Okta

How to Configure SAML 2.0 for InsideView

Contents

Supported Features

The Okta/InsideView SAML integration currently supports the following features:

For more information on the listed features, visit the Okta Glossary.

Configuration Steps

  1. Sign in to InsideView as a user with admin permissions.

  2. Navigate to Admin > Single Sign On Settings and select Add SAML. The screen shown below opens.

    InsideView_1.png

  3. Enter an STS Name. STS Name can be your CRM organization ID for the InsideView mashup or any other unique ID or name configured on the SAML self-service page. 

  4. Enter the following SamlP-WS-Fed Unsolicated EndPoint:

    Sign into the Okta Admin dashboard to generate this value.

  5. Enter the following STS Certificate:

     Sign into the Okta Admin dashboard to generate this value.

  6. Enter the following Crm User Id Mapping:

    user_id

  7. Enter the following Crm User Id Mapping:

    user_id

  8. Enter the following Crm Org Id Mapping:

    org_id

  9. Enter the following Crm Email Mapping:

    email

  10. Enter the following Crm First Name Mapping:

    first_name

  11. Enter the following Crm lastName Mapping:

    last_name
  12. Select Save.

  13. In Okta, select the Sign On tab for the InsideView app, then click Edit.

    • Scroll down to the ADVANCED SIGN-ON SETTINGS section.

    • Enter the STS Name value (step 3) into the corresponding field.

    • Enter the Organization ID value to the corresponding field.

      Note: The Organization ID value must be unique across the CRM universe (online and on-premise, sandbox and production). It can be a GUID, installation license key, or even a DB primary key.

    • Click Save:

    inside_new1.png

  14. Done!

Notes

The following SAML attributes are supported: