---
title: Salesforce
description: Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.
---

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1. [Help Center](https://docs.ironchip.com/en?hsLang=en)
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3. [Integrations](https://docs.ironchip.com/en/identity-platform?hsLang=en#integrations)

# Salesforce

## Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.

#### **Single Sign-On Configuration**

Log in as an administrator in your Salesforce panel and go to settings.

![](https://docs.ironchip.com/hs-fs/hubfs/imageedit_3_2787979125-gif-1.gif?width=313&height=285&name=imageedit_3_2787979125-gif-1.gif)

Within settings, go to identity and then to Single Sign-On Settings.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(56)-png.png?width=680&height=486&name=Untitled%20(56)-png.png)

Follow the steps in order:

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(57)-png.png?width=681&height=562&name=Untitled%20(57)-png.png)

1. Click the modify button.
2. Activate the option that says 'SAML Enabled'.
3. Click the New button from the metadata file.

Now go to the Ironchip panel and create a SAML type application:

Go to Application, click on New Application.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(58)-png.png?width=682&height=551&name=Untitled%20(58)-png.png)

Click on create application.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(59)-png.png?width=564&height=383&name=Untitled%20(59)-png.png)

Select SAML type and download the metadata file.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(60)-png.png?width=620&height=811&name=Untitled%20(60)-png.png)

Upload the downloaded file to Salesforce and click create.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(61)-png.png?width=678&height=345&name=Untitled%20(61)-png.png)

Save the changes (change the name if you want) and download the metadata file that Salesforce provides you.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(62)-png.png?width=680&height=175&name=Untitled%20(62)-png.png)

Once you have downloaded this file, upload it to a public Internet address and write the URL in raw format in the Metadata URL field on the Ironchip platform.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(63)-png.png?width=620&height=811&name=Untitled%20(63)-png.png)

Add the application by clicking on 'Add Service' and create the users according to the following video. (The username must be the same as Salesforce)

<iframe data-hsv-src="https://play.hubspotvideo.com/v/7745202/id/147410624908" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="147410624908" data-hsv-style="" data-hsv-width="688" data-hsv-height="391" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### Activate Ironchip as an authentication method.

In Salesforce, search for the My Domain section using the search bar.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(64)-png.png?width=273&height=320&name=Untitled%20(64)-png.png)

Click the Modify button in the Authentication Settings section.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(65)-png.png?width=678&height=557&name=Untitled%20(65)-png.png)

Enable the new method created and save the changes. It's already configured.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(66)-png.png?width=682&height=583&name=Untitled%20(66)-png.png)

#### Authentication

To log in with Ironchip, simply go to the Salesforce login page, select the login option below.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(67)-png.png?width=495&height=686&name=Untitled%20(67)-png.png)

Enter the username.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(68)-png.png?width=507&height=460&name=Untitled%20(68)-png.png)

And authorize the connection through the Ironchip app.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(69)-png.png?width=432&height=941&name=Untitled%20(69)-png.png)

 

#### Configuration

The first step is to go to the **single sign-on settings**, and activate the option that says: Disable sign-in with Salesforce credentials.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(7)-png-2.png?width=666&height=421&name=Untitled%20(7)-png-2.png)

Next, go to **Permission Sets** and press the New button.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(6)-png-4.png?width=679&height=586&name=Untitled%20(6)-png-4.png)

Once you have created this new set, write the following in the search bar:

Single sign-on.

Press the only option that appears.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(5)-png-4.png?width=660&height=304&name=Untitled%20(5)-png-4.png)

Click on the Modify button, activate the marked option and save the changes.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(4)-png-4.png?width=684&height=457&name=Untitled%20(4)-png-4.png)

Go to the Users or Groups panel, depending on which one you want to modify, and click on the name of the user or group.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(3)-png-Mar-05-2024-11-28-52-8165-AM.png?width=676&height=342&name=Untitled%20(3)-png-Mar-05-2024-11-28-52-8165-AM.png)

Scroll down until you see the option for Permission Set Assignment, and click on modify.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(2)-png-Mar-05-2024-11-28-59-7096-AM.png?width=676&height=694&name=Untitled%20(2)-png-Mar-05-2024-11-28-59-7096-AM.png)

Finally, add the set you created at the beginning, and save the changes.

![](https://docs.ironchip.com/hs-fs/hubfs/Untitled%20(1)-png-Mar-05-2024-11-29-07-4508-AM.png?width=666&height=474&name=Untitled%20(1)-png-Mar-05-2024-11-29-07-4508-AM.png)

#### Verification

To check if the setup is correct, try logging in with the credentials of a user configured with this new rule, and you'll see that entering username and password won't allow you access, however, using Ironchip will.

- [Identity Platform](https://docs.ironchip.com/en/identity-platform?hsLang=en#main-content)

    - [User Guide](https://docs.ironchip.com/en/identity-platform?hsLang=en#user-guide)
    - [Administrator Guide](https://docs.ironchip.com/en/identity-platform?hsLang=en#administrator-guide)
    - [Get Started](https://docs.ironchip.com/en/identity-platform?hsLang=en#get-started)
    - [Integration protocols](https://docs.ironchip.com/en/identity-platform?hsLang=en#integration-protocols)
    - [Integrations](https://docs.ironchip.com/en/identity-platform?hsLang=en#integrations)
    - [SLA](https://docs.ironchip.com/en/identity-platform?hsLang=en#sla)
- [Fraud Detection platform](https://docs.ironchip.com/en/fraud-detection-platform?hsLang=en#main-content)

    - [Guides](https://docs.ironchip.com/en/fraud-detection-platform?hsLang=en#guides)
    - [For developers](https://docs.ironchip.com/en/fraud-detection-platform?hsLang=en#for-developers)
    - [SDK](https://docs.ironchip.com/en/fraud-detection-platform?hsLang=en#sdk)
- [Security & SLA](https://docs.ironchip.com/en/security-sla?hsLang=en)
- [FAQ's](https://docs.ironchip.com/en/faqs?hsLang=en#main-content)

    - [General](https://docs.ironchip.com/en/faqs?hsLang=en#general)
    - [Identity platform](https://docs.ironchip.com/en/faqs?hsLang=en#identity-platform)

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