Salesforce Administration Tutorial: How to Setup Okta Single-Sign On (SSO)
- In Salesforce go to Setup -> My Domain
- In the “Authentication Configuration” section of My Domain, click the edit button
- Check the box next to the “Authentication Service” that represents the SSO record you setup for Okta just a little...
- Click the “Save” button
- In 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 do I set up Salesforce single sign on with Okta?
Navigate to the Okta Admin Console and locate your SalesForce configuration. Select the Sign On tab. Make sure that the Login URL matches the login URL provided in SalesForce on the Single-Sign On Settings tab. Make sure that the Custom Domain field matches the name of the custom domain you have created.
What is Okta SSO and how does it work?
In other words, when a user logs in to a system they should always have the same company enforced password policies. By using Okta SSO for your systems you can make sure that the password/login policies are all the same for your org and you can easily ensure they are following policy.
How to enable SAML single sign-on (SSO) in Salesforce?
2) Click the “Edit” button on the top of the Single Sign-On Settings page and then check the “SAML Enabled” checkbox. 3) After enabling SAML, go back to the Single Sign-On Settings page and click the “New” button for SAML Single Sign-On Settings. 4) Name the SSO record in Salesforce whatever you want.
How to setup Okta verify app in Okta?
Need to install Okta Verify app either in Apple or Android or Windows platform Sign into Okta account using the credentials received to the email id given while sign up. 3. How to setup the Salesforce App in Okta Now at this point you are on your Dashboard page. Click on Application menu then click on Add Application button in Okta.
How do I set up an SSO in Salesforce?
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 I enable SSO in Okta?
Configuration StepsLogin to your Box account as a primary administrator.Click Admin Console, go to Enterprise Settings > User Settings > Configure Single Sign On (SSO) for All Users, then click Configure.Enter the following: ... Box will process your metadata file which can take up to 24 hours.More items...
How does Salesforce integrate with SSO?
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 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
How do I configure SSO?
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.
What is Okta SSO?
The Okta app integrations in your org use Single Sign-On (SSO) to provide a seamless authentication experience for end users. After end users sign in to Okta, they can launch any of their assigned app integrations to access external applications and services without re-entering their credentials.
Does Salesforce use Okta?
Using Okta, you can quickly and securely deploy Salesforce across your organization with Single Sign-On (SSO) and Adaptive Multi-Factor Authentication (MFA).
How do I set up Okta?
Configuring Okta as the identity provider for Access Gateway involves three individual tasks.Create an Okta Service Account for Access Gateway. In your browser, navigate to your Okta org and sign in as an administrator. ... Create an Okta API Token. Navigate to your Okta org. ... Configure an IDP in Access Gateway.
How do I configure SP initiated flow in Okta?
StepsLog in to Okta as an Administrator.Click Admin.Choose Applications > Applications.Click Add Application.In the Search for an Application box, search for Procore. When Procore's Okta-Verified SAML app appears, click Add.Under General Settings, do the following: ... Click Next.Click View Setup Instructions.More items...•
What is SSO login in 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 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.
What is Okta Salesforce?
Okta + Salesforce With Okta Workflows, Admins can automate provisioning users in Work.com and assigning users in specific roles to Salesforce Permission Set Groups, enhancing security while reducing the burden on IT.
How to import Salesforce user into OKTA?
To import the Salesforce user in OKTA. You need to click on Import Tab then need to click on “Import Now” button. 3. Create user & assign user to Application. Click on Directory & click on “Add Person button” then provided all required details. once user is created click on user record and assign the application.
How to add Salesforce app to Okta?
Click on Application menu then click on Add Application button in Okta. Now search Salesforce application in Search box. Then Select the Salesforce.com. After selecting the Salesforce.com, click on Add Button to add Salesforce Application. Then it will ask all below information. Application label : Provide app name “Salesforce PROD”.
What is an okta?
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.
How to get consumer key and consumer secret?
Once saved, get your Consumer Key and Consumer Secret under API (Enable OAuth Settings) section. They will be used to configure your Provisioning. Add Consumer Key and Consumer Secret and then click on “Authenticate With Salesforce.com” button. Click Save.
How to set up SSO for Salesforce with Okta
This is a step by step guide on how to set up SSO for Salesforce on Okta.
Prerequisites
Before you can start setting up Single Sign On (SSO) for Salesforce and Okta, we need to check the following:
1. Add Salesforce app to your Okta instance
Log in to your Okta account as an administrator (with administrator access).
2. Set up SSO settings on Salesforce
In a new browser tab, log in to your Salesforce account as an administrator (with administrator access).
Add the Salesforce Application in Okta
Log in to Okta with Admin credentials and click on the Admin button in the top left to open the admin console panel.
Enable and Deploy My Domain on your Salesforce Org
The Salesforce My Domain feature allows you to select a custom domain name for your application. A My Domain URL looks like https://customer.my.salesforce.com.
Configure SAML 2.0 in Salesforce
Log in to Salesforce with the same administrator username and password used for User Management settings in Okta.
Configure Okta
Create an administrator account in Salesforce. You will use this account’s username and password to configure the Salesforce app in Okta. When you create an administrator account, Salesforce will provide you with a token.
Control User Access
If you don't populate timezones for your users in Okta, the timezone will be set to Pacific time by default within Salesforce.
How to edit Salesforce app?
In Okta, select the General tab for the Salesforce app, then click Edit . If you are using a custom domain, then enter that value into the Custom Domain field, otherwise leave it blank. Click Save. Still in Okta, select the Sign On tab for the Salesforce app, then click Edit.
Where is the single sign on page in Salesforce?
Go to the Single Sign-On Settings page located in the Setup > Security Controls section of Salesforce. Click the Edit button to display a form similar to the screenshot below.
Where is delegated authentication in Salesforce?
Once enabled, the delegated authentication form is located on the Single Sign-On Settings page in Salesforce — the same place where you configure SAML 2.0.
Can you verify that SP-initiated SAML has been properly configured?
With configuration now complete, you can easily verify that SP-Initiated SAML has been properly configured. Simply navigate to your Salesforce Domain URL and you should be redirected to the Okta sign-on page for your org. Authenticating into Okta with a user assigned to Salesforce should then provide you access to SalesForce.