Source system
Complete automation of user management
Salesforce integration via Joinly
The Salesforce integration created by Joinly makes it easy to manage users and access rights based on HR and other source systems. With this integration, account and rights management is largely automated: changes in your source systems are directly leading in the application. This results in less manual work, better data quality, and a higher degree of control.
Schedule a demo- Automate your access management in Salesforce
- A smooth joiner, mover leaver process
- Complete insight via Joinly
How does the integration with Salesforce help you?
Automatic account management, including rights and roles and a lightning-fast onboarding.
Automatic account management
New employees receive the right access immediately. Departing employees are timely deactivated.
Less management burden
No more double entry work or loose mutations, everything runs through the source system.
Better data quality
Data from HR and other source systems is leading, eliminating errors and inconsistencies.
Faster onboarding
Employees can start working with the right rights from day one.
SSO integration with Salesforce
With Joinly, you can easily set up Single Sign-On (SSO) with Salesforce
Learn more about the SSO integration
Your HR software/identity provider
Employee is created
As soon as a new employee is created in your HR system, they are automatically created in all your business applications by Joinly. This way, the account is automatically issued and created for the new employee.
Employee data is modified
Joinly retrieves the modified data from your HR system and synchronizes all changes to your linked business software.
Employee changes position and/or department
A position change may affect the rights the employee has access to. The position change is automatically retrieved by Joinly and synchronized to your business software.
Employee leaves the company
When an employee leaves the company, they are automatically deactivated by Joinly so that rights from applications are revoked and accounts are deactivated.
More about integrating with Salesforce
What is Salesforce
Salesforce is the world's most used CRM platform and helps organizations manage all their customer relationships centrally. The platform offers extensive functionality for sales, service, marketing, and analytics. With Salesforce, employees have one place for customer data, contact moments, quotes, and support tickets. This gives organizations better insight into their customer journey, allows teams to work more efficiently together, and increases revenue and customer satisfaction. Salesforce is fully cloud-based and integrates with various business processes and applications.
Why is a Salesforce integration useful?
For optimal use of Salesforce, it is crucial that users and data are always up-to-date. New employees must gain immediate access, while accounts and rights must be automatically adjusted or closed upon changes. By integrating Salesforce with your source systems via Joinly, users, roles, and authorizations are automatically managed. This prevents errors, saves time, and ensures a safe and reliable process.
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