Set SSO with Salesforce as Identity Provider

Walk through of the steps required to set up Single Sign On with Salesforce as the Identity Provider and GetAccept as the service provider.

April 23, 2026

Step 1: Enable Salesforce as the identity provider

The following steps explain how to setup Salesforce as the identity provider. More information on these steps can be found in Salesforce’s documentation here.

1. Navigate to Setup | Identity Provider. Enable Identity provider (if it is disabled)

2. Create a new certificate (if none currently exist)

3. Download certificate and save for use in a later step

Step 2: Create a connected app with SAML

The following steps explain how to create a connected app using SAML. This is based on Salesforce’s documentation which can be found here.

1. Navigate to Setup | App Manager and click on New Connected App.

2. Go through the steps of creating the connected app as follows:

• The subject should be Federation ID, which is set to the email address used to log in to GetAccept

  • The Service Provider Entity Id should be:

  https://app.getaccept.com/auth/saml/{entityId}/api/metadata.xml

  • The Service provider ACS Url should be:

  https://app.getaccept.com/auth/saml/{entityId}/api/acs

  • Name ID Format: emailAddress
  • IdP Certificate - the same as the one created in the previous step

3. Create the connected app, then click manage to see the details, which should look like the following:

Step 3: Set up SAML auth in GetAccept

1. In GetAccept, navigate to Settings | Integrations | Provisioning and SSO and click Connect SAML Authentication.

2. Fill in the SAML Authentication Form. It will require “SAML Login Information” from the created Connected app in the previous step and should look as follows:

• Select the option “GetAccept platform and API or Integration
  • Enable SAML for all entities if you wish for this setup to work for all of your entities
  • Identity provider Issuer URL: Connected app - Issuer
  • SSO Login Redirect URL: Connected app - IdP-Initiated Login URL
  • Certificate: Paste in contents of previously downloaded IDP certificate

Step 4: Create permission set for managed connected app

1. Navigate to Setup | Permission sets and create a new permission set.

2. Once the permission set is created, assign the previously created Connected App to this perm set.

3. Finally assign all relevant users to this permission set.

Step 5: Enable SSO in setup section

1. In Salesforce, navigate to App launcher | GetAccept Admin | Setup | Basic settings.

2. On this page you will find the SSO Settings section near the bottom of this page. Add entity id to the SSO entity ID section and enable SSO.

3. Optionally enforce SSO so one can only log in as that user.

4. You can now navigate to the GetAccept integration and test the login with SSO.