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 be automatically signed-in 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. If you don't have an Azure subscription, create a free account before you begin.

Prerequisites

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

  • An Azure AD subscription. If you don't have an Azure AD environment, you can get one-month trial here
  • Salesforce single sign-on enabled subscription

Scenario description

In this tutorial, you configure and test Azure AD single sign-on in a test environment.

  • Salesforce supports SP initiated SSO

  • Salesforce supports Just In Time user provisioning

  • Salesforce supports Automated user provisioning

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 the Azure Active Directory icon.

    The Azure Active Directory button

  2. Navigate to Enterprise Applications and then select the All Applications option.

    The Enterprise applications blade

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

    The New application button

  4. In the search box, type Salesforce, select Salesforce from the result panel then click the 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, a link relationship between an Azure AD user and the related user in Salesforce needs to be established.

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. Configure Salesforce Single Sign-On - to configure the Single Sign-On settings on application side.
  3. Create an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
  4. Assign the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
  5. Create Salesforce test user - to have a counterpart of Britta Simon in Salesforce that is linked to the Azure AD representation of user.
  6. 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.

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

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

    Configure single sign-on link

  2. On the Select a Single sign-on method dialog, select SAML/WS-Fed mode to enable single sign-on.

    Single sign-on select mode

  3. On the Set up Single Sign-On with SAML page, click the Edit icon to open the Basic SAML Configuration dialog.

    Edit Basic SAML Configuration

  4. On the Basic SAML Configuration 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.

  5. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, click Download to download the Federation Metadata XML from the given options as per your requirement and save it on your computer.

    The Certificate download link

  6. On the Set up Salesforce section, copy the appropriate URL(s) as per your requirement.

    Copy configuration URLs

    a. Login URL

    b. Azure AD Identifier

    c. Logout URL

Configure Salesforce Single Sign-On

  1. Open a new tab in your browser and sign in to your Salesforce administrator account.

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

    Configure Single Sign-On

  3. 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

  4. 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.

  5. Select SAML Enabled, and then click Save.

    Configure Single Sign-On

  6. To configure your SAML single sign-on settings, click New from Metadata File.

    Configure Single Sign-On

  7. Click Choose File to upload the metadata XML file which you have downloaded from the Azure portal and click Create.

    Configure Single Sign-On

  8. On the SAML Single Sign-On Settings page, fields populate automatically and click save.

    Configure Single Sign-On

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

    Configure Single Sign-On

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

    Configure Single Sign-On

  11. In the Authentication Configuration section, Check the AzureSSO as Authentication Service 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.

Create an Azure AD test user

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

  1. In the Azure portal, in the left pane, select Azure Active Directory, select Users, and then select All users.

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

  2. Select New user at the top of the screen.

    New user Button

  3. In the User properties, perform the following steps.

    The User dialog box

    a. In the Name field enter BrittaSimon.

    b. In the User name field type brittasimon\@yourcompanydomain.extension. For example, BrittaSimon@contoso.com.

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

    d. Click Create.

Assign the Azure AD test user

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

  1. In the Azure portal, select Enterprise Applications, select All applications, then select Salesforce.

    Enterprise applications blade

  2. In the applications list, select Salesforce.

    The Salesforce link in the Applications list

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

    The "Users and groups" link

  4. Click the Add user button, then select Users and groups in the Add Assignment dialog.

    The Add Assignment pane

  5. In the Users and groups dialog select Britta Simon in the Users list, then click the Select button at the bottom of the screen.

  6. If you are expecting any role value in the SAML assertion then in the Select Role dialog select the appropriate role for the user from the list, then click the Select button at the bottom of the screen.

  7. In the Add Assignment dialog click the Assign button.

Create 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. Salesforce also supports automatic user provisioning, you can find more details here on how to configure automatic user provisioning.

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 be automatically signed in to the Salesforce for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources