Contents

Salesforce Integration with AuthPoint

Deployment Overview

This document describes how to set up multi-factor authentication (MFA) for your Salesforce with AuthPoint, and configure your Salesforce to integrate with AuthPoint SAML.

Your Salesforce must already be configured and deployed before you set up MFA with AuthPoint. Your Salesforce can be configured to support MFA in several modes. For this integration, we set up SAML with AuthPoint.

This integration is performed with Salesforce Classic.

Salesforce Authentication Data Flow with AuthPoint

AuthPoint communicates with various cloud-based services and service providers with the SAML protocol. This diagram shows the data flow of an MFA transaction for a Salesforce.

Before You Begin

Before you begin these procedures, make sure that:

  • A domain is registered for your Salesforce organization
  • End-users can log in to Salesforce
  • A token is assigned to a user in AuthPoint
  • You have an AuthPoint identity provider (IdP) certificate

Configure Salesforce

Register a Domain Name

Before you can authenticate with SAML, you must have a domain name registered for your Salesforce organization. If your Salesforce organization has already registered a domain name, you do not have to register another domain name.

  1. Log in to Salesforce as an administrator.
  2. Click Setup.
  3. In the Administer menu, expand Domain Management and select My Domain.

  1. In the Choose Your Domain Name section, type a domain name in the text box.
  2. Click Check Availability to verify that your domain name is available.
  3. Click Register Domain.

  1. Refresh the page or wait for the confirmation email from Salesforce. When your domain name is registered, click Log in.

  1. Click Deploy to Users.

Configure AuthPoint as an Identity Provider

You must configure AuthPoint as an identity provider in Salesforce. To start, you must download the metadata file from the Resources page in the AuthPoint management UI. Once you have the metadata file, you can configure Salesforce.

  1. Log in to WatchGuard Cloud.
  2. From the navigation menu, select Configure > AuthPoint. If you have a Service Provider account, you must first pivot to your Subscriber view.
  3. Select Resources.
  4. Click Certificate.

  1. Next to AuthPoint certificate you will associate with your resource, click and select Download Metadata.

    We recommend that you choose the certificate with the latest expiration date.

    The AuthPoint metadata provides your resource, in this case Salesforce, with information necessary to identify AuthPoint as a trusted identity provider.

  1. Log in to Salesforce as an administrator.
  2. Click Setup.

  1. In the Administer menu, expand Security Controls and select Single Sign-On Settings.

  1. Click Edit.

  1. Select the SAML Enabled check box.
  2. Click Save.

  1. On the Single Sign-On Settings page, click New from Metadata File.
  2. Click Choose File and browse to select the AuthPoint metadata file you downloaded. Click Open.
  3. Click Create.
    The SAML Single Sign-On Settings page appears and you can edit the fields.
  4. In the Name text box, type a name such as AuthPoint to replace the default value of sp.
  5. Make sure that the value in the Entity ID text box is https://<yourdomainname>.my.salesforce.com/. If the Entity ID text box contains the default value of https://saml.salesforce.com then you have not deployed your domain name. Complete the steps in the Register a Domain Name section before you continue.

The Issuer text box should be the EntityID value from the AuthPoint metadata file, and the Identity Provider Login URL should be the SignleSignOnSerivce URL from AuthPoint metadata file.

  1. Click Save.

  1. From the SAML Single Sign-On Settings list, select the Name of your SAML identify provider.
  2. Find and copy the Entity ID and Login URL values. You will need these values when you create the SAML resource in AuthPoint. You can also copy the Logout URL value, but this is optional.

  1. In the Administer menu, expand Domain Management and select My Domain.
  2. In the Authentication Configuration section, click Edit.

  1. Adjacent to Authentication Service, clear the Login Page check box.
  2. Select the check box for your identity provider.

  1. Click Save.

Configure AuthPoint

Before AuthPoint can receive authentication requests from Salesforce, you must specify Salesforce as a SAML resource in AuthPoint. You must also assign the Salesforce resource to the AuthPoint user group(s) that will authenticate through Salesforce.

Add a SAML Resource in AuthPoint

From the AuthPoint management UI:

  1. From the navigation menu, select Resources.
  2. From the Choose a Resource Type drop-down list, select SAML. Click Add.

  1. From the Application Type drop-down list, select Salesforce.
  2. In the Service Provider Entity ID text box, type or paste your domain URL (https://<yourdomainname>.my.salesforce.com/). This is the Entity ID value from the Single Sign-On Settings page in Salesforce.
  3. In the Assertion Consumer Service text box, type or paste the Login URL from Salesforce. You can see this value when you view your identity provider on the Single Sign-On Settings page in Salesforce (look in the Endpoints section).
  4. From the User ID drop-down list, select Email. We recommend you select this option because for each AuthPoint user, the value of the user ID you select (email or user name) must match their user name in Salesforce.
  5. (Optional) In the Logout URL text box, type or paste the Logout URL from Salesforce. You can see this value when you view your identity provider on the Single Sign-On Settings page in Salesforce (look in the Endpoints section).
  6. Click Save.

Add an Access Policy to AuthPoint

You must have at least one user group in AuthPoint for authentication with Salesforce, and you must assign an access policy for the Salesforce resource to that group. If you already have a group, you do not have to add another group.

In the AuthPoint management UI:

  1. Select Groups.
  2. To add a new group, click Add. If you already have a group that you want to use, click the Name of your group to edit it.

  1. In the Name text box, type a descriptive name for the group.
  2. (Optional) In the Description text box, type a description of the group.

  1. In the Access Policy section, click Add Policy.

  1. In the Add Policy dialog box, from the Resource drop-down list, select the resource you want to add an access policy for.
  2. (Optional) To require that users type their password before they authenticate for this resource, select the Require Password Authentication slider.
  3. Select which authentication options users in this group can choose from when they authenticate.

    For SAML resources, if you select more than one authentication option, users must choose one of the available options when they authenticate. For example, if you select OTP and Push users can choose whether to type their OTP or approve a push to authenticate, but you cannot require that they do both.

  1. Click Add.

  1. (Optional) Add one or more safe locations to your group. For more information about safe locations and detailed instructions to add them, see About Safe Locations.
  2. Click Save.

Before you can assign users to a group, you must add them to AuthPoint. You can either manually add user accounts, or import user accounts from your LDAP database. For more information about how to add user accounts, see Add User Accounts.

Test the Integration

To test the integration of AuthPoint and configuration of your Salesforce, you can authenticate with a mobile token on your mobile device. You can choose any method (one-time password, QR code, or push).

In this example, we show the push authentication method (users receive a push notification in the mobile app that they must approve to authenticate).

  1. In a web browser, go to your Salesforce domain URL.
    You are redirected to the AuthPoint single sign-on page.
  2. Type your email address or AuthPoint user name. Click Next.
  3. If required, in the Password text box, type your password.
  4. For the authentication method, select Push.
  5. Click Send.
  6. Approve the authentication request that is sent to your mobile device.
    You are logged in to Salesforce.

While you test the integration of Salesforce and AuthPoint, you can use the Salesforce login URL (https://login.salesforce.com/) to bypass the single sign-on page and log in to Salesforce directly without authentication. To change this, on the My Domain page, select the Prevent login from https://login.salesforce.com/ check box.

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