Below, you find information to set up SSO for SalesForce and our apps.
If you need help or have questions, you can contact us via our helpdesk or book a free screen share session at https://resolution.de/go/calendly.


Step-by-Step Guides


Based on your user provisioning model, pick one of the following step-by-step guides.


Which Step-by-Step Guide Should You Pick?


Depending on your Atlassian product, you can choose from different user provisioning models.

In general, with SalesForce we support the following ways for user provisioning:

  1. Just In Time Provisioning allows you to create and update users on-the-fly when they log in. See our detailed article for JIT.
  2. LDAP synchronization from Active Directory. If your instance is still synchronized to your Active Directory via LDAP, you can continue to do so. Please follow the "Manual User Management" Guide in this scenario.
  3. For Manual User Management, the administrator has to create and update users on SalesForce and your Atlassian product by hand.
    We do not recommend it. See our article for Manual User Management.

Model / Function

Admin Effort

Pro's and Con's

Just In Time Provisioning

Medium

  • Creates & Updates users based on information in the SAML Response during Login
  • Users are only created on their first Login
  • Users & Groups are updated only during SAML authentication
  • Users cannot be marked disabled (as SalesForce will not complete the Authentication for a deleted/disabled User)
Manual User ManagementHigh

  • Here no sync happens
  • Needs manual maintenance of 2 User bases (or is done via custom developments)