Skip to content

Commit 4f94699

Browse files
committed
Product Backlog Item 884800: SaaS App Tutorial: Salesforce update
1 parent e1b5038 commit 4f94699

File tree

2 files changed

+19
-24
lines changed

2 files changed

+19
-24
lines changed
18.9 KB
Loading

articles/active-directory/saas-apps/salesforce-tutorial.md

Lines changed: 19 additions & 24 deletions
Original file line numberDiff line numberDiff line change
@@ -1,25 +1,25 @@
11
---
2-
title: 'Tutorial: Azure Active Directory Single sign-on (SSO) integration with Salesforce | Microsoft Docs'
2+
title: 'Tutorial: Azure Active Directory single sign-on (SSO) integration with Salesforce | Microsoft Docs'
33
description: Learn how to configure single sign-on between Azure Active Directory and Salesforce.
44
services: active-directory
55
documentationCenter: na
66
author: jeevansd
7-
manager: daveba
7+
manager: mtillman
88
ms.reviewer: barbkess
99

1010
ms.assetid: d2d7d420-dc91-41b8-a6b3-59579e043b35
1111
ms.service: active-directory
1212
ms.subservice: saas-app-tutorial
1313
ms.workload: identity
1414
ms.tgt_pltfrm: na
15-
ms.devlang: na
1615
ms.topic: tutorial
17-
ms.date: 08/13/2019
16+
ms.date: 12/23/2019
1817
ms.author: jeedes
1918

2019
ms.collection: M365-identity-device-management
2120
---
22-
# Tutorial: Azure Active Directory Single sign-on (SSO) integration with Salesforce
21+
22+
# Tutorial: Azure Active Directory single sign-on (SSO) integration with Salesforce
2323

2424
In this tutorial, you'll learn how to integrate Salesforce with Azure Active Directory (Azure AD). When you integrate Salesforce with Azure AD, you can:
2525

@@ -59,34 +59,31 @@ To configure the integration of Salesforce into Azure AD, you need to add Salesf
5959
1. In the **Add from the gallery** section, type **Salesforce** in the search box.
6060
1. Select **Salesforce** from results panel and then add the app. Wait a few seconds while the app is added to your tenant.
6161

62+
6263
## Configure and test Azure AD single sign-on for Salesforce
6364

6465
Configure and test Azure AD SSO with Salesforce using a test user called **B.Simon**. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in Salesforce.
6566

6667
To configure and test Azure AD SSO with Salesforce, complete the following building blocks:
6768

6869
1. **[Configure Azure AD SSO](#configure-azure-ad-sso)** - to enable your users to use this feature.
69-
1. **[Create an Azure AD test user](#create-an-azure-ad-test-user)** - to test Azure AD single sign-on with B.Simon.
70-
1. **[Assign the Azure AD test user](#assign-the-azure-ad-test-user)** - to enable B.Simon to use Azure AD single sign-on.
71-
2. **[Configure Salesforce SSO](#configure-salesforce-sso)** - to configure the Single Sign-On settings on application side.
72-
1. **[Create Salesforce test user](#create-salesforce-test-user)** - to have a counterpart of B.Simon in Salesforce that is linked to the Azure AD representation of user.
73-
3. **[Test SSO](#test-sso)** - to verify whether the configuration works.
70+
* **[Create an Azure AD test user](#create-an-azure-ad-test-user)** - to test Azure AD single sign-on with B.Simon.
71+
* **[Assign the Azure AD test user](#assign-the-azure-ad-test-user)** - to enable B.Simon to use Azure AD single sign-on.
72+
1. **[Configure Salesforce SSO](#configure-salesforce-sso)** - to configure the single sign-on settings on application side.
73+
* **[Create Salesforce test user](#create-salesforce-test-user)** - to have a counterpart of B.Simon in Salesforce that is linked to the Azure AD representation of user.
74+
1. **[Test SSO](#test-sso)** - to verify whether the configuration works.
7475

7576
## Configure Azure AD SSO
7677

77-
In this section, you enable Azure AD single sign-on in the Azure portal.
78-
79-
To configure Azure AD single sign-on with Salesforce, perform the following steps:
80-
8178
Follow these steps to enable Azure AD SSO in the Azure portal.
8279

83-
1. In the [Azure portal](https://portal.azure.com/), on the **Salesforce** application integration page, find the **Manage** section and select **Single sign-on**.
84-
1. On the **Select a Single sign-on method** page, select **SAML**.
85-
1. On the **Set up Single Sign-On with SAML** page, click the edit/pen icon for **Basic SAML Configuration** to edit the settings.
80+
1. In the [Azure portal](https://portal.azure.com/), on the **Salesforce** application integration page, find the **Manage** section and select **single sign-on**.
81+
1. On the **Select a single sign-on method** page, select **SAML**.
82+
1. On the **Set up single sign-on with SAML** page, click the edit/pen icon for **Basic SAML Configuration** to edit the settings.
8683

8784
![Edit Basic SAML Configuration](common/edit-urls.png)
8885

89-
1. On the **Basic SAML Configuration** section, perform the following steps:
86+
1. On the **Basic SAML Configuration** section, enter the values for the following fields:
9087

9188
a. In the **Sign-on URL** textbox, type the value using the following pattern:
9289

@@ -103,11 +100,11 @@ Follow these steps to enable Azure AD SSO in the Azure portal.
103100
> [!NOTE]
104101
> These values are not real. Update these values with the actual Sign-on URL and Identifier. Contact [Salesforce Client support team](https://help.salesforce.com/support) to get these values.
105102

106-
1. On the **Set up Single Sign-On with SAML** page, in the **SAML Signing Certificate** section, click **Download** to download the **Federation Metadata XML** from the given options as per your requirement and save it on your computer.
103+
1. On the **Set up single sign-on with SAML** page, in the **SAML Signing Certificate** section, find **Federation Metadata XML** and select **Download** to download the certificate and save it on your computer.
107104

108105
![The Certificate download link](common/metadataxml.png)
109106

110-
1. On the **Set up Salesforce** section, copy the appropriate URL(s) as per your requirement.
107+
1. On the **Set up Salesforce** section, copy the appropriate URL(s) based on your requirement.
111108

112109
![Copy configuration URLs](common/copy-configuration-urls.png)
113110

@@ -122,9 +119,6 @@ In this section, you'll create a test user in the Azure portal called B.Simon.
122119
1. In the **User name** field, enter the [email protected]. For example, `[email protected]`.
123120
1. Select the **Show password** check box, and then write down the value that's displayed in the **Password** box.
124121
1. Click **Create**.
125-
126-
> [!NOTE]
127-
> Salesforce user attributes are case sensitive for SAML validation.
128122

129123
### Assign the Azure AD test user
130124

@@ -229,6 +223,7 @@ When you click the Salesforce tile in the Access Panel, you should be automatica
229223

230224
## Additional resources
231225

226+
232227
- [List of Tutorials on How to Integrate SaaS Apps with Azure Active Directory](https://docs.microsoft.com/azure/active-directory/active-directory-saas-tutorial-list)
233228

234229
- [What is application access and single sign-on with Azure Active Directory?](https://docs.microsoft.com/azure/active-directory/active-directory-appssoaccess-whatis)
@@ -237,4 +232,4 @@ When you click the Salesforce tile in the Access Panel, you should be automatica
237232

238233
- [Configure User Provisioning](salesforce-provisioning-tutorial.md)
239234

240-
- [Try Salesforce with Azure AD](https://aad.portal.azure.com)
235+
- [Try Salesforce with Azure AD](https://aad.portal.azure.com)

0 commit comments

Comments
 (0)