HELP FILE

How to set up a custom domain in a single sign-on environment

  1. Create a new integration user in Salesforce with the permissions to read and create objects within Salesforce.
  2. Open a new browser window and make sure that you're not currently logged into Salesforce as another user.
  3. Log into Salesforce as the newly-created integration user, using the following URL format: <domain>.my.salesforce.com/?login, where <domain> is the custom domain name for the customer's Salesforce environment.

    Note: Using this URL you can log in with only your username and password and you don't have to disable single sign-on or add the integration user to the organization's identity provider or active directory.

  4. Once logged into Salesforce as the integration user, open a new browser tab.
  5. On the new browser tab, open https://admin.bold360.com and log in as an agent that has access to the Salesforce connector setup.
  6. Once logged into the Bold360 Web Admin interface, access the Salesforce connector setup at Integrations > Salesforce.
  7. Enter the name of the custom domain and click Set up integration. You will be redirected to a Salesforce page.
  8. On the Salesforce page click accept to proceed.

You can verify that Bold360 and Salesforce are authenticated properly:

  • In Bold360, the Set up integration button will be updated to Revoke integration
  • In Salesforce, if you select the Bold360 Setup tab, a schema sync should happen