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Configuring SAML SSO with Salesforce
Configuring SAML SSO with Salesforce
Improve user experience and increase security with SAML SSO.
Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

Make logging in simple and secure by integrating your identity provider (IdP) with Crossbeam.


❗️Important

This is available on our Supernode Tier. Contact Crossbeam here if you'd like to upgrade your account.

To set up SAML SSO in the Crossbeam platform click here for directions.


In this article:

Configuring SAML SSO in Salesforce

❗️Important

Follow the Salesforce documentation Salesforce as a SAML Identity Provider before completing the steps below.

Add First Name Attribute

  • After setting up the Connected App to Crossbeam in Salesforce, click on the Crossbeam App.

  • On this page, scroll to the bottom and locate the Custom Attributes section. In the Custom Attributes section you will click on the button labeled New.

Screenshot of Crossbeam connected app settings, highlight of custom attributes section
  • In the pop up modal you will be adding a field mapping (custom attribute in SFDC parlance).

    • in the Key box type first

    • click Insert Field button

  • In the Insert Field pop up modal:

    • select $User> from the field list on the left box

    • scroll and select First Name from the middle box of attributes

    • click the Insert Field button and the modal will close

  • You will return to the first modal now displaying the fields you have added

    • click Save and the modal will close

  • You will return to the original Connected App page to repeat the same process to add the last name and email address fields as directed below.


Add Last Name Attribute

  1. On the Connected App page, scroll to the bottom and locate the Custom Attributes section. In the Custom Attributes section you will click on the button labeled New.

  2. In the Key box type Last and click the Insert Field button

  3. In the Insert Field modal, select $User> to open a list in the middle box

  4. Scroll and select Last Name from the list of attributes in the middle box

  5. Click the Insert Field button and the modal will close

  6. You will return to the first modal now displaying the fields you have added

  7. Click Save and the Model will close


Add Email Address Attribute

  1. On the Connected App page, scroll to the bottom and locate the Custom Attributes section. In the Custom Attributes section you will click on the button labeled New.

  2. In the Key box type emailAddress and click the Insert Field button

  3. In the Insert Field modal, select $User> to open a list in the middle box

  4. Scroll and select Email from the list of attributes in the middle box

  5. Click the Insert Field button and the modal will close

  6. You will return to the first modal now displaying the fields you have added

  7. Click Save and the Modal will close


The Custom Attributes section of the Connected App page will now display the following:


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