Configuring SAML SSO for Salesforce

These steps will guide you through setting up the single sign-on (SSO) functionality between ADSelfService Plus and Salesforce.

Prerequisite

1. Make sure that HTTPS has been enabled on the ADSelfService Plus server.
2. Log in to ADSelfService Plus as an administrator.
3. Navigate to Configuration > Self-Service > Password Sync/Single Sign On > Add Application, and select Salesforce from the applications displayed.
Note: You can also find the Salesforce application from the search bar located in the left pane or the alphabet-wise navigation options in the right pane.
4. Click IdP details in the top-right corner of the screen.
5. In the pop-up that appears, download the SSO certificate by clicking the Download Metadata button.

SalesForce (Service Provider) configuration steps

1. Log in to Salesforce with administrator credentials.
Note: The steps below pertain to the Salesforce Lightning platform.
2. Click the Gear icon from the top-right corner.

3. Navigate to Setup > Settings (from the left panel menu) > Identity > Single Sign-On> Settings.
4. Click Edit.
5. Select SAML Enabled, then click Save.

6. Now click New from Metadata File from the SAML Single Sign-On Settings.

7. Upload the metadata file downloaded in the Step 5 of the prerequisite, then click Create.
8. Modify the Name and API Name with valid names for reference.

9. Click Save.
10. Copy the Login URL, which is your SSO Redirect URL in ADSelfService Plus.
11. To map the SSO Login URL to a specific domain login page:
    • Navigate to Settings (from the left panel menu) > Company Settings > My Domain.
    • Click Edit in the Edit Authentication Configuration of desired domain.
    • Enable SSO Configuration as Authentication Service.
    • Click Save.

ADSelfService Plus (Identity Provider) configuration steps

1. Now, switch to ADSelfService Plus’ Salesforce configuration page.

2. Enter the Application Name and Description.
3. Enter the Domain Name of your Salesforce account. For example, if you use johndoe@thinktodaytech.com to log in to Salesforce, then thinktodaytech.com is the domain name.
4. In the Assign Policies field, select the policies for which SSO need to be enabled.
Note: ADSelfService Plus allows you to create OU and group-based policies for your AD domains. To create a policy, go to Configuration > Self-Service > Policy Configuration > Add New Policy.
5. Under the SSO tab, select Enable Single Sign-On.
6. Choose SAML from the Select Method drop-down.
7. Fill the SSO Redirect URL field with the Login URL saved in Step 10 of configuring the Salesforce application.
8. In the Name ID Format field, choose the format for the user login attribute value specific to the application.
Note: Use Unspecified as the default option if you are unsure about the format of the login attribute value used by the application.
9. Click Add Application.
10. Your users should now be able to sign in to Salesforce through ADSelfService Plus.