To implement a process for reviewing guest users’ access to the Salesforce app with the specified requirements, you can use Microsoft Entra’s Identity Governance access reviews feature. Here’s a step-by-step guide:
Assign the appropriate role:
Ensure you have one of the following roles: Global Administrator, User Administrator, or Identity Governance Administrator1.
Navigate to Identity Governance:
Sign in to the Microsoft Entra admin center.
Go toIdentity governance>Access reviews1.
Create a new access review:
Select New access review.
Choose the Salesforce app to review guest user access1.
Configure the review settings:
Set the frequency of the review to monthly.
Define thedurationof the review period to5 days1.
Determine the reviewers:
Assign the manager of each guest user as the reviewer.
If a guest user does not have a manager, assignMegan Bowenas the reviewer1.
Automate the removal process:
Configure settings toautomatically remove accessif the review is not completed within the specified time frame1.
Monitor and enforce compliance:
Regularly check the access review results to ensure compliance with the review policy1.
Communicate the process:
Inform all stakeholders about the new review process and provide guidance on how to complete the reviews.
By following these steps, you can ensure that guest users’ access to the Salesforce app is reviewed monthly, with managers being responsible for the review, and access is removed if the review is not completed in time.
