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[Teams] Salesforce tutorial (cloudflare#911)
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* salesforce tutorial

* fixes
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abracchi-tw authored Mar 9, 2021
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73 changes: 73 additions & 0 deletions products/cloudflare-one/src/content/tutorials/salesforce-saas.md
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---
updated: 2021-03-09
category: 🔐 Zero Trust
difficulty: Intermediate
---

# Salesforce with Access for SaaS configuration

**🗺️ This tutorial covers how to:**
* Configure Salesforce as a SaaS application in Teams
* Force logins to Salesforce through Cloudflare's Zero Trust rules

**⏲️ Time to complete: 15 minutes**

What's needed to complete this guide:
* Admin access to a Cloudflare for Teams account
* Admin access to a Salesforce account

## Set up Salesforce as a SaaS application in Teams

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**.

![Setup SaaS IdPs](../static/documentation/applications/saas-integrate.png)

## Create a certificate file

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.


## Enable Single Sign-On in Salesforce

1. In Salesforce, ensure your users have **Federation IDs**.

<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>

![Salefsorce configuration](../static/zero-trust-security/access/salesforce.png)

2. Navigate to **Security Controls > Single Sign-On Settings**
3. Set the following global settings:
* **SAML Enabled:** true
* **Make federation ID case-insensitive:** true



## Create a new SAML Single-Sign On configuration

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.

1. Click **Save**.

![Salefsorce configuration](../static/zero-trust-security/access/salesforce-sso.png)

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