Configure SSO from Salesforce to Samanage

Set Up Your Salesforce Org as an Identity Provider

With the My Domain feature, your Salesforce org is enabled as an identity provider. My Domain is required for all orgs. If you don’t like your org’s My Domain name, you can change it.

The My Domain feature also creates a certificate and key pair. The certificate establishes trust between your Salesforce org and ADP. Optionally, you can use another self-signed certificate or import a CA-signed certificate.

To download the Salesforce self-signed certificate:

1. From Setup, enter Identity Provider in the Quick Find box, and select Identity Provider.
2. Click Download Certificate.

Configure SAML Settings in Samanage

1. Log in to your Samanage account as an administrator.
2. Under Setup, navigate to Single Sign-On.
3. Under Login using SAML, select Enable Single Sign-On with SAML.

   

4. Under SAML IdP settings, enter the identity provider URL, for example, https://MyDomainName.my.salesforce.com/idp/endpoint/HttpRedirect.

   

5. Copy and save the Login URL that Samanage displays. You use this URL later to test service provider–initiated login.

   

6. Enter the logout URL, for example, https://MyDomainName.my.salesforce.com/secur/logout.jsp.

   

7. Optionally, if you want to redirect users if an error occurs during SAML login, enter an error URL.
8. For the Identity Provider x.509 Certificate, enter the content of the Salesforce certificate that you downloaded.

   

9. To automatically provision users, select Create users if they do not exist in Samanage.

   

10. To save the settings, click Update.

Create a Connected App in Salesforce

1. In Salesforce, create a connected app.
   • In Lightning Experience, from Setup, enter App in the Quick Find box, and select App Manager. Click New Connected App.
   • In Salesforce Classic, from Setup, enter Apps in the Quick Find box, and select Apps. Under Connected Apps, click New.
2. Configure the connected app Basic Information settings.
   1. Enter a name for the Samanage connected app. Salesforce uses this name to populate the API name.
   2. Enter your email address in case Salesforce needs to contact you or your support team.
   3. Optionally, upload or specify a logo and icon to represent your Samanage application in the Salesforce App Launcher.

   

3. Configure the connected app Web App Settings.
   1. Select Enable SAML.
   2. For Entity Id, enter samanage.com.
   3. For ACS URL, enter https://yourdomain.samanage.com/saml/yourdomain. For example, https://acme.samanage.com/saml/acme.
   4. For Subject Type, choose how users are identified to the identity provider, for example, Federation ID. A federation ID is a unique value assigned to the user across multiple web services and Salesforce orgs.
   5. For Name ID Format, keep the default value.
   6. For Issuer, keep the default value, which is your My Domain login URL.
   7. For IdP Certificate, keep the default (Default IdP Certificate).

      

4. Save the settings.
5. Configure profiles and permission sets for the connected app.
   1. From Setup, enter Apps in the Quick Find box.
      • If you’re using Lightning Experience, select Manage Connected Apps.
      • If you’re using Salesforce Classic, under Manage Apps, select Connected Apps.
   2. Click the name of your connected app for Samanage. The connected app detail page appears.
   3. Click Manage Profiles or Manage Permission Sets, and add profiles or permission sets for the users who can access this app.
6. In Salesforce, enter the start URL for the connected app.
   1. On the connected app detail page, under SAML Login Information, copy the IdP-initiated login URL.
   2. On the connected app detail page, click Edit Policies.
   3. For Start URL, paste the IdP-initiated login URL.
   4. Save the settings.

Test the SSO Configuration

1. In Salesforce, from the App Launcher, find and open the Samanage app. If you configured the Samanage logo and icon for the connected app, the App Launcher displays them. If identity provider–initiated SSO is configured properly, Salesforce creates an application session.

   

2. To test service provider–initiated SSO, enter the service provider–initiated login URL, for example, https://yourdomain.samanage.com/saml_login/yourdomain, where yourdomain is your subdomain. For example, https://identitydemo.samanage.com/saml_login/identitydemo. If SSO is configured properly, you’re prompted to log in to your Salesforce org. After you enter your credentials, Salesforce redirects you to your initial request URL. You’re logged in to your Samanage account.