how to generate certification for okta sso in salesforce

Login into Salesforce Marketing Cloud with an Admin Account 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."

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 do I create an 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.

How do I get Okta certified?

In order to achieve this certification, you must pass the Okta Professional Exam, the Okta Administrator Exam and the Okta Consultant Exam. Okta Certified Developers are technically proficient at building secure, seamless experiences using Okta APIs and SDKs. Developers have experience working with RESTful APIs and developing web applications.

What is Okta certified developer?

Okta Certified Developer Okta Certified Developers are technically proficient at building secure, seamless experiences using Okta APIs and SDKs. Developers have experience working with RESTful APIs and developing web applications.

How to validate Okta certification?

What is Okta Certified Professional?

What is an Okta developer?

How long after failing an Okta exam can I retake it?

What is an Okta certified administrator?

Can I take the Okta exam if I am not willing to be bound by the agreement?

See 2 more topics

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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 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 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 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...

What is in a certificate signing request?

CSR is created on the server where the certificate will be installed. CSR includes information such as domain name, organization name, locality, and country. The request also contains the public key, which will be associated with the certificate generated, and the same server also generates the private key.

How can I get IdP certificate?

Documents Required to Apply for an International Driving PermitForms 4A and 1A.Valid driver's license copy.Copy of passport and visa.Duplicate air tickets for verification.Application fee of ₹ 1,000.Passport size photographs as required.Certified proof of Indian citizenship.Copy of address proof.More items...

How do I use Okta as IdP?

In your browser, navigate to the Access Gateway Admin UI console and sign in as an administrator.Select the Settings tab.Click the Identity Providers pane.Click + and select OKTA.In the Add New Okta IDP dialog enter: ... Click Not Validated. ... Click Okay. ... Verify that it displays the status as Valid.More items...

What is IdP in Okta?

Identity Providers (IdPs) are services that manage user accounts. Adding IdPs in Okta enables your end users to self-register with your custom applications by first authenticating with a social account or a smart card.

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 a Salesforce SSL certificate?

Go 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.

What is SSL certificate in Salesforce?

Salesforce certificates and key pairs are used for signatures that verify a request is coming from your organization. They are used for authenticated SSL communications with an external web site, or when using your organization as an Identity Provider.

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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”.

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.

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 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.

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.

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.

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.

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.

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.

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.

How to validate Okta certification?

Validate your knowledge and skills by earning an Okta certification. Confirm you are a leader and expert in identity and access management and set yourself up for career and financial success. Differentiate yourself from other candidates for in-demand, high paying jobs.

What is Okta Certified Professional?

Okta Certified Professionals possess knowledge about secure identity management and mobility concepts. They have hands-on experience completing day-to-day operational tasks to support users of the Okta service. Professionals have familiarity with Okta technology and processes related to simple directory integration, single-sign on federation, and application provisioning aspects of User Life Cycle Management.

What is an Okta developer?

Okta Certified Developers are technically proficient at building secure, seamless experiences using Okta APIs and SDKs. Developers have experience working with RESTful APIs and developing web applications. They have general understanding of authentication and authorization standards such as OpenID Connect (OIDC) and OAuth, as well as how Okta supports these standards for building authentication, flexible authorization, and role-base access control. Developers also have experience configuring authorization with API Access Management and implementing Single Sign-On (SSO) with OIDC. They have working knowledge of Okta Lifecycle Management and administrative APIs.

How long after failing an Okta exam can I retake it?

In the event that you fail to pass an Okta certification exam, you may retake the exam under the following conditions: You can retake a failed exam 24 hours after your first failed attempt. To take an exam you have failed two or more times, you must wait 14 days after each subsequent failed attempt.

What is an Okta certified administrator?

They have extensive knowledge about how Okta enables advanced User Lifecycle Management scenarios involving mobile devices , security policy frameworks, supported SSO options, and advanced directory integration for cloud and on-premise access. Administrators use the Okta Policy framework to control user access, understand how to map identity attributes and data transformations using Universal Directory, and troubleshoot issues.

Can I take the Okta exam if I am not willing to be bound by the agreement?

If you are not willing to be bound by the Agreement, you will not be allowed to take the exam.

Contents

Supported Features

Configure SAML

How to Configure Sp-Initiated SAML Between Salesforce and Okta

How to Configure Delegated Authentication in Salesforce

Test It Out!

See more on saml-doc.okta.com

Notes