Cloud Solution, CRM, General

How to Automatic Provision and De-Provision Salesforce user licensing (No Code Solution)

Use Case – How to Automatic Provision the Salesforce user licensing via Azure Active Directory, and De-Provision or Deactivate using Salesforce Flows

As a Business User or Salesforce Admin or a Consultant or Business Analyst our focus is always “Less Code” solution. I am sure there are multiple ways to perform a particular task where you can write a APEX and Create APIs to Auto Provision / De-Provision the Salesforce Licensing. However, I would like to share “No Code” solution for all the business users or stakeholders

Proposal

This soultion does not require any Coding, Triggers or APEX

  1. Just-in-time Provisioning with Just-in-Time (JIT) provisioning, the identity provider sends user information to your Salesforce org in an Attributes statement in a SAML assertion. Just-in-Time Provisioning for SAML (salesforce.com)
  2. Enable Just-in-Time (JIT) provisioning in Salesforce to automatically create or update user accounts when users first log in to Salesforce with SAML single sign-on (SSO). ​
  3. Deactivate Users with The Last Login Date – The best approach is to perform this action, feel free to create Scheduled Flow (salesforce.com), this can trigger the user update automatically

JIT Refrence aeticles are as below:

Enable Just-in-Time Provisioning

Just-in-Time SAML Assertion Fields for Salesforce

Pre-requirements for JIT

  • Make sure Single-Sign-On have been enabled from Azure Active directory
  • MFA – Multiple facttor authentication also enable from Microsft Azure directory services
  • Admin or System Admin from IT department should have access Active Directory Service as an Administrator
  • IT person should have should have knowledge in Secure certificates.

Referance Article SSO: Azure Active Directory single sign-on (SSO) integration with Salesforce

Pre-requirements for Salesforce Flows

  • Salesforce User should be System Administrator
  • Salesforce Admins should know how to write a flow

For Salesforce Flow, please refer the following article: How to De-Activate or De-Provision Salesforce Users using Flow


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