Overview of how to configure Salesforce, ScreenSteps and SAML

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This article will give you a high level overview of how to configure single sign-on with Salesforce.

1. Requirements

Before you can configure single sign-on with ScreenSteps and Salesforce you must be using a Salesforce My Domain. ScreenSteps uses SAML to authenticate users with Salesforce and that is only possible with a Salesforce My Domain.

2. Setup Overview

Once you meet these requirements you are going to do the following:

  1. If you don't already have a security certificate generated for your domain, we will do that first.
  2. Enabled Salesforce as an Identity Provider and download your Salesforce metadata
  3. Configure SAML settings in ScreenSteps
  4. Create a Connected App in Salesforce
  5. Assign a User Profile to your Connected App in Salesforce

Don't worry, we will walk you through every step of the process.


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