--- title: Adding Salesforce to Your PingOne for Enterprise Dock description: Add the Salesforce application your PingOne for Enterprise Dock from the application catalog. component: pingoneforenterprise page_id: pingoneforenterprise:pingone_for_enterprise_app_catalog:p14eapps_salesforce canonical_url: https://docs.pingidentity.com/pingoneforenterprise/pingone_for_enterprise_app_catalog/p14eapps_salesforce.html revdate: October 4, 2023 section_ids: steps: Steps next-steps: Next steps salesforce-connection-configuration: Salesforce Connection Configuration steps-2: Steps choose-from: Choose from: choose-from-2: Choose from: next-steps-2: Next steps salesforce-provisioning: Salesforce Provisioning before-you-begin: Before you begin about-this-task: About this task steps-3: Steps choose-from-3: Choose from: example: Example: choose-from-4: Choose from: result: Result: next-steps-3: Next steps salesforce-attribute-mapping: Salesforce Attribute Mapping about-this-task-2: About this task steps-4: Steps choose-from-5: Choose from: next-steps-4: Next steps salesforce-customization: Salesforce Customization steps-5: Steps next-steps-5: Next steps salesforce-group-access: Salesforce Group Access about-this-task-3: About this task steps-6: Steps next-steps-6: Next steps --- # Adding Salesforce to Your PingOne for Enterprise Dock Add the Salesforce application your PingOne for Enterprise Dock from the application catalog. ## Steps 1. In the PingOne for Enterprise admin console, go to **Applications > Application Catalog**. 2. **Optional:** In the **Search** field, search for the application. 3. Click the **Salesforce** application line to expand it, and then and click **Setup**. 4. On the **SSO Instructions** tab, click **Download** to download the signing certificate. 5. In a separate tab or window, sign on to the Salesforce admin portal. 6. In Salesforce, go to **Setup > Administer > Security Controls > Single Sign-On Settings**. 7. Select the **SAML Enabled** checkbox. 8. In the **Name** field, enter a name for the connection to PingOne. 9. In the **Issuer** field, enter the **Issuer** value from PingOne. 10. On the **Identity Provider Certificate** line, click **Browse** to upload the signing certificate you downloaded in step 4. 11. From the **SAML Identity Type** list, select **Assertion contains User's salesforce.com username**. 12. From the **SAML Identity Location** list, select **Identity is in the NameIdentifier element of the Subject Statement**. 13. In the **API Name** field, enter a unique name for the API. 14. In the **Entity ID** field, enter `https://saml.salesforce.com` If you have a Salesforce.com My Domain URL, you can enter it into this field instead. 15. **Optional:** In the **Identity Provier Login URL**, enter `https://sso.connect.pingidentity.com/sso/idp/SSO.saml2?idpid=`, replacing *\* with the **IdP ID** value from PingOne. 16. **Optional:** In the **Identity provider Logout URL** field, enter `https://sso.connect.pingidentity.com/sso/terminatesession.aspx?page=https://www.salesforce.com`. 17. **Optional:** In the **Custom Error URL**, enter a URL to redirect users to when an error occurs. If your identity bridge is AD Connect with IIS, you can enter `https:///ADconnect/error.aspx`. 18. Click **Save**. | | | | - | --------------------------------------------------------------------------------- | | | Keep the Salesforce tab open, as you will need values from it for the next steps. | ## Next steps In PingOne for Enterprise, click **Continue to Next Step**. ## Salesforce Connection Configuration ### Steps 1. Import the metadata for Salesforce: #### Choose from: * Click **Select File** to upload the metadata file. * Click **Or use URL** to enter the URL of the metadata. 2. In the **ACS URL** field, enter the **Salesforce Login URL** value from Salesforce. 3. In the **Entity ID** field, enter the **Entity ID** value from Salesforce. 4. In the **Target Resource** field, enter a URL to redirect the user to after IdP-initiated single sign-on (SSO). 5. In the **Single Logout Endpoint** field, enter a URL for PingOne to send single logout (SLO) requests to. 6. In the **Single Logout Response Endpoint** field, enter a URL for PingOne to send SLO responses to. 7. To add a **Primary Verification Certificate**, click **Browse** to locate and upload a local certificate file used to verify SLO requests and responses coming from Salesforce. 8. To add a **Secondary Verification Certificate**, click **Browse** to locate and upload a local certificate used to verify SLO requests and responses if the primary certificate fails. 9. Select the **Force Re-authentication** checkbox to require your identity bridge to re-authenticate users with an active SSO session. 10. Select the **Encrypt Assertion** checkbox to encrypt outgoing SAML assertions. 11. On the **Signing** line: #### Choose from: * Click **Sign Assertion** to have PingOne sign outgoing SAML assertions. This is the default option. * Click **Sign Response** to have PingOne sign responses to incoming SAML assertions. 12. From the **Signing Algorithm** list, select an algorithm with which to sign SAML assertions. 13. Select the **Use Custom URL** checkbox to enter a customer URL to launch Salesforce from the dock. 14. Select the **Set Up Provisioning** checkbox to configure user provisioning to Salesforce. ### Next steps Click **Continue to Next Step**. ## Salesforce Provisioning ### Before you begin Ensure that popups are permitted in your browser. ### About this task | | | | - | ------------------------------------------------------------------------------------------------------------------------------ | | | If you don't need to set up user provisioning, proceed to [Salesforce Attribute Mapping](p14eapps_salesforce_attributes.html). | If you selected **Set Up Provisioning** on the **Connection configuration** tab: ### Steps 1. In PingOne, click **Continue to Next Step** to proceed to the **Application Configuration** tab. 2. Chose how Salesforce will deprovision: #### Choose from: * Select the **FREEZE\_USER\_FLAG** checkbox to freeze a deprovisioned user account. * Leave the checkbox clear to deactivate a deprovisioned user account. 3. In the **SUBDOMAIN** field, your Salesforce subdomain #### Example: If your Salesforce URL is `example.my.salesforce.com`, your subdomain is `example.my`. 4. From the **PERMISSION\_SET\_MANAGEMENT** list, select how to handle permission sets provisioned from PingOne to Salesforce: #### Choose from: * Select **Merge with permission sets in Salesforce** to add provisioned PingOne user permissions to existing permission sets in Salesforce. * Select **Overwrite permission sets in Salesforce** to overwrite permissions in Salesforce with the provisioned permissions from PingOne. 5. Click **Continue to Next Step**. 6. On the **Connection Configuration** tab, click **Activate**. #### Result: PingOne opens the Salesforce sign-on page in a pop-up window. 7. Sign on to Salesforce as an administrative user. 8. Click **Allow**. ### Next steps In PingOne, click **Continue to Next Step**. ## Salesforce Attribute Mapping ### About this task PingOne for Enterprise will automatically populate required SAML attributes. For Salesforce, the required attribute is `SAML_SUBJECT`. ### Steps 1. To add an additional optional attribute, click **Add new attribute**. 2. In the **Application Attribute** field, enter the attribute name as it appears in the application. 3. In the **Identity Bridge Attribute or Literal Value** field, choose one of the following: #### Choose from: * To map to the application attribute: Enter or select a directory attribute. * To assign to the application attribute: Select **As Literal**, then enter a literal value. 4. To create advanced attribute mappings, click **Advanced**. Learn more in [Creating advanced attribute mappings](../pingone_for_enterprise/p14e_creating_advaced_attribute_mappings.html). ### Next steps Click **Continue to Next Step**. ## Salesforce Customization ### Steps * To change the application icon, click **Select image** and upload a local image file. The image file must be: * PNG, GIF, or JPG format * 312 x 52 pixels maximum * 2 MB maximum file size | | | | - | ------------------------------------------------ | | | Images are scaled to 64 x 64 pixels for display. | * To change the name of the application displayed on the dock, in the **Name** field, enter a new name. * To change the description of the application, in the **Description** field, enter the new description text. * To change the category to which the application is assigned on the dock, in the **Category** list, select a category. Learn more in [Creating a custom application category](../pingone_for_enterprise/p14e_creating_custom_application_category.html). ### Next steps Click **Continue to Next Step**. ## Salesforce Group Access ### About this task The **Group Access** tab shows every user group that you have created. Learn more in [Adding user groups](../pingone_for_enterprise/p14e_add_groups.html). ### Steps * To add a group's access to the application, on the line for that group, click **Add**. * To remove a group's access, on the line for that group, click **Remove**. * When you're finished assigning groups, click **Continue to Next Step**. ### Next steps On the **Review Setup** tab, review your configuration, and click **Finish** to add the application to your PingOne Dock.