Individual User Authentication (IUA) for Salesforce

Overview

Experlogix Smart Flows supports Individual User Authentication (IUA) for the Second-Generation Salesforce App. Instead of routing all document generation requests through a single, generic integration user account, IUA requires each Salesforce user to authenticate with their own unique Smart Flows identity.

This ensures that all flow executions, generated documents, and system interactions are accurately logged and audited against the actual user performing the action, maintaining strict compliance and security standards.

Scenario

Business Context:

Your organization requires strict audit trails for compliance purposes. When a sales representative generates a contract, the system logs must reflect their specific user account rather than a generic "Service Account." By enabling Individual User Authentication, you ensure that every document generation event is securely tied to the acting user.

Enabling IUA

To enforce Individual User Authentication, you must configure the setting on the Connector in the Smart Flows Project Console:

1. Log in to the Smart Flows Project Console.

2. Navigate to Control Panel and click Connectors.

3. Select your Salesforce connector and open the Configuration tab.

4. Edit the connector settings and locate the Authentication section.

5. Ensure that the connector is configured to require Individual User Authentication.

6. Save your changes.