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Auto-Generate Federation ID for New User Accounts (Updated)

⚠️ Note: Do not assume all usernames have .smi. See logic below.

When creating a new user account in Salesforce, we automatically generate a Federation ID based on the user's provided Username field.

This Federation ID must match the account ID format expected by our future Google Workspace system.

🚨 Important: Users do not have direct login access to Google Workspace, but Federation IDs must match exactly for SSO and directory synchronization.

🛠️ How It Works (Updated)

When a new user is added:

  • The Username is used as the base, not Email.
  • If the Username ends with .smi, that part is removed.
  • The @ symbol is replaced with an _.
  • The final Federation ID is appended with @spokanemountaineers.org.

This ensures uniqueness, compatibility, and consistency across the system.

🧩 Updated Formula Details

Salesforce Flow Formula (Text):

SUBSTITUTE(
  IF(
    CONTAINS({!User.Username}, ".smi"),
    LEFT({!User.Username}, FIND(".smi", {!User.Username}) - 1),
    {!User.Username}
  ),
  "@",
  "_"
) & "@spokanemountaineers.org"

✏️ What this formula does:

  • If the Username contains .smi, remove it.
  • If not, use the Username as-is.
  • Replace the @ symbol with _.
  • Append @spokanemountaineers.org to the end.

✅ This handles users whether .smi is present or missing, avoiding duplicates and errors.

📚 Example Outputs

Username Resulting Federation ID
_a.first.last@gmail.com.smi _a.first.last_gmail.com@spokanemountaineers.org
first.list+example@example.com first.list+example_example.com@spokanemountaineers.org
jane.doe@yahoo.com.smi jane.doe_yahoo.com@spokanemountaineers.org
mark.smith@outlook.com mark.smith_outlook.com@spokanemountaineers.org

🔥 Why This Matters

  • Uniqueness: Federation IDs based on Username are globally unique within Salesforce.
  • Consistency: Usernames that vary (with or without .smi) are handled properly.
  • Compliance: Matches Google Workspace expectations for user mapping.
  • Automation: No manual Federation ID entry needed.

📋 Summary

  • Federation IDs are now based on Username, not Email.
  • .smi suffixes are removed if present.
  • @ symbols are replaced with _.
  • Appends @spokanemountaineers.org.
  • This protects against duplicates and Salesforce field integrity errors.

✨ If future usernames or rules change, this formula should be reviewed and updated accordingly.