Steps to configure single sign-on for Salesforce

  1. Log into Zoho Vault as an administrator.
  2. Navigate to Apps > Manage Apps > Add Supported App.
  3. Search for and select Salesforce. 
  4. Enter the organization ID in the Application Settings page and click Next.
  5. Copy the Zoho Vault details from the screen or download the details as a metadata file by clicking the Download MetaData File option.
  6. Click Next.
  7. Select users tol have single sign-on permissions for Salesforce. You can revoke user access at any time.
  8. Click Save. 

Salesforce configuration steps

  1. Log into Salesforce as an administrator. 
  2. Select the Setup Single Sign-On (SSO) option in the Security Controls tab.
  3. Enter a Name and API Name for reference.
  4. Paste the Login URL, Logout URL, and IdP certificate, copied from the Zoho Vault IdP details page.
  5. Save the configuration.
  6. Navigate to Domain Management > Domain and edit the domain settings.
  7. Select Enable SSO Configuration and Choose Login Method and add the domain created or registered domain.