Configuring SAML with Salesforce.com

Your Salesforce.com will need to have a security certificate in order to use SAML. If you don't already have a security certificate, follow these instructions to generate a self-signed certificate.

• Name: ScreenSteps Live
• Entity id: ScreenSteps-Live
• ACS URL: This should be your ScreenSteps Live account url with /saml/consume at the end. For example, if your account were acme.screenstepslive.com your ACS URL would be:

https://acme.screenstepslive.com/saml/consume

Make sure Subject Type is set to Username and select Save.

Decide which user profiles will be able to access ScreenSteps Live. Make sure you check at least one profile. Then select Save.

1. Copy the SP-initiated Redirect Endpoint url to your clipboard.
2. Select Back to List.

Download your certificate file. You will need to upload this to ScreenSteps Live.

1. Enable remote authentication
2. Leave Disable password login unchecked right now.
3. Select SAML as the mode.
4. Enter the SP-initiated Redirect Endpoint url that you copied from Salesforce into the Remote login url field.
5. Enter a log out url. This is the page users will be taken to when they log out of ScreenSteps Live. This can be anything you want or you can leave it blank.

You now need to upload your Salesforce security certificate. Select Choose File.

Select the certificate that you downloaded from Salesforce.com.

1. Copy the SAML Test URL.
2. Save your settings.

1. Either log out of your current ScreenSteps Live session or open a different browser.
2. Enter the test url and hit return.

You should automatically be logged into ScreenSteps Live. If not then something is probably wrong with your settings. Check this tutorial again or contact us for help.

If you have accidentally locked yourself out of your account then see how to get back in here.

Now that SAML is all set up you may want to require all users to authenticate with SAML. To do that simply check the box Disable password login. Be sure to save your settings.

That's it!