Configure SSO from Salesforce to SumTotal

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 SumTotal

1. Log in to your SumTotal account as an administrator.
2. Enable SAML for your account, and configure the SAML SSO 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 SumTotal 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 SumTotal application in the Salesforce App Launcher.

   

3. Configure the connected app Web App Settings.
   1. Select Enable SAML.
   2. For Entity Id, enter sumtotal.
   3. For ACS URL, enter the URL from the SAML settings, for example, http://imp78.sumtotalsystems.com/SumTotal/app/SYS_Login.aspx.
   4. For Subject Type, select 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 SumTotal. 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. Append the RU parameter as the RelayState. For example, if your IdP-initiated login URL is https://identity.my.salesforce.com/idp/login?app=0spE00000008Obw and your RU parameter is RU=http://imp78.sumtotalsystems.com/SumTotal/app/taxonomy/TAX_Fav.aspx, enter https://identity.my.salesforce.com/idp/login?app=0spE00000008Obw&RU=http://imp78.sumtotalsystems.com/SumTotal/app/taxonomy/TAX_Fav.aspx.
   4. Save the settings.

Test the SSO Configuration

In Salesforce, from the App Launcher, find and open the SumTotal app. If you configured the SumTotal 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.