Instructions for installing and configuring SalesHood to use SAML on Okta in your SalesHood Production Environment.

Step 1: Add SalesHood Application

When you have logged into your Okta Admin Account and select Applications > Browse App Catalog

Once in the App Catalog search Saleshood and select the following app:

In the Saleshood App page select “Add” to add the app

Step 2: Add Your Company’s Subdomain

Adding the App will take you to a screen where you can enter the subdomain of the instance.

* This will be only the subdomain name and not the full URL 

Step 3: Assign People of Your Company

Once the app is added to your system, you can assign users to Saleshood by selecting the Assignments tab

* You can also setup the Okta SCIM application to provision users: Setup SCIM Okta application for provisioning

(The users should match the users from SalesHood’s Manage Users page)

Step 4: App Console

After assigning, click on the Sign On tab. Click on the View Setup Instructions button

Step 5: Send Certificate to SalesHood Support

Clicking on the View Setup Instructions should take you to the following screen:

1. Copy ‘Login URL/SignOn URL’
2. Copy ‘x509 Certificate’ (preferably copy as text format or download)
3. Email both pieces of data to support@saleshood.com to activate