8/17/2017 Oracle Identity Cloud Service - Application Catalog

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Oracle Identity Cloud Service - Application Catalog

Salesforce
Before You Begin
Introduction
This document describes how to configure Oracle Identity Cloud Service to provide Single Sign-On (SSO) for Salesforce using SAML.

About Salesforce
Salesforce is a Software-as-a-Service (SaaS) solution built on the power of App Cloud, so users can run their business on any device, easily build new customer apps, or
integrate with existing back office systems. It provides companies with an interface for case management and task management, and a system for automatically routing and
escalating important events. Salesforce comprises Salesforce Application, Salesforce Work.com, and Salesforce Chatter for collaboration.

After integrating Salesforce with Oracle Identity Cloud Service:

Users can access Salesforce using their Oracle Identity Cloud Service login credentials.
Users can start Salesforce from Oracle Identity Cloud Service My Apps console.
Admins can assign and revoke user access to the Salesforce app using the Oracle Identity Cloud Service administration console.

What Do You Need?

An Oracle Identity Cloud Service account with authorization rights to manage apps and users (Identity Domain Administrator or Security Administrator).
A Salesforce account with authorization rights to configure federated authentication.
Make sure that the email ID of each user in Salesforce matches the primary email ID of the Oracle Identity Cloud Service account.

A downloaded Identity Provider metadata file. Use the following URL to access the metadata: https://<IDCS-Service-
Instance>.identity.oraclecloud.com/fed/v1/metadata .

Tip: Use this file later during the Salesforce configuration in the "Configuring SSO for Salesforce" section.

Configuring SSO for Salesforce

Use this section to set up the domain and configure SSO for Salesforce.

Setting Up the Domain in Salesforce

1. Access Salesforce as an administrator using the URL: https://login.salesforce.com .

2. Click Setup.

3. From the left navigation menu, expand Domain Management in the Administer section, and then select My Domain. The My Domain page appears.

4. In the Choose Your Domain section, enter the Domain Name, and then click Check Availability.

5. If the domain name is available, click Register Domain.

6. After registering the domain, Salesforce sends you an email. Click the link in the email to activate the Salesforce-created domain.

7. Log in with your domain URL to test and deploy the domain.

Configuring SSO for Salesforce

1. Access Salesforce as an administrator using the URL: https://login.salesforce.com .

2. Click Setup.

3. From the left navigation menu, expand Security Controls in the Administer section, and then select Single Sign-On Settings.

4. On the Single Sign-On Settings page, click Edit.

5. In the Federated Single Sign-On Using SAML section, select the SAML Enabled check box, and then click Save.

6. In the SAML Single Sign-On Settings section, click New from Metadata File.

7. Click Choose File, and then upload the metadata that you previously downloaded. See the "What Do You Need" section.

8. Click Create.

9. Use the table to update the federated authentication attributes, and then click Save.

Attribute Value

Name Enter the identity provider name.

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Attribute Value

API Name Enter a name for the API.

SAML Identity Type Make sure that Assertion contains User's salesforce.com username is
selected.

Configuring the Salesforce App in Oracle Identity Cloud Service

Use this section to obtain the Organization ID, Domain Name, and Signing Certificate, register and activate the Salesforce app, and then assign users to the app.

Obtaining the Organization ID, Domain Name, and Signing Certificate from Salesforce
An organization ID, domain name, and signing certificate are required before you can register and activate the Salesforce app. You obtain these values from Salesforce.

1. From the Salesforce home page select Setup.

2. From the left navigation menu, expand Security Controls in the Administer section, and then select Single Sign-On Settings. The Single Sign-On Settings page
appears.

3. In the SAML Single Sign-On Settings section, click the name that you provided for your SAML Single Sign-On Settings. The SAML configuration page appears.

4. In the Endpoints section, copy the domain name and the organization ID from the Salesforce Login URL: https://<Domain_Name>.my.salesforce.com?so=
<Organization_ID> . The domain name appears at the beginning and the organization ID appears at the end of the url.

5. From the left navigation menu, select Certificate and Key Management. The Certificate and Key Management page appears.

6. Click SelfSignedCertificate and, then click Download Certificate. The signing certificate is saved to your local system.

Registering and Activating the Salesforce App

1. Access the Oracle Identity Cloud Service administration console, select Applications, and then click Add.

2. Click App Catalog.

3. Search for Salesforce , and then click Add.

4. In the App Details section, enter the Salesforce Organization ID, Domain Name, and then click Next.

Note: These are the values that you obtained while performing the steps in the previous section.

5. In the General section, click upload to upload the signing certificate, and then click Finish. Oracle Identity Cloud Service displays a confirmation message.

Note: The signing certificate is obtained while performing the steps in the previous section.

6. Click Activate, and then click Activate Application. Oracle Identity Cloud Service displays a confirmation message.

Assigning Users to the Salesforce App

1. On the Salesforce app page in Oracle Identity Cloud Service, select Users, and then click Assign. The Assign Users window appears.

2. Select users that you want to assign to Salesforce, and then click OK. Oracle Identity Cloud Service displays a confirmation message stating that the Salesforce app is
assigned to the users that you selected.

Verifying the Integration

Use this section to verify that SSO works when initiated from Oracle Identity Cloud Service (IdP Initiated SSO) or from Salesforce (SP initiated SSO).

Verifying Identity Provider Initiated SSO from Oracle Identity Cloud Service
1. Access the Oracle Identity Cloud Service My Profile console using the URL: https://<IDCS-Service-Instance>.identity.oraclecloud.com/ui/v1/myconsole .

2. Log in using credentials for a user that is assigned to the Salesforce app. Oracle Identity Cloud Service displays a shortcut to Salesforce apps (Salesforce Application,
Salesforce Chatter, and Salesforce Work.com) under My Apps.

3. Click Salesforce. The Salesforce home page appears.

4. Locate the user name at the top of the page to confirm that the user that is logged in is the same for both Salesforce and Oracle Identity Cloud Service.

5. Repeat step 3 for the Salesforce Chatter app and the Salesforce Work.com app.

This confirms that SSO that is initiated from Oracle Identity Cloud Service works.

Verifying Service Provider Initiated SSO from Salesforce

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Verifying Service Provider Initiated SSO from Salesforce
1. Access Salesforce using the URL: https://login.salesforce.com .

2. On the login page, click Use Custom Domain, and then enter Custom Domain value and, click Continue.

3. Click the identity provider Name. You are redirected to the Oracle Identity Cloud Service login page.

Tip: For identity provider Name, see the "Configuring SSO for Salesforce" section.

4. Log in using credentials for a user that is assigned to the Salesforce app. The Salesforce home page appears.

5. Locate the user name at the top of the page to confirm that the user that is logged in is the same for both Salesforce and Oracle Identity Cloud Service.

This confirms that SSO that is initiated from Salesforce works.

Troubleshooting
Use this section to locate solutions to common integration issues.

Known Issues
Salesforce displays the message, "Single Sign-On Error".

Cause: The email attribute sent by Oracle Identity Cloud Service during SSO doesn't match any existing user in Salesforce.

Solution: Ensure that the user that you assign to the Salesforce app has an account in both Oracle Identity Cloud Service and Salesforce with the same email address.

Oracle Identity Cloud Service displays the message, "You are not authorized to access the app. Contact your system administrator."

Cause 1: The SAML 2.0 integration between the Oracle Identity Cloud Service Salesforce app and Salesforce is deactivated.

Solution 1:

Access the Oracle Identity Cloud Service administration console, select Applications, and then select Salesforce.
In the App Details section, click Activate, and then click Activate Application. Oracle Identity Cloud Service displays a confirmation message.

Cause 2: The administrator revokes access for the user at the same time that the user tries to access the Salesforce app using Oracle Identity Cloud Service.

Solution 2:

Access the Oracle Identity Cloud Service administration console, select Applications, and then select Salesforce.
In the App Details section, select Users, and then click Assign to re-assign the user.

Unknown Issues
For unknown issues, contact Oracle Support:

1. Go to https://support.oracle.com (https://support.oracle.com).

2. Select Cloud Support, and then sign in with your support credentials.

3. In the Cloud Dashboard, confirm that there are no planned outages in Oracle Identity Cloud Service, and then click Create Service Request.

4. Select Oracle Identity Cloud Service as the service type.

5. Complete your service request.

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