Slaesforce FAQ

how to enable salesforce identity

by Sydni Crist Published 2 years ago Updated 2 years ago
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  1. Create a Federation ID. When setting up SSO, you use a unique attribute to identify each user. ...
  2. Set Up Your SSO Provider in Salesforce. Your service provider needs to know about your identity provider and vice versa. ...
  3. Link Your Identity Provider to Salesforce. Now that you’ve configured Salesforce to know about the identity provider (Axiom), you teach your identity provider about your service provider (Salesforce).
  4. Make Sure It All Works. OK, now that everything’s all configured, let’s make sure that it works. What’s the proof? A successful login, of course.

  1. Determine which certificate you want to use to enable your org to communicate with the service provider. ...
  2. From Setup, in the Quick Find box, enter Identity Provider , then select Identity Provider.
  3. Click Enable Identity Provider.
  4. Select a certificate from the dropdown menu.
  5. Save your changes.

Full Answer

What is a Salesforce identity license?

Streamline user access with a single login from Salesforce Customer Identity.

  • Give everyone a better sign-up and sign-in experience. Provide self-service registration. ...
  • Deliver a consistent brand. Remove friction from your systems of engagement with Customer Identity while serving a consistent, customized brand experience.
  • Build a single view of the customer. ...

How do I access Salesforce?

Salesforce Lightning

  • Log in to Salesforce.
  • In the upper right, click your image (avatar) and then click Settings.
  • In "Quick Find" search field, enter " Grant " and click Grant Account Login Access.
  • Set the Access Duration option to Salesforce.com Support . Note: Access for technical escalations must be set for a minimum of one month.
  • Click Save.

How to find the security token in Salesforce?

Why Security Token is used in Salesforce.com?

  • Security Token is automatically generated which have 24 characters, alphanumeric string.
  • They are case sensitive.
  • It is used only once, every time new security token must be generated.

How do I implement Salesforce?

  • It allows editing templates and controlling any changes made within a document.
  • You can send signature requests to multiple individuals, adding their roles and request expiration dates.
  • There are numerous features for adding initials. You can draw, type or capture them with a camera.

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How do I enable identity provider?

Set up user sign-in with an OIDC IdPGo to the Amazon Cognito console . ... Choose Manage User Pools.Choose an existing user pool from the list, or create a user pool.On the left navigation bar, choose Identity providers.Choose OpenId Connect.Enter a unique name into Provider name.More items...

How do I enable 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...

Can Salesforce be used as an identity provider?

Salesforce can act as both an identity provider and a service provider for single sign-on (SSO). Depending on your authentication needs, you can create an identity provider chain, configure SAML SSO across multiple orgs or Experience Cloud sites, or use the predefined Salesforce authentication provider.

How do I enable SSO for applications?

Enabling SSO for an applicationLog in to Identity Manager Plus as an Admin or Super Admin.Navigate to Application and click Add Application or select one of the applications from the list displayed.Enter the Application Name and Domain Name.Select the Enable Single Sign-On checkbox.More items...

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 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 a Salesforce Identity user?

Salesforce identity services are for all users who interact with your Salesforce org, Experience Cloud sites, other apps, and other services. These users are employees, customers, potential customers, and partners of your company, and they all have unique identity needs.

What is Salesforce Identity connect?

Salesforce Identity Connect is an Identity Provider that allows businesses to connect their Active Directory network with Salesforce.

How do I update my identity provider certificate in Salesforce?

Steps to upload a new certificateEdit the Single Sign-On settings. In LEX, go to Setup | Identity | Single Sign-On Settings. ... Click the 'Choose File' button to upload a new certificate in 'Identity Provider Certificate' field.Save the changes after uploading the new certificate.

Is SSO enabled Salesforce?

To enable SSO: 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 use SSO authentication?

A user browses to the application or website they want access to, aka, the Service Provider. The Service Provider sends a token that contains some information about the user, like their email address, to the SSO system, aka, the Identity Provider, as part of a request to authenticate the user.

How do you use SSO?

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...•

Identity Only License

Purchase the Identity Only license when you need extra licenses for employees to access only identity services, such as single sign-on (SSO). For example, some of your employees don’t need access to all the solutions included with a Salesforce license.

External Identity License

Salesforce Customer Identity is available when you purchase the External Identity license . This license applies to Experience Cloud users who don’t already have a community license. These users are typically consumers of your business, such as customers, prospective customers, patients, partners, and dealers.

Identity Verification Credits Add-On License

Customers of mobile-first identity receive email verification for free. You can also offer mobile verification via text message for an extra cost. SMS messaging requires the Identity Verification Credits add-on license. Purchasing the license gives your org a predetermined number of SMS messages for mobile identity verification.

Who Is Salesforce Identity For?

Salesforce identity services are for all users who interact with your Salesforce org, Experience Cloud sites, other apps, and other services.

Salesforce Identity Licenses

All identity services that are built into the Salesforce Platform are included with every paid license in the Enterprise, Unlimited, Performance, and Developer Editions.

How to Roll Out Multi-Factor Authentication

Multi-factor authentication (MFA) is one of the simplest, most effective ways you can safeguard user account access.

Single Sign-On Use Cases

When you want users to move seamlessly between Salesforce orgs and applications without logging in repeatedly, set up single sign-on (SSO).

Connected App Use Cases

There are four main use cases for which your org can implement connected apps. You can use a connected app to integrate external applications with the Salesforce API, such as a web-based app that pulls in order status data from your Salesforce org.

OAuth Authorization Flows

OAuth authorization flows grant a client application restricted access to protected resources on a resource server.

Single Sign-On

Single sign-on (SSO) is an authentication method that enables users to access multiple applications with one login and one set of credentials.

Identity Only License

Purchase the Identity Only license when you need extra licenses for employees to access only identity services, such as single sign-on (SSO). For example, some of your employees don’t need access to all the solutions included with a Salesforce license.

External Identity License

Salesforce Customer Identity is available when you purchase the External Identity license . This license applies to Experience Cloud users who don’t already have a community license. These users are typically consumers of your business, such as customers, prospective customers, patients, partners, and dealers.

Identity Verification Credits Add-On License

Customers of mobile-first identity receive email verification for free. You can also offer mobile verification via text message for an extra cost. SMS messaging requires the Identity Verification Credits add-on license. Purchasing the license gives your org a predetermined number of SMS messages for mobile identity verification.

Identity Basics

Secure your org so users can log in once to access a variety of apps, orgs, and services.

User Authentication

Secure your org with multi-factor authentication, My Domain, and single sign-on.

Identity for Customers

Use Salesforce Identity to engage your customers and attract new ones.

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