Configure SAML on Okta in Preview Environment

Instructions for installing and configuring Okta SAML (Sign On) in your SalesHood Preview Environment. This is useful if you are migrating an existing SalesHood Production Environment to use Okta and want to test it out first.

Pre-requisites:

Step 1: Create New App

  • Log into Okta using a developer account and go to the Admin Panel

  • Select “Add Applications”

  • Select “Create New App”

  • Select “SAML 2.0” and click “Create”

Step 2: General Settings

  • Enter your app’s name, for example “SalesHood Preview” and click “Next”

Step 3: Configure SAML – General

  • The format for “Single sign on URL” and “Audience URI” is https://{subdomain}.preview.saleshood.com/auth/saml/callback
  • The format for “Default RelayState” is https://{subdomain}.preview.saleshood.com/auth/saml
  • For example, a company with subdomain ringcentral will have
    • https://ringcentral.preview.saleshood.com/auth/saml/callback
    • https://ringcentral.preview.saleshood.com/auth/saml
  • Leave the other fields with their default values

Step 4: Configure SAML – Attribute Statements

  • Scroll down past the Configure SAML General settings to the Attribute Statements settings
  • SalesHood requires three attributes. For each attribute set their name format to Basic and select the corresponding value.
    • first_name – user.firstName
    • last_name – user.lastName
    • email – user.email

  • Click “Next”
  • Select “I’m an Okta customer adding an internal app”

  • Click “Finish”

Step 5: Assign People

  • Click on the “Assignments” tab
  • Click “Assign” -> “Assign to People” and assign to users who will be testing preview sign on

Step 6: Send Certificate to SalesHood Support

  • Click on the “Sign On” tab
  • Click “View Setup Instructions”

  • Copy the “Identity Provider Single Sign-On URL”
  • Download the “X.509 Certificate”
  • Email both pieces of information to support@saleshood.com

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