Set up a Salesforce connector

This is an updated and improved version of the Salesforce connector! If you’re setting up Salesforce with C1 for the first time, you’re in the right place.

Availability

C1 only integrates with the Salesforce editions with API access: Salesforce Enterprise, Unlimited, Developer, and Performance editions. You cannot use this connector successfully with Group or Essentials editions, or with Professional edition without an API add-on. Learn more about which Salesforce editions support API access in the Salesforce documentation.

Capabilities

Resource	Sync	Provision
Accounts*
Groups
Roles
Permission sets
Permission set groups
Profiles
Connected apps

The Salesforce connector supports automatic account provisioning. This connector does not support account deprovisioning. You must deprovision accounts directly in Salesforce. *You have the option to sync user accounts that use non-standard licenses.

Connector actions

Connector actions are custom capabilities that extend C1 automations with app-specific operations. You can use connector actions in the Perform connector action automation step.

Action name	Additional fields	Description
update_user_status	`resource_id` (string, required) `is_active` (Boolean, required)	Updates a Salesforce user’s status to active or inactive

Gather Salesforce credentials

Configuring the connector requires you to pass in credentials generated in Salesforce. Gather these credentials before you move on.

The connector user must have the API Enabled and Manage Users system permissions. If syncing connected apps, also add Customize Application. If using provisioning, also add Manage Roles and Role Hierarchy and Manage Groups.

Enable API access and permissions for your Salesforce user

Before you begin, make sure that the Salesforce user who will set up the integration with C1 has the required system permissions. The recommended approach is to create a Permission Set and assign it to the connector user.

Log into Salesforce as an Administrator. Click the gear icon and select Setup.

Search for “permission sets” and select Permission Sets.

Click New to create a permission set (for example, “ConductorOne Connector Access”).

In the permission set, click System Permissions, then click Edit.

Enable API Enabled and Manage Users. If syncing connected apps, also enable Customize Application. If using provisioning, also enable Manage Roles and Role Hierarchy and Manage Groups.

Click Save.

Click Manage Assignments, then Add Assignment to assign the permission set to the connector user.

Your connector user now has the required permissions to sync Salesforce data.

Locate your Salesforce domain

Log into the Salesforce admin panel and copy the URL from your browser.

C1 integrates with domains that use one of the following Salesforce URL structures:

my.salesforce.com
sandbox.my.salesforce.com
test.salesforce.com
lightning.force.com
develop.lightning.force.com
sandbox.lightning.force.com

That’s it! Next, move on to the connector configuration instructions.

Configure the Salesforce connector

To complete this task, you’ll need:

The Connector Administrator or Super Administrator role in C1
Access to the set of Salesforce credentials generated by following the instructions above

Cloud-hosted
Self-hosted

Follow these instructions to use a built-in, no-code connector hosted by C1.

In C1, navigate to Integrations > Connectors and click Add connector.

Search for Salesforce v2 and click Add.

Choose how to set up the new Salesforce connector:

Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with C1)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app

Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of C1 users. Setting multiple owners is allowed.If you choose someone else, C1 will notify the new connector owner by email that their help is needed to complete the setup process.

Click Next.

Find the Settings area of the page and click Edit.

Select your method of authenticating to Salesforce and click either OAuth or Username and password.

If you chose OAuth:

In the Domain field, enter your Salesforce domain.
Optional. Check the box to tell C1 to use Salesforce usernames as the email addresses for your organization’s accounts. This option is especially helpful if your organization uses multiple service accounts that all share a noreply@salesforce.com email address.
Optional. Check the box if you want the connector to sync connected apps.
Optional. Uncheck the box if you do not want to sync deactivated users.
Optional. Check the box if you want the connector to sync users on non-standard licenses, such as external users.
Optional. Create a map of the Salesforce license types used by your organization and the profile associated with each license type that has the fewest permissions. C1 will use this information when deprovisioning user profiles to automatically reassign the user to the least-privilege profile associated with their license type.
Click Save.
Click Login with OAuth.
Log in and authorize C1 with your Salesforce instance.
You will then be redirected back to the Salesforce setup page in C1, where you’ll see an authorization message.

If you chose Username and password:

Enter your Salesforce username and password in the top two fields.
Enter your Salesforce security token in the Security token field. If trusted IP is configured on your user, entering this token is optional. If needed, refer to Reset Your Security Token in the Salesforce documentation.
In the Domain field, enter your Salesforce domain.
Optional. Check the box to tell C1 to use Salesforce usernames as the email addresses for your organization’s accounts. This option is especially helpful if your organization uses multiple service accounts that all share a noreply@salesforce.com email address.
Optional. Check the box if you want the connector to sync connected apps.
Optional. Uncheck the box if you do not want to sync deactivated users.
Optional. Check the box if you want the connector to sync users on non-standard licenses, such as external users.
Optional. Create a map of the Salesforce license types used by your organization and the profile associated with each license type that has the fewest permissions. C1 will use this information when deprovisioning user profiles to automatically reassign the user to the least-privilege profile associated with their license type.
Click Save.

The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

That’s it! Your Salesforce connector is now pulling access data into C1.

Follow these instructions to use the Salesforce connector, hosted and run in your own environment.When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with C1, automatically syncing and uploading data at regular intervals. This data is immediately available in the C1 UI for access reviews and access requests.

Resources

Official download center: For stable binaries (Windows/Linux/macOS) and container images.
GitHub repository: Access the source code, report issues, or contribute to the project.

Step 1: Set up a new Salesforce connector

In C1, navigate to Integrations > Connectors > Add connector.

Search for Baton and click Add.

Choose how to set up the new Salesforce connector:

Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with C1)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app

Click Next.

In the Settings area of the page, click Edit.

Click Rotate to generate a new Client ID and Secret.Carefully copy and save these credentials. We’ll use them in Step 2.

Step 2: Create Kubernetes configuration files

Create two Kubernetes manifest files for your Salesforce connector deployment:

Secrets configuration

# baton-salesforce-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
  name: baton-salesforce-secrets
type: Opaque
stringData:
  # C1 credentials
  BATON_CLIENT_ID: <C1 client ID>
  BATON_CLIENT_SECRET: <C1 client secret>
  
  # Salesforce credentials
  BATON_INSTANCE_URL: <Salesforce domain>
  BATON_SALESFORCE_PASSWORD: <Password to the Salesforce account>
  BATON_SALESFORCE_USERNAME: <Username for the Salesforce account>
  BATON_SECURITY_TOKEN: <Salesforce security token (optional if trusted IP is configured)>

  # Optional: include if you want C1 to provision access using this connector
  BATON_PROVISIONING: true

  # Optional: include if you want to sync access to connected apps
  BATON_SYNC_CONNECTED_APPS: true

  # Optional: include if you DO NOT want to sync deactivated users (default = true)
  BATON_SYNC_DEACTIVATED_USERS: false

  # Optional: include if you want to sync accounts that use non-standard licenses
  BATON_SYNC_NON_STANDARD_USERS: true

  # Optional: include to use Salesforce usernames as the email addresses for your organization's accounts
  BATON_USER_USERNAME_FOR_EMAIL: true

  # Optional: include to provide info on how to manage least privileged profile changes 
  BATON_LICENSE_TO_LEAST_PRIVILEGED_PROFILE_MAPPING: <[map]>

See the connector’s README or run --help to see all available configuration flags and environment variables.

Deployment configuration

# baton-salesforce.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
  name: baton-salesforce
  labels:
    app: baton-salesforce
spec:
  selector:
    matchLabels:
      app: baton-salesforce
  template:
    metadata:
      labels:
        app: baton-salesforce
        baton: true
        baton-app: salesforce
    spec:
      containers:
      - name: baton-salesforce
        image: ghcr.io/conductorone/baton-salesforce:latest
        imagePullPolicy: IfNotPresent
        env:
        - name: BATON_HOST_ID
          value: baton-salesforce
        envFrom:
        - secretRef:
            name: baton-salesforce-secrets

Step 3: Deploy the connector

Create a namespace in which to run C1 connectors (if desired), then apply the secret config and deployment config files.

Check that the connector data uploaded correctly. In C1, click Apps. On the Managed apps tab, locate and click the name of the application you added the Salesforce connector to. Salesforce data should be found on the Entitlements and Accounts tabs.

That’s it! Your Salesforce connector is now pulling access data into C1.

Troubleshooting the Salesforce integration

When I try to log in with OAuth, I see a “This feature is not currently enabled for this user” error

Salesforce returns this error if the user who is logging in with OAuth does not have permission to access the Salesforce APIs:

{"code":2, "message":"error getting info from connectorClient: [simpleforce] Error. http code: 403 Error Message:  This feature is not currently enabled for this user. Error Code: FUNCTIONALITY_NOT_ENABLED"}

If you see this message, follow the instructions to Enable API access and permissions for your Salesforce user and then try logging in again.

When I try to sync, I see an “insufficient access rights on cross-reference id” error

Salesforce returns this error if the connector user does not have sufficient permissions:

{"error": "error: listing resources failed: rpc error: code = InvalidArgument desc = 400 Bad Request\n[simpleforce] Error. http code: 400 Error Message:  insufficient access rights on cross-reference id Error Code: INSUFFICIENT_ACCESS"}

Create a Permission Set with the following system permissions and assign it to the connector user: Required system permissions for sync:

Permission	Purpose
API Enabled	Access Salesforce APIs
Manage Users	Read users and setup objects
Customize Application	Required only if syncing connected apps

Additional permissions required for provisioning:

Permission	Purpose
Manage Roles and Role Hierarchy	Assign and revoke role assignments
Manage Groups	Add and remove users from public groups

To fix this error, follow the instructions to Enable API access and permissions for your Salesforce user to create a Permission Set with the required permissions and assign it to the connector user.

Welcome

Manage connectors

Deploy connectors

Upload connector data

Configurable connectors

Pre-built connectors

Set up a Salesforce connector

Availability

Capabilities

Connector actions

Gather Salesforce credentials

Enable API access and permissions for your Salesforce user

Locate your Salesforce domain

Configure the Salesforce connector

Resources

Step 1: Set up a new Salesforce connector

Step 2: Create Kubernetes configuration files

Secrets configuration

Deployment configuration

Step 3: Deploy the connector

Troubleshooting the Salesforce integration

When I try to log in with OAuth, I see a “This feature is not currently enabled for this user” error

When I try to sync, I see an “insufficient access rights on cross-reference id” error

Welcome

Manage connectors

Deploy connectors

Upload connector data

Configurable connectors

Pre-built connectors

​Availability

​Capabilities

​Connector actions

​Gather Salesforce credentials

​Enable API access and permissions for your Salesforce user

​Locate your Salesforce domain

​Configure the Salesforce connector

​Resources

​Step 1: Set up a new Salesforce connector

​Step 2: Create Kubernetes configuration files

​Secrets configuration

​Deployment configuration

​Step 3: Deploy the connector

​Troubleshooting the Salesforce integration

​When I try to log in with OAuth, I see a “This feature is not currently enabled for this user” error

​When I try to sync, I see an “insufficient access rights on cross-reference id” error

Availability

Capabilities

Connector actions

Gather Salesforce credentials

Enable API access and permissions for your Salesforce user

Locate your Salesforce domain

Configure the Salesforce connector

Resources

Step 1: Set up a new Salesforce connector

Step 2: Create Kubernetes configuration files

Secrets configuration

Deployment configuration

Step 3: Deploy the connector

Troubleshooting the Salesforce integration

When I try to log in with OAuth, I see a “This feature is not currently enabled for this user” error

When I try to sync, I see an “insufficient access rights on cross-reference id” error