Configure Single Sign-on with Salesforce
Single sign-on is not required when using ScreenSteps with Salesforce but it does improve both security and convenience for your Salesforce users.
With single sign-on your you can require a login to view your ScreenSteps documentation site, but your Salesforce users will be able to login to ScreenSteps via Salesforce.
There are two options for single sign-on:
- ScreenSteps Remote Authentication
SAML is the easiest to set up and SAML integrations are officially supported by Salesforce. But using SAML with Salesforce requires the use of a Salesforce My Domain. My Domain lets you create a custom domain name for your Salesforce organization where you Salesforce users will access Salesforce. If you are a brand new organization then there is no downside to using My Domain.
But if you already have existing Salesforce users, moving to My Domain may require updating some of your integrations.
ScreenSteps Remote Authentication
ScreenSteps Remote Authentication does not require the use of My Domain, but it is a little more complicated to set up. If you are comfortable with creating Apex classes, but if you have never set up a sandbox org and deployed custom classes before you might find the set up difficult. You need to be comfortable doing the following:
- Creating a custom Apex class (we give you the code)
- Deploying the class to a sandbox organization in Salesforce
- Deploying the Apex class from the sandbox to production
We provide instructions for creating and configuring the apex class. But we do not offer support for setting up a sandbox organization or pushing classes to production. If you aren't comfortable doing this then we can set up ScreenSteps Remote Authentication for you for an additional fee.
Which should you choose?
If you are a new Salesforce org then use SAML with My Domain.
If you are an existing Salesforce org then evaluate if moving to My Domain would cause any issues for your organization. If moving to My Domain won't then use SAML. If it will then use ScreenSteps Remote Authentication.
How to configure Single Sign-on with SAML
Follow these directions to configure single sign-on with SAML >> Configure SSO with SAML
How to configure Single Sign-on ScreenSteps Remote Authentication
Follow these directions to configure single sign-on with ScreenSteps Remote Authentication >> Configure SSO with Remote Authentication
Authenticating users to author content
If you have Salesforce users who will be using the ScreenSteps desktop authoring tool to create content for your knowledge base then the process of authenticating in them the desktop tool will be slightly different. Read here for more information.