Setup Salesforce as Your SAML SSO IdP Provider
Vestorly supports SAML 2.0, allowing Salesforce users to utilize Vestorly’s Enterprise / Intel Center, so they can login and use their Salesforce credentials.
Setup requires using Salesforce as a SAML Identity Provider. Vestorly will ask a user through Salesforce for your credentials, before you can login to Vestorly.
Register a domain if you haven’t setup one already (we created vestorlydev-dev-ed.my.salesforce.com).
2. Get SAML certificate:
3. Create and assign user permissions sets to users.
4. Create a custom app and fill in SAML info:
5. Setup custom attributes:
In addition to the standard SAML fields, Vestorly supports the additional mapping through these fields.
Attr_email – advisor email
Attr_firstname – advisor firstname
Attr_lastname – advisor lastname
Attr_phone – advisor phone #
Attr_company – advisor company or firmname
Attr_website – advisor website
Attr_entityid – identifier that identifiers the advisor within the partner’s organization
Attr_repcode – alternative identifier for the advisor within the partner’s organization
Attr_asst_entityid – Assistant (non-advisor) identifier
Attr_asst_repcode – Assistant (non-advisor) identifier
Attr_asst_firstname – Assistant (non-advisor) first name
Attr_asst_lastname – Assistant (non-advisor) last name
Attr_asst_email – Assistant (non-advisor) email
Vestorly also supports organization impersonation through the use the Attr_asst_* fields.