Single Sign-On Settings in Salesforce

Author

mirketa

February 1, 2021

Suppose the organization has multiple resources and applications to be accessed by any user then it becomes very difficult to access those apps with different usernames and passwords. To avoid such issues the SSO is implemented.

SSO setup is available in salesforce to facilitate you to ”Log In Just Once”. That is once you login on any of authorized applications you will not need to enter your credentials again while using any of the connected apps as you will be automatically logged in all the applications. It gives the facility to your internal employees an external user to do hassle free access to all the applications and they do not need to remember the other credentials for individual apps.
Single sign-on setup in salesforce allows all the authorized users to access the connected apps using a single username and password. It allows the users to authenticate multiple network resources.

Benefits of SSO

1. Saves Time: It takes 5-20 secs to login into another app by putting on the username and password on the place may take longer if you get the need to reset the password in case you forgot the password.

2. User adoption of Salesforce Increases: Users are adopting Salesforce just because of ease of logging in different apps and reduced frustration of typing in the credentials.

3. More Secured: Single time Authentication of credentials validity is more secured. All password policies established in the corporate network are tracked in Salesforce.

4. Existing asset is sufficient: Salesforce authentication delegates the use of LDAP database to manage the user identities. The users lose the ability to access the company data when they leave the org.

5. Decrease in administrative costs: The SSO allows the access to multiple apps by the single set credentials so the less requests are raised for the reset of forgotten passwords and so the need of administration is lesser.

Pre-requisites for SSO setup?

Step:1 Federation ID: It is a user’s unique identification available on User Details.
Step:2 Self- Signed Certificate
Step:3 SSO provider information
Step:4 Link the Identity Provider to Salesforce

Obtain the Federation ID

Go to the Quick Find Box
From setup, Go to the Users
Select a User to edit
Enter the unique Federation Id in the given textbox, You need to use the same for that user in all orgs.
Save the changes.

Get a Self- Signed Certificate

1. Go to Setup
2. In Quick Find box type Certificate.
3. Click on Certificate and Key Management in security control
4. Go to Certificate and Key Management
5. In the certificate section click on ‘Create self-signed certificate’. provide a label and click on save.

Get the SSO provider information

Link the Identity Provider to Salesforce

Process Builder: Salesforce Automation Tool for Unleashing Efficiency

In our rapidly evolving world, precision and productivity are essential. Salesforce, a leading customer relationship management (CRM) platform, offers a suite of automation tools designed to streamline workflows and enhance productivity. Among these tools, Process Builder stands out for its versatility and user-friendly interface. This blog delves into the capabilities of Process Builder, highlighting its features, benefits, and best practices for maximizing its potential.

What is Process Builder?

Process Builder is a powerful automation tool within Salesforce that allows users to automate business processes using a simple point-and-click interface. Introduced as an upgrade to the traditional Workflow Rules, Process Builder provides more advanced capabilities, enabling users to create complex if/then statements and automate a broader range of tasks.

Key Features of Process Builder

Visual Interface: Process Builder’s visual interface makes it accessible to users with varying technical expertise. The drag-and-drop functionality allows users to design processes intuitively, without needing to write code.
Multiple Criteria and Actions: Unlike Workflow Rules, which are limited to a single action per rule, Process Builder supports multiple criteria and actions within a single process. This means you can define complex workflows with various if/then scenarios, streamlining multi-step processes.
Record Updates and Creation: Process Builder can automate the creation and updating of records. For instance, it can automatically create a new task when a lead is converted or update the status of an opportunity when certain conditions are met.
Email Alerts: Users can configure Process Builder to send automated email alerts based on specific triggers. This ensures timely communication and helps keep all stakeholders informed.
Invoking Other Processes: Process Builder can invoke other processes or flows, providing a modular approach to automation. This feature is particularly useful for breaking down complex processes into manageable components.
Scheduled Actions: Process Builder allows users to schedule actions at a specific time. This can be useful for follow-up tasks, such as sending reminder emails or updating records after a certain period.

Benefits of Using Process Builder

Increased Efficiency: By automating repetitive tasks, Process Builder frees up valuable time for employees to focus on higher-value activities. This leads to increased productivity and overall business efficiency.
Error Reduction: Automation minimizes the risk of human error, ensuring that processes are executed consistently and accurately.
Improved Consistency: Process Builder ensures that business processes are carried out uniformly, adhering to predefined rules and criteria.
Scalability: As companies expand, their operations tend to become more intricate. Process Builder’s ability to handle multiple criteria and actions within a single process makes it a scalable solution for growing organizations.
Enhanced Visibility: With Process Builder, users can easily track and monitor automated processes. This visibility helps in identifying bottlenecks and optimizing workflows for better performance.

Practical Applications of Process Builder

1. Lead Management: Automate lead assignment and follow-up tasks to ensure timely engagement. For example, when a new lead is created, Process Builder can automatically assign it to the appropriate sales representative and create a follow-up task.
2. Opportunity Management: Streamline opportunity management by automating updates and notifications. When an opportunity reaches a specific stage, Process Builder can update related records, send notifications to team members, and create tasks for the next steps.
3. Case Management: Enhance customer service by automating case escalations and follow-ups. Process Builder can route cases to the appropriate support tier based on predefined criteria and create tasks for follow-up actions.
4. Approval Processes: Simplify approval workflows by automating the routing of records for approval. For instance, when a discount request is submitted, Process Builder can automatically route it to the manager for approval and notify the requester of the decision.

Pranshu Goyal, Director of Products at Mirekta, states: “We envision DSM to be used by every small to a medium-sized organization dealing with bad data and want to get rid of duplicates easily with no cost. We have faced issues dealing with duplicates in our organization. That inspired us to make a solution that is not only simple to use but can be used widely to make the organization’s data clean to make them more efficient and productive. We want DSM to be a solution for every organization looking for duplicate management capability better than the Salesforce out-of-the-box solution with no additional cost.”