In this guide:

Okta Workflows guides

Okta Workflows guides offer questions and answers from the Okta Workflows community office hours. They also come from the #okta-workflows channel on the Mac Admins Slack and other places. Read all the other guides.

How to create a Salesforce Contact for an Unassigned Okta user using Okta Workflows

This guide will teach you how to create a Salesforce Contact for users who are not assigned to the Salesforce application using Okta Workflows.

Create Salesforce Contact

The solution has two flows:

1. List Salesforce users: finds users who are not assigned to Salesforce
2. Add Salesforce contact: creates a Salesforce contact

List unassigned users

The List Salesforce users flow finds users who are not assigned to the Salesforce application.

How the flow works

1. The Okta-List Users Assigned to Application action returns every user assigned to the Salesforce application (assigned users).
2. The List-Pluck card extracts and returns just the user IDs from the assigned users list.
3. The Okta-List Users with Search card returns every user in the Okta org with a status of PROVISIONED (all users).
4. The List-Pluck function extracts and returns just the user IDs from the all users list.
5. The List-Difference function compares all users against assigned users and returns unassigned users — the user IDs that exist in the org but are not assigned to the Salesforce application.
6. The List-For Each card iterates over the unassigned users list. It passes each user to the helper flow to create a Salesforce Contact.

Create Salesforce Contact

The Add Salesforce contact flow creates a Salesforce contact.

How the flow works

1. The Helper Flow card receives a User ID from the main flow.
2. The Okta-Read User action returns user information: Username, First name, Last name, Primary email, and Title.
3. The Salesforce-Create Record action creates a new contact record in Salesforce.

Related Okta Workflows guides

• How to Create a Flow or Folder Backup and Save It to Google Drive
• How to Create an All-Day Event in Google Calendar Using Okta Workflows

Okta Workflows resources

• 🚀 New to Okta Workflows? The Getting Started with Okta Workflows page has all the resources to help you get started.
• 📺 Like learning from videos? Watch Okta Workflows videos.
• ❓Have a question? Ask during community office hours or post on the community forum.
• 🙋‍♀️ Want to learn from the community? Join the #okta-workflows channel on the Mac Admins Slack.
• 📖 Want to learn more about identity automation? Take the Okta Workflows training on Okta Learning.