ScreenStepsIntegrationsSalesforce and ScreenSteps Single Sign-On with Salesforce (SAML) ArticlesEnable Salesforce as an Identity Provider and download Metadata file

Enable Salesforce as an Identity Provider and download Metadata file

Make sure you have security certificate

Your Salesforce.com will need to have a security certificate in order to use SAML. If you don't already have a security certificate, follow these instructions to generate a self-signed certificate.

Select Setup

Select Setup

Select Security Controls > Identity Provider

Select Security Controls > Identity Provider

Enable Identity Provider

You may be presented with this screen. If you are, click the Enable Identity Provider button.

Enable Identity Provider

Select your self-signed certificate

Then select your self-signed certificate (1) and click Save (2).

Select your self-signed certificate

Download Metadata

You should now see this screen. Click on Download Metadata. You will use the file you download to configure your settings in ScreenSteps.

Download MetadataZoom: Download Metadata

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