In Okta you can find a pre-built SalesHood app to set-up your SSO on your SalesHood Production instance. Click here to learn more.

This article provide you steps on how to manually create and configure an Okta App to connect your SalesHood instance with Okta.

Step 1: Create New App in Okta

Go to the Admin section in Okta

From the Application section > select Application

Click on the Create App Integration button

Select SAML 2.0 based integration

Step 2: App General Settings

This step allows you to Name your App and upload the App logo. Once you’ve entered the App name and logo, click Next

Step 3: Configure SAML

In this step, you will need to add the Single sign on URL and Audience URI to configure the settings of your integration.

If you are using a Saleshood instance:

• The format for “Single sign on URL” and “Audience URI” is https://{subdomain}.saleshood.com/auth/saml/callback
  • Example: https://ringcentral.saleshood.com/auth/saml/callback
• The format for “Default RelayState” is https://{subdomain}.saleshood.com/auth/saml
  • Example: https://ringcentral.saleshood.com/auth/saml

If you are using a Skillshood instance:

• The format for “Single sign on URL” and “Audience URI” is https://{subdomain}.skillshood.com/auth/saml/callback
• The format for “Default RelayState” is https://{subdomain}.skillshood.com/auth/saml

The other fields can be left with their default values

Step 4: Configure SAML – Attribute Statements

• Scroll down to 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

• Scroll the page all the way down and click “Next”

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

• Click “Finish“

Step 5: Assign People/Groups

• Click on the “Assignments” tab
• Click “Assign” > “Assign to People or Assign to Groups” and assign to users.

Step 6: Send Certificate to SalesHood Support

The last step involves downloading and sending the X.509 Certificate and Identity Provider Single Sign-On URL to the SalesHood Support Team.

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

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

After receiving the above credentials (in Step 6) the SalesHood Support will configure the SSO settings on the backend and make the SSO connection ready to go.