Tutorial: Azure Active Directory integration with Salesforce

In this tutorial, you learn how to integrate Salesforce with Azure Active Directory (Azure AD).

Integrating Salesforce with Azure AD provides you with the following benefits:

  • You can control in Azure AD who has access to Salesforce.
  • You can enable your users to automatically get signed-on to Salesforce (Single Sign-On) with their Azure AD accounts.
  • You can manage your accounts in one central location - the Azure portal.

If you want to know more details about SaaS app integration with Azure AD, see what is application access and single sign-on with Azure Active Directory.

Prerequisites

To configure Azure AD integration with Salesforce, you need the following items:

  • An Azure AD subscription
  • A Salesforce single sign-on enabled subscription

Note

To test the steps in this tutorial, we do not recommend using a production environment.

To test the steps in this tutorial, you should follow these recommendations:

  • Do not use your production environment, unless it is necessary.
  • If you don't have an Azure AD trial environment, you can get a one-month trial.

Scenario description

In this tutorial, you test Azure AD single sign-on in a test environment. The scenario outlined in this tutorial consists of two main building blocks:

  1. Adding Salesforce from the gallery
  2. Configuring and testing Azure AD single sign-on

To configure the integration of Salesforce into Azure AD, you need to add Salesforce from the gallery to your list of managed SaaS apps.

To add Salesforce from the gallery, perform the following steps:

  1. In the Azure portal, on the left navigation panel, click Azure Active Directory icon.

    The Azure Active Directory button

  2. Navigate to Enterprise applications. Then go to All applications.

    The Enterprise applications blade

  3. To add new application, click New application button on the top of dialog.

    The New application button

  4. In the search box, type Salesforce, select Salesforce from result panel then click Add button to add the application.

    Salesforce in the results list

Configure and test Azure AD single sign-on

In this section, you configure and test Azure AD single sign-on with Salesforce based on a test user called "Britta Simon".

For single sign-on to work, Azure AD needs to know what the counterpart user in Salesforce is to a user in Azure AD. In other words, a link relationship between an Azure AD user and the related user in Salesforce needs to be established.

In Salesforce, assign the value of the user name in Azure AD as the value of the Username to establish the link relationship.

To configure and test Azure AD single sign-on with Salesforce, you need to complete the following building blocks:

  1. Configure Azure AD Single Sign-On - to enable your users to use this feature.
  2. Create an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
  3. Create a Salesforce test user - to have a counterpart of Britta Simon in Salesforce that is linked to the Azure AD representation of user.
  4. Assign the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
  5. Test single sign-on - to verify whether the configuration works.

Configure Azure AD single sign-on

In this section, you enable Azure AD single sign-on in the Azure portal and configure single sign-on in your Salesforce application.

To configure Azure AD single sign-on with Salesforce, perform the following steps:

  1. In the Azure portal, on the Salesforce application integration page, click Single sign-on.

    Configure single sign-on link

  2. On the Single sign-on dialog, select Mode as SAML-based Sign-on to enable single sign-on.

    Single sign-on dialog box

  3. On the Salesforce Domain and URLs section, perform the following steps:

    Salesforce Domain and URLs single sign-on information

    a. In the Sign-on URL textbox, type the value using the following pattern:

    Enterprise account: https://<subdomain>.my.salesforce.com

    Developer account: https://<subdomain>-dev-ed.my.salesforce.com

    b. In the Identifier textbox, type the value using the following pattern:

    Enterprise account: https://<subdomain>.my.salesforce.com

    Developer account: https://<subdomain>-dev-ed.my.salesforce.com

    Note

    These values are not real. Update these values with the actual Sign-on URL and Identifier. Contact Salesforce Client support team to get these values.

  4. On the SAML Signing Certificate section, click Certificate and then save the certificate file on your computer.

    The Certificate download link

  5. Click Save button.

    Configure Single Sign-On Save button

  6. On the Salesforce Configuration section, click Configure Salesforce to open Configure sign-on window. Copy the SAML Entity ID and SAML Single Sign-On Service URL from the Quick Reference section.

    Salesforce Configuration

  7. Open a new tab in your browser and log in to your Salesforce administrator account.

  8. Click on the Setup under settings icon on the top right corner of the page.

    Configure Single Sign-On

  9. Scroll down to the SETTINGS in the navigation pane, click Identity to expand the related section. Then click Single Sign-On Settings.

    Configure Single Sign-On

  10. On the Single Sign-On Settings page, click the Edit button.

    Configure Single Sign-On

    Note

    If you are unable to enable Single Sign-On settings for your Salesforce account, you may need to contact Salesforce Client support team.

  11. Select SAML Enabled, and then click Save.

    Configure Single Sign-On

  12. To configure your SAML single sign-on settings, click New.

    Configure Single Sign-On

  13. On the SAML Single Sign-On Setting Edit page, make the following configurations:

    Configure Single Sign-On

    a. For the Name field, type in a friendly name for this configuration. Providing a value for Name automatically populate the API Name textbox.

    b. In the Issuer field, paste the value of SAML Entity ID, which you have copied from Azure portal.

    c. In the Entity Id textbox, type your Salesforce domain name using the following pattern:

    • Enterprise account: https://<subdomain>.my.salesforce.com
    • Developer account: https://<subdomain>-dev-ed.my.salesforce.com

    d. To upload the Identity Provider Certificate, click Choose File to browse and select the certificate file, which you have downloaded from Azure portal.

    e. As SAML Identity Type, choose one of the following options:

    • Select Assertion contains the User's Salesforce username, if user's Salesforce Username is being passed in SAML assertion

    • Select Assertion contains the Federation ID from the User object, if Federation ID from the User object is being passed in SAML assertion

    • Select Assertion contains the Use ID from the User object, if User ID from the User object is being passed in SAML assertion

    f. For SAML Identity Location, select Identity is in the NameIdentifier element of the Subject statement.

    g. For Service Provider Initiated Request Binding, select HTTP Redirect.

    h. In Identity Provider Login URL textbox, paste the value of Single Sign-On Service URL, which you have copied from Azure portal

    i. Finally, click Save to apply your SAML single sign-on settings.

  14. On the left navigation pane in Salesforce, click Company Settings to expand the related section, and then click My Domain.

    Configure Single Sign-On

  15. Scroll down to the Authentication Configuration section, and click the Edit button.

    Configure Single Sign-On

  16. In the Authentication Configuration section, Check the Login Page as Authentication Servie of your SAML SSO configuration, and then click Save.

    Configure Single Sign-On

    Note

    If more than one authentication service is selected, users are prompted to select which authentication service they like to sign in with while initiating single sign-on to your Salesforce environment. If you don’t want it to happen, then you should leave all other authentication services unchecked.

Tip

You can now read a concise version of these instructions inside the Azure portal, while you are setting up the app! After adding this app from the Active Directory > Enterprise Applications section, simply click the Single Sign-On tab and access the embedded documentation through the Configuration section at the bottom. You can read more about the embedded documentation feature here: Azure AD embedded documentation

Create an Azure AD test user

The objective of this section is to create a test user in the Azure portal called Britta Simon.

Create an Azure AD test user

To create a test user in Azure AD, perform the following steps:

  1. In the Azure portal, in the left pane, click the Azure Active Directory button.

    The Azure Active Directory button

  2. To display the list of users, go to Users and groups, and then click All users.

    The "Users and groups" and "All users" links

  3. To open the User dialog box, click Add at the top of the All Users dialog box.

    The Add button

  4. In the User dialog box, perform the following steps:

    The User dialog box

    a. In the Name box, type BrittaSimon.

    b. In the User name box, type the email address of user Britta Simon.

    c. Select the Show Password check box, and then write down the value that's displayed in the Password box.

    d. Click Create.

Create a Salesforce test user

In this section, a user called Britta Simon is created in Salesforce. Salesforce supports just-in-time provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in Salesforce, a new one is created when you attempt to access Salesforce.

Assign the Azure AD test user

In this section, you enable Britta Simon to use Azure single sign-on by granting access to Salesforce.

Assign the user role

To assign Britta Simon to Salesforce, perform the following steps:

  1. In the Azure portal, open the applications view, and then navigate to the directory view and go to Enterprise applications then click All applications.

    Assign User

  2. In the applications list, select Salesforce.

    The Salesforce link in the Applications list

  3. In the menu on the left, click Users and groups.

    The "Users and groups" link

  4. Click Add button. Then select Users and groups on Add Assignment dialog.

    The Add Assignment pane

  5. On Users and groups dialog, select Britta Simon in the Users list.

  6. Click Select button on Users and groups dialog.

  7. Click Assign button on Add Assignment dialog.

Test single sign-on

In this section, you test your Azure AD single sign-on configuration using the Access Panel.

When you click the Salesforce tile in the Access Panel, you should get automatically signed-on to your Salesforce application. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources