Salesforce Microsoft Entra ID

Salesforce + Microsoft Entra ID Integrations

Put Salesforce + Microsoft Entra ID to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Salesforce and Microsoft Entra ID below — describe the exact one you want above and the Agent builds it on demand.

Salesforce + Microsoft Entra ID When a new user is added to Microsoft Entra ID, sync the user to Salesforce to create a contact or user record.
Provision CRM access for new identity users When a new user is created in Microsoft Entra ID, automatically create or update a corresponding team contact in Salesforce with appropriate permissions. See details
Assign identity security roles when deals are won When a deal is marked won in Salesforce, automatically assign enhanced product or portal access roles to the client in Microsoft Entra ID. See details
Log security events as CRM activity When a security event is detected for an account in Microsoft Entra ID, automatically log an activity in Salesforce so account managers are aware of potential security alerts. See details

Browse the full workflow library →

Looking to achieve something else with Salesforce and Microsoft Entra ID?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Salesforce and Microsoft Entra ID

Everything Salesforce and Microsoft Entra ID can do inside a workflow — the triggers that start one and the actions that run when it fires.

Salesforce Explore Salesforce →

Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.

Triggers
New Case Attachment

Triggers when a new Attachment is added to a case.

New Contact

Triggers when a new Contact is created.

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New or Updated File on Record

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New Lead

Triggers when a new Lead is created.

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

Actions
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Call Apex REST

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

Microsoft Entra ID Explore Microsoft Entra ID →

A cloud identity and access management service that provides single sign-on, multi-factor authentication, and user permission controls.

Triggers
New User

Triggers when a new user is created.

Actions
Add User to Group

Adds the selected user to a group you choose.

Create Group

Creates a new group.

Create User

Creates a new user.

Delete Group

Deletes a group.

Delete User

Deletes an existing user.

Disable User

Disables an existing user.

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Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
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Rohit Singh
GM, Payoneer Workforce Management

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FAQ

Common questions about Salesforce + Microsoft Entra ID

Is there a pre-built Salesforce + Microsoft Entra ID automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and Microsoft Entra ID's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Salesforce or Microsoft Entra ID connector?

No. The Agent works whether or not Salesforce or Microsoft Entra ID already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Microsoft Entra ID and Salesforce improve sales team onboarding?

When a new employee account is provisioned in Microsoft Entra ID, Salesforce can automatically create or update the user contact profile and grant CRM access permissions.

Can identity security events alter CRM access?

Yes, if a security event occurs or a user is deactivated in Microsoft Entra ID, their CRM permissions in Salesforce can be revoked immediately to protect sensitive client data.

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