I have a question regarding the rehire transaction in Salesforce. Out of the box, it doesn’t provide an option for this, so we want to handle it using a Rule.
We can access the client’s Salesforce tenant via the API using credentials. Our current approach is to write code that authenticates in Salesforce, queries the tenant to check if the identity’s email already exists, and then updates the plan operation to a “modify” action if the user is found.
Is this approach viable, or is there a better alternative?
more or less I manage Salesforce in the same way. In my case, I must use a web service connector because I need to read the Contact table and the Salesforce connector doesnt read those data.
If you need read the employee you can use the Salesforce connector and make your life easier.
Also, if you want use the API, maybe you simplify the process. If you have the account on IIQ, even if it is disable, you dont need check if it exist and send directly the reactivation(obviously if you don’t aggregate inactive accounts, this doesn’t apply).
In the other case, you can configure the creation operation as you described, where in the before provisioning rule or into before operation rule you check the account and change the plan.
Clearly, you have pros and cons if you use a before op. rule or a before prov. rule.
We are currently marking accounts as “deleted” by changing an attribute. Then, in the Before Prov rule, we check if this attribute is present and avoid aggregating those accounts. That’s why I was considering handling the rehire that way.