This guide provides a step-by-step overview for configuring Salesforce as an Identity Provider (IdP) for Structured.ai using either SAML (most common) or OpenID Connect (OIDC). It outlines the required settings within Salesforce, the attributes that must be mapped, and the information needed by Structured.ai to complete the integration.
The QuickStart includes:
SAML IdP Setup:
How to enable Salesforce as an IdP, create a Connected App, configure ACS and Entity ID values, and map standard and custom user attributes (email, firstName, lastName, account_id).Metadata Exchange:
Instructions for downloading IdP metadata and providing it to Structured.ai for SSO configuration.OIDC Provider Setup:
How to configure Salesforce as an OAuth 2.0/OIDC Authorization Server, including callback URLs, scopes, and required claims.Testing Guidance:
Steps for validating SAML or OIDC login with pilot users to ensure attributes and claims resolve correctly.
This asset is ideal for admins and technical teams responsible for SSO setup, providing a concise, actionable checklist to accelerate Salesforce IdP integration.