Salesforce Integration Guide

Step 1 - Email Us

Send an email to support.sf@trusona.com. In the body include:

  1. Your company name and
  2. Email address domain associated with your Salesforce account, e.g. "mydomain.com" if your email address is "me@mydomain.com"

Trusona will use this information to generate an .xml file. Trusona will email that file back which is needed to complete Trusona for Salesforce integration. (You can expect to receive an email from Trusona within 24hrs)

 

Step 2 - Custom Domain

If you haven't done so already create a custom domain in Salesforce: 
Setup > Domain Management > My Domain > "Create your custom domain" > Register Domain

 

Note: Once your domain is registered it will be up to the organization's policy whether to still allow logging into salesforce through login.salesforce.com or only allow login through the organization's new customized domain.
 
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Step 3 - Enable SAML

Make sure that "SAML enabled" is checked. Setup > Quick Find search Single Sign-On Settings > Edit > check off SAML Enabled > Save

 

 
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Step 4 - Upload Trusona's .xml

While still in Single Sign-On Settings

  1. Select "New from Metadata file" button.
  2. Choose File
  3. Upload the .xml file Trusona sent you
  4. Select Create
 
New From Metadata File

New From Metadata File

 
 
Choose File

Choose File

 
 
Create

Create

 


 
Step 5 - Edit SAML Gateway

While still in Single Sign-On Settings

  1. Select Edit
  2. Change Name to Trusona
  3. Confirm Request Signature Method is set to "RSA-SHA256"
  4. Select "Assertion Contains the User's Salesforce username"
  5. Select HTTP Redirect
  6. Make sure Identity Provider Login URL is populated
  7. Select Save
IMPORTANT: If your employee's login to salesforce with an email address domain (e.g. @gmail.com) that differs from the organization's email (e.g. @organizationemail.com) domain follow step 5B otherwise, skip to step 6.

 


 

 
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Filling in Single Sign On form

Filling in Single Sign On form

 


 Step 5B - Creating a Federation ID

Note: The XML file provided by Trusona is customized to your organizations's email domain. If your users have a different email domain as their username than you will need to create link between their email domain and the organizations' by creating a Federation ID for those users.
  1. Setup > Manage Users > Users > edit next to the user's name.
  2. Enter the email address the Salesforce user uses to login to Salesforce in the Federation ID field
 
 



3. Setup > Security ControlsSingle Sign-On Settings > Select Edit under Action > Select Assertion contains the Federation ID from the User object > Select Save.

 
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Select Assertion contains the Federation ID from the User Object

Select Assertion contains the Federation ID from the User Object

 



Step 6 - Email Trusona .xml

 

  1. In Single Sign-On Settings select the “Trusona” under Name.
  2. Select "Download Metadata" and send that .xml file to support.sf@trusona.com.

(Green Box) Trusona is going to send you back a confirmation email that you are ready to Login using Trusona.

 
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Step 7 - Check off Trusona


Setup > Quick Find search My Domain > Edit in Authentication Configuration > check off Trusona > Save

 
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 Step 8 - Visit your Custom Domain URL in Browser

 

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Step 9 - Get Users up to speed

 

Now that Trusona for Salesforce is ready to be used across your organization share Trusona for Salesforce End-User Video with your Salesforce users.

Daniel Fischpan