You can do so by enabling Single Sign-On (SSO) and User Provisioning in Okta with Salesforce. Process Compatibility The Salesforce Okta integration supports only the Salesforce User object. Contacts, Accounts, and Opportunity objects within Salesforce are not supported.
Full Answer
How to set up Okta SSO with Salesforce?
The following steps to set up Okta SSO with Salesforce are listed below. From your Okta dashboard, click on the “ Applications ” tab located at the top. Click on the “ Add Application ” button. Search for “Salesforce” in the search box and click on “ Salesforce.com ”.
How to require users to log in to Salesforce with SSO?
To require users to log in to Salesforce with SSO, take these steps. In Setup, in the Quick Find box, enter Company Settings, then select My Domain. In the Policies section, click Edit.
What is Okta and how does it work?
Okta connects any person with any application on any device. Okta enables you to provide Single Sign On (SSO) access to cloud, on-premises, and mobile applications. You sign into Okta and you can then launch any of your web apps without having to re-enter your credentials
What is application source of Truth in Okta?
Attribute Sourcing The application can be defined as the source of truth for a full user profile or as the source of truth for specific attributes on a user profile. Deactivate Deactivates a user's account in the app when it is unassigned in Okta or their Okta account is deactivated.
What SSO does Salesforce use?
Salesforce supports SSO with SAML and OpenID Connect. Salesforce also has preconfigured authentication providers that you can use to enable SSO with systems that have their own authentication protocols, like Facebook. For more information, see Single Sign-On Use Cases.
What is the difference between SSO and Okta?
For applications that support federated SSO through SAML, OIDC, or any other proprietary authentication protocol, Okta establishes a secure connection with a user's browser and then authenticates the user. With SSO, a central domain performs authentication and then shares the session with other domains.
How does Okta integrate with Salesforce?
Assign your single sign-on enabled Salesforce user to an Okta userIn Okta, go to the People list and click a person's name to view their profile.Click Assign Application.Select Salesforce from the list and enter a Salesforce username that has delegated authentication enabled.Click Save.
How does Salesforce integrate with SSO?
Set Up SSOIn Salesforce, from Setup, in the Quick Find box, enter Single Sign-On Settings , then select Single Sign-On Settings, and then click Edit.To view the SAML SSO settings, select SAML Enabled .Save your changes.In SAML Single Sign-On Settings, click the appropriate button to create a configuration.More items...
How do you implement SSO using Okta?
How to implement SSO and User Provisioning through OktaStep 1: Add an application. Log into Okta. ... Step 2: Configure single sign-on (SSO) based on SAML 2.0. Open the Proxyclick app in Admin > Applications and go to the Sign On tab. ... Step 3: Configure user provisioning.
What are the different types of SSO?
Are There Different Types of SSO?Federated Identity Management (FIM)OAuth (specifically OAuth 2.0 nowadays)OpenID Connect (OIDC)Security Access Markup Language (SAML)Same Sign On (SSO)
How do I enable Okta in Salesforce?
9:3220:53Setup Okta Single Sign-On (SSO) with Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd see how to do the managing salesforce integration. And you can use the rest uh uh or the restMoreAnd see how to do the managing salesforce integration. And you can use the rest uh uh or the rest integration for that it will tell you how to create the connect uh sale first connected app and
Does Salesforce own Okta?
(NASDAQ:OKTA), the leading independent provider of identity for the enterprise, and Salesforce (NYSE: CRM), the global leader in CRM, today at Okta Showcase, announced a partnership and new integration between the Okta Identity Cloud and Salesforce Work.com designed to help organizations and communities build trust ...
How do I enable an SSO button in Salesforce?
2. Configure SSO in Salesforce Admin AccountLogin into Salesforce Account.Navigate to Setup > Security Controls > Single Sign-On Settings.On the Single Sign-On (SSO) Settings page, click Edit.Check the SAML Enabled box to enable the use of SAML Single-Sign On (SSO), then click Save.Click New.More items...
How do I set up a SSO community in Salesforce?
InformationLog into your Salesforce instance as an Admin.Navigate to Security Controls > Single Sign-On Settings.Select the name of the SSO configuration created for the Saleforce.com application.Scroll down and expand the For Communities option.Copy the Single Sign on URL.
How do I add authentication services to Salesforce?
From Setup, in the Quick Find box, enter My Domain , and then select My Domain. Under Authentication Configuration, click Edit. Select the authentication services you want to make available on the login page. Save your changes.
How do I enable SSO in Salesforce Sandbox?
Set up SSO via SAML for Salesforce SandboxStep 1: Set up Google as a SAML identity provider (IdP)Step 2: Set up Salesforce Sandbox as a SAML 2.0 service provider (SP)Step 3: Enable the Salesforce Sandbox app.Step 4: Verify that the SSO is working.Step 5: Set up auto-provisioning for Salesforce Sandbox.
Introduction to Salesforce
Salesforce, a Cloud-Based Customer Relationship Management (CRM), provides a full-fledged Customer Relationship Management solution to businesses without spending much effort on building one. Salesforce is the most popular and robust Cloud-Based CRM software designed to support organizations in managing their Sales and Marketing data.
Introduction to Okta
Okta, an Identity Management service, allows any employer to access any application on any device. It runs on a secured platform.
Purpose of Okta Salesforce Integration
Your company uses Salesforce to track leads, forecast, and manage accounts with authority. But, to effectively manage your time, it’s necessary to integrate your Salesforce with a third-party Identity and Access Management service provider. That’s where Okta comes into the picture.
Process Compatibility
The Salesforce Okta integration supports only the Salesforce User object. Contacts, Accounts, and Opportunity objects within Salesforce are not supported.
Set Up Okta Single Sign-On (SSO) with Salesforce
The Single Sign-On (SSO) login is more secure and convenient than using a username and password every time you log in. This is the first step for establishing the Okta Salesforce integration. The integration is pretty much straightforward. The following steps to set up Okta SSO with Salesforce are listed below.
Setting up User Provisioning in Okta
To share user and group data between Okta and Salesforce, you need to set up User Provisioning in Okta. You’ll need the Salesforce account username and password, and the token to configure the provisioning settings.
Conclusion
In this fastly developing world, organizations are getting increasingly reliant on Cloud-Based Applications. It is essential to unify identity across all your systems. As the work increases, companies need to better plan their schedule and manage their time, which is one of the secrets of success.
