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Design an Authentication Provider User Registration Flow

Design an Authentication Provider User Registration Flow

Before you set up an authentication provider registration handler with Flow Builder, understand registration handler requirements.

Required Editions

Available in: Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions

All registration handler flows must be of the Identity User Registration Flow type. To work for single sign-on (SSO), your flow must be configured to handle these tasks.

  • Determine whether to create or update a user based on information returned by the identity provider.
  • Create a complete user record with information from the identity provider. The user must have an assigned profile. If the user is an external user, such as a customer or partner, the user record must also have an associated account and contact.
  • Update existing user records with information from the identity provider.

Depending on your use case, you can also customize your registration handler to complete these tasks.

  • Create internal and external user records, depending on whether the user is logging in to an org or Experience Cloud site.
  • Control user access at runtime by managing permission set assignments for new and updated users.
  • Get user information from the identity provider's user info response or ID token. Use the Get User Data from JSON String invocable action to retrieve a specific attribute from a complex, nested JSON structure.
  • Generate placeholder user data if the identity provider doesn't return enough information to create a complete user record. Use the Generate User Data invocable action.

To get started, we recommend that you customize the Authentication Provider User Registration template. For a detailed overview of how this template works, see Example: Authentication Provider Registration Handler Flow.

Get Familiar with Flows

If you're new to flows, use these resources to get up to speed.

 
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