How to integrate ADManager Plus with Salesforce CRM

How to integrate ADManager Plus with Salesforce CRM


Steps to generate the Client ID and the Client Secret in Salesforce:

  1. Navigate to Home > Apps > App Manager > New Connected App
  2. Check the Enable OAuth Settings box for that connected app.
  3. Select the following scopes:
    1. Manage user data via APIs (api)
    2. Full access (full)
    3. Access unique user identifiers (openid)
    4. Access Lightning applications (lightning)
    5. Perform requests at any time (refresh_token, offline_access)
    Note: You can select additional scopes if additional actions are required.
  4. Check the boxes next to Require Secret for Web Server FlowRequire Secret for Refresh Token Flow, and Enable Client Credentials Flow.
  5. Save your changes.
  6. Select an execution for the flow.
    1. From the connected app detail page, click Manage.
    2. Click Edit Policies.
    3. Under Client Credentials Flow, for Run As, find the user to which you want to assign the client credentials flow.
    4. The execution user must have the API Only permission.
    5. Save your changes
  7. After saving the connected app, click Manage Consumer Details to find the Consumer Key and Consumer Secret.




Steps to configure Salesforce CRM in ADManager Plus:
  1.  Go to the Automation tab.
  2. Click HCM Integrations under Automation in the left pane.
  3. Under the HCM applications section, click the Custom HCM tile.
  4. In the Custom HCM Integration window that pops up, enter a suitable Name, Description and upload a Logo of Salesforce CRM and hit Save.
  5. Click the Salesforce CRM Integration tile added in the previous step to configure the API authorization methods, endpoints, and LDAP data mapping.
  6. Click Authorization.
  7.  Select the Authorization Type as OAuth 2.0, fill in the following details and click Configure.
    1. Authentication Type: OAUTH (client credentials)
    2. Access Token URL: https://<your domain>/services/oauth2/token
    3. Scope: Full (depends on the use case)
  8. In the SalesForce CRM Endpoint Configuration section, click Add API Endpoint and configure the endpoints.                                                       
  9. API reference: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_query                                             
  10. Sample endpoint: https://zhield-dev-ed.my.salesforce.com/services/data/v54.0/query?q=SELECT+FIELDS(ALL)+FROM+User+LIMIT+20 
        Note: zhield-dev-ed.my.salesforce.com is the host, which will change for every instance. The above link is the sample endpoint to fetch all the users from Salesforce.
      9. Once done, click Test & Save.
Sample response:


           
  

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