Setting Up Single Sign-On (SSO) for Legacy Salesforce Customer Portal Users

Prerequisites

Before configuring SSO for Customer Portal users, ensure:

• You have System Administrator access to the Salesforce org.
• A Customer Portal or Partner Portal has been created.
• SSO is configured in your org (refer to the Salesforce SSO setup documentation).

Enable the Portal for Login

Follow these steps to enable your portal for login (Classic UI navigation paths are referenced — Lightning equivalent paths may differ):

1. Navigate to Your Name > Setup > Customize > Customer Portal > Settings (or > Partners > Settings for Partner Portal).
2. If you have not enabled your portal, select Enable Customer Portal or Enable Partner Relationship Management and click Save.
3. Click Edit for the portal you want to modify.
4. Configure the portal:
   1. Select the Login Enabled checkbox.
   2. Select a user for the Administrator field.
   3. Optionally, set the Logout URL. If not set, users are taken to the site home page on logout.
5. Click Save.

Configure Self-Registration (Optional)

If you want to allow self-registration for Customer Portal users:

1. Navigate to Your Name > Setup > Customize > Customer Portal > Settings.
2. Click Edit for the portal you want to associate with your Force.com site.
3. Configure the portal:
   1. Select Self-Registration Enabled.
   2. Select Customer Portal User for both the Default New User License and Default New User Profile fields.
   3. Select User for the Default New User Role field.
4. Click Save.

Associate Site Pages with Portal Users

To allow portal users to access site pages:

1. 1. Navigate to Your Name > Setup > Customize > Customer Portal > Settings (or Partners > Settings).
   2. Click the name of the portal you want to associate with your site.
   3. Click the name of each profile associated with your portal users.
   4. Scroll to the Enabled Visualforce Page Access section and click Edit.
   5. Add the appropriate public site pages to the Enabled Visualforce Pages list.
   6. Click Save.