Configure Okta Single Sign-on (SSO) to SalesHood

This article will provide you steps on how to configure 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.

  • 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

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

The SalesHood Support will configure the SSO settings in the internal system using the X.509 Certificate SAML Endpoint URL provided making the SSO connection ready to go.

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