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Set up SSO with Salesforce as Identity Provider

Walkthrough of the steps required to set up Single Sign-On with Salesforce as the Identity Provider and GetAccept as the Service Provider.

Last updated: March 2023

Overview

This guide explains how to configure Salesforce as the Identity Provider (IdP) and GetAccept as the Service Provider (SP) for Single Sign-On (SSO). Once completed, your users will be able to log in to the GetAccept integration in Salesforce with one click, as long as they are already signed in to Salesforce.

Step 1: Enable Salesforce as the Identity Provider

  1. In Salesforce, navigate to: Setup → Identity Provider.

  2. Enable Identity Provider (if not already enabled).

  3. Create a new certificate (if none currently exists).

  4. Download the certificate and save it — you’ll need it later in Step 3.

More details are available in Salesforce’s documentation.

Step 2: Create a Connected App with SAML

  1. Navigate to: Setup → App Manager → New Connected App.

  2. Configure the Connected App with the following details:

    • Subject: Federation ID (set to the email address used to log in to GetAccept)

    • Service Provider Entity ID:
      https://app.getaccept.com/auth/saml/{entityId}/api/metadata.xml

    • Service Provider ACS URL:
      https://app.getaccept.com/auth/saml/{entityId}/api/acs

    • Name ID Format: emailAddress

    • IdP Certificate: Use the certificate created in Step 1.


  3. Save and create the Connected App.

  4. Click Manage to view details and confirm the configuration.

Reference: Salesforce documentation on creating a SAML Connected App.

Step 3: Set up SAML Authentication in GetAccept

  1. In GetAccept, go to: Settings → Integrations → Provisioning and SSO.

  2. Click Connect SAML Authentication.

  3. Fill out the SAML Authentication form with details from the Salesforce Connected App:

    • Identity Provider Issuer URL → Connected App Issuer

    • SSO Login Redirect URL → Connected App IdP-Initiated Login URL

    • Certificate → Paste contents of the downloaded IdP certificate

  4. Select the option: GetAccept platform and API or Integration.

  5. (Optional) Enable SAML for all entities if you want this setup to apply across all entities.

Step 4: Create Permission Set for the Managed Connected App

  1. In Salesforce, navigate to: Setup → Permission Sets → New Permission Set.

  2. Assign the previously created Connected App to this permission set.

  3. Assign all relevant users to the permission set so they can log in via SSO.

Step 5: Enable SSO in the GetAccept Salesforce Setup

  1. In Salesforce, go to: App Launcher → GetAccept Admin → Setup → Basic Settings.

  2. Scroll to the SSO Settings section at the bottom of the page.

  3. Enter your Entity ID in the SSO Entity ID field.

  4. Enable the SSO toggle.

  5. (Optional) Enforce SSO to require users to log in exclusively via Salesforce SSO.

  6. Test the login to confirm the integration works.

Your GetAccept integration is now configured to use Salesforce as the Identity Provider for SSO.