Configure Salesforce with Entitlement Management
Use this guide to configure Salesforce with Entitlement Management to govern, automatically assign, and audit user permissions across roles and licenses.
Entitlement Management ensures that users in an organization have the right permissions for each resource. This use case document explains how to configure Salesforce with Entitlement Management to centralize the creation, storage, and automated management of permissions (entitlements) imported from Salesforce. By integrating Salesforce with Okta Identity Governance (OIG), administrators can enforce policy-based provisioning, which is crucial for compliance and security, as it establishes automated granting and revocation of access, reducing manual effort and ensuring least-privilege access.
This resource is designed for Okta Administrators and Identity Engineers who must configure provisioning-enabled applications, specifically Salesforce, for centralized entitlement governance.