how to generate certificate for okta sso in salesforce

by Ms. Vilma Moore Published 2 years ago Updated 2 years ago

Go to Setup > Data Management > Key Management From Key Management, click Create to create a new SSO Key. Select SSO Metadata Provide a Name, such as "OKTA SSO Key."

On this menu, simply click Create Self-Signed Certificate:

Click Save.
Find your Okta Single Sign-On settings under Security Controls -> Single Sign On Settings. You will notice a drop-down next to Request Signing Certificate.

Full Answer

How do I create an okta SSO key in Salesforce Marketing Cloud?

Login into Salesforce Marketing Cloud with an Admin Account From Key Management, click Create to create a new SSO Key. Provide a Name, such as "OKTA SSO Key." Paste the XML collected from OKTA into the XML field. Note: If you cannot see key management, then please verify you have access to it with an MC admin or open a support case

How do I change the login URL in Okta for Salesforce?

Still in Okta, select the Sign On tab for the Salesforce app, then click Edit. Scroll down to the Advanced Sign-on Settings section, and enter the Login URL value you made a copy of in step 7 above into the corresponding field.

How do I SHARE user data between Okta and Salesforce?

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.

How to enable SSO in Salesforce Marketing Cloud?

Marketing Cloud SSO is enabled under Setup by a user that is a Marketing Cloud Administrator. You would access the setup tab and then create a key under key management. Login into Salesforce Marketing Cloud with an Admin Account

How do I create a SSO 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.

How do I create a certificate in Okta?

Create an API token.Enable CORS.Find your Okta domain.Find your application credentials.Share application key credentials for IdPs across Apps.Test SAML app implementation with SAML Tracer.Upgrade SAML apps to SHA256.Sign the Okta certificate with your own CA.More items...

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 do I create a certificate in Salesforce?

Required Editions and User PermissionsFrom Setup, search for Certificate and Key Management in the Quick Find box.Select Create Self-Signed Certificate.Enter a descriptive label for the Salesforce certificate. ... Enter a unique name. ... Select a key size for your generated certificate and keys. ... Click Save.

How do I download Okta IdP certificate?

Jul 31, 2019 Go to your Okta URL and click on the Lock button next to the URL. Click on Certificate (Valid) Go to the Details tab of the certificate. Click on Copy to file. Choose the format you need for your environment and click next. Choose the path and name of the certificate and click next.More items...•

How do I update my Okta SSL certificate?

Process to update/replace the SP Signing Certificate Oct 19, 2020In the Okta Admin Console Session, click Applications.Select the Application you want to work with.Select the General tab.Scroll to SAML Settings.Click Edit.Click Next.Find the Signing Certificate File name (Should be blank)Click on Browse.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 set up Okta SSO?

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 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...

How do I update my SSO certificate in Salesforce?

Update Your Marketing Cloud SSO CertificateClick Setup.From Setup, in the Quick Find box, enter Security Settings , and select Security Settings.Click Edit..Navigate to the Single Sign-on Settings section and select the most recent certificate.Click Save.More items...

How do I get an SSL certificate in Salesforce?

Generate Certificate Signing Request (CSR) in SalesforceGo to the Salesforce Setup menu, then enter “certificate” and “key management” in the Quick Find/Search field.Select Certificate and Key Management.Select Create a CA-Signed Certificate.Enter a descriptive label for your certificate.More items...

How do I upload certificates to Salesforce?

From Setup, enter User Authentication Certificates in the Quick Find box, and then select User Authentication Certificates. Click Upload New Certificate. For Label, give the certificate a descriptive name to make it easy to identify. The Unique Name field for the certificate auto-populates.

OKTA SETUP

Refer to OKTA for SSO configuration steps in the OKTA IDP for the latest information.

MARKETING CLOUD SETUP

Our Help Documentation on SSO can be found here. Everything needed is outlined within our help docs, but the below should hopefully supplement your configuration when specific to OKTA.

COMPLETE and TEST

Locate the IDP initiated tile on the OKTA dashboard if using IDP initiated SSO OR the SP initiated link under Setup > Security > Security Settings > SSO > SP initiated link and provide that to your end-user.

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

2. Set up SSO settings on Salesforce

In a new browser tab, log in to your Salesforce account as an administrator (with administrator access).

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 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.

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

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.