Customer onboarding guide
Welcome aboard! Begin your SailPoint journey with an onboarding experience designed to meet your unique business need and unlock your short and long-term objectives. As part of our active community, you have access to a variety of planning resources and service offerings.
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Leverage SailPoint's suite of digital offerings with confidence and ease. Get to know our suite of customer enablement tools via interactive guides.
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Welcome to SailPoint's comprehensive onboarding guide! This resource is designed to help you quickly realize value from SailPoint while building a strong foundation for long-term success. By the end, you'll have an actionable success plan, validated implementation progress, and measurable results to highlight your identity program's impact.
Throughout the four key phases of your onboarding journey, you'll achieve critical milestones across several focus areas, each labeled below: program strategy, technical requirements, education, and enablement.
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Program Strategy milestones ensure that your identity program meets organizational objectives, you can identify your wins, and communicate your progress.
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Technical Requirement milestones keep you on track to establish a rock solid foundation by completing critical tasks to support your solution's operational framework and scalability.
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Education milestones guide the learning paths your team should follow to gain specialized skills to effectively manage and grow your identity security program.
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Enablement milestones help you master the platform, become fully self-sufficient, and prepare you to manage, monitor, and troubleshoot confidently.
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Success Planning Guide Program Strategy
The Success Planning Guide is your roadmap to building a robust identity security program tailored to your organization's needs. By assessing your program's current maturity and mapping out key milestones, this guide enables you to prioritize objectives and identify the ideal future state of your identity strategy. It's more than just planning; it's setting a strong foundation for sustainable success with SailPoint.
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Readiness Planning Technical Requirement
Ensure a smooth and efficient deployment of SailPoint's Identity Security Cloud with readiness planning. Review the Identity Security Cloud readiness planning for recommendations on defining your tenant configuration, setting up your Virtual Appliance, and integrating your authoritative and authentication sources. Don't forget to submit the Identity Security Readiness form at the end of the guide to show that you've completed readiness planning and are ready for Tenant Connectivity.
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Become an Identity Security Leader Education
This training path provides aspiring security leaders and practitioners an overview of the identity security industry, including access management and governance. Learn the language of identity security and get an introduction to SailPoint's Identity Security Cloud solutions. Pass the exam for a chance to earn the Identity Security Leader credential.
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Customer Success Center Enablement
The Customer Success Center (CSC) is your all-in-one resource hub for navigating your SailPoint journey with confidence. Here, you'll find targeted resources, best practices, and tools tailored to support each step of your implementation, empowering you to solve challenges independently and maximize the value of your investment. It goes beyond being a knowledge base — it's your pathway to ongoing success with SailPoint.
Explore the Customer Success Center for resources designed to help you succeed
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Complete your onboarding and success planning call Program strategy
Align your identity security goals with SailPoint's resources and expertise. This call provides a tailored roadmap, ensuring that your objectives are clearly understood and supported across all teams, setting you up for early wins and sustained progress. We'll reach out to help schedule the call, so be sure to keep an eye on your inbox.
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Start tenant connectivity Technical requirement
The Identity Foundation milestone begins with Tenant Connectivity, a vital step toward establishing secure and scalable identity governance. Follow these guidelines for a successful setup and configuration of your infrastructure, system settings, key sources/applications, identity mappings, account correlation, and provisioning processes.
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Complete the Identity Security Administrator path Education
Master the skills needed to implement and administer SailPoint Identity Security Cloud effectively with the Identity Security Administrator path. Completing this path ensures you're well-prepared for your implementation, equipped with the knowledge to manage your identity security program confidently and achieve long-term success. It's an essential step toward empowering your team.
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Leverage the Customer Success Delivery Portfolio Enablement
The Customer Success Delivery (CSD) Portfolio includes specially selected resources, designed to align with your organization's identity security goals and optimize your SailPoint experience. Explore the CSD Portfolio to gain access to expert guidance, training, support, and community resources.
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Create An Identity Security Program Charter Program Strategy
An Identity Security Program Charter is a foundational document that outlines the objectives, scope, and responsibilities of an organization's identity security strategy. Think of it as your cybersecurity blueprint; it guides your journey, ensuring every step you take aligns with your security goals and SailPoint's capabilities.
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Review the Identity Foundations Milestone Technical Requirement
Completing Tenant Connectivity marks the achievement of your Identity Foundation milestone, a critical step in building secure and scalable identity governance. Review the Identity Foundations Milestone to verify that your Virtual Appliance and key applications are fully configured, providing a strong framework for effective identity management and setting the stage for future growth.
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Learn how to Extend Identity Security Cloud Education
The Extend Identity Security Cloud course equips you with advanced skills for leveraging SailPoint Identity Security Cloud's extended capabilities, including rules, API calls, and workflows. Through this course your technical team will learn to automate processes, integrate third-party systems, and enable provisioning with custom configurations, enhancing the scalability and flexibility of your identity platform.
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Make the most of our digital resources Enablement
The Digital Resource Tours offer guided, interactive experiences to help you explore SailPoint's suite of resources with ease. From connecting with peers in the Compass Community to leveraging technical training in Identity University, these tours provide valuable insights to enhance your implementation and expand your knowledge. It's not just orientation — it's your gateway to SailPoint's digital ecosystem.
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Create a launch deck Program Strategy
Congratulations on reaching this significant step in your SailPoint journey! Showcase your program strategy milestones and the value SailPoint brings to your organization with our launch deck template. Sharing these achievements highlights your progress and reinforces the impact of identity security across your business.
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Prepare to go live Technical Requirement
Ready to go live? We are here to help you make it as seamless as possible. Review key considerations and steps to take as you prepare for your big day.
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Get certified Education
Earning a SailPoint certification is a valuable step that demonstrates your expertise and commitment to mastering identity security. This certification not only deepens your team's skills but also positions you as a leader in the fast-growing identity security field, enhancing both individual and organizational credibility.
Take your expertise to the next level with a SailPoint certification
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Leverage our Change Management and End-User Adoption kit Enablement
Specifically designed to support you during this critical phase, our Change Management and End-User Adoption kit is packed with everything you need to ensure your team is ready. This kit provides key resources, such as communication templates, a launch timeline, and end-user guides, to help your team seamlessly introduce new processes and boost adoption.
Just need a refresher?
Introducing new team members to an Identity Security program may require some guidance. If this is the case, rest assured, we have you covered! Schedule a personalized onboarding session today.