This page explains the initial setup steps for identity provisioning to Salesforce
using TrustLogin as the identity source.
Note: For detailed instructions on operating Salesforce, please refer to the manual provided by Salesforce.
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Details |
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Pre-check |
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Setup Flow & Manuals |
Note: After connecting TrustLogin and Salesforce using the steps on this page, |
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Provisioning Targets |
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Supports user provisioning |
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Supports group provisioning | |
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SAML Authentication Setup Manual |
How to Set Up SAML Authentication for Salesforce
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Remarks |
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Setup Procedure
Connect TrustLogin to Salesforce
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Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
open "Settings" to the right of "Identity Provisioning".
- Click "Add Service".
- Search for "Salesforce", select it, and click the "Add" button.
- You will be redirected to the "Identity Provisioning > Salesforce" page.
Click the "Connect" button.
Note: By default, this action will take you to "https://login.salesforce.com/".
If you want to specify a destination URL, configure "Access Settings > Destination URL" beforehand.
- You will be redirected to the Salesforce page.
Enter your administrator account login information and click the "Log In" button.
- The Salesforce page continues to be displayed; click the "Allow" button.
- You will move to the "Select Salesforce Profile" screen.
Select any profile from the dropdown.
Note: The profile selected in this step will be applied to users on Salesforce. - Click "Add".
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Once the button status changes to "Connected", the initial setup is complete.
Next step: The manual for user synchronization settings is here
About Values Available for Attribute Mapping
The values that can be specified as default functions for Salesforce are as follows.
| Value | Description |
| Full Name | This is the full name with the surname first. |
| Full Name with Given Name First | This is the full name with the given name first. |
| Username from Email | Retrieves the part of the email before the "@" and limits it to a maximum of 21 characters. |
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Alias |
Processes the email address, removes all special characters, and adds random characters to make it 8 characters long. |
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Community Nickname |
Generates a random 40-character string starting with "TLUser". |
Note: For an overview and configuration instructions for the attribute mapping feature, please see here.