ScreenStepsSalesforce and ScreenSteps Single Sign-On with Salesforce (SAML) ArticlesAuthenticating Salesforce users for creating and updating articles

Authenticating Salesforce users for creating and updating articles

Two types of users

You basically have two types of Salesforce users:

  1. Those who you grant permission to read your documentation.
  2. Those who you grant permission to read, update and create documentation.

Once you have set up single sign-on with Salesforce both types of users will be able to login to the ScreenSteps website using their Salesforce credentials.

How admins, editors and authors are authenticated via Salesforce

When a user logs into your ScreenSteps website for the first time via Salesforce one of two things happens:

  • ScreenSteps looks to see if it has a user record that matches the email of the Salesforce user. If it finds a match then the user is logged in under that email address.
  • If ScreenSteps can not find a user with that email then a new user record is created for the Salesforce user in ScreenSteps. That user will have a role of reader. They will then be added the reader group that is attached to any sites that have been attached to your authentication endpoint.

If you want a Salesforce user to be able to function as an admin or contributor then you need to do one of two things:

  • If the user has already logged in and a record has been created for them in ScreenSteps then change their role from reader to admin, editor or author.
  • If the user has not logged in yet, create a new record for them in ScreenSteps with the same email address that they use in Salesforce. When they login to ScreenSteps, ScreenSteps will match the two records up.

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