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[Teams] Salesforce tutorial (cloudflare#911)
* salesforce tutorial * fixes
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products/cloudflare-one/src/content/tutorials/salesforce-saas.md
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--- | ||
updated: 2021-03-09 | ||
category: 🔐 Zero Trust | ||
difficulty: Intermediate | ||
--- | ||
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# Salesforce with Access for SaaS configuration | ||
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**🗺️ This tutorial covers how to:** | ||
* Configure Salesforce as a SaaS application in Teams | ||
* Force logins to Salesforce through Cloudflare's Zero Trust rules | ||
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**⏲️ Time to complete: 15 minutes** | ||
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What's needed to complete this guide: | ||
* Admin access to a Cloudflare for Teams account | ||
* Admin access to a Salesforce account | ||
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## Set up Salesforce as a SaaS application in Teams | ||
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1. On the [Teams dashboard](https://dash.teams.cloudflare.com), navigate to **Access > Applications**. | ||
1. Select the SaaS application type. | ||
1. Next, select *Salesforce* from the **Application** drop-down menu. | ||
1. Fill the remaining fields as follows: | ||
* **Entity ID**: `https://salesforce.com` | ||
* **Assertion consumer service URL**: https://[YOUR_SFDC_DOMAIN].my.salesforce.com | ||
* **Name ID format**: Email | ||
1. Click **Next**. | ||
1. Set the desired policy configuration for user access. | ||
1. Click Add application. | ||
1. Next, take note of the **SSO endpoint**, the **Access Entity ID or Issuer**, and the **Public Key**. | ||
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![Setup SaaS IdPs](../static/documentation/applications/saas-integrate.png) | ||
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## Create a certificate file | ||
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1. Paste the **Public key** in VIM or another code editor. | ||
1. Wrap the certificate in `-----BEGIN CERTIFICATE-----` and `-----END CERTIFICATE-----`. | ||
1. Set the file extension as `.crt` and save. | ||
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## Enable Single Sign-On in Salesforce | ||
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1. In Salesforce, ensure your users have **Federation IDs**. | ||
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<Aside> | ||
The Federation ID is found under Manage Users > Users in Setup. The Federation ID should match the email address of the user authenticating via Access. | ||
</Aside> | ||
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![Salefsorce configuration](../static/zero-trust-security/access/salesforce.png) | ||
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2. Navigate to **Security Controls > Single Sign-On Settings** | ||
3. Set the following global settings: | ||
* **SAML Enabled:** true | ||
* **Make federation ID case-insensitive:** true | ||
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## Create a new SAML Single-Sign On configuration | ||
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1. Create a new SAML Single-Sign On configuration | ||
Configure as follows: | ||
* **Name:** (this is what you want your users to see on sign in) | ||
* **API name:** (this will pre-populate) | ||
* **Issuer:** your-team-name.cloudflareaccess.com, where your-team-name is your [team name](/glossary#team-name). | ||
* **Identity Provider Certificate**: upload the `.crt` certificate file you’ve created in the previous step. | ||
* **EntityID**: `https://salesforce.com` | ||
* **SAML Identity type:** Assertion contains the Federation ID from the User object | ||
* **Identity Provider Login URL**: This is the SSO endpoint provided in the Teams dashboard for that application. | ||
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1. Click **Save**. | ||
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![Salefsorce configuration](../static/zero-trust-security/access/salesforce-sso.png) |