How Okta + Salesforce Integrations Work
- Step 1: Authenticate Okta and Salesforce. 30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation. 15 seconds
- Step 3: Choose a resulting action from the other app. 15 seconds
- Step 4: Select the data you want to send from one app to the other. 2 minutes
- That’s it! More time to work on other things.
- 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.
Does the Salesforce Okta integration support all user attributes?
The Salesforce Okta integration supports only the Salesforce User object. Contacts, Accounts, and Opportunity objects within Salesforce are not supported. Okta cannot auto-update all user attributes in Salesforce while selectively excluding Profile or Role from being updated. Deactivating a user in Okta deactivates the user’s account in Salesforce.
What is IdP-initiated SAML in Okta?
This process of logging into Salesforce or other cloud apps from Okta is known as IDP-Initiated SAML. However, if at any point your users navigate directly to Salesforce, or click any deep links that directs them to SalesForce first instead of Okta, they won’t be given the same single-sign on experience unless SP-Initiated SAML is also configured.
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 single sign-on (SSO) in Salesforce?
To enable SSO in Salesforce, click on “ Setup ” and select “ Identity ”. Click on “ Single Sign-On Settings ”. Click on “Edit” and make sure the “ SAML Enabled ” box is checked. Save your settings. Click on “ New ” and enter the required information. You can enter a “ Name ” of your choice.
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
Does Salesforce support 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 you integrate apps with Okta?
Start buildingEnable secure single sign-on (SSO) Allow Okta users to securely sign-on to your web or mobile app with one click. Get started with SSO.Automate provisioning & deprovisioning. Deploy your app company-wide. ... Generate insights from event data. Use event data to provide analysis and security recommendations.
How do you create an Okta integration?
Create an app integration inside your Okta org to use Okta as the Identity Provider for your app. Test your app integration....Create your integrationSign in to your Okta developer account as a user with administrative privileges.In the Admin Console, go to Applications > Applications.Click Create App Integration.
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 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...
What are Okta integrations?
Unlike other identity management solutions, Okta is not simply a toolkit that you use to connect your web applications to your user directories. Instead, Okta "integrates" applications into its identity management service for you, and you simply deploy these pre-integrated applications to your users as necessary.
How does SSO work with Okta?
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.
Can Okta replace Active Directory?
Unfortunately, Okta cannot serve as a total replacement to Active Directory. This is because AD serves as the identity provider for Windows systems, applications, file servers, and the network. Okta is using those AD identities to federate those users to web applications.
How do you integrate with SSO?
In the management dashboard, click Apps / APIs. Click the application that you want to enable Single Sign On. In the Settings tab, scroll down until you see the Use Auth0 instead of the IdP to do Single Sign On switch. Flip the switch! and save the changes.
How do I use Okta as a service provider?
StepsAdd a SAML Identity Provider. in the Okta Admin Console, navigate to Security > Identity Providers. click the Add Identity Provider button.Send Okta metadata to IdP. after you create an Identity Provider, click the expand button next to its name and click the Download metadata link.
What is the difference between SSO and SAML?
SAML 2.0 (Security Assertion Mark-up Language) is an umbrella standard that covers federation, identity management and single sign-on (SSO)....What is SAML?Use case typeStandard to useAccess to applications from a portalSAML 2.0Centralised identity sourceSAML 2.0Enterprise SSOSAML 2.02 more rows•Jul 3, 2017
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.
