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07/17/2023 05:18 PM
I have a requirement that when a specific Salesforce entitlement is requested in Saviynt, the user ID created in Salesforce must also be updated with attributes about another application. This is required to allow the users to request access to the 2nd app only when the Salesforce user and access and is set up correctly.
How do I trigger an update account task to Salesforce (using the SALESFORCE connector in Saviynt) when the add access task is successfully provisioned without using a disjoint process like a custom query job or actionable analytics?
Thanks.
07/17/2023 07:49 PM
You can create Actionable Analytics using Update Account Task.
When Update Account is configured as an allowed action, it updates an account in EIC. When this action is performed on a record, an Update Account task is created for updating the account in the target application.
The Analytics query must have the columns given below:
acctKey - Stores accountkey of the account which has to be updated.
Sample query:
Schedule from Run All V2 Analytics Job
select a.name,a.accountkey as acctKey, endpointkey, 'UpdateAccount' as Default_Action_For_Analytics from accounts a;
Schedule from Run All V1 Analytics Job
select a.name,a.accountkey as acctKey, endpointkey, 'UpdateAccount' as Default_Action_For_Analytics from accounts a;
07/18/2023 06:15 AM
Hi Rushikesh,
In the original post, I had clearly mentioned that I want to avoid disjoint processes in the product that relies on scheduled jobs processing the required action on the target. I want a near real time solution through the ARS module so that when requests are approved, an update account task is also generated along with the add access task.
Does Saviynt not have a hook to implement this kind of feature besides actionable analytics?