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Enabling SSO with Salesforce.com

Domo University
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Intro

This topic explains how to use Salesforce Classic and Salesforce Lightning to configure SSO in Domo. You must have an "Admin" default security role or a custom role with "Manage All Company Settings" enabled to set up SSO. For more information about default roles, see Default Security Role Reference. For more information about custom roles, see Managing Custom Roles.

Requirements

To use SFDC to log in to your Domo instance, you need the following components:

  • A Salesforce.com customer account where all users using Domo have an email address attribute

  • A Domo instance that has the Single Sign-On feature switch turned on

  • A SSL certificate to use to sign your SFDC login page

After you have met these requirements, you are ready to add Domo as a supported single sign-on application in SFDC.

Creating the Domo App

When configuring SSO using Salesforce, the first thing you need to do is create a Domo App within Salesforce. The steps for doing this are different depending on whether you are using Salesforce Classic or Salesforce Lightning. 

Creating the Domo App in Salesforce Classic 

  1. Login as an administrator to your Salesforce.com account and go to Setup.

  2. Go to Security Controls > Identity Provider, and download the certificate that you would like to use to establish trust with Domo.

Download_Certificate.png

  1. Under the Build left-hand menu, select Create > Apps.

  2. Under the Connected Apps section, click New.

    connectedapps_new.png

  1. Fill out the Basic Information in the New Connected App view.

  2. Under Web App Settings, enter https://yourcompany.domo.com in the Start URL text field and select Enable SAML.

  3. Enter [yourcompany].domo.com in the Entity Id field.

  4. Enter https://[yourcompany].domo.com/auth/saml in the ACS URL field.

  5. Choose Username as the Subject Type.

  6. Choose urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress as the Name ID Format.

  7. Ensure that the Verify Request Signatures and Encrypt SAML Response are unchecked.

  8. Click Save.

newconnectedapp_save.png

  1. Click New in Custom Attributes.

    customattributes_new.png

  2. In the Key, type Email and select Insert Field. Choose User > E-mail, and click Close.

  3. You may also add the following custom attributes to the Domo app:

    • Name: The full name of the person logging in; this is used to populate a user’s name in Domo.

    • Group: Treated like a group in Domo. You can pre-assign access to content in Domo by using the group attribute.

    • Title: Used to populate a user’s title in Domo.

  4. Click Save.

customattribute_save.png

  1. From the App screen, click Manage.

appscreen_manage.png

  1. Copy the “IdP-Initiated Login URL” from the SAML Login Information section.

SAML_copy.png

Configuring the Domo App in Salesforce Lightning

  1. Login as an administrator in your Salesforce.com account.

  2. Select Setup from the gear menu.

    1.png
     

  3. In the left-hand navigation, select Settings > Identity > Identity Provider.

  4. (Conditional) If you have not yet enabled Salesforce as an identity provider, click the Enable Identity Provider icon then follow the instructions to create a certificate (this should already be done in most instances).

    2.png

    Once Salesforce is enabled as an identity provider, you should see the following screen:

    3.png

  5. Click the Download Certificate button. 

    You will use this certificate later when configuring SSO in Domo.

  6. In the left-hand navigation, under "Platform Tools," select Apps > App Manager.

  7. Once the page loads, click New Connected App in the upper right corner.

    4.png

  8. In the New Connected App view, fill out the basic information.

  9. Under Web App Settings, in the Start URL text field enter your Domo instance URL (https://yourcompany.domo.com). 

  10. Click Enable SAML.

  11. In the Entity ID field, enter your Domo URL instance minus the https:// (yourcompany.domo.com).  

  12. In the ACS URL field, enter https://yourcompany.domo.com/auth/saml. 

  13. For the Subject Type, select Username.

  14. For the Name Format, select urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress.

  15. Ensure that the boxes for Verify Request Signatures and Encrypt SAML Response are unchecked. 

    Your settings should now look as follows:

    5.png
     

  16. Click Save at the bottom of the screen.

    You should be redirected to a Manage Connect Apps screen displaying your app details.

    6.png
     

  17. In the Custom Attributes area at the bottom of the screen, click New.

  18. In the Key field, type "Email," then click Insert Field.

  19. Select $User> in the left pane and Email in the right pane, then click Insert.

    7.png
     

  20. Click Save to add the attribute. 

    You should again be redirected to the Manage Connect Apps screen.

  21. Click the Manage button at the top of the screen.

  22. In the "SAML Login Information" section, copy the SP-Initiated POST Endpoint.

    8.png

    You will use this later when configuring SSO in Domo.

  23. Assign Profiles or Permission Sets to your users by clicking Manage Profiles or Manage Permission Sets and selecting the correct values. If you are unsure of which Profiles/Permissions Sets should be used to grant access to Domo, consult a security administrator.

    Login to Domo via Salesforce will not work until you have selected the Profiles or Permission Sets associated with the app and assigned the app by one of these two mechanisms to your users.

  24. Once you have configured Profiles or Permission Sets, go on to the next section to configure SSO in Domo.

Configuring SSO in Domo

  1. Login to your Domo account as an administrator and navigate to More > Admin > Authentication > SAML (SSO).

  2. Click Enable Single Sign-On

  3. In the Identity Provider Endpoint URL field, paste the value you copied from Salesforce.com.

  4. In the Entity ID field, type [yourcompany].domo.com.

  5. Upload the certificate from Salesforce.com into Domo.

  6. Select whether you would like to import groups from Salesforce.com.

  7. Click Test Config to verify that your configuration works correctly.

  8. Click Save Config.
     

SSO.png

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