lemonldap-ng/doc/pages/documentation/current/applications/salesforce.html
2019-04-09 22:26:40 +02:00

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<h3 class="toggle">Table of Contents</h3>
<div>
<ul class="toc">
<li class="level1"><div class="li"><a href="#presentation">Presentation</a></div></li>
<li class="level1"><div class="li"><a href="#configuration">Configuration</a></div>
<ul class="toc">
<li class="level2"><div class="li"><a href="#create_salesforce_domain">Create Salesforce domain</a></div></li>
<li class="level2"><div class="li"><a href="#saml_settings">SAML settings</a></div></li>
<li class="level2"><div class="li"><a href="#configure_federation_id">Configure Federation ID</a></div></li>
</ul></li>
</ul>
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<h1 class="sectionedit1" id="salesforce">SalesForce</h1>
<div class="level1">
<p>
<a href="salesforce-logo.jpg_documentation_2.0_applications_salesforce.html" class="media" title="applications:salesforce-logo.jpg"><img src="salesforce-logo.jpeg" class="mediacenter" alt="" /></a>
</p>
</div>
<!-- EDIT1 SECTION "SalesForce" [1-68] -->
<h2 class="sectionedit2" id="presentation">Presentation</h2>
<div class="level2">
<p>
Salesforce Inc. is a cloud computing company. It is best known for their CRM products and social networking applications.
</p>
<p>
It allows one to use <abbr title="Security Assertion Markup Language">SAML</abbr> to authenticate users. It can deal with both SP and IdP initiated modes.
</p>
<p>
This page presents the SP initiated mode.
</p>
<p>
To work with <abbr title="LemonLDAP::NG">LL::NG</abbr> it requires:
</p>
<ul>
<li class="level1"><div class="li"> <abbr title="LemonLDAP::NG">LL::NG</abbr> configured as <a href="../idpsaml.html" class="wikilink1" title="documentation:2.0:idpsaml">SAML Identity Provider</a></div>
</li>
</ul>
</div>
<!-- EDIT2 SECTION "Presentation" [69-456] -->
<h2 class="sectionedit3" id="configuration">Configuration</h2>
<div class="level2">
<p>
You should have configured <abbr title="LemonLDAP::NG">LL::NG</abbr> as a <a href="../idpsaml.html" class="wikilink1" title="documentation:2.0:idpsaml">SAML Identity Provider</a>.
</p>
</div>
<!-- EDIT3 SECTION "Configuration" [457-562] -->
<h3 class="sectionedit4" id="create_salesforce_domain">Create Salesforce domain</h3>
<div class="level3">
<p>
<a href="my_domain_salesforce-resize-web.png_documentation_2.0_applications_salesforce.html" class="media" title="applications:my_domain_salesforce-resize-web.png"><img src="my_domain_salesforce-resize-web.png" class="mediacenter" alt="" /></a>
</p>
<p>
For using SP-initiated mode, you must create your salesforce domain. Creation can take up to 1 hour. (if it is superior to 1h, then there is a problem. Problems are generally resolved in up to 72 hours)
</p>
<p>
Then you must <strong>deploy</strong> this domain in order to go on with the configuration.
</p>
<p>
Finally, just ensure that at least:
</p>
<ul>
<li class="level1"><div class="li"> Login policy</div>
</li>
<li class="level1"><div class="li"> Redirect policy</div>
</li>
<li class="level1"><div class="li"> domain name</div>
</li>
<li class="level1"><div class="li"> authentication service</div>
</li>
</ul>
<p>
match with the correct values. (adapt the domain if necessary)
</p>
<div class="noteimportant">For now, the authentication service parameter has no domain available. You must come back later to fill this parameter. Once <abbr title="Security Assertion Markup Language">SAML</abbr> cinematics are working, you can then put your domain, and delete the login form, and you&#039;ll have an automatic redirection to your Identity Provider (no need for the user to click). Note that you can always access Salesforce by the general login page: <a href="https://login.salesforce.com" class="urlextern" title="https://login.salesforce.com" rel="nofollow">https://login.salesforce.com</a>
</div>
</div>
<!-- EDIT4 SECTION "Create Salesforce domain" [563-1554] -->
<h3 class="sectionedit5" id="saml_settings">SAML settings</h3>
<div class="level3">
<p>
Salesforce is not able to read metadata, you must fill the information into a form.
</p>
<p>
<a href="saml_sso_settings-resize-web.png_documentation_2.0_applications_salesforce.html" class="media" title="applications:saml_sso_settings-resize-web.png"><img src="saml_sso_settings-resize-web.png" class="mediacenter" alt="" /></a>
</p>
<p>
Go to the <abbr title="Security Assertion Markup Language">SAML</abbr> Single Sign On settings, and fill these information:
</p>
<ul>
<li class="level1"><div class="li"> Name: should be filled automatically with your organization or domain</div>
</li>
<li class="level1"><div class="li"> <abbr title="Security Assertion Markup Language">SAML</abbr> Version: check that version 2.0 is used</div>
</li>
<li class="level1"><div class="li"> Issuer: this is the LemonLDAP::NG (our IdP) Entity Id, which is by default #PORTAL#/saml/metadata</div>
</li>
<li class="level1"><div class="li"> Identity Provider Certificate: whereas it is mentioned that this is the authentication certificate, you must give your LemonLDAP::NG (IdP) signing certificate. If you don&#039;t have one, create it with the signing key pair already generated (you could do this with openssl). SSL authentication (https) does not seem to be checked anyway.</div>
</li>
<li class="level1"><div class="li"> Signing Certificate: choose a certificate for SP signature. (create one if none is present)</div>
</li>
<li class="level1"><div class="li"> Assertion decryption Certificate: choose a certificate only if you want to cipher your assertion. (default is not to cipher)</div>
</li>
<li class="level1"><div class="li"> <abbr title="Security Assertion Markup Language">SAML</abbr> Identity Type: choose Federation ID. This means that the user Name ID will be mapped to the Federation ID field. (see next section)</div>
</li>
<li class="level1"><div class="li"> <abbr title="Security Assertion Markup Language">SAML</abbr> Identity Location: choose if the user Name ID is held in the subject or in some attribute</div>
</li>
<li class="level1"><div class="li"> Identity Provider Login <abbr title="Uniform Resource Locator">URL</abbr>: the user/password <abbr title="Security Assertion Markup Language">SAML</abbr> portal location on the IdP</div>
</li>
<li class="level1"><div class="li"> Identity Provider Logout <abbr title="Uniform Resource Locator">URL</abbr>: the logout location on the IdP</div>
</li>
<li class="level1"><div class="li"> Custom Error <abbr title="Uniform Resource Locator">URL</abbr>: you can redirect the user to a special page when an error is happening</div>
</li>
<li class="level1"><div class="li"> SP Initiated Binding: chose any of the supported binding (every one listed there is currently supported on LemonLDAP::NG) HTTP POST is a good choice</div>
</li>
<li class="level1"><div class="li"> Salesforce Login <abbr title="Uniform Resource Locator">URL</abbr>: generated automatically. This is the entry point of our login cinematic.</div>
</li>
<li class="level1"><div class="li"> OAuth 2.0 Token Endpoint: not used here</div>
</li>
<li class="level1"><div class="li"> <abbr title="Application Programming Interface">API</abbr> Name: filled automatically</div>
</li>
<li class="level1"><div class="li"> User Provisioning Enabled: should create automatically the user in Salesforce (not functionnal right now)</div>
</li>
<li class="level1"><div class="li"> EntityId: Salesforce (the SP) Entity ID. Fill this field accordingly. It should be the same value as the organization domain url, displayed on the previous section</div>
</li>
</ul>
</div>
<!-- EDIT5 SECTION "SAML settings" [1555-3666] -->
<h3 class="sectionedit6" id="configure_federation_id">Configure Federation ID</h3>
<div class="level3">
<p>
Finally, configure for each user his Federation ID value. It will be the link between the <abbr title="Security Assertion Markup Language">SAML</abbr> assertion coming from LemonLDAP::NG (the IdP) and a given user in Salesforce. Here, the mail has been chosen as the user Name ID.
</p>
<p>
<a href="user_federation_id-resize-web.png_documentation_2.0_applications_salesforce.html" class="media" title="applications:user_federation_id-resize-web.png"><img src="user_federation_id-resize-web.png" class="mediacenter" alt="" /></a>
</p>
<p>
Once this is completed, click to export the Salesforce metadata and import them into LemonLDAP::NG, into the declaration of the Salesforce Service Provider.
</p>
<p>
See <a href="../idpsaml.html" class="wikilink1" title="documentation:2.0:idpsaml">Register partner Service Provider on LemonLDAP::NG</a> configuration chapter.
</p>
</div>
<!-- EDIT6 SECTION "Configure Federation ID" [3667-] --></div>
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