

Your user’s profile can now access Salesforce APIs, and you’re ready to begin the integration process.

Step 1: Locate your Salesforce domain

1. Log into the Salesforce admin panel and copy the URL from your browser. We’ll use this in Step 2.

   C1 integrates with domains that use one of the following Salesforce URL structures:

   • my.salesforce.com
   • sandbox.my.salesforce.com
   • test.salesforce.com
   • lightning.force.com
   • develop.lightning.force.com
   • sandbox.lightning.force.com

Step 2: Set up the Salesforce connector

1. In C1, navigate to the Salesforce connector by either:

   • Clicking the Set up connector link in the email you received about configuring the connector.
   • Navigate to Connectors > Salesforce (if there is more than one Salesforce listed, click the one with your name listed as owner and the status Not connected).
2. Find the Settings area of the page and click Edit.

3. In the Domain field, enter the Salesforce domain you looked up in Step 1.

4. Optional. Check the box to tell C1 to use Salesforce usernames as the email addresses for your organization’s accounts. This option is especially helpful if your organization uses multiple service accounts that all share a [e-mail] email address.

5. Click Save.

Step 3: Log in with OAuth

1. Click Login with OAuth.

2. Log in and authorize C1 with your Salesforce instance.

3. You will then be redirected back to the Salesforce setup page in C1, where you’ll see an authorization message.

4. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

Done. Your Salesforce connector is now pulling access data into C1.

Troubleshooting the Salesforce integration

When I try to log in with OAuth, I see a “This feature is not currently enabled for this user” error

Salesforce returns this error if the user who is logging in with OAuth does not have permission to access the Salesforce APIs:

{  
   "code":2, 
   "message":"error getting info from connectorClient: [simpleforce] Error. http code: 403 Error Message:  This feature is not currently enabled for this user. Error Code: FUNCTIONALITY_NOT_ENABLED"
}

If you see this message, follow the instructions in Enable API access for your Salesforce user and then try logging in again.