---
updatedAt: 2025-10-23T16:48:34.000Z
agentTools:
  projectIndex: https://docs.axonius.com/llms.txt
---

# Salesforce - Create Role or Profile

**Salesforce - Create Role or Profile** creates a user role or user profile in Salesforce for:

* Assets returned by the selected query or assets selected on the relevant asset page.

See [Creating Enforcement Sets](/docs/create-ec-set) to learn more about adding Enforcement Actions to Enforcement Sets.

<Accordion title="When accessing an enforcement action using the API, you must use the backend form of field names. " icon="fa-info-circle">
  Use the [Syntax Helper](/docs/using-the-syntax-helper) to find the correct name. In the enforcement action, enable **Configure Dynamic Values** and select **Syntax Helper**.


  <Image src="https://raw.githubusercontent.com/Axonius/ax-docs-pub/refs/heads/main/img/action_center/SyntaxHelperForAPIECs.png" width="550px" />

</Accordion>

<Callout icon="📘" theme="info">
  ### Note

  - Not all asset types are supported for all Enforcement Actions.
  - See Actions supported for [Activity Logs, Adapters Fetch History, and Asset Investigation modules](/docs/creating-queries-filters#using-activity-log-adapter-fetch-history-asset-investigation-and-findings-queries-in-enforcement-actions).
  - See Actions supported for [Aggregated Security Findings](https://docs.axonius.com/docs/vulnerabilities#using-aggregated-security-findings-queries-in-enforcement-actions).
  - See Actions supported for [Software](software#using-software-queries-in-enforcement-actions).
</Callout>

## Required Fields

These fields must be configured to run the Enforcement Set.

* **Action name** - The name of this Enforcement Action. The system sets a default name. You can change the name.

* **Configure Dynamic Values** *(optional)* - Toggle on to enter a Dynamic Value statement. See [Creating Enforcement Action Dynamic Value Statements](https://docs.axonius.com/docs/config-ec-conditions) to learn more about Dynamic Value statement syntax.

* **Use stored credentials from the Salesforce Adapter** - Select this option to use credentials from the adapter connection. By default, the first connection is selected.
  * When you select this option, the **Select Adapter Connection** drop-down becomes available. Select the adapter connection to use for this Enforcement Action.

<Callout icon="📘" theme="info">
  Note

  To use this option, you must successfully configure a [Salesforce](/docs/salesforce).
</Callout>

* **Name** - Enter a name for the role or profile.
* **User License ID** - The user license ID for the new role.
* **Role Type** *(default: UserRole)* - Select the type of role to create.
* **Compute Node**  - The Axonius node to use when connecting to the specified host. For more details, see [Working with Axonius Compute Nodes](https://docs.axonius.com/docs/connecting-additional-axonius-nodes). <br />

## Additional Fields

These fields are optional.

* **Draft** - When selected, creates the item only in Axonius.
* **Description** - Enter a description for a new role.

<Callout icon="💡" theme="warn">


  ## Connection and Credentials

When **Use stored credentials from the adapter** is toggled off, some of the connection fields below are required to create the connection, while other fields are optional.

  * **Domain** - The full URL of the Salesforce server.

  * **Consumer Key** - A consumer key associated with a user account that has the [Required Permissions](#required-permissions) to perform this action.

  * **Consumer Secret** - A consumer secret associated with a consumer key.

  * **Authentication Flow** - Select the authentication flow to use.

  * **Verify SS&#x4C;_&#x20;(Optional)_**_&#x20;(default: enabled)&#x20;_- Selects whether to verify the SSL certificate of the server against the CA database inside of Axonius.  For more details, see [SSL Trust & CA Settings](/docs/certificate-settings#ssl-trust-ca-settings). This setting is enabled by default on all new adapter settings. If you need to disable SSL verification, make sure you disable this setting._)_&#x20;

  * **2FA Secret Key** - The secret generated in Salesforce for setting up 2-factor authentication for the Salesforce user created for collecting SaaS Management data.

  * **SSO Username** and **SSO Password** - If your organization accesses Salesforce with an SSO provider (such as Google, Microsoft 365, Okta, etc.) enter your credentials for the SSO platform in the SSO Username and SSO Password fields.

  * **Use Unified Login Domain** - Select this option to use the `http://login.salesforce.com` URL for logging in instead of `sub-domain.salesforce.com` (if the main domain is a sandbox, the URL will be `test.salesforce.com`). This allows you to directly login with Salesforce credentials instead of using an external SSO.

  * **HTTPS Proxy** *(optional)* - Connect the adapter to a proxy instead of directly connecting it to the domain.

  * **HTTPS Proxy User Name** _(optional)_ - The user name to use when connecting to the server using the  **HTTPS Proxy**.

  * **HTTPS Proxy Password** *(optional)* - The password to use when connecting to the server using the **HTTPS Proxy**.

  * **Gateway Name** -  Select the Gateway through which to connect to perform the action.
</Callout>

## APIs

Axonius uses the [Salesforce REST API](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm).

## Required Permissions

* The credentials supplied in [Connection and Credentials](#connection-and-credentials) must have permissions to manage users.

***

For more details about other enforcement actions available, see [Action Library](/docs/action-library).