User Provisioning and Syncing with Google

Make sure Simpplr has whitelisted your Simpplr service account in Salesforce before getting started.

Connect your environment’s people data to Google

System admins can perform the following steps to select Google as the source for Simpplr's People data:

  1. Go to Manage App > Integrations > People Data.
  2. Select the Google checkbox to connect using admin credentials.
  3. After signing into the source account with admin credentials, your source account will be connected and you'll be redirected back to Simpplr. You'll now see the option to Disconnect account next to the selected source account.

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selecting Google for connection

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Google connected successfully

Note

If any other Google integration (Google Drive, Google Calendar, etc.) is already enabled, the domain used for syncing Simpplr People with Google should match the domain used elsewhere. If there's a domain name mismatch, you'll see "Connection failed - Domain name must match existing Google integrations." Also, user attributes like Job Title are only provisioned once. To continually sync user attribute data, see the Syncing sections below.

Set up Google user provisioning

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If your Simpplr environment is connected to Google, System admins will see an option to provision users from Google. To set up Google provisioning:

  1. Go to Manage App > People > User Provisioning.
  2. Select a provisioning source.
  3. Enter in the query field (note, it says Optional but it is required): SimpIntegration.IsSimpplrUser=true. This is the filter defined in Google as a custom field. This will enable syncing with Simpplr when a user is created in Google.
  4. Select Create new users or Don't create new users. If you're provisioning from Google, select Create new users. If you're only syncing with Google, select Don't create new users.
  5. Select Deactivate users
  6. If Create new users is selected, enter the suffix you want for the username in Salesforce (for example, companyname.com.simpplr). The Profile field is mandatory. Required fields cannot be unchecked, or the provisioning process will fail. Simpplr People data requires a batch execution setup to sync.

Email ID is the default parameter for syncing user data from Google with Salesforce. Once the batch job (see below section) is executed:

  • If the Create User field is selected:
    • New users are created in Salesforce from Google.
  • If the Deactivate User field is selected:
    • Users without Google account emails are set to inactive.

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query filter and new user creation

 

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selecting user deactivation

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entering the suffix for new username

Note: You can also use custom fields in Google to provide address info to Simpplr for the following fields:

  • Street
  • City
  • County
  • State
  • Postal code

When selecting fields, Federation ID and Timezone must be checked. Otherwise users won't be created. 

Set up Google user data syncing

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Once your environment is connected to Google, system admins will be able to sync user data from Google:

  1. Go to Manage App > People > User Syncing.
  2. Select Google as the syncing source.
  3. Select which fields you want to sync between Google and Simpplr. 
  4. Go to Manage App > Setup > Schedulers. Run a batch execution to sync the data.

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selecting fields to sync between Google and Simpplr

Note: You can also use custom fields in Google to provide address info to Simpplr for the following fields:

  • Street
  • City
  • County
  • State
  • Postal code

Note

User syncing is one-way from the external system or file to Simpplr. Changes in Simpplr do not flow back to the other system.

Custom attribute fields

When Google is set up as the source for provisioning or syncing, you can choose to sync from custom Google attributes for these five fields:

  • street
  • city 
  • country
  • state
  • postal code

To do so, select Custom field. In the field, enter the Google attribute group name and field name using this format: <group name>.<field name>

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Batch sync and provision Simpplr people data with Google

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Once your environment is connected to Google, and Google is selected as the People data source, system admins are ready to batch sync and/or provision People data in Simpplr with Google's source data:

  1. Go to Manage App > Setup > Schedulers.
  2. To provision users on-demand, run ScheduleHourlySimpplrServices. This job is pre-scheduled to run every three hours, but can be run on-demand.
  3. To sync user people data on-demand, run ScheduleSimpplrServices. This job is pre-scheduled to run once a day, but can be run on-demand.
  4. Simpplr People data will be automatically synced or provisioned accordingly.

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options for a batch job under Schedulers

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