Set up your SAML integration on the Salesforce end by configuring a domain name, enabling the identity provider, and creating a connected app. The following sections walk you through each step.

Configure a Domain Name

Start the process by logging in to Salesforce. From your home page, follow these steps:

  1. Click Security Controls under Administer.
  2. Click Identity Provider in the dropdown menu.
  3. Click Configure a Domain Name.
  4. From Domain Management, choose My Domain.
  5. Enter the sub-domain name you want.
  6. Click Check Availability.
  7. Check Terms and Conditions.
  8. Click Register Domain.

Salesforce will register the DNS change and send an email confirmation. You can then log in to and test your custom domain. If everything’s shipshape, Deploy to Users to make it official.

Enable Identity Provider

After you have a custom domain, use these steps to enable the Identity Provider:

  1. Click Enable Identity Provider. This generates a self-signed x.509 certificate to be used for SAML authentication.
  2. Click Download Certificate. The certificate is used when configuring Octiv for Single Sign On.

Create Connected App

Follow these steps to create your connected app:

  1. From Connected Apps, click Create Apps -> Apps -> New.
  2. Create a New Connected App for Octiv (the service provider).
  3. Fill out the following fields:
    • Connected App Name
    • API Name
    • Contact Email
    • Enable SAML (Must be checked)
    • Entity ID: {account}
    • ACS URL: https://{account}
  4. Click Manage.
  5. Right-click and copy the link for the IdP Initiated login URL.
  6. Click Edit the Connect App.
  7. Paste the IdP Initiated login URL into the Start URL under Basic Information.
  8. Click Save.
  9. Click Manage Profiles.
  10. Add the user profiles who can access this App.

The connected App Octiv should now be visible in the dropdown box and should automatically log you into your Octiv account.

Finish the integration

After you’re in Octiv, follow these steps to finish this integration:

  1. Go to your Account Settings.
  2. Click Integrations.
  3. Click the SAML box.
  4. Copy the configuration settings provided by into the SAML Configuration form.
    • The IDP Start URL is the IdP-Initiated Login URL from Salesforce.
    • The IDP SSO Target URL is the SP-Initiated POST Endpoint from Salesforce.
    • The IDP Certificate Fingerprint comes from the self-signed certificate from Security -> Identity Provider.

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