| Line 17: | Line 17: | ||
<li>In Salesforce, open the '''Setup''' tab from the '''Setup''' menu.</li> | <li>In Salesforce, open the '''Setup''' tab from the '''Setup''' menu.</li> | ||
<li>Use the '''Search''' field in the Setup Home view to search for “Identity Provider”. Click '''Identity Provider''' in the search results to open the '''Identity Provider''' view.</li> | <li>Use the '''Search''' field in the Setup Home view to search for “Identity Provider”. Click '''Identity Provider''' in the search results to open the '''Identity Provider''' view.</li> | ||
| − | + | <li>Follow the steps in the [https://help.salesforce.com/articleView?id=identity_provider_enable.htm Enable Salesforce as an Identity Provider] article in the '''Salesforce Help'''. Ensure that you fill in all the required fields, then activate and test your Identity Provider when it is set up.</li> | |
| − | + | <li> | |
| − | https://help.salesforce.com/articleView?id=identity_provider_enable.htm | ||
| − | |||
| Line 26: | Line 24: | ||
(more details here: https://developers.onelogin.com/saml) | (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: | 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: | ||
| − | + | </li> | |
5. Next you should create “Connected App” in “App Manager” tab: | 5. Next you should create “Connected App” in “App Manager” tab: | ||
Revision as of 16:14, July 22, 2019
Contents
Single sign-on (SSO) integration to connect Workspace with SalesForce services
You can integrate Workspace Web Edition 9 with Salesforce to use Salesforce as your single sign-on (SSO) identity provider (IDP). This means that when your agent has logged in to Salesforce using your corporate SSO provider, the GPlus Adapter for Salesforce obtains an authentication token from Salesforce and logs into Genesys using the token so that the agent does not have to log in to Workspace separately.
Follow these steps:
- Enable Salesforce as a single sign-on identity provider.
- Add Workspace as a Connected App.
Enable Salesforce as a single sign-on Identity Provider
Requirements
- You must have an Admin role in your organization's Salesforce account
- User email addresses must be the same in both Salesforce and Workspace Web Edition
Procedure: Enable Salesforce as an Identity Provider
- In Salesforce, open the Setup tab from the Setup menu.
- Use the Search field in the Setup Home view to search for “Identity Provider”. Click Identity Provider in the search results to open the Identity Provider view.
- Follow the steps in the Enable Salesforce as an Identity Provider article in the Salesforce Help. Ensure that you fill in all the required fields, then activate and test your Identity Provider when it is set up.
- 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/