9.3 Understanding the Configuration Options for the Connector for Salesforce

The Applications page populates a number of fields for you. It is able to use information in your environment to help populate the metadata and other fields. The information in the Federation Instructions is specific to your environment.

Table 9-1 Connector for Salesforce Configuration Options

Options	Description
Name	Specify a name for the connector for Salesforce.
Description	(Optional) Specify a description on the connector for Salesforce. You could have two connectors for Salesforce so ensure to use a unique name and a description to help determine the differences between the connectors.
Change Image	(Optional) Change the default image that the User Portal page displays to the users. Each connector contains a default image. You can change that image to any image you want. The maximum image size is 200 x 200 pixels and the ideal image size is 100 x 100 pixels. You can use an image from the Image Gallery or upload your own image.
Application Connector Setup	This section displays the metadata information Access Manager requires from Salesforce to create the federated connection. NOTE:The Advanced Setup does not appear until you save the connector.
Application Connector Setup > Login URL	Specify the Salesforce Assertion Consumer Service URL assigned to a particular client.In the Salesforce administration tool, this is the value identified as the Salesforce.com Login URL on the Single Sign-On Settings page.
Application Connector Setup > Metadata	Displays the metadata for the connector. You can view or download the metadata. If you have not saved the connector, the system creates the SAML 2.0 metadata using the values provided and other values from the connector.
Application Connector Setup > Signing Certificate	Uploads a signing certificate file to secure communication between Access Manager and Salesforce. Or it displays the content of the signing certificate if you have saved the connector. The system automatically adds this new certificate to the trust store for Administration Console. However, this new certificate is not automatically added to the trust store for the IDP cluster. IMPORTANT:You must manually add this signing certificate to the IDP Cluster trust store or the health of the IDP cluster turns yellow and users do not see this new appmark when they log in to the User Portal page. For more information, see Managing Certificates and Keystores in the NetIQ Access Manager 4.3 Administration Guide.
Attributes	Allows you to see and manage the attributes that are part of the SAML 2.0 assertion. NOTE:The Advanced Setup does not appear until you save the connector.
Attributes > Subject/NameID	Select the appropriate attribute from Salesforce for the ID of the users. Typically, the user’s email address is the user ID for Salesforce.
Attributes > Additional mappings	(Conditional) If you have configured Just-in-Time provisioning, you must add an additional attribute map. For more information, see Section 9.4, Provisioning Users to Salesforce.
Access and Roles	Allows you to control who has access to the application. NOTE:The Advanced Setup does not appear until you save the connector.
Roles	Select the role assignments to determine the user accessibility of this application. The Role assignments made in the Appmark editor determine the user visibility of the appmarks associated with this application not the accessibility of the application.
Contracts	Select the contracts presented to users when they click the appmark. The users see these contract unless the contract is satisfied during login or through the authentication levels.
System Setup	Displays the metadata information from Access Manager to use in Salesforce to create the federated connection.
System Setup > Metadata	Allows you to view or download the metadata information from Access Manager to create the federated connection.
System Setup > Signing Certificate	Allows you to view or download the signing certificate from Access Manager to create the federated connection.
System Setup > Federation Instructions	Contains the federation instructions on what you must change or modify in Salesforce to create the federated connection. Follow the federated instructions.