Configure SSO from Salesforce to SugarCRM

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 SugarCRM

1. Log in to your SugarCRM account as an administrator.
2. To open the SAML configuration page, under Admin, select Password Management.
3. Select Enable SAML Authentication.
4. For the Login URL, enter the HttpRedirect endpoint, for example, https://MyDomainName.my.salesforce.com/idp/endpoint/HttpRedirect.

   

5. For X509 Certificate, enter your Salesforce certificate content.
6. Save the settings.

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 SugarCRM connected app. Salesforce uses this name to populate API Name.
   2. Enter your email address in case Salesforce must contact you or your support team.
   3. Optionally, upload or specify a logo and icon to represent your SugarCRM application in the Salesforce App Launcher.

      

3. Configure the connected app Web App Settings.
   1. Select Enable SAML.
   2. For Entity Id, enter php-saml.
   3. For ACS URL, enter https://yoursugarcrmdomain/index.php?module=Users&action=Authenticate. In this URL,yoursugarcrmdomain is the domain for SugarCRM.
   4. For Subject Type, select Federation ID. A federation ID is a unique value assigned to the user that lets you send authentication and authorization data between affiliated but unrelated web services.
   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 SugarCRM. The connected app detail page appears.
   3. Click Manage Profiles or Manage Permission Sets, and add profiles or permission sets for 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, enter the IdP-Initiated Login URL, for example, https://MyDomainName.my.salesforce.com/idp/login?app=0spR000000000Dg.
   4. Save the settings.

Test the Connected App

1. In Salesforce, from the App Launcher, find and open the SugarCRM app. If you configured the SugarCRM 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 URL to log in to your SugarCRM domain. If SSO is configured properly, you’re prompted to log in to your Salesforce org. After you log in successfully with your Salesforce credentials, Salesforce redirects you to your initial request URL. You’re logged in to your SugarCRM account.