---
title: "Configure Salesforce SAML Single Sign-on (SSO)"
slug: "sso-configurations-for-salesforce"
description: "Streamline access to Salesforce with Scalefusion's SSO integration. Follow our step-by-step guide to configure secure Single Sign-On (SSO) and simplify user authentication for your Salesforce CRM."
tags: ["Microsoft Entra SSO", "configure SSO for Microsoft", "Scalefusion SSO setup", "Microsoft Entra integration", "SSO with Scalefusion", "Microsoft access management", "SSO for Microsoft cloud apps", "sso for microsoft 365"]
updated: 2026-10-28T13:17:56Z
published: 2026-10-28T13:17:56Z
canonical: "help.scalefusion.com/sso-configurations-for-salesforce"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.scalefusion.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Setup Salesforce (Single Sign-On) Integration

This document provides a step-by-step guide for setting up SSO Configuration to configure Salesforce, allowing users to sign in to Salesforce services using their OneIdP credentials and securely access these services.

## Pre-requisites

1. The Custom Domain for which you are authorising, should be [verified](/docs/configure-directory#custom-domain) through OneIdP.
2. Users belonging to custom domain should be added to Scalefusion Dashboard and [migrated](/docs/configure-directory#actions-on-directory) to OneIdP.
3. IT Admins should have access to Salesforce admin console.
4. Users should be added to Salesforce portal

## Create SSO Configuration for Salesforce

1. Sign in to Scalefusion Dashboard and navigate to **OneIdP >** **SSO Configuration**
2. Click on **New SSO Configuration** button on top right.

![salesforce sso](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/Step 1(4).png)
3. After clicking New SSO Configuration, a window will appear. Search for **Salesforce** in the list, select it, and then click **Configure**.

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-8T7GO3QD.png)

1. This opens the **SSO Configuration** **wizard** with following tabs on the left panel:
  1. [Application Basics](/v1/docs/sso-configurations-for-microsoft-365-entra#application-basics)
  2. [SSO Scope Management](/v1/docs/sso-configurations-for-microsoft-365-entra#sso-scope-management)
  3. [Permissions](/v1/docs/sso-configurations-for-microsoft-365-entra#permissions)
  4. [SSO Settings](/v1/docs/sso-configurations-for-microsoft-365-entra#sso-settings)
  5. [Conditional Access](/v1/docs/sso-configurations-for-microsoft-365-entra#conditional-access)
  6. [User Facing Messages](/v1/docs/sso-configurations-for-microsoft-365-entra#user-facing-messages) Navigate to each tab and enter required details. You can navigate to next tab only after you have entered complete details in the current section. All are explained in detail below.

### **Application Basics**

Configure basic application details by entering the following:

- **Enter Application Name:** Enter a name for your App which will be an identifier for your configuration. The name must be at-least 5 characters long. The maximum allowed length is 128 characters.
- **Select Hosting Type:** This will be pre-selected as **Cloud**
- **Select Domains:** All the custom domains you have configured and verified using OneIdP, will be listed here. Select the domain(s) which you want to be SAML SSO enabled.
- S**elect Authentication Type:** This will be pre-selected as **SAML**.
- **Enter Login URL:** Provide URL that you use to sign in to that service. Once you have entered all details click **Next**

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-4Y7OR1DY.png)

### **SSO Scope Management**

With SSO scope management you can configure the procedure for managing the users who will be accessing this application. It basically allows how SAML settings for the users are going to be managed. Following are the settings:

#### **User assignment**

SSO Configuration would allow only assigned users to access the app. Choose one from the following options:

1. **Allow all users imported to Scalefusion to access the application:** All users (belonging to the domain) imported to Scalefusion and migrated to OneIdP will be allowed to access the application.
2. **Allow only assigned users to access the application:** Only the user(s) whom you have assigned the SSO configuration, will be allowed to access the application. With this option, after SSO configuration is created, you need to manually select and assign the users.
  1. **Revoke access for all users once when the configuration is saved**: If this is checked, the access is revoked from the users who are currently assigned with the configuration. As a result, it will invalidate all user sessions and logout users from their current running session. ![single sign-on salesforce](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-1718194238002.png)

#### **Enforcement Rules**

From here, you can configure and enforce users that at what point of time SSO Configuration should invalidate the **current** session and logout users. Following options can be selected:

1. **Immediately on User Assignment and post grace period if applied:** Once SSO configuration is assigned to user
2. **Immediately on User Un-Assignment:** When user is unassigned the SSO configuration
3. **Immediately on Deleting this configuration:** When SSO configuration is deleted from Scalefusion Dashboard

> [!WARNING]
> Users will not get logged out in case of Salesforce

![salesforce sso configure](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-1725005574835.png)

### **Permissions**

Here, you do not need to grant any additional permissions. Click **Next** to go to the next step.

![single sign-on salesforce](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-ZTAN0S02.png)

### SSO Settings

This section allows admins to configure the Service Provider (Salesforce) settings and obtain the SSO URLs that will be added to the Salesforce portal.

#### OneIdP SSO Settings

On the Salesforce Portal, follow these steps:

1. Login to the salesforce admin console and navigate to **Settings > Open Advanced Settings.** This will open a new page in a new tab.

![sso in salesforce](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-LIQBD991.png)
  1. Next, search for **Identity** (in the left-hand side menu) **>** go to **Single Sign-On Settings and** click on **New** under SAML Single Sign-On Settings.

![salesforce sso setup](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-24M4H3XI.png)
2. This opens the form for SAML Single Sign On Settings. Here, enter the following information:

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-A7GXN7XX.png)
  1. **Name:** Enter name to identify
  2. **API Name:** This can be same as name
  3. **Issuer:** Copy the **OneIdP Entity ID/Issuer URL** from Scalefusion Dashboard (under SSO Settings) and paste here.
  4. **Entity ID:** Copy the **Current My Domain URL** by navigating to *Settings > Company Settings > My Domain (as shown below)* on Salesforce Admin console and paste it here.

> [!WARNING]
> Please ensure that the Entity Id is prefixed with https://

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-MY2QIF57.png)
  5. **Identity Provider Certificate:** Download **Verification certificate** from Scalefusion Dashboard (SSO Settings) and upload it here.
  6. **Identity Provider Login URL:** Copy the OneIdP SSO URL from Scalefusion Dashboard and paste it here
  7. Select **Assertion contains the User's Salesforce username** as the **SAML Identity Type**.
  8. In the **Service Provider Initiated Request Binding**, select **HTTP Redirect**
  9. Select the checkbox in front of **Single Logout Enabled**
    1. **Identity Provider Single Logout URL:** Copy the **OneIdP SLO URL** from Scalefusion Dashboard (SSO Settings) and paste it here.
3. After entering all details, click **Save**

Now, navigate back to Scalefusion Dashboard and click **Next** to go to next step

### Conditional Access

From this section you can define the additional conditions on the basis of which users will be allowed/disallowed from accessing the application on device. This is divided into following sections:

1. Conditional Access Settings
2. Access Exceptions

#### Conditional Access Settings

**Device Policy**

1. **For Android, iOS/iPad OS, Windows & macOS, Linux, Chrome OS:** Choose one from the following two conditions:
  1. **Only if the device is managed by Scalefusion:** The application will be accessible only on devices managed (enrolled) by Scalefusion.
  2. **If the device is managed by Scalefusion or an OTP using Scalefusion Authenticator app from a managed device:** The application is accessible if any of the following conditions is met:
    1. **Device is managed by Scalefusion:** If device is managed you will not be asked to enter OTP for authentication, or
    2. If device is **unmanaged**, OTP is required for authentication. OTP can be taken from **Authenticator** app installed on a Scalefusion managed device.
  3. **Allow users to access by setting up MFA using third party authenticator app or OTP sent on email:** This option is activated only when Multi-factor Authentication is enabled in [Directory Settings](/docs/directory-settings). **Note:** The left side panel is for configuring Device Policy on **Android & iOS/iPad OS** and right side is for **Windows & macOS** and **Linux, ChromeOS** below them. Hence, you can configure separate device policies based on platform.
  4. **Skip Password on Scalefusion managed devices:** When enabled, this option allows users to access applications on managed devices without the need to enter a password during sign-in. ![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-A67WPMAL.png) **For ChromeOS:** Choose one from the following two conditions:
    1. **Allow users to sign in using an OTP from Scalefusion authenticator app:** OTP can be taken from Authenticator app installed on a Scalefusion managed device.
    2. **Allow users to access by setting up MFA using third party authenticator app or OTP sent on email:**

> [!NOTE]
> Note:
> 
> This option will be enabled if MFA is enabled in [Directory Settings](/docs/directory-settings).
      1. OTP is required for authentication. OTP can be taken from any 3rd party authenticator app or an OTP received via email, based on the MFA settings in Directory Settings.
    3. **Allow access using email and password without MFA:** Authorization check will not happen, and users can login directly with their email and password.
    4. **Block Access:** When enabled, this setting prevents the user from accessing ChromeOS.

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-FO1DN1ML.png)

#### **Browser Policy**

From here, you can select one or more browsers and specify minimum versions on which you want to allow the access to the application. Following are the options:

- All Browsers
- Google Chrome with minimum version
- Microsoft Edge with minimum version
- Safari with minimum version
- Mozilla Firefox with minimum version

**Important Points on Browser Policy:**

1. By default all browsers are allowed.
2. Only major versions are validated. For eg. if you mention browser version: 23.5.8.10 then the respective browser with minimum major version(23) will be allowed. After configuring Device Policy and Browser Policy, click **Next** ![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-00NVEL7K.png)

#### Access Exceptions

From this section you can configure the exceptions where the users are allowed to access the applications even if the conditions are not met. In general, these exceptions will be useful or addresses scenarios where :

1. IT Admins have setup Android Enterprise using Google Workspace Or
2. IT Admins have setup Apple User Enrollment with ABM/ASM federated to Google Workspace

Following are the exceptions that can be configured:

1. **Enrollment Exceptions**
  1. **Allow users to access the application till they enroll their first device:** Allows users to access the application till they enroll at-least one device. This option is helpful in conditions where the enrollment steps requires them to authenticate with the service provider. With this, you can also configure the following:
    1. **Maximum sessions allowed per user:** Configure no. of sessions that should be exempted. It can range from 1 to 3. Ideally 1 session per user is recommended.
    2. **Configure the OS where the exceptions are applied:** Select the platform(s) on which this exemption would be allowed to users.
2. **User Exceptions** Here you can add the users who are always exempted from the conditions and will never be asked to manage their device. Enter comma separated email addresses of users or click on Add Users on the right and in the new window, select the users who should be exempted. **Note:** These users still need to sign in with their OneDirectory credentials if they fall under the SSO Scope, however the conditions will not be enforced.
3. **User Group Exceptions** Here you can add the user groups which will always be exempted from the conditions and will never be asked to manage their device. Enter comma separated User Groups or click on **Add User Groups** on the right and in the new window, select the user groups which should be exempted.

> [!NOTE]
> The users belonging to such user groups still need to sign in with their OneDirectory credentials if they fall under the SSO Scope, however the conditions will not be enforced.

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-3PUUHGES.png)

### User Facing Messages

User Facing Messages helps admins configure messages that end users may be shown when they are unable to access the application if any of the compliance conditions are not met. You can configure messages under following:

- **Configure Instructions for a Non-Compliant Device:** This message is shown when the device is not compliant and needs to be enrolled to Scalefusion
- **Configure Instructions for a Non-Compliant Browser:** Shown when the browser is not compliant as per configurations
- **Configure a Message to be displayed when Access is Denied:** Any other cases where access to application is denied.

There are some pre-configured messages displayed on Dashboard which you can edit as per requirement.

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-1717744463733.png)

After configuring user facing messages, click on **Save**

The SSO configuration is created and listed on SSO Configuration page as a separate card with the name you have defined. You can create multiple SSO configurations in the same manner. ![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-FZQS9U2Z.png)

The [next document](/docs/managing-sso-configurations) explains how the configurations can be managed and other actions you can perform through SSO configurations.

### User Login into Salesforce after SSO Configuration

#### **Pre-requisite**

The SSO configuration created should be enabled from Authentication Configuration. To enable,

1. Navigate to *Settings > Company Settings > My Domain* on Salesforce Admin console
2. Scroll down and click on **Edit** under Authentication Configuration

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-WY9V83D9.png)
3. Put a check on the configuration(s) under Authentication Service and enable all four checkboxes to allow the use of the native browser on iOS and Android devices during login, and then click **Save**.

Please ensure Login Page Type is set to Standard and Login Form (in Authentication Service) is enabled in addition to the created Authentication service.

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-OXHGUVNA.png)
4. This completes the process of adding the service to Authentication configuration

#### Steps to login

Once you have configured SSO for Salesforce, follow these steps:

1. Go to the Salesforce Customer Secure Login Page
2. Here, click on **Use Custom Domain**

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-IQMNE1GH.png)
3. Enter the custom domain name to login with your company’s domain name. For Custom Domain,
  1. On Salesforce admin console, Copy the URL from **My Domain Name** (*Settings > Company Settings > My Domain*)

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-TMOW975S.png)
  2. Paste it on Salesforce login page and click **Continue**

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-DTG2NO9Q.png)
4. On the next page, click on **Login with a different provider**

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-AB6UX22X.png)
5. Here you will get the list of Single Sign-On Configurations created on Salesforce Admin Console. Choose the one with which you want to log in.

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-RGQ1EHFS.png)
6. You will get the OneIdP page. Enter the credentials with the user details added in Scalefusion and Salesforce console and Sign In.

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-D1KRAQJ3.png)

### Synchronizing Users Between Scalefusion and Salesforce

To ensure integration between Scalefusion and Salesforce, you'll need to synchronize user accounts. With Salesforce’s User Provisioning tools, follow these steps to add any new users added on Scalefusion, to the Salesforce portal:

1. On Salesforce portal, navigate to **Settings > Identity > Single Sign On Settings**
2. Edit the configuration you have created
3. Under **Just-In Time Provisioning**, select the checkbox in front of **User Provisioning Enabled**

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-36QM6HMH.png)
4. Select **Assertion contains the Federation ID** **from the User object** as **SAML Identity Type**

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-8JAX56LN.png)
5. Click **Save**
6. Now go to Scalefusion Dashboard. In the SSO Configuration created for Salesforce, navigate to **SSO Settings > Custom Attributes** and enter the following custom attributes:

> [!NOTE]
> Here, ProfileId should be taken from Profiles section *(Administration > Users > Profiles)* on Salesforce Admin console.

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-RYZRRBGL.png)

**Selecting Conditional Policy for Attribute** Conditional Custom Attributes let you control when a custom attribute is sent to the Identity Provider (IdP) or send a different value based on a user's group membership. You can configure one of the following policies for each custom attribute:

> [!WARNING]
> For each attribute, you can configure Conditional Policy only on selecting Yes under Conditional column

**User Group Based Rule:** Here, select one or more user groups that determine when the condition is applied.

**Enter Attribute Value:** Enter the value of custom attribute that needs to be sent. This is disabled unless at-least one group is selected.

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-DIKQWDOS.png)
  1. **None:** Selected by default
  2. **Send Only if Conditions Match:** The custom attribute is sent only if the condition or rule matches. As for example, if the user belongs to one of the selected user groups, the custom attribute will be sent.
  3. **Send Different Value if Conditions Match:** The custom attribute is sent for all users. Users who belong to the selected groups receive the configured conditional value, while all other users receive the default value.
7. Save the SSO Configuration.
8. Now, when you try to login to Salesforce with the user credentials, the same user will automatically get added on Salesforce portal.

---

### FAQs

****What about users who are already existing on salesforce prior to enabling the Just In Time user provisioning. Will they be able to login via OneIdP?****

When JIT provisioning is enabled, Salesforce uses federation id to identify users, so if existing users do not have federation id in that case, it will not be able to identify users. For such users, IT Admins will need to add the Federation Id on Salesforce portal manually.

To add Federation ID,

  1. Navigate to *Administration > Users > Users section*
  2. Select the user and Edit it
  3. Under **Single Sign On Information**, add the Federation ID. Federation ID is same as user email

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-H74LAMYR.png)

**Note:** Users created after enabling JIT provisioning, will automatically have their Federation ID populated by default.

****On Android devices enrolled as BYOD, if we try to login to Salesforce app it is giving error. What is the solution?****

To resolve this, you need to change server details in Salesforce. There are two ways to do so:

**Solution 1:** Change server details on Salesforce app. To do so, follow these steps on Salesforce app:

1. Launch Salesforce App on Work Side.
2. Click on three dots on top right. Click on **Change Server → Add New Connection**

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-11ISSISO.png)
3. In Add Connection Pop-Up, please enter below details:
  1. Name: Any name to identify your connection
  2. URL: Enter Salesforce login URL for your domain
  3. Click on **Apply**

![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-U1CAO1RC.png)
4. Now, click on Back button on top left.
5. The URL should get opened in chrome browser and silent login to Salesforce app should work on managed device.

**Solution 2:** Create App Configuration on Scalefusion Dashboard and push on device. Follow these steps:

1. Install Salesforce and Google chrome app to the Android device from Play for work section on Scalefusion Dashboard.
2. On Scalefusion Dashboard, go to **App Management → Play for work → Salesforce App**
3. Navigate to **App config → Create a new config**
4. In the configuration dialog, enter below details:
  1. **Managed configuration:** Provide name of config
  2. **AppServiceHosts:** Enter Salesforce login URL of your domain
  3. **AppServiceHostLabels:** Enter any name to identify your connection
  4. Click on **Save** and Publish on device. ![](https://cdn.document360.io/175c0eac-012f-4410-bdc5-ac60794f82d8/Images/Documentation/image-4LS5Q2VU.png)
5. Once Config is published then AppServiceHosts get added to Salesforce’s Local server page
6. Now, launch Salesforce app. Click on three dots on top right and click on **Change Server.** The server details will display here.
7. Now, click on Back button on top left.
8. The URL should get opened in chrome browser and silent login to Salesforce app should work on managed device.