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How to configure Short.io SSO via Salesforce

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Short.io supports Single Sign-On (SSO) integration with Salesforce.

Note

SSO is available on the Enterprise Plan.

Before you begin​

You need to create a Team in Short.io before setting up SSO. Follow the instructions in this article.

How to configure SSO with Salesforce​

Salesforce settings​

  1. Sign in to your Salesforce account.

  2. From the Home page click on the Setup menu icon and choose Setup.

    Salesforce Home page with Setup Menu open and Setup option highlighted

  3. In the search field of the Setup Home page enter Identity provider and select the option with the same name:

    Setup Home search field with Identity Provider option highlighted

  4. Click on Enable Identity Provider:

    Identity Provider page with Enable Identity Provider button highlighted

  5. In the next screen Save the generated certificate:

    Identity Provider Setup with certificate selection and Save button highlighted

  6. When prompted, confirm by clicking on OK:

    Confirmation dialog for IdP Certificate change with OK button highlighted

  7. From the Identity Provider Setup panel copy and save in a text document the values of the fields Issuer and Salesforce Identity:

    Identity Provider Setup with Issuer and Salesforce Identity fields highlighted

  8. Download the generated certificate on your device:

    Identity Provider Setup with Download Certificate button highlighted

  9. Navigate to the Service Providers section and click on the link to create a new service provider:

    Service Providers section with Connected Apps creation link highlighted

  10. Fill in the required Basic information - Connected APP name, API name and Contact Email:

    New Connected App form with app name, API name, and contact email fields highlighted

  11. Navigate to the Web App Settings and Enable SAML:

    Web App Settings section with Enable SAML checkbox highlighted

  12. Provide the required information:

    • enter shortcm as Entity Id

    • enter [https://authorizer.short.io/auth/saml/ <yourcompanyname](https://authorizer.short.io/auth/saml/yourcompanyname)\> as ACS URL

    • select Federation ID as Subject Type

      SAML settings with Entity Id, ACS URL, Subject Type, and IdP Certificate highlighted

  13. Verify that the correct certificate is selected from the idP Certificate options.

  14. Save your configuration:

    Connected App SAML configuration with Save button highlighted

Short.io settings​

  1. Sign in to your Short.io account.

  2. Navigate to the Settings and click on Teams:

    Short.io Settings with Teams and SAML configuration options highlighted

  3. Click on your team and then click SAML Configuration.

  4. In the next screen:

    • enable the SAML configuration:

      SAML configuration section with Config enabled toggle

    • enter the name of your company in the SSO configuration field:

      SAML configuration with SSO configuration name field highlighted

    • paste the Salesforce Identity value which you copied from the identity settings into the Entry point URL field:

      Entry Point URL field with Salesforce Identity URL value

    • open the certificate which you downloaded in a text editor, copy and paste the content of the certificate into the Public certificate field:

      Public certificate field with X509 certificate content pasted

    • you can specify whether or not the SSO is required for All members of the team or is Optional:

      SSO requirement options for the team with All members and Optional choices

    • expand the Advanced options and paste the Issuer value which you copied from the identity settings into the Service provider issuer field:

      Advanced options with Service provider issuer field highlighted

    • you can determine if a profile should be updated each time the user logs in,

      and if the users are allowed to chose their own display name:

      Profile update and display name settings checkboxes

    • you can change the appearance of the Sign in button by adding a custom label:

      Custom label field for Sign in button with Save button highlighted

  5. Click on Save to confirm.

You can now use the Single Sign-On with Short.io.

Note

The Short.io team configures SSO within 24 hours.

In case you need further assistance, please contact the Short.io support team at support@short.io.