Difference between revisions of "Salesforce"

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(Created page with "==Salesforce== ===Setting up SSO on Salesforce side=== #In the Cloudwork Dashboard>Single Sign On Services>Identity Provider>XML File>Download #Save XML File #Go to Salesforce...")
 
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==Salesforce==
 
==Salesforce==
 
===Setting up SSO on Salesforce side===
 
===Setting up SSO on Salesforce side===
#In the Cloudwork Dashboard>Single Sign On Services>Identity Provider>XML File>Download
+
#In the '''Cloudwork Dashboard'''>'''Single Sign On Services'''>'''Identity Provider'''>'''XML File'''>'''Download'''
 
#Save XML File
 
#Save XML File
 
#Go to Salesforce Admin Dashboard and upload the XML file from step 2
 
#Go to Salesforce Admin Dashboard and upload the XML file from step 2
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===Setting up SSO on Cloudwork's side===
 
===Setting up SSO on Cloudwork's side===
 
#Get the Entity ID from Salesforce
 
#Get the Entity ID from Salesforce
#Go to the Cloudwork Dashboard>Single Sign On Services>Add New Service
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#Go to the '''Cloudwork Dashboard'''>'''Single Sign On Services'''>'''Add New Service'''
#Select Custom SAML Service
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#Select '''Custom SAML Service'''
 
#Fill out field:
 
#Fill out field:
#*Name: Salesforce
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#*'''Name''': Salesforce
#*EntityID: Entity ID from Salesforce
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#*'''EntityID''': Entity ID from Salesforce
#*Assertion Consumer Service: Entity ID from Salesforce
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#*'''Assertion Consumer Service''': Entity ID from Salesforce
#*NameID Value: Username
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#*'''NameID Value''': Username
 
#Click Submit
 
#Click Submit
#Go to the Cloudwork Dashboard>Single Sign On Services>Salesforce
+
#Go to the '''Cloudwork Dashboard'''>'''Single Sign On Services'''>'''Salesforce'''
#Under SAML Config click Edit
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#Under '''SAML Config''' click '''Edit'''
#In Signature Algorithm select SHA256
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#In '''Signature Algorithm''' select '''SHA256'''
 
#Click Submit
 
#Click Submit

Revision as of 06:08, 24 April 2024

Salesforce

Setting up SSO on Salesforce side

  1. In the Cloudwork Dashboard>Single Sign On Services>Identity Provider>XML File>Download
  2. Save XML File
  3. Go to Salesforce Admin Dashboard and upload the XML file from step 2


Setting up SSO on Cloudwork's side

  1. Get the Entity ID from Salesforce
  2. Go to the Cloudwork Dashboard>Single Sign On Services>Add New Service
  3. Select Custom SAML Service
  4. Fill out field:
    • Name: Salesforce
    • EntityID: Entity ID from Salesforce
    • Assertion Consumer Service: Entity ID from Salesforce
    • NameID Value: Username
  5. Click Submit
  6. Go to the Cloudwork Dashboard>Single Sign On Services>Salesforce
  7. Under SAML Config click Edit
  8. In Signature Algorithm select SHA256
  9. Click Submit