You may configure a third party application as their identity provider to automatically authenticate their agents to the Agent for Salesforce platform. Their identity provider credentials will become their Agent for Salesforce credentials.
Create Custom Domain in Salesforce
Take note of the Salesforce instance. The Salesforce instance will be used in the login redirect URI of the identity provider.
For example, the format of your Salesforce instance appears similar to ap4.
Click Setup located in the upper right-hand corner.
Use the Search box to search for Domain, then click MyDomain.
- Under the Choose Your Domain Name section, enter a domain name.
- Click Check Availability. If the domain is unavailable, enter a new domain.
- Click Register Domain.
- You receive an email when the domain is ready for testing.
- On the MyDomain page in Salesforce, click Deploy to Users.
- Click OK.
Search the Salesforce Documentation for Instruction
Navigate to help.salesforce.com/home.
Search for External Authentication Providers.
Select the corresponding documentation to your third party and follow the provided steps.
Enable Open ID Connect in Central
Complete the Configure Open ID Connect process.
Configure Third Party as the Identity Provider in Central
In Central, click Admin → Account Settings → Business Units.
- Select your business unit.
- Select the OpenID Connect tab.
- Click Edit.
- In a new tab, log in to your Salesforce.
- Click Setup located in the upper right-hand corner.
- In the Quick Find/Search box, search for Connected Apps. Under Manage Apps, select Connected Apps.
- Click the name of the newly created app. Do not click Edit.
- Populate the following fields with the information from your connected app. For more information on the fields and their values, refer to the Business Unit Open ID Connect Tab topic.
- Select Discover Settings and enter your Salesforce Open ID Configuration URL.
- In the Client ID field, enter the Consumer Key.
- In the Client Password field, enter the Consumer Secret.
- Select client_secret_post for the Client Authentication Method.
- Click Done.
- Click Validate and Link. The Salesforce login is displayed.
- Enter your Salesforce credentials.
Configure Single Sign-On in Salesforce
Click Setup located in the upper right corner.
Use the Search box to search for CallCenters, then click Call Centers.
- If the Introducing Salesforce CRM Call Center screen appears, click Continue.
Click NICE inContact CXone - Central. Click the call center link, not the Edit link.
Under the Call Center Users section, click Manage Call Center Users.
Click Add Users.
- Enter your search criteria.
- Click Find.
- Select the desired users.
- Click Add Users to Call Center.
- Below the name of your call center, click the blue highlighted name of your call center.
- Click Edit.
- In the Custom Domain field, enter the Business Unit Hostname configured in Central.
- Click Save.