CherylC.38718 (Customer) asked a question.
We currently use Okta SSO to access our Salesforce Production Org. How do I add another tile to my dashboard so I can access a Salesforce Sandbox? I am an Admin in both applications.
When I go to assign an application to my user, Salesforce is not available. It is already assigned to me.
Hi @CherylC.38718 (Customer) , Thank you for reaching out to the Okta Community!
You will need to setup a new integration of the Salesforce app in your org. Go to Okta Admin Dashboard > Applications > Browse App Catalog > Salesforce.com > Add Integration > Rename the Application Label to something appropriate for the use case like "Salesforce - SANDBOX" and select instance type "Sandbox". From there follow typical setup procedure.
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@Mihai Negoita - Okta (Okta, Inc.) Thank you for pointing me in the right direction! I did set up a new application for the sandbox. I followed the documentation, but when I try to log in from Okta, I get this Salesforce message, "Single Sign On Error We can't log you in because of an issue with single sign-on. Contact your Salesforce admin for help."
Is there something special I need to do because this is a sandbox?
There are some special mentions for sandbox configuration and custom domains. There also this issue being discussed on the Salesforce side.
Beyond that, if you have an account with us and are a SuperAdmin/Case Admin, please open a case to work with my colleagues from the Support Team to investigate this further. They'll be able to access additional tools and resources to help you get to the bottom of it.
Regards.
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@Mihai Negoita - Okta (Okta, Inc.) In the Salesforce Community aticle you referenced, a user said "I set the application username format in okta to a custom one to replicate the same as for regular logins with user/pw (in okta expression language String.append(user.login, ".mysandbox").
On the Sign On tab under Credentials Details, I set Application username format to Custom. Is the correct syntax for the expression? String.append(user.login,".gregs")
My user name for the sandbox is my okta user name with .gregs at the end
That looks right if the expectation is for the username to be something like user.name@companyxyz.com.gregs instead of just user.name@companyxyz.com . Here is an example with a test user
Regards.
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These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
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These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
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Hi @CherylC.38718 (Customer) , Thank you for reaching out to the Okta Community!
You will need to setup a new integration of the Salesforce app in your org. Go to Okta Admin Dashboard > Applications > Browse App Catalog > Salesforce.com > Add Integration > Rename the Application Label to something appropriate for the use case like "Salesforce - SANDBOX" and select instance type "Sandbox". From there follow typical setup procedure.
If my answer helped, remember to mark it as best to increase its visibility for other members of the Okta Community who might have the same questions as you.
Hope my answer helps!
--
Help others in the community by liking or hitting Select as Best if this response helped you.
Collect them all. Learn a new skill and earn a new Okta Learning badge.
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