Salesforce
Salesforce is a cloud-based customer relationship management (CRM) platform that offers a suite of business applications designed to streamline and enhance various aspects of sales, customer service, marketing, and overall business operations.
You must have an account in Salesforce.
1 Go to Dashboard > Marketplace > SSO Integrations.
2 Select Salesforce from the list.
3 You'll land on the overview page, with an additional tab: Installation (providing a step-by-step installation guide).
4 Click on INSTALL.
5 Provide a Name, and for the Salesforce Domain, go to your Salesforce account.
6 Click on the Settings icon > Setup.
7 On the left hand's menu, click on My Domain.
8 Copy Current My Domain URL.
9 Return to your dashboard, paste the copied Current My Domain URL in Salesforce Domain.
Example: https://{your_company_name}}.my.salesforce.com
10 Provide the Entity ID as https://salesforce.com
11 Once the configurations are provided, click on INSTALL.
12 Switch to Salesforce, under SETTINGS, click on Identity > Single Sign-On Settings.
13 Click on Edit.
14 Check on SAML Enabled. Click on Save.
15 Under SAML Single Sign-On Settings, click on New.
16 The SAML Single Sign-On Settings configurations will be displayed, provide a descriptive name.
17 Return to your dashboard, go to Applications > SSO, and click on the created Salesforce SSO.
18 Click on Metadata, where the list of endpoints for the particular SSO will be available. Copy the Entity ID.
19 Switch to Salesforce, paste in Issuer.
20 Return to your dashboard, click on DOWNLOAD CERTIFICATE.
21 Switch to Salesforce, click on Choose File and select the downloaded certificate from file upload menu.
22 Return to your dashboard, copy the Login Endpoint.
23 Switch to Salesforce, paste it in Identity Provider Login URL.
24 For SAML Identity Type, check on Assertion contains the Federation ID from the User Object.
25 Check on Single Logout Enabled.
26 Return to your dashboard, copy the Logout Endpoint Post.
27 Switch to Salesforce, paste it in Identity Provider Single Logout URL.
28 Return to your dashboard, click on the General tab of the Salesforce SSO created.
29 Copy the Entity ID.
30 Switch to Salesforce, paste it in Entity ID.
31 Scroll down, click on Save.
32 Click on the Home tab > Company Settings > My Domain.
33 Scroll down, locate the Authentication Configuration section, click on the Edit button.
34 Check on the authentication service you created.
35 Click on Save.
36 Return to your dashboard, assign a user with Salesforce role. To do so, navigate to Users or Workspace Admins, click on the user you want to assign the role.
37 You will be taken to the user's Details tab, click on Roles & Groups.
38 Select List View and click on + ADD ROLE.
39 The available roles will appear; select sso-salesforce-Salesforce-role and click on ADD ROLES.
40 To verify whether SSO has been successfully enabled, go to Applications > SSO, click on SSO DASHBOARD button.
41 The Salesforce SSO will be enabled successfully.
