Salesforce Users Load package

The Salesforce User Load package includes the following components:

• Integration: This integration enables the loading of users from Salesforce into Oomnitza. When you execute the integration, the users are imported and can be found on the People page as well as in the Users page in Software > SaaS > Salesforce.
• Workflows: There are two workflows included. The first workflow retrieves the Salesforce user's role and last login date and displays it in the Users page in Software > SaaS > Salesforce. The second workflow is a Deactivate User workflow, which deactivates the user in Salesforce.

Contents

1. Applying the package
2. Package contents
3. Migrating the package from development to production
4. Configuring the package

Applying the package

To apply the package, complete the following steps:

1. Go to Configuration > Store
2. Locate your package and click Apply
3. Click Apply again to complete applying the package

Result: 
Your package is added to the list in Configuration > Migrations > Packages

Package contents

The following items are in the package:

• Integration
• • Salesforce SaaS Users Load
• Credentials
  • Salesforce User Load
• Global Settings
  • Salesforce.Subdomain
  • Salesforce.API_Version
• Workflows
  • Salesforce SaaS Users Role
  • Salesforce Deactivate User

Migrating the package from development to production

If you have a development and production instance, you can migrate the package contents to your production instance by following the steps below. If you have a stand-alone instance, proceed to Configuring the package.

To migrate your package from development to production, complete the steps below. 

• Submit a request to Oomnitza Support to enable the migration from the development instance
• Ensure that the development and the production instances are identical
• Create an API key for the migration in your production instance
• Add the production instance and the credential name as global settings in the development instance
• Ensure that the development and production instances have the same version
• Disable configuration changes in the production  instance

Refer to Planning the migration for detailed steps.

Performing the migration

To perform the migration from development to production, complete the following steps:

1. In the development instance, click Configuration > Migrations > Migrate.
2. Click PERFORM MIGRATION.
3. As migration type, select Package.
4. Select the package.
5. Click NEXT and then click MIGRATE.

Tip
If your migration fails due to missing package contents, such as a Data model field or saved search, migrate the object as a standalone object and then attempt the migration again. 

Configuring the package

Find your package in Configuration > Migrations > Packages and click View in the Migrations tab to update the following details:

Credentials 

To stream Salesforce user data into Oomnitza, you must enter the following information:

• Client ID & Client Secret. To create OAuth 2.0 credentials in Salesforce, follow the steps in Adding your Salesforce credentials to Oomnitza
• Scope: Enter full refresh_token.
• Salesforce Subdomain: This is the subdomain of your Salesforce Classic URL. It is shown on your primary login page. The Salesforce Classic URL uses the following format:  https://mycompany.my.salesforce.com. When supplying your subdomain, you enter this part of the URL mycompany.my (the portion between the https:// and the .salesforce.com). The Salesforce Classic URL is not the same as the Salesforce Lightning URL which follows the formathttps://mycompany.lightning.force.com. 
• Salesforce instance type: Enter login or test

Global Setting

Edit the global setting Salesforce.Subdomain and enter your subdomain address. For example, if your subdomain address is https://<mycompany.my>.salesforce.com, you enter mycomany.my as the subdomain address. 

Edit the global setting Salesforce.API_Version and enter the API version. You need to enter the letter v before the version number. The default version is v50.0

Integration

You must update the integration details sections. 

In the Integration details section, you might want to change the value selected for Integration preferences. If this is the first time that you have run the integration, select Create & Update.  And, don't forget that you can add rules to exclude the user records that you don't want to monitor such as system users and bots. Just click Edit Integration in the Mapping details section and add your rules. 

Activate workflows

By default, the workflows in Oomnitza are switched off. To activate the workflow, complete these actions:

1. From the menu, click Configuration > Workflows and select the workflow from the list.
2. Switch the workflow to Active

Add fields to the People view

New fields that are ingested by Oomnitza may not be automatically listed on the People page.

Add new fields

1. Click People.
2. Click Add.
3. Click Configure the view .
4. Click + Add Fields.
5. Select the fields that you want to add and click ADD.
6. Click List View Configs.
7. Select the fields.

Tip
If you want to add multiple new fields that are related, create a group in screen builder and add the fields to the group. For further information see Creating Field Groups.

Related articles

For information on how to add your credentials to Oomnitza, and run the integration and workflows see Salesforce