💃 Tired of managing user accounts? 🕺

Here's a technique that can help

Good morning, Salesforce Nerds!

Have you ever had to onboard a large group of users in your org?

Especially, without Salesforce Data Loader? 😱

I know the pain of entering user details on one screen, from a worksheet on the other screen. 🤦 

For those of you in environments where users SSO into Salesforce … there’s good news!

With a little bit of code and a lot of testing, you can automate this! 🔥 

TABLE OF CONTENTS

💃 Tired to managing user accounts? 🕺

TIME TO LEVEL SET

What is it?

Picture this. 🖼️ 

You're on your way to a fancy party, and instead of having to ID yourself to get in, you just walk through the door.

The host already knows who you are, your favorite drink, and even your go-to dance moves! 💃 🕺 

As it turns out, Salesforce is a good host!

Offering a little feature called Just-in-Time (JIT) User Provisioning.

High-level, this automatically creates a user account in your org when the user first logs in through a SAML IdP - basically an SSO login. 🔥 

This reduces your admin workload because there’s no need to provision users in advance.

No more tedious manual user creation - Salesforce does the heavy lifting for you, just in time. 😉 

MEET THE GATEKEEPER

Interfaces to the rescue!

You know the ChaCha loves a Interfaces! ❤️ 

And lucky for us, Salesforce offers the Auth.SamlJitHandler interface!

The is the unsung hero of JIT provisioning! 🦸 

When a user tries to log in using SSO, Salesforce checks if they already have an account.

If they don’t, it’s time for the SamlJitHandler to put in work. 💪 

It’ll create the user account on the fly, pulling in information from the SAML assertion.

Basically, the SAML assertion is just the user data being sent from the identity provider (IdP).

SETTING THE STAGE

Show me the code!

Alright, time to get technical.

Here’s how you can implement Auth.SamlJitHandler in Salesforce to make your JIT provisioning dreams come true.

🧑‍💻 Step 1: Define Your Custom SamlJitHandler Class

Start by creating a custom class that implements the Auth.SamlJitHandler interface. This class will contain the logic to handle user creation.

Here’s a popular example:

public class CustomJitHandler implements Auth.SamlJitHandler {
    
    public User createUser(Id samlSsoProviderId, Id communityId, Id portalId, Map<String, String> attributes, String assertion) {
        // Step 1: Extract user information from the SAML assertion attributes
        String email = attributes.get('Email');
        String firstName = attributes.get('FirstName');
        String lastName = attributes.get('LastName');

        // Step 2: Check if the user already exists
        User existingUser = [SELECT Id FROM User WHERE Email = :email LIMIT 1];
        if (existingUser != null) {
            // User already exists, return the existing user
            return existingUser;
        }

        // Step 3: Create a new user if they don't exist
        User newUser = new User();
        newUser.Email = email;
        newUser.FirstName = firstName;
        newUser.LastName = lastName;
        newUser.Username = email;  // MUST be unique
        newUser.Alias = lastName.substring(0, 5);
        newUser.CommunityNickname = firstName + '.' + lastName;
        newUser.ProfileId = [SELECT Id FROM Profile WHERE Name = 'Standard User' LIMIT 1].Id;
        newUser.TimeZoneSidKey = 'America/New_York';
        newUser.LocaleSidKey = 'en_US';
        newUser.EmailEncodingKey = 'UTF-8';
        newUser.LanguageLocaleKey = 'en_US';
        
        insert newUser;
        
        return newUser;
    }
}

🔗 Step 2: Associate the SamlJitHandler with Your SSO Configuration

After creating your custom JIT handler, you’ll need to associate it with your SSO configuration in Salesforce. Here’s how:

  1. Go to Setup in Salesforce.

  2. Navigate to Single Sign-On Settings.

  3. Select your SAML SSO configuration.

  4. In the JIT Handler field, select your newly created CustomJitHandler class.

🧪 Step 3: Test, Test, Test!

Testing is crucial. Ensure you have test users set up in your identity provider with the necessary attributes. Log in as these users through your SSO to verify that they are correctly provisioned in Salesforce.

WRAPPING UP

Takeaways

By implementing JIT provisioning using the Auth.SamlJitHandler interface, you’re not just saving time - you’re elevating the user experience. 💯 

Plus, imagine your users logging in and being instantly ready to go without you lifting a finger.

It’s like being the cool party host who’s already got everything handled. 🥳 

So, go ahead, implement JIT provisioning, and give your users the VIP treatment they deserve. 😁 

SOUL FOOD

Today’s Principle

“All roads that lead to success have to pass through hard-work-boulevard at some point”

Eric Thomas

and now....Salesforce Memes

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