For those using Salesforce, you can enable the Single Sign-On (SSO) in your platform through a Salesforce identity.
Requirements & Limitations
- The configuration detailed throughout this article refers to the Salesforce V2 Integration. Learn more about enabling the SSO for the Salesforce V3 integration.
- The Docebo for SAML integration must be active in your platform
- Docebo does not provide support for Salesforce or other third-party technologies implementing the SAML 2.0 protocol. This article is intended only as a set of best practices for IT administrators. Docebo cannot be held liable for any damage or malfunction due to an incorrect Salesforce configuration.
Step 1: Configure your Salesforce Identity
Salesforce Identity connects your Salesforce organization users with external applications and services, while providing administrative tools for monitoring, maintaining, and reporting user applications and authorization. It's available in Salesforce Classic, Enterprise, Performance, Unlimited, Developer, and Database.com Editions.
Start by setting up My Domain (Set-up → Domain management → My Domain) by inserting your domain name and checking its availability, then register your domain. Once registered, press the Click here to Login button, then select Deploy to Users.
Now, you need to enable SSO (Setup → Security Controls → Single Sign-on Settings → Federated Single Sign-On Using SAML). Once you've reached the page, select the Edit button, then enable SAML.
Step 2: Configure Connected App
Configure now the connected app in Salesforce (Setup → Create → Apps → Connected App → New). Once you have clicked on the New button, insert this basic information into the corresponding fields:
- Connected App Name
- API Name
- Contact Email
- SF Administrator mail
- Logo Image URL
- Icon URL
Then, insert the following information in the Webapp Settings area:
- Start URL
[Your platform domain name]/lms/index.php?r=site/sso&sso_type=saml
- Enable SAML
- Entity Id
[Your platform domain name]/lms/index.php
- ACS URL
[Your platform domain name]/lms/index.php?r=SimpleSamlApp/SimpleSamlApp/modules/saml/sp/saml2-acs.php/default-sp
- Subject Type
- Name ID Format
[Your platform domain name].my.salesforce.com
When finished, press Save.
Step 3: Download Metadata
Now, you need to download your Metadata (Setup → Manage Apps → Connected App → DOCEBO). Once you've reached the Docebo app page, press the Download Metadata button in the SAML Login Information section.
Step 4: Deploy Connected App to Salesforce Users
Now, you should deploy your connected app to Salesforce users (Set-up → Manage Apps → Connected App → DOCEBO). Once you're on the Docebo app page in Salesforce, press the Manage Profiles button in the Profiles area. When finished, press Save.
Step 5: Configure SAML SSO inside Docebo
Now, you can configure the SAML app in Docebo using your information from Salesforce. Log into the platform as a Superadmin and access the Admin Menu from the gear icon in the top right corner of your platform. Then, select the Settings option in the SAML Settings section. Fill in the required fields as follows:
- Identity Provider ID
- Your Salesforce domain
- XML Metadata
- The metadata that you downloaded from Salesforce
- Username attribute
Refer to the SAML section of the Knowledge Base to complete the rest of the SAML fields in your learning platform.
Step 6: App Launcher in Action
You can now see the app launcher for Docebo directly within Salesforce. Refer to the two following screenshots for examples of how the app launcher looks in the Salesforce interface:
When an SSO integration and a custom domain are set up at the same time, it is strongly suggested to configure the Custom Domain first. The endpoint URLs needed for the SSO integration are dependent on the URL of the platform.