Configuring ScreenSteps

Before you configure Salesforce.com to work with the ScreenSteps Remote Authentication feature, you need to enable remote authentication in ScreenSteps Live.

If you have not reviewed the instructions concerning Remote Authentication please the lesson on enabling Remote Authentication.

Pre-requisites

Before you can deploy a custom Apex class in your production application you will need to create it first in your Salesforce sandbox organization. Before you continue these steps you should already have a sandbox org created.

Copy Your Salesforce.com URL

Copy Your Salesforce.com URL

In just a moment you will create a new page in Salesforce.com. You need to enter the url to that page in ScreenSteps Live and we are going to do that now, even though the page doesn't exist yet.

From your Salesforce.com Setup area copy your Salesforce.com domain from the address bar.

Sandbox or Production URL

The URL you copied is the URL that ScreenSteps will redirect to when it needs to log someone in. If you want to test single sign-on in your sandbox org then make sure that you copy the URL for your sandbox. If you don't want to test single sign-on in your sandbox first then you can use your production URL.

Enter URL Into ScreenSteps Admin Area

From the Remote Authentication area of your ScreenSteps account, enable remote authentication.

If my Salesforce.com url were https://na3.salesforce.com/ then I would enter the following for the Remote login url (1):

https://na3.salesforce.com/apex/sslive_login

For the log out url enter your base ScreenSteps Live url (2). For example:

http://YOUR-ACCOUNT-NAME.screenstepslive.com

Before leaving this page, select and copy the remote authentication token to the clipboard (3) and click Update (4).

Associate the endpoint with your account or specific sites

After you have finsihed configured the endpoint you will want to tell ScreenSteps to use the endpoint to log users in.

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