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Handler · Version 1

Salesforce User Disable

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About

This handler uses Salesforce's REST API to disable a user in Salesforce. The first thing that the handler does is obtain an access token using the inputted info values, which is used to authenticate the rest of the calls that are made. Next, the handler makes a call to retrieve the user id that corresponds to the inputted username. One last REST call is then made to Salesforce using that user id to disable the desired user by setting the IsActive flag to false.

Where to find the Client ID, Client Secret, Security Token and Salesforce Instance.

  1. After logging into Salesforce, the Salesforce Instance can be found in the URL to the left of the salesforce.com (ie. na15, cs13, etc.)
  2. Go to Setup, which is in the dropdown menu under your name in the upper righthand corner.
  3. On the left sidebar, your Security Token can be found under Personal Setup > My Personal Information > Reset My Security Token.
  4. To get the Client ID and Client Secret, Navigate back to Setup and go to Manage Apps.
  5. Create a new Connected App, and fill in the basic information for the app.
  6. Check the Enable OAuth Settings checkbox and put https://auth for your callback url.
  7. Under selected OAuth scopes, add Access and manage your data (api) to your selected scopes and save.
  8. Your Client ID and Client Secret will be found on the app information page that you were redirected to upon saving.
Configurations
Name Description Sample
username The username/email used to log into Salesforce.
password The password used to log into Salesforce. *********
security_token A security token that is appended onto the end of the password. Can be obtained from Salesforce by going to 'Reset my Security Token' under personal settings. *********
client_id The client id of the application. Found under Manage Apps in setup.
client_secret The client secret of the application. Found under Manage Apps in setup. *********
enable_debug_logging Enable debug logging if the value is set to 'Yes'. No
Parameters
Name Description Sample
Username Username of the account that will be disabled. joe.user@acme.com
Changelog

Salesforce User Disable V1.1 (2017-09-12)

  • Due to Salesforce requiring TLS 1.2, this handler is only compatible with Task 4.2.0 and above due to needing a ruby version greater than 2.0.0
  • Update Salesforce API version from v20.0 to v37.0
  • Removed salesforce_instance as an info value
  • General cleanup of execute() and adding more debug logging

Salesforce User Disable V1 (2013-09-09)

  • Initial version. See README for details.
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