User provisioning is a feature that allows Salesforce to create, update, or deactivate user accounts on a third- party system, such as Concur, based on user assignments in Salesforce1. To implementuser provisioning for Concur with an approval process, the identity architect should use the following steps2:
* Create a connected app for Concur in Salesforce. A connected app is an application that integrates with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect3. To create a connected app for Concur, you need to provide the basic information, such as the app name, logo URL, contact email, and API name. You also need to enable SAML and configure the SAML settings, such as the entity ID, ACS URL, and subject type4.
* Enable User Provisioning for the connected app. This step allows you to configure the user provisioning settings for the connected app, such as theprovisioning API endpoint URL, the client ID and client secret, the mapping of user attributes, and the linkage rules5. You can also choose to require an approval process for user provisioning requests by selecting the Approval Required option6.
* Create an approval process for UserProvisioningRequest object associated with the provisioning flow. A UserProvisioningRequest object represents a user provisioning request that is sent to or received from a third-party system7. An approval process specifies the steps necessary for a record to beapproved and whomust approve it at each step8. To create an approval process for UserProvisioningRequest object, you need to define theapproval steps, assignees, actions, criteria, and email alerts9.
References:
User Provisioning for Connected Apps
Tutorial: Configure Salesforce for automatic user provisioning
Connected Apps
Create a Connected App
Enable User Provisioning for a Connected App
Require Approvals for User Provisioning Requests
UserProvisioningRequest
Approval Processes
Create an Approval Process