Mapping Roles from Salesforce to Auth0

[rueben.tiow]

Hi @rmendoza,

Welcome to the Auth0 Community!

@rmendoza

My current understanding is that I can use the auth0 SDK to interface with our organization and map roles on login. However, I am unsure where exactly this piece fits in.

Usually, you can accomplish this by using a Post Login Action flow. In the script, you can use the Management API to assign roles to your users.

Please see this related knowledge solution regarding this:

How can I use the Management API in Actions?

Question: How can I use the Management API in Actions? Answer: There are plans to expand functionality in Actions even more in the future. Currently, the only built-in method for using the Management API from within Actions is for updating user metadata. You can use the api object to update user metadata in a pre-user-registration or post-login action: api.user.setUserMetadata(name, value) api.user.setAppMetadata(name, value) If you need to use the Management API for something other than upda…

Now, you will want to make sure that you have these Salesforce roles created in your list of Roles before assigning them to users.

Lastly, if you were to use a refresh token to get a new access token, all of your action scripts will rerun and trigger again.

Keep me posted on how this goes for you.

Cheers,
Rueben