In this article:
Make login simple and secure by integrating your identity provider (IdP) with Crossbeam.
✍️ Note
This feature is available on our Supernode Plan. To upgrade your account, visit the Plan & Billing page.
❗️Important
For instructions on the initial set-up steps for SAML SSO in the Crossbeam, click here.
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
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
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.
In the Key box, type Last and click the Insert Field button
In the Insert Field modal, select $User> to open a list in the middle box
Scroll and select Last Name from the list of attributes in the middle box
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 Model will close
Add Email Address Attribute
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.
In the Key box, type emailAddress and click the Insert Field button
In the Insert Field modal, select $User> to open a list in the middle box
Scroll and select Email from the list of attributes in the middle box
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
The Custom Attributes section of the Connected App page will now display the following:
