General SAML Guide

Step 1: Create a new SAML app from your identity provider (IdP) (or search for the SalesHood SAML app, should it be available)

Step 2: Input the application’s information (name, description, logo)

Step 3: Update the app setting by inputting the Assertion Consumer Service URL or Single sign on URL for the appropriate field (this will map to SalesHood’s administrative configuration for your company instance)

Example: For most companies trying to set up with SalesHood, this is how the formatting will be…

Entity ID: https://{your company}
Assertion (ACS): https://{your company}

Step 4: The app will require three attributes: email, first_name, and last_name

* Depending on the provider, you might not need to map all of them but email is required.

Step 5: Look for the Identity Provider Sign-in URL and Security Certification/X.509 Certificate, then send them to Saleshood support to complete configuration (

To configure the OKTA app, please navigate to these FAQs:

Configure SAML on Okta in Preview Environment

Configure SAML on Okta in Production Environment

Configure Provisioning on Okta in Preview Environment

Okta Provisioning in Production Environment

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