This article provides a guide for configuring Salesforce SSO on IDaaS.
App introduction
Salesforce is a SaaS platform offering customer relationship management software and applications with a focus on sales, customer service, marketing automation, analytics, and application development.
Configuration steps
1. Create application
Navigate to Applications - Add Application - Marketplace and select the Salesforce template. Confirm the application's name to create a new app.
You will be automatically redirected to the SSO configuration page.
Below, IDaaS provides a list of attributes required by Salesforce.
Download the certificate to upload to Salesforce later.
2. Configure Salesforce SSO
2.1. Go to SSO settings
Log in to the Salesforce admin panel and click the gear icon at the top right to access Settings.
Go to SETTINGS - Identity - Single Sign-On Settings.
If this page is not responsive, please try another browser. Some browsers restrict cross-site cookies, which might cause display issues. If this occurs, consider switching to Salesforce Classic as suggested by the page.
2.2. SAML configuration
Click New.
The form contains several fields, but focus on the following:
Attribute | Alias | Comments |
Name | - | Fixed Value: IDaaS。You may enter as you want. |
API Name | - | Fixed Value: IDaaS。You may enter as you want. |
Issuer | IDP Entity ID | AKA IDP Entity ID. Retrieved from IDaaS Application Settings. |
Entity ID | ESP Entity ID | AKA SP Entity ID. Retrieved from IDaaS Application Settings. |
Identity Provider Certificate | Public Key Certificate | Retrieved from IDaaS Application Settings. |
Identity Provider Login URL | Also called IdP Sign-in URL、SAML SSO URL etc. | Retrieved from IDaaS Application Settings. |
After saving successfully, you will be redirected to the settings page. Copy the Login URL to paste into IDaaS later.
2.3. Enable SAML SSO
Return to the Salesforce SSO configuration to enable SAML SSO.
Click Edit on the SSO main page and enable SAML SSO.
3. Configure SSO in IDaaS
Return to the IDaaS page.
Paste the Login URL from Salesforce.
For testing purposes, select All Users for Authorization.
Save the settings to complete the configuration process.
4. Try
You can now attempt to SSO into Salesforce.
Log in to the IDaaS user portal with an authorized user account. Click the Salesforce icon to initiate SSO.