Create a Salesforce Portal integration

If you're using Salesforce portals, you can create an Okta integration to provide access to a Portal subset of the Salesforce instance, where Portal users are provisioned as external users.

When a new Portal user is provisioned, Okta creates a contact in Salesforce that's associated with the Salesforce account. This new contact contains the user's name and email address. This contact is necessary because Portal users in Salesforce must be associated with a contact.

  1. In the Admin Console, go to ApplicationsApplications.

  2. Search for Salesforce. Find and select your Salesforce Customer Portal instance from the list.
  3. Go to the General tab and click Edit in the App Settings section.
  4. Complete these fields:
    • User Profile & Type: Select Salesforce Portal User.
    • Organization ID: Enter your Salesforce organization ID.
    • Portal ID: Enter the Salesforce portal ID.

  5. Click Save.

  6. Optional. Configure SAML 2.0 to allow Portal users to automatically log in to Salesforce by completing the following steps:

    1. Go to the Sign On tab and click Edit in the Settings section.
    2. Click View Setup Instructions, and follow the SAML setup instructions.

    3. On the Salesforce Single Sign-On Settings page under Endpoints set the login URL to the Community Login URL for your Community.

  7. Click the Provisioning tab and select To App in the Settings list.

  8. Click Edit, select Create Users, and enter the ID of the Salesforce account as the Salesforce Account ID.

  9. Click Save.

  10. Select To Okta in the Settings list.
  11. Edit and save any settings that apply to your configuration.
  12. Select Integration in the Settings list.
  13. Click Edit and select the checkboxes that apply to your configuration.

  14. Click Save.