Slaesforce FAQ

how to configure single sign on salesforce

by Daija Sporer Published 2 years ago Updated 2 years ago
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Set Up Single Sign-On for Your Internal Users.

  • Step 1: Create a Federation ID. When setting up SSO, you use a unique attribute to identify each user. This attribute is the link that associates the ...
  • Step 2: Set Up Your SSO Provider in Salesforce.
  • Step 3: Link Your Identity Provider to Salesforce.
  • Step 4: Make Sure It All Works.

Set Up SSO
  1. In Salesforce, from Setup, in the Quick Find box, enter Single Sign-On Settings , then select Single Sign-On Settings, and then click Edit.
  2. To view the SAML SSO settings, select SAML Enabled .
  3. Save your changes.
  4. In SAML Single Sign-On Settings, click the appropriate button to create a configuration.

Full Answer

What are the pros and cons of Salesforce?

  • Low risk: Low acquiring cost and low-risk management as an organization tool.
  • Salesforce database helps in organizing and digitizing company sales records.
  • Allows customization of profiles for individual customers, and gives quick access to individual records.

More items...

What is single sign-on?

Single sign-on (SSO)

  • Social media login. ...
  • JSON Web Token (JWT) JSON Web Token (JWT) is a standard that is used to propagate the user identity that is established by SSO among different microservice applications.
  • SPNEGO. ...
  • SAML. ...
  • LTPA. ...

How does single sign-on (SSO) work?

Single sign-on (SSO) is an authentication method that enables users to securely authenticate with multiple applications and websites by using just one set of credentials . How does SSO work? SSO works based upon a trust relationship set up between an application, known as the service provider, and an identity provider, like OneLogin.

What is single sign-on (SSO)?

Simple, Unified User access

  • A Single Portal for All Apps. With the Single Sign-On (SSO) solution, once you enter login credentials, you will land up to one single dashboard to access all configured apps ...
  • Customized Registration & Login Page. ...
  • Multiple Language Support. ...

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How does Single Sign On Work With Salesforce?

Single sign-on (SSO) is an authentication method that enables users to access multiple applications with one login and one set of credentials. For example, after users log in to your org, they can automatically access all apps from the App Launcher.

How do I enable SSO in Salesforce org?

Step 2: Set Up Your SSO Provider in SalesforceClick SAML Identity Provider & Tester.Click Download the Identity Provider Certificate. ... In your Salesforce org, from Setup, enter Single in the Quick Find box, and then select Single Sign-On Settings.Click Edit.Select SAML Enabled.Click Save.More items...

How do I use SSO in Salesforce app?

In Salesforce, navigate to Setup | Domains. Select the domain name that will include the SSO option. Notice that in the Authentication Services section, there is a Test SSO Service included. This can be changed by selecting Edit.

How do you configure single sign on?

To configure single sign-on on your own:Go to Admin Console > Enterprise Settings, and then click the User Settings tab.In the Configure Single Sign-On (SSO) for All Users section, click Configure.Select your Identity Provider (IdP). ... Upload your IdP's SSO metadata file. ... Click Submit.

How do I know if SSO is enabled?

Lightning: Setup | Users | Profiles | Choose Profile Name | Look for "Is Single Sign-On Enabled" under Administrative Permissions section. Classic: Setup | Manage Users | Profiles | Choose Profile name | Look for "Is Single Sign-On Enabled" under Administrative Permissions section.

How do I enable SSO in Active directory?

To enable Single Sign-On, from Policy Manager:Select Setup > Authentication > Authentication Settings. The Authentication Settings dialog box appears.Select the Single Sign-On tab.Select the Enable Single Sign-On (SSO) with Active Directory check box.

Does Salesforce charge for SSO?

There are no costs associated with SSO from Salesforce. Any licenses that have unlimited logins have unlimited SSO logins as well. Licenses with limited logins share those limits with normal logins.

How do I turn off SSO in Salesforce?

Steps to take:System admin logs into Salesforce. Clicks Setup cog wheel.In Setup QuickFind box, type “Single Sign-On Settings”. Choose this option (under the Identity header).Click “Disable login with Salesforce credentials” checkbox. Click Save.

What is multi factor authentication in Salesforce?

Multi-factor authentication (MFA) is a secure authentication method that requires users to prove their identity by supplying two or more pieces of evidence (or factors) when they log in. One factor is something the user knows, such as their username and password.

How do I use SSO authentication?

Here's the SSO process boiled down to four steps:The user arrives on the website or app they want to use.The site sends the user to a central SSO login tool, and the user enters their credentials.The SSO domain authenticates the credentials, validates the user, and generates a token.More items...•

What is SAML in Salesforce?

SAML is the protocol that Salesforce Identity uses to implement SSO. Tip : You’re going to work in both your Salesforce Dev org and the Axiom app. Keep them open in separate browser windows so that you can copy and paste between the two. In a new browser window, go to http://axiomsso.herokuapp.com.

What is SSO attribute?

This attribute is the link that associates the Salesforce user with the third-party identity provider. You can use a username, user ID, or a Federation ID. We’re going to use a Federation ID.

Is Federation ID owned by Interstellar Shipping?

No, a Federation ID isn’t owned by an interstellar shipping organization with nefarious designs. It’s basically a term that the identity industry uses to refer to a unique user ID. Typically, you assign a Federation ID when setting up a user account.

Set Up SSO

In Salesforce, from Setup, in the Quick Find box, enter Single Sign-On Settings, then select Single Sign-On Settings, and then click Edit.

Set Up an Identity Provider to Encrypt SAML Assertions

When Salesforce is the service provider for inbound SAML assertions, you can pick a saved certificate to decrypt inbound assertions from third-party identity providers. Provide a copy of this certificate to the identity provider.

Enable JIT Provisioning

In Single Sign-On Settings, select User Provisioning Enabled in the Just-in-time User Provisioning section.

Edit the SAML JIT Handler

Note If you set up Standard JIT provisioning, skip this step and test the SSO connection.

Test the SSO Connection

After you configure and save your SAML settings, test them by trying to access the identity provider's application. Your identity provider directs the user's browser to POST a form containing SAML assertions to the Salesforce login page. Each assertion is verified, and if successful, users can log in with SSO.

To add Salesforce from the gallery

In the Azure portal, on the left navigation panel, click the Azure Active Directory icon.

To configure Azure AD single sign-on with Salesforce

In the Azure portal, on the Salesforce application integration page, click Single sign-on.

Enable automated user provisioning

The objective of this section is to outline how to enable user provisioning of Active Directory user accounts to Salesforce.

Mapping fields from Azure to Simpplr

After user provisioning, you'll likely want to sync fields such as Joining date and Birthdays from Azure AD to Simpplr. Follow the steps below to do so.

Step 2: Fill in all the Required fields

Once you click on New you will be presented with a screen where you can fill in all the required details.

Step 3: Enable SAML

This is VERY CRUCIAL but easy to miss checkbox. If you do not enable SAML, you will not be able to select SSO as an option for your users. It’s very easy to miss because it is so itty-bitty.

Benefits of SSO

1. Saves Time: It takes 5-20 secs to login into another app by putting on the username and password on the place may take longer if you get the need to reset the password in case you forgot the password.

Pre-requisites for SSO setup?

Step:1 Federation ID: It is a user’s unique identification available on User Details.

Implement Salesforce Mobile Applications with SSO

Enable the My Domain feature within your Organization using the steps in My Domain Overview.

Common Issues

The authentication process is not directing to our OAuth setup because the RelayState is not exactly as initially provided from our SAML service.

Advanced Authentication

This includes features such as Google Authentication using Open ID on iOS devices or Azure/Intune Conditional Access policies which will not work within our standard app wevbiews.

Solution

Salesforce is considered a behemoth when it comes to cloud apps that help you boost your sales. Most companies worldwide depend on Salesforce CRM to manage all their customers' and partners' information from a single console.

Prerequisites

Make sure the ADSelfService Plus server can be accessed through an HTTPS connection (Access URL must be configured as HTTPS). For detailed steps, click here.

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