Slaesforce FAQ

how to identify salesforce instances in azure ad

by Thaddeus Mosciski PhD Published 2 years ago Updated 2 years ago
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How to Add Salesforce to Azure

  1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
  2. On the left navigation pane, select the Azure Active Directory service.
  3. Navigate to Enterprise Applications and then select All Applications.
  4. To add new application, select New application.

Full Answer

How many Azure AD users should I assign to Salesforce?

It is recommended that a single Azure AD user is assigned to Salesforce to test the provisioning configuration. Additional users and/or groups may be assigned later. When assigning a user to Salesforce, you must select a valid user role. The "Default Access" role does not work for provisioning

How to configure and test Azure AD SSO with Salesforce?

Configure and test Azure AD SSO with Salesforce using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in Salesforce. To configure and test Azure AD SSO with Salesforce, perform the following steps: Configure Azure AD SSO - to enable your users to use this feature.

How do I configure Azure AD single sign-on with Salesforce sandbox?

To configure Azure AD single sign-on with Salesforce Sandbox, perform the following steps: In the Azure portal, on the Salesforce Sandbox application integration page, select Single sign-on. On the Select a Single sign-on method dialog, select SAML/WS-Fed mode to enable single sign-on.

How do I get Salesforce security token for Azure AD?

Look for an email from Salesforce.com that contains the new security token. Copy the token, go to your Azure AD window, and paste it into the Secret Token field. The Tenant URL should be entered if the instance of Salesforce is on the Salesforce Government Cloud.

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How do I find my Azure AD instance?

Sign in to the Azure portal. Select Azure Active Directory from the menu. The Azure Active Directory Overview page appears. To find the Azure AD tenant ID or primary domain name, look for Tenant ID and Primary domain in the Basic information section.

How do I link my Azure AD to Salesforce?

Test the SSO ConnectionIn Salesforce, go to the detail page for the Azure AD Auth. provider.Copy the Test-Only Initialization URL.Open a browser and enter the test URL. You're redirected to Azure AD.Choose an account and log in. ... After successful login, you're redirected to the callback registered with Azure AD.

How does Azure integrate with Salesforce?

To configure the integration of Salesforce into Azure AD, you need to add Salesforce from the gallery to your list of managed SaaS apps.Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.On the left navigation pane, select the Azure Active Directory service.More items...•

What is instance in Azure AD?

Network Organization: Each Azure AD instance is called a “tenant” which is a flat structure of users and groups. Entitlement Management: Admins organize users into groups, and then give groups access to apps and resources. Devices: Azure AD provides mobile device management with Microsoft Intune.

What is Salesforce Identity?

Salesforce Identity is a Salesforce solution for administrative teams performing identity and access management. The primary goal is to create a seamless experience and simplify user access by leveraging a single login across multiple channels and platforms.

Can Salesforce integrate with Active Directory?

Identity Connect integrates Microsoft Active Directory (AD) with Salesforce. User information entered in AD is shared with Salesforce seamlessly and instantaneously. Companies that use AD for user management can use Identity Connect to manage Salesforce accounts.

Can I run Salesforce on Azure?

Salesforce plays multi-cloud game with Microsoft Azure, Google Cloud as AWS contract likely up for renewal. There's a method to the madness when it comes to Salesforce working with Microsoft Azure and Google Cloud Platform as its initial deal with AWS runs out.

Can Salesforce be hosted on Azure?

To set up Salesforce Azure Integration, you need to create a linked service to Salesforce in the Azure Data Factory. This linked service will help you to copy data from Salesforce to Azure.

How do you integrate Salesforce Sandbox with Azure Active Directory?

Adding Salesforce Sandbox from the gallery On the left navigation pane, select the Azure Active Directory service. Navigate to Enterprise Applications and then select All Applications. To add new application, select New application. In the Add from the gallery section, type Salesforce Sandbox in the search box.

What are instances called in Azure?

Virtual Machine3. What is an Azure Instance? Simply put, an instance in Azure can be understood as a Virtual Machine. Microsoft Azure Websites can be defined as a high-density, multi-tenancy platform.

What is the difference between Azure Active Directory P1 and P2?

Azure AD Premium P1 comes as part of the Office 365/Microsoft 365 E3 suite, and Azure AD Premium P2 is included with the Office 365/Microsoft 365 E5 suite. Microsoft also offers the tiers as a separate purchase; Azure AD Premium P1 costs $6 per user, per month, while Azure AD Premium P2 is $9 per user, per month.

What is account Active Directory Windowsazure?

Microsoft Windows Azure Active Directory (Windows Azure AD or Azure AD) is a cloud service that provides administrators with the ability to manage end-user identities and access privileges. Its services include core directory, access management and identity protection.

Do trial accounts have API access?

Trial accounts do not have the necessary API access enabled until they are purchased. You can get around this limitation by using a free developer account to complete this tutorial. If you are using a Salesforce Sandbox environment, please see the Salesforce Sandbox integration tutorial.

Can you assign Azure AD to Salesforce?

It is recommended that a single Azure AD user is assigned to Salesforce to test the provisioning configuration. Additional users and/or groups may be assigned later. When assigning a user to Salesforce, you must select a valid user role. The "Default Access" role does not work for provisioning. Note.

Scenario description

In this tutorial, you configure and test Azure AD single sign-on in a test environment.

Adding Salesforce Sandbox from the gallery

To configure the integration of Salesforce Sandbox into Azure AD, you need to add Salesforce Sandbox from the gallery to your list of managed SaaS apps.

Configure and test Azure AD SSO for Salesforce Sandbox

Configure and test Azure AD SSO with Salesforce Sandbox using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in Salesforce Sandbox.

Configure Salesforce Sandbox SSO

Open a new tab in your browser and sign in to your Salesforce Sandbox administrator account.

Test SSO

In this section, you test your Azure AD single sign-on configuration with following options.

Next steps

Once you configure the Salesforce Sandbox you can enforce session controls, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session controls extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following items:

Assigning users to Salesforce Sandbox

Azure Active Directory uses a concept called "assignments" to determine which users should receive access to selected apps. In the context of automatic user account provisioning, only the users and groups that have been "assigned" to an application in Azure AD are synchronized.

Enable automated user provisioning

This section guides you through connecting your Azure AD to Salesforce Sandbox's user account provisioning API, and configuring the provisioning service to create, update, and disable assigned user accounts in Salesforce Sandbox based on user and group assignment in Azure AD.

Additional resources

What is application access and single sign-on with Azure Active Directory?

How long does it take to setup SSO for Salesforce?

Starting with access to an Azure AD tenant and a Salesforce subscription, configuring SSO should take an hour or less.

Is Azure AD a Microsoft technology?

If you happen to be new to Azure Active Directory (Azure AD), whether you’re an IT Pro looking to learn more about it or an organisation that is managing cloud-based or SaaS applications, Azure AD is a Microsoft technology that most certainly in your future.

Is Salesforce a free developer?

There’s probably a good chance you’re already Salesforce organisation if you’re reading this, but for those of us not using it or wanting to test single sign-on and user account provisioning with a real enterprise SaaS application, Salesforce provides a free developer version.

Is Salesforce a SaaS app?

Salesforce is one of the handful of SaaS apps that are supported for Automated User Provisioning with Azure AD. Just follow the steps provided by Microsoft for enabling user provisioning; however, once enabled the following message is displayed when attempting single sign-on:

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Prerequisites

Assigning Users to Salesforce

  • Azure Active Directory uses a concept called "assignments" to determine which users should receive access to selected apps. In the context of automatic user account provisioning, only the users and groups that have been "assigned" to an application in Azure AD is synchronized. Before configuring and enabling the provisioning service, you need to de...
See more on docs.microsoft.com

Enable Automated User Provisioning

  • This section guides you through connecting your Azure AD to Salesforce's user account provisioning API - v40, and configuring the provisioning service to create, update, and disable assigned user accounts in Salesforce based on user and group assignment in Azure AD.
See more on docs.microsoft.com

Common Issues

  1. If you are having issues authorizing access to Salesforce ensure the following:
  2. The Azure AD provisioning service supports provisioning language, locale, and timeZone for a user. These attributes are in the default attribute mappings but do not have a default source attribute....
  3. SalesforceLicenseLimitExceeded:The user could not be created in the target application bec…
  1. If you are having issues authorizing access to Salesforce ensure the following:
  2. The Azure AD provisioning service supports provisioning language, locale, and timeZone for a user. These attributes are in the default attribute mappings but do not have a default source attribute....
  3. SalesforceLicenseLimitExceeded:The user could not be created in the target application because there are no available licenses for this user. Either procure additional licenses for the target appli...
  4. SalesforceDuplicateUserName:The user cannot be provisioned because it has a Salesforce.com 'Username' that is duplicated in another Salesforce.com tenant. In Salesforce.com, values for the 'Usernam...

Additional Resources

Prerequisites

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To get started, you need the following items: 1. An Azure AD subscription. If you don't have a subscription, you can get a free account. 2. Salesforce Sandbox single sign-on (SSO) enabled subscription.
See more on docs.microsoft.com

Scenario Description

  • In this tutorial, you configure and test Azure AD single sign-on in a test environment. 1. Salesforce Sandbox supports SP and IDPinitiated SSO 2. Salesforce Sandbox supports Just In Timeuser provisioning 3. Salesforce Sandbox supports Automateduser provisioning
See more on docs.microsoft.com

Adding Salesforce Sandbox from The Gallery

  • To configure the integration of Salesforce Sandbox into Azure AD, you need to add Salesforce Sandbox from the gallery to your list of managed SaaS apps. 1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account. 2. On the left navigation pane, select the Azure Active Directoryservice. 3. Navigate to Enter...
See more on docs.microsoft.com

Configure and Test Azure Ad SSO For Salesforce Sandbox

  • Configure and test Azure AD SSO with Salesforce Sandbox using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in Salesforce Sandbox. To configure and test Azure AD SSO with Salesforce Sandbox, perform the following steps: 1. Configure Azure AD SSO - to enable your users to use this featur…
See more on docs.microsoft.com

Configure Azure Ad SSO

  • Follow these steps to enable Azure AD SSO in the Azure portal. 1. In the Azure portal, on the Salesforce Sandbox application integration page, find the Manage section and select single sign-on. 2. On the Select a single sign-on method page, select SAML. 3. On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configurationto edit the settings. 4. On th…
See more on docs.microsoft.com

Configure Salesforce Sandbox SSO

  1. Open a new tab in your browser and sign in to your Salesforce Sandbox administrator account.
  2. Click on the Setup under settings iconon the top right corner of the page.
  3. Scroll down to the SETTINGS in the left navigation pane, click Identity to expand the related section. Then click Single Sign-On Settings.
  4. On the Single Sign-On Settings page, click the Editbutton.
See more on docs.microsoft.com

Next Steps

  • Once you configure the Salesforce Sandbox you can enforce session controls, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session controls extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.
See more on docs.microsoft.com

Prerequisites

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The scenario outlined in this tutorial assumes that you already have the following items: 1. An Azure Active directory tenant. 2. A valid tenant for Salesforce Sandbox for Work or Salesforce Sandbox for Education. You may use a free trial account for either service. 3. A user account in Salesforce Sandbox with Team Admin permis…
See more on docs.microsoft.com

Assigning Users to Salesforce Sandbox

  • Azure Active Directory uses a concept called "assignments" to determine which users should receive access to selected apps. In the context of automatic user account provisioning, only the users and groups that have been "assigned" to an application in Azure AD are synchronized. Before configuring and enabling the provisioning service, you need to d...
See more on docs.microsoft.com

Enable Automated User Provisioning

  • This section guides you through connecting your Azure AD to Salesforce Sandbox's user account provisioning API, and configuring the provisioning service to create, update, and disable assigned user accounts in Salesforce Sandbox based on user and group assignment in Azure AD.
See more on docs.microsoft.com

Additional Resources

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