About external application integration of Okta Workflows

Okta Workflows is a feature of Okta that allows you to automate various tasks without using scripts or code.
Workflows are introduced in another blog post, so please take a look at that as well.

By using the connector and the linking procedure provided by the manufacturer, you can easily link with external applications and automate your work.

This time, I will introduce the procedure for linking Workflows with Salesforce.
There is also Okta's documentation on what can be achieved when working together. If you are interested, please see below.
https://help.okta.com/wf/en-us/Content/Topics/Workflows/connector-reference/salesforce/salesforce.htm

How integration with Salesforce works

By making API requests from Workflows, you can perform various things such as acquiring events of external applications and creating users, and realize business automation.

When an external application receives an API request, it needs to check whether the requesting Okta Workflows has permission to get events, create users, etc.

In the integration between Salesforce and Okta Workflows, you can perform operations such as creating Salesforce users from Workflows by using OAuth and giving Workflows the necessary scope (permissions) for API requests.

Another way for an external application to verify that Okta Workflows has permission to make an API request is by authenticating with administrative privileges of the administrator of the external application it interacts with.

Setting procedure on the Salesforce side

• Open the Salesforce settings screen.
• From the left column of the setting screen, open "Application > Application Manager" in "Platform Tools".

• Click New Connected App.

• Enter the following items in "Basic Information".
  Connected App Name: (e.g. Okta Workflows)
  API Name: (e.g. Okta Workflows)
  Contact Email: (Sets the Okta admin email address.)

• Check "Enable OAuth settings", set the following items, and save.
  Callback URL: https://oauth.workflows.okta.com/oauth/httpfunctions/cb
  Selected OAuth scopes: full access (full), make requests anytime (refresh_token, offline_access)

Okta Workflows side setting procedure

• Open the Connections tab of the Workflows administration screen and click New Connection.
• Select Salesforce from the diagram below.

• Click Create as shown below.

What can be achieved by linking with Salesforce

By linking Salesforce and Okta Workflows, you can execute various API requests from Workflows to Salesforce.
API requests that can be made include enabling users in Salesforce, finding and creating record objects, and updating user information.
For details, please check the page below.
https://help.okta.com/wf/en-us/Content/Topics/Workflows/connector-reference/salesforce/salesforce.htm#actions

Okta Workflows also has a catalog of out-of-the-box flow templates, including templates that work with Salesforce.

Currently, a template is provided that activates or creates a user on Salesforce when the user is assigned to Salesforce.

Summary

Okta Workflows can realize various business automation by linking with external applications.
This time, we introduced integration with Salesforce, but basically any application that can use the API can be integrated, so there is a wide range of things that can be achieved, and I personally highly recommend this function.

If you are interested in Okta Workflows, please contact Macnica.