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Integrate with Salesforce

Support level: Community

What is Salesforce?​

Salesforce is a cloud-based CRM platform that provides sales, service, marketing, and analytics applications.

-- https://salesforce.com

Preparation​

The following placeholders are used in this guide:

  • company.my.salesforce.com is the FQDN of your Salesforce organization.
  • authentik.company is the FQDN of the authentik installation.
info

This documentation lists only the settings that you need to change from their default values. Be aware that any changes other than those explicitly mentioned in this guide could cause issues accessing your application.

authentik configuration​

To support the integration of Salesforce with authentik, you must create property mappings for Just-in-Time (JIT) user provisioning and an application/provider pair.

Create property mappings​

Salesforce JIT provisioning requires specific SAML attributes to create users on first login.

  1. Log in to authentik as an administrator and open the authentik Admin interface.
  2. Navigate to Customization > Property Mappings and click Create.
  3. Create five SAML Provider Property Mappings with the following settings:

    • Username mapping:

      • Name: Salesforce username

      • SAML Attribute Name: User.Username

      • Expression:

        return request.user.email

    • Email mapping:

      • Name: Salesforce email

      • SAML Attribute Name: User.Email

      • Expression:

        return request.user.email

    • Last name mapping:

      • Name: Salesforce last name

      • SAML Attribute Name: User.LastName

      • Expression:

        return request.user.name.split()[-1] if request.user.name else "User"

    • Profile ID mapping:

      • Name: Salesforce profile ID

      • SAML Attribute Name: User.ProfileId

      • Expression:

        return "00eXXXXXXXXXXXXXXX" # Replace with your Salesforce Profile ID
      Find your Salesforce Profile ID

      To find your Salesforce Profile ID, in Salesforce, navigate to Setup > Users > Profiles, click the profile, and copy the 18-character ID from the URL. Profile IDs start with 00e.

    • Federation identifier mapping:

      • Name: Salesforce federation identifier

      • SAML Attribute Name: User.FederationIdentifier

      • Expression:

        return request.user.email

Create an application and provider in authentik​

  1. Log in to authentik as an administrator and open the authentik Admin interface.

  2. Navigate to Applications > Applications and click New Application to create an application and provider pair.

    • Application: provide a descriptive name, an optional group for the type of application, the policy engine mode, and optional UI settings. Take note of the Slug as it will be required later.
    • Choose a Provider type: select SAML Provider as the provider type.
    • Configure the Provider: provide a name (or accept the auto-provided name), the authorization flow to use for this provider, and the following required configurations.
      • Set ACS URL to https://company.my.salesforce.com?so=00DXXXXXXXXXXXXXXX, replacing 00DXXXXXXXXXXXXXXX with your Salesforce Organization ID.
      • Set Audience to https://company.my.salesforce.com.
      • Under Advanced protocol settings:
        • Select an available Signing Certificate.
        • Set NameID Property Mapping to authentik default SAML Mapping: Email.
        • Add all five property mappings that you created in the previous section.
    • Configure Bindings (optional): you can create a binding (policy, group, or user) to manage the listing and access to applications on a user's Application Dashboard page.

  3. Click Submit to save the new application and provider.

Download certificate file​

  1. Log in to authentik as an administrator and open the authentik Admin interface.
  2. Navigate to Applications > Providers and click the name of the SAML provider that you created in the previous section.
  3. Under Related objects > Download signing certificate, click Download. This downloaded file is required in the next section.

Salesforce configuration​

Enable SAML Single Sign-On​

  1. Log in to your Salesforce organization as an administrator.
  2. Navigate to Setup > Identity > Single Sign-On Settings.
  3. Click Edit and enable SAML Enabled.
  4. Click Save.

Create a new SAML Single Sign-On configuration​

  1. On the Single Sign-On Settings page, under SAML Single Sign-On Settings, click New.
  2. Enter the following values:
    • Name: authentik
    • Issuer: https://authentik.company/application/saml/<application_slug>/metadata/
    • Entity ID: https://company.my.salesforce.com
    • Identity Provider Certificate: upload the signing certificate that you downloaded from authentik.
    • Request Signature Method: RSA-SHA256
    • SAML Identity Type: select Assertion contains the Federation ID from the User object.
    • SAML Identity Location: select Identity is in the NameIdentifier element of the Subject statement.
    • Service Provider Initiated Request Binding: HTTP POST
    • Identity Provider Login URL: enter the SAML Endpoint from the SAML provider that you created in authentik.
  3. Click Save.

Enable Just-in-Time provisioning​

  1. On the SAML Single Sign-On configuration page that you just created, click Edit.
  2. Under Just-in-Time User Provisioning, check User Provisioning Enabled.
  3. Select Standard for the provisioning type.
  4. Click Save.

Add authentik to the My Domain login page​

  1. In Salesforce Setup, search for My Domain.
  2. Under Authentication Configuration, click Edit.
  3. Select the authentik authentication service.
  4. Click Save.

Salesforce as an OAuth source​

You can configure Salesforce as an OAuth source to allow users to log in to authentik using their Salesforce credentials. Optionally, this can be used alongside SCIM provisioning to keep your Salesforce users in sync with your authentik users.

Salesforce configuration​

Create an external client app​

  1. Log in to your Salesforce organization as an administrator.
  2. Navigate to Setup and search for App Manager.
  3. Click New External Client App.
  4. Fill in the basic information:
    • External Client App Name: authentik
    • API Name: authentik
    • Contact Email: your email address.
  5. Under API (Enable OAuth Settings), configure the following settings:
    • Check Enable OAuth.
    • Set Callback URL to https://authentik.company/source/oauth/callback/<slug>/, replacing <slug> with the slug you will use when creating the OAuth Source in authentik, for example salesforce.
    • Under Selected OAuth Scopes, add:
      • Allow access to your unique identifier (openid)
      • Manage user data via APIs (api)
    • Check Enable Client Credentials Flow if you plan to use SCIM with OAuth authentication.
    • Check Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows if available.
  6. Click Save.

Configure client credentials flow (required for SCIM with OAuth)​

If you plan to use SCIM provisioning with OAuth authentication:

  1. Navigate to Setup > External Client App Manager.
  2. Find your external client app and open it.
  3. Click Edit Policies.
  4. Under Client Credentials Flow:
    • Set Run As to an admin user that has permissions to manage users.
  5. Click Save.

Get the consumer key and secret​

  1. Navigate to Setup > External Client App Manager.
  2. Find your external client app and open it.
  3. Under Settings > OAuth Settings, click Consumer Key and Secret.
  4. Copy the Consumer Key and Consumer Secret.

authentik configuration​

Create an OAuth source​

  1. Log in to authentik as an administrator and open the authentik Admin interface.
  2. Navigate to Directory > Federation and Social login and click Create.
  3. Select OpenID OAuth Source and click Next.
  4. Enter the following values:
    • Name: Salesforce
    • Slug: salesforce
    • Consumer key: paste the Consumer Key from Salesforce.
    • Consumer secret: paste the Consumer Secret from Salesforce.
    • Authorization URL: https://company.my.salesforce.com/services/oauth2/authorize
    • Access Token URL: https://company.my.salesforce.com/services/oauth2/token
    • Profile URL: https://company.my.salesforce.com/services/oauth2/userinfo
    • Scopes: *openid api
    • PKCE Method: select S256.
  5. Click Finish to save the source.

SCIM provisioning (optional)​

You can configure SCIM provisioning to sync users from authentik to Salesforce. This guide covers OAuth2 SCIM integration, which requires an enterprise authentik account.

Create SCIM property mappings​

Salesforce requires specific SCIM attributes that are not included in the default mappings.

  1. Log in to authentik as an administrator and open the authentik Admin interface.
  2. Navigate to Customization > Property Mappings and click Create.
  3. Create two SCIM Provider Mappings with the following settings:

    • Profile ID mapping:

      • Name: Salesforce SCIM: Profile ID

      • Expression:

        return {
            "entitlements": [
                {
                    "value": "00eXXXXXXXXXXXXXXX" # Replace with your Salesforce Profile ID
                }
            ]
        }
      Find your Salesforce Profile ID

      To find your Salesforce Profile ID, in Salesforce, navigate to Setup > Users > Profiles, click the profile, and copy the 18-character ID from the URL. Profile IDs start with 00e.

    • Username mapping:

      • Name: Salesforce SCIM: Username

      • Expression:

        return {
            "userName": request.user.email
        }

Create a SCIM provider​

  1. Log in to authentik as an administrator and open the authentik Admin interface.

  2. Navigate to Applications > Providers and click Create.

  3. Select SCIM Provider as the provider type and click Next.

  4. Enter the following values:

    • URL: https://company.my.salesforce.com/services/scim/v2

    • Authentication Mode: select OAuth (Silent).

    • OAuth Source: select the Salesforce OAuth Source you created earlier.

    • OAuth Parameters:

      grant_type: client_credentials

    • Compatibility Mode: select Salesforce.

    • User Property Mappings: keep authentik default SCIM Mapping: User selected, then add the Salesforce SCIM: Profile ID and Salesforce SCIM: Username mappings.

  5. Click Finish to save the provider.

Add the SCIM provider to your application​

  1. Log in to authentik as an administrator and open the authentik Admin interface.
  2. Navigate to Applications > Applications and create or select your Salesforce application.
  3. Click Edit.
  4. In the Backchannel Providers field, select the SCIM provider you created.
  5. Click Update to save the application.

Configuration verification​

To confirm that authentik is properly configured with Salesforce, open the Salesforce application in authentik and confirm that you can sign in. If you configured JIT provisioning, test with a user that does not already exist in Salesforce and confirm that Salesforce creates the user.

If you configured SCIM, open the SCIM provider and click Run sync again. After the sync completes, confirm that the user is provisioned in Salesforce.

Resources​