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.
To configure Azure AD integration with Salesforce, you need the following items:
- An Azure AD subscription
- A Salesforce single sign-on enabled subscription
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.
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:
- Adding Salesforce from the gallery
- Configuring and testing Azure AD single sign-on
Adding Salesforce from the gallery
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:
In the Azure portal, on the left navigation panel, click Azure Active Directory icon.
Navigate to Enterprise applications. Then go to All applications.
To add new application, click New application button on the top of dialog.
In the search box, type Salesforce, select Salesforce from result panel then click Add button to add the application.
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:
- Configure Azure AD Single Sign-On - to enable your users to use this feature.
- Create an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
- Create a Salesforce test user - to have a counterpart of Britta Simon in Salesforce that is linked to the Azure AD representation of user.
- Assign the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
- 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:
In the Azure portal, on the Salesforce application integration page, click Single sign-on.
Click Change Single sign-on mode on top of the screen to select the SAML mode.
On the Select a Single sign-on method dialog, Click Select for SAML mode to enable single sign-on.
On the Set up Single Sign-On with SAML page, click Edit button to open Basic SAML Configuration dialog.
On the Basic SAML Configuration section, perform the following steps:
a. In the Sign-on URL textbox, type the value using the following pattern:
b. In the Identifier textbox, type the value using the following pattern:
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.
On the SAML Signing Certificate section, Click on Download to download Federation Metadata XML and then save the xml file on your computer.
Open a new tab in your browser and log in to your Salesforce administrator account.
Click on the Setup under settings icon on the top right corner of the page.
Scroll down to the SETTINGS in the navigation pane, click Identity to expand the related section. Then click Single Sign-On Settings.
On the Single Sign-On Settings page, click the Edit button.
If you are unable to enable Single Sign-On settings for your Salesforce account, you may need to contact Salesforce Client support team.
Select SAML Enabled, and then click Save.
To configure your SAML single sign-on settings, click New from Metadata File.
Click Choose File to upload the metadata XML file which you have downloaded from the Azure portal and click Create.
On the SAML Single Sign-On Settings page, fields populate automatically and click save.
On the left navigation pane in Salesforce, click Company Settings to expand the related section, and then click My Domain.
Scroll down to the Authentication Configuration section, and click the Edit button.
In the Authentication Configuration section, Check the AzureSSO as Authentication Servie of your SAML SSO configuration, and then click Save.
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.
In the Azure portal, in the left pane, select Azure Active Directory, select Users, and then select All users.
Select New user at the top of the screen.
In the User properties, perform the following steps.
a. In the Name field enter BrittaSimon.
b. In the User name field type firstname.lastname@example.org
For example, BrittaSimon@contoso.com
c. Select Properties, select the Show password check box, and then write down the value that's displayed in the Password box.
d. Select 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. Salesforce also supports automatic user provisioning, you can find more details here on how to configure automatic user provisioning.
Assign the Azure AD test user
In this section, you enable Britta Simon to use Azure single sign-on by granting access to Salesforce.
To assign Britta Simon to Salesforce, perform the following steps:
In the Azure portal, open the applications view, and then navigate to the directory view and go to Enterprise applications then click All applications.
In the applications list, select Salesforce.
In the menu on the left, click Users and groups.
Click Add user button. Then select Users and groups on Add Assignment dialog.
On Users and groups dialog, select Britta Simon in the Users list.
Click Select button on Users and groups dialog.
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.