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:

1. Enable Salesforce as a single sign-on identity provider.
2. 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

1. In Salesforce, open the Setup tab from the Setup menu.
2. 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.

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/