Did you know - How to configure password synchronization for Salesforce.

Did you know - How to configure password synchronization for Salesforce.

This week let me walk you through the steps to configure password synchronization for Salesforce. This feature captures all users' Active Directory password resets and changes and automatically sync with their Salesforce accounts in real-time.

Before you start configuring password synchronization for Salesforce, please ensure that API access is enabled in your Salesforce account. Also, a custom app must be created for  ADSelfService Plus in Salesforce.


Steps to configure password sync for Salesforce:
  • Log in to ADSelfService Plus with administrator credentials.
  • Navigate to Configuration -> Self-Service -> Password Synchronizer.
  • Click the  Salesforce link. 
  • In the Salesforce Configuration page that opens up, select Password Synchronizer as the module from the drop-down list. 
  • Enter the domain name of Salesforce account.
  • Input the user name and password of Salesforce account.
  • Enter your Security token. ( Refer Note).
  • Enter the Client ID and the Client Secret of ADSelfService Plus. (Refer Note)
  • Enter a brief description of the configuration.
  • Select the Self-Service  Policies from the drop-down list.
  • Click Save.
  Note:

1. Steps to generate the security token:

  • Login to your Salesforce admin account.
  • Click on your <login name> in the top right-hand corner of the page and select Setup.
  • In the page that appears, click on the Personal Setup option.
  • Go to My Personal Information -> Reset Your Security Token.
  • Click on the Reset Security Token option.
  • The new security token will be sent via email to the email address on your Salesforce user record.
 
2. Steps to get the Client ID and Client Secret:
  • Login to your Salesforce admin account.
  • Go to -> Create -> Apps -> Connected Apps.
  • Click on the ADSelfService Plus custom app.
  • You will now view the Consumer Key, which is the Client ID, and Consumer Secret, which is the Client Secret. 
 
Testing the configuration:

To check if the password synchronization configuration has been set up correctly, follow these steps:

  • Log in to ADSelfService Plus with a domain user credential.
  • Navigate to the Change Password tab.
  • In the Change Password page that opens up, choose your Salesforce account, from the select account drop-down list.
  • Enter the old password.
  • Provide a new password and confirm it.
  • Click Change Password.
  • Now, log in to your Salesforce account with the same new password. 

If you can log into Salesforce without any issues, then the password synchronization configuration has been done correctly.

Note: 

By default, ADSelfService Plus automatically links your AD account with the Salesforce account based on the sAMAccountName attribute. It also gives you provision to link the accounts manually based on an attribute of your choice.

 
Password management implementation: Best practices

Join our free ADSelfService Plus online training and learn about the ways to implement the best password management techniques in your organization. Our product specialists will delve into a different feature each week to give you solutions to eliminate your password management troubles. Take the information you learn from each session and implement our best practices in your own organization to start reaping the benefits. So, what's stopping you? Register right away.

 
 
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