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| + | Single sign-on (SSO) integrations connect WWE with SalesForce services. | ||
| + | Add Salesforce as a single sign-on provider | ||
| + | Requirements: | ||
| + | • Admin role in your organization's Salesforce account | ||
| + | • Salesforce enabled as an identity provider | ||
| + | • User email addresses are the same in both Salesforce and WWE | ||
| + | |||
| + | Configure Salesforce | ||
| + | Enable Salesforce as an Identity Provider: | ||
| + | 1. Go to “Setup” menu: | ||
| + | |||
| + | 2. Search for “Identity Provider”: | ||
| + | |||
| + | 3. Fill in all required fields using this guide: | ||
| + | https://help.salesforce.com/articleView?id=identity_provider_enable.htm | ||
| + | !important: don’t forget to activate your Identity Provider when it will be ready: | ||
| + | |||
| + | |||
| + | 4. SAML have to parts: Service Provider and Identity Provider | ||
| + | (more details here: https://developers.onelogin.com/saml) | ||
| + | Service Provider already configured by Genesys Auth team. To complete SalesForce Identity Provider configuration, you have to send MetaData XML file to the Auth team: | ||
| + | |||
| + | 5. Next you should create “Connected App” in “App Manager” tab: | ||
| + | |||
| + | |||
| + | 6. Complete all required fields: | ||
| + | |||
| + | 7. Troubleshoot errors using the Identity Provider Event Log: | ||
| + | |||
| + | 8. Useful links: | ||
| + | • SalesForce official guide: | ||
| + | https://developer.salesforce.com/docs/atlas.en-us.externalidentityImplGuide.meta/externalidentityImplGuide/external_identity_provide_sso.htm | ||
| + | • Video example from SalesForce: | ||
| + | http://salesforce.vidyard.com/watch/I6j0O6jqr8ZTtoj5Wm_Fjg | ||
| + | • More information about the same Single Sign-On implementation, see the PureCloud integration Guide: | ||
| + | https://help.mypurecloud.com/articles/about-single-sign-on-sso/ | ||
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[[Category:V:HTCC:9.0.0DRAFT]] | [[Category:V:HTCC:9.0.0DRAFT]] | ||
Revision as of 14:37, July 22, 2019
Single sign-on (SSO) integration to connect Workspace with SalesForce services
1. Follow the Word doc (can I get the screen shots without the arrows?) SF is the only IDP for now? 2. Follow the format of this doc https://help.mypurecloud.com/articles/add-salesforce-as-a-single-sign-on-provider/ 3. Customer has to get info from GWS site entity ID and ACS URL -- provided by API? ASk Eugene (and Yuriy) how this occurs. Maybe as a reference to the API docs?
Only scren shots for Connected App
Single sign-on (SSO) integrations connect WWE with SalesForce services. Add Salesforce as a single sign-on provider Requirements: • Admin role in your organization's Salesforce account • Salesforce enabled as an identity provider • User email addresses are the same in both Salesforce and WWE
Configure Salesforce Enable Salesforce as an Identity Provider: 1. Go to “Setup” menu:
2. Search for “Identity Provider”:
3. Fill in all required fields using this guide: https://help.salesforce.com/articleView?id=identity_provider_enable.htm !important: don’t forget to activate your Identity Provider when it will be ready:
4. SAML have to parts: Service Provider and Identity Provider
(more details here: https://developers.onelogin.com/saml)
Service Provider already configured by Genesys Auth team. To complete SalesForce Identity Provider configuration, you have to send MetaData XML file to the Auth team:
5. Next you should create “Connected App” in “App Manager” tab:
6. Complete all required fields:
7. Troubleshoot errors using the Identity Provider Event Log:
8. Useful links: • SalesForce official guide: https://developer.salesforce.com/docs/atlas.en-us.externalidentityImplGuide.meta/externalidentityImplGuide/external_identity_provide_sso.htm • Video example from SalesForce: http://salesforce.vidyard.com/watch/I6j0O6jqr8ZTtoj5Wm_Fjg • More information about the same Single Sign-On implementation, see the PureCloud integration Guide: https://help.mypurecloud.com/articles/about-single-sign-on-sso/