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Automate user provisioning across Okta and Salesforce. Latenode's visual editor makes complex role-based access easy to define without code, plus you pay only for execution time when scaling.
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Create a New Scenario to Connect Okta and Salesforce
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Okta, triggered by another scenario, or executed manually (for testing purposes). In most cases, Okta or Salesforce will be your first step. To do this, click "Choose an app," find Okta or Salesforce, and select the appropriate trigger to start the scenario.
Add the Okta Node
Select the Okta node from the app selection panel on the right.
Okta
Add the Salesforce Node
Next, click the plus (+) icon on the Okta node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
Okta
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Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Okta and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Okta and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesforce
Trigger on Webhook
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Okta
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Okta, Salesforce, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Okta and Salesforce integration works as expected. Depending on your setup, data should flow between Okta and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Okta + Salesforce + Slack: When a new user is provisioned in Okta, their information is used to create a contact in Salesforce. A notification is then sent to a Slack channel to alert the team about the new user.
Salesforce + Okta + Google Sheets: When an employee's record is updated in Salesforce (e.g., status changed to 'Terminated'), their Okta account is deprovisioned, and a record of this action is logged in Google Sheets.
About Okta
Use Okta in Latenode to automate identity and access management. Trigger workflows on user events like creation or login. Provision users in other apps or revoke access based on Okta status. Simplify user lifecycle management across your stack with visual, scalable automation.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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How can I connect my Okta account to Salesforce using Latenode?
To connect your Okta account to Salesforce on Latenode, follow these steps:
Can I sync new Okta users to Salesforce automatically?
Yes, you can! Latenode automates user provisioning, syncing new Okta users to Salesforce in real-time. This ensures seamless onboarding and consistent user data across platforms, saving time and reducing errors.
What types of tasks can I perform by integrating Okta with Salesforce?
Integrating Okta with Salesforce allows you to perform various tasks, including:
Can I use JavaScript to transform data between Okta and Salesforce?
Yes! Latenode allows custom JavaScript code to transform data, handling complex data mappings for advanced Okta and Salesforce integrations.
Are there any limitations to the Okta and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: