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Integrating Salesforce Community Site in Okta
Single Sign-On
Okta Classic Engine
Okta Identity Engine
Okta Integration Network
Overview
This article provides a step-by-step guide on how to integrate the Salesforce Community in Okta.
Applies To
  • Salesforce Community
  • Single Sign-On (SSO)
Solution

NOTE: When integrating a Salesforce Community in Okta, a new Salesforce.com integration is required even if a Salesforce.com integration already exists.

This video provides a step-by-step guide for Okta admin users on how to integrate the Salesforce Community in Okta.
 

  1. On the Okta Admin Dashboard, go to Applications > Applications.

  2. Click on Browse App Catalog.

  3. Search for Salesforce.com and click on the Add Integration button.

  4. In step 1 of the Salesforce integration, configure the General Settings of the integration by creating an Application Label like "Salesforce Community", entering a custom Salesforce domain, and selecting the User Profile & Type. In this case, the User Profile & Type is "Salesforce Community User" and click the Next button.

Add Salesforce Integration - General Settings

  1. In step 2 of the Salesforce integration, select the Sign-On options for the integration. Click on SAML 2.0 to set up SSO for the integration, then click on View Setup Instructions and follow those instructions to finish configuring SSO for the Salesforce Community site.

  • In the Advanced Sign-on Settings section, enter the Login URL for the Salesforce Community Site. This is the Login URL in Salesforce listed under For Communities.

Advanced Sign-on Settings

SAML Single Sign-On Settings

  1. Completing the Salesforce Community configuration requires enabling provisioning. To enable provisioning to the Salesforce community site, follow the instructions presented in this link.

  2. Once the provisioning integration has been successfully configured, still on the Provisioning tab, click on the To App tab.

Salesforce Provisioning

  1. Click the Edit button and set the Salesforce Account ID to the account associated in Salesforce with the Community site. This is the ID of the Salesforce Account with which provisioned external users should be associated.

    • The Salesforce Account ID for this can be found in the URL of the profile in Salesforce as in the screenshot below:

Salesforce

  1. The Salesforce Community integration is now complete.

 

 
 
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Integrating Salesforce Community Site in Okta