Okta + Salesforce

Quickly and securely deploy Salesforce Work.com across your organisation with Okta Identity Cloud

As an innovator and leader in cloud identity and access management, Okta is the first choice of thousands of customers adopting cloud applications to enable rapid and cost-effective deployments. We're focused on solving identity and access management for our customers with turn-key and user-centric solutions.

The Okta and Salesforce partnership redefines how businesses manage identity challenges by addressing critical pain points like securing access, controlling permissions, and reducing operational complexity. This includes automating user onboarding, managing Salesforce-specific entitlements, securing session integrity, and enabling advanced workflows to streamline identity processes – all tailored to maximize the efficiency and security of Salesforce users.
 

Simplify Secure Access: How Okta and Salesforce Work Together

Boost productivity and security like never before – with out-of-the-box integrations that take seconds to set up.

With Okta’s Secure Identity Integrations (SII), Salesforce customers can access advanced capabilities that require virtually no development or management effort. That means you can scale effortlessly, while staying ahead of the latest identity security threats.

Okta’s deep capabilities for Salesforce offers: 

  • Single Sign-On (SSO) - Simplify access with one secure login across Salesforce and other tools, enhancing productivity and reducing IT support requests.
  • Lifecycle Management - Automate user account creation, updates, and deactivation to ensure accuracy and streamline license management.
  • Entitlements Management - Enforce precise, role-based permissions to protect sensitive CRM data and meet compliance standards.
  • Workflows - Leverage prebuilt, low-code connectors to automate identity processes and improve operational efficiency.
  • Universal Logout - Protect session integrity with complete logout across Salesforce and all connected applications, ensuring consistent security.

New out-of-the-box Secure Identity Integrations are being added all the time – visit here for more information. 
 

The Challenges

Organizations today must build trust with employees, customers and communities while managing an increasingly diverse workforce of contractors, volunteers and partners. Securing remote access from any location and device, without compromising productivity or overloading IT teams, has become critical. Automating identity management and streamlining access are essential to meeting these demands effectively.

The Solution

  • Automate and Secure Access: Okta’s cloud-based identity and lifecycle management tools enable organizations to quickly get remote and on-premises teams operational with Work.com.
  • Extend Access to Diverse Users: Flexible options for user management let IT teams grant secure access to contractors, volunteers, and partners via self-service registration, Azure Directory (AD) and Lightweight Directory Access Protocol (LDAP) and HR integrations, CSV imports, and inbound federation to third-party platforms.
  • Enhance Security and Usability: Single Sign-On (SSO) and Adaptive Multi-Factor Authentication (MFA) provide secure, easy access for all users, regardless of location or device, ensuring productivity without compromising protection.
  • Streamline Role Assignments: Okta Workflows automates user provisioning in Work.com, including assigning roles to Salesforce Permission Set Groups, reducing manual effort and enhancing IT efficiency. 
  • Support Workforce Transitions: Whether fully remote or returning to the office, Okta and Work.com help organizations maintain safe, productive operations.

Main Benefits

  • Rapid Deployment: Speed up onboarding with automated workflows and centralized management.
  • Enhanced Security: Safeguard access with Zero Trust policies and Adaptive MFA.
  • Boosted Productivity: Provide fast, easy access to Work.com from any device or location.
  • IT Efficiency: Automate repetitive tasks to free IT teams for strategic initiatives.
  • Scalability and Trust: Confidently scale workforce operations while fostering trust and resiliency

Expedite deployments with streamlined user management

Okta’s Universal Directory makes it easy for companies and governments to centrally manage access and permissions across a modern workforce of traditional employees, contractors, contingent workers, volunteers, and customers. New workers can be quickly and easily onboarded, automatically provisioned for immediate and appropriate access to Work.com and other apps (with permissions changing automatically as role or status changes), and deprovisioned instantly upon departure. With Okta’s Universal Directory in place, your IT team can scale your workforce with confidence, saving the enterprise the added costs, hassles, and security risks of Active Directory.

Use Okta and Work.com to expedite deployments with streamlined user management.

Expedite deployments, enhance security, and improve adoption of Work.com with Okta

  • Improve productivity for newly remote and mobile workforces with a simple, intuitive sign on experience and quick access to Work.com across all devices 
  • Enhance security posture with an identity-based (Zero Trust) approach to security that uses Adaptive Multi-Factor Authentication to secure all remote and on-premise logins
  • Improve IT efficiency with centralised access control and 360° visibility, and leverage Okta Workflows to safely automate provisioning and deprovisioning to Work.com Permission Set Groups
  • Enable organisations to build trust and resiliency to keep their employees, customers, and communities safe

 

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Resources

Solution Brief

How Okta Can Help Enhance Security and Operational Efficiency with Okta’s Integration for Salesforce

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Press release

Okta and Salesforce Partner to Build Trust with Work.com

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Blog post

Okta and Salesforce Partner to Build Trust with Work.com

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