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            Configure Single Sign-On (SSO) with Salesforce as the Identity Provider

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            Configure Single Sign-On (SSO) with Salesforce as the Identity Provider

            For Service Cloud Voice with Partner Telephony, let reps use a single sign-on page to log in to Voice and in to your partner telephony provider’s system. Configure Salesforce to serve as your identity provider (IdP) and then follow your telephony provider’s instructions for completing the setup. Before you start, ask your telephony provider for the instructions for setting up SSO.

            Required Editions

            This article applies to:

            • Service Cloud Voice with Partner Telephony
            View supported editions.
            User Permissions Needed
            To create permission sets: Manage Profiles and Permission Sets
            To assign permission sets: Assign Permission Sets

            Before you begin, contact Salesforce Support to request the ability to create connected apps. This requirement starts in Spring ’26.

            1. Configure Salesforce as your identity provider.
              1. From Setup, enter Identity Provider in the Quick Find box, select Identity Provider, and enable it.
              2. Click Download Certificate.
              3. Click Download Metadata.
            2. Create a connected app to use for SSO.
              1. From Setup, enter App Manager in the Quick Find box. Click App Manager | New Connected App.
              2. Create a new connected app and specify the following details in the Basic Information and Web App Settings:
                • Name the connected app.
                • Select Enable SAML.
                • Enter the ACS URL and Entity ID.
                • For Subject Type, select required and update the name ID format to match the expected SSO URL.
                • Select your IDP Certificate from the dropdown menu.
                • Save your work.
            3. Click Manage profile and select all the profiles for which you want to grant access to use SSO.
            4. After enabling the Identity Provider, download the metadata file for using Salesforce as your IdP. Use this metadata XML file to set up SSO in your external telephony system.
            5. To complete the SSO setup, follow your telephony provider’s guide.
             
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