Online Help

SafeNet Trusted Access for Salesforce

Overview

Configuring SafeNet Trusted Access for Salesforce is a three-step process:

1.Salesforce setup

2.SafeNet Trusted Access setup

3.Verify authentication

Salesforce Setup

As a prerequisite, download the Identity Provider metadata from the SafeNet Trusted Access console by clicking on the Download Metadata button. You will need this metadata in one of the steps below.

Perform the following steps to configure SafeNet Trusted Access as your identity provider in Salesforce:

1.Log in to Salesforce as an administrator using the https://login.salesforce.com/ URL.

2.On the Salesforce console, in the left pane, under Administer, click Security Controls > Single Sign-On Settings.

3.In the right pane, under Single Sign-On Settings, click Edit.

4.Under Federated Single Sign-on Using SAML, select SAML Enabled, and then click Save.

5.Under SAML Single Sign-On Settings, click New from Metadata File.

6.On the SAML Single Sign-On Settings window, click Choose File, to search and select the identity provider (idp) metadata file that you downloaded earlier from the SafeNet Trusted Access Console.

7.Click Create

8.Verify the values in the fields and then click Save.

9.Click Download Metadata. The Salesforce metadata will be downloaded automatically. Save it on your local machine.

10.In the left pane, under Administer, click Domain Management > My Domain.

11.On the My Domain window, under Authentication Configuration, click Edit.

12.On the Authentication Configuration window, in the Authentication Service field, select the identity provider (for example, idp) that you created in step 7.

13.Click Save.

SafeNet Trusted Access Setup

After completing the first step of configuring SafeNet Trusted Access in Salesforce, the second step is to activate the Salesforce application in SafeNet Trusted Access by performing the following steps:

1.In the Applications pane on the left, you will notice that the Salesforce application you added previously is currently in inactive state by default. To configure and activate this application, click the application (for example, Salesforce) and proceed to the next step.

2.Under STA Setup, click Upload Salesforce Metadata.

3.On the Metadata upload window, click Browse to search and the select Salesforce metadata that you downloaded earlier in step 9 of Salesforce Setup.

4.Under Account Details, the service provider metadata information is displayed.

5.Click Save Configuration to save the details and activate the Salesforce application in SafeNet Trusted Access.

Verify Authentication

Using STA Console

Navigate to the login URL of the Salesforce (for example, https://exampledemo-dev-ed.my.salesforce.com/) and then click on the identity provider name (for example, idp) that you created in step 7. You will be redirected to the SafeNet Trusted Access sign-in page. Enter your primary directory login information, approve the two-factor authentication, and you should be redirected to the Salesforce support portal after authentication.

Using STA User Portal

Navigate to the User Portal URL to log in to the STA User Portal dashboard. On the dashboard, you will see a list of applications to which you have access. Click the Salesforce application icon, you should be redirected to the Salesforce support portal after authentication.

 

© 2018 SafeNet Trusted Access. Various trademarks held by their respective owners.