Matthew Rawls
Articles
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Best Practices: New Hire Onboarding
■ Note: The best practices here are not directly related to Simpplr's New Hire Onboarding feature as of the Ida release. These best practices are intended for those who may not be using the featur...
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Okta Integration with Simpplr
■ Note: This article provides steps on how to initially set up Okta's SSO solution with Simpplr, as well as how to provision users from Okta to Simpplr. For information on how to sync attributes f...
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Salesforce: Single sign-on (SSO) Configuration for Google
■ Note: You must be the org's Google admin to complete the steps below. You'll also need to have Salesforce System administrator access. Table of Contents Configure G Suite for SSO Configure SAM...
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Salesforce: Configure SSO to Simpplr using Microsoft ADFS as the Identity Provider
■ Table of Contents Install ADFS Software Enable and Deploy My Domain on your Salesforce Org Configure SAML 2.0 Configure ADFS 2.0 User Provisioning from Active Directory to Salesforce Control User...
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Salesforce: How do I customize the Simpplr login screen?
■ Here we'll cover the step-by-step instructions for customizing your Salesforce/Simpplr login screen. Prepare How to set up your login screen Set up a static image for the right side of the login...
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Salesforce: Performing bulk actions using the data loader
■ Note You must have the data loader installed on your computer before completing bulk action tasks. View the data loader article for installation instructions. You must also be a Salesforce Syste...
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Salesforce: Installing and configuring the data loader
■ To download the Salesforce data loader, you'll need to be your org's Salesforce System admin. You may need to gather your machine's specifications: OS Version, Architecture, (32 vs 64 bit) and Ja...
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Salesforce: How do I run an Active User Report in Salesforce?
■ To run an Active User Report in Salesforce, you'll need to have system admin access. To get started: Head to Salesforce. To get to the Salesforce instance, remove everything after .com in your S...
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Salesforce: Single sign-on (SSO) and Provisioning Configuration for Azure
■ How to set up SAML of Salesforce and Azure Table of Contents Add Salesforce from the Azure portal Configure Azure SSO with Salesforce Enable automated user provisioning User mapping Map...
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Workday Integration with Simpplr
■ Purpose The Workday integration allows you to sync all of your people data between Simpplr and Workday, meaning no need to waste time with duplication. With the data updating every night, your in...