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This procedure enables you to use your Salesforce credentials to sign into your site.
Salesforce OAuth requires having a Salesforce account. Obtaining one is outside of the scope of this article.
You must have SSL set up to use Salesforce authentication for Community Server.
Register a new application on Salesforce
- Log into Salesforce.
- Navigate to the Salesforce.com developer homepage.
- Under Getting started, click Add App. The App Quick Start dialog appears.
- Fill in the following details to create the application:
- In App (required), enter a label such as "OAuth Sign-in."
- In Label (required), enter a label such as "Sign-in" if you are not collecting data, or enter the appropriate label for data you are capturing.
- In Plural label (required), enter a label such as "Sign-ins" if you are not collecting data, or enter the appropriate label for data you are capturing.
- Click Create. The creation completed dialog appears. You don't need to change any options here to use the sign-in for Community Server.
Your dashboard appears. - Under your username, click Setup.
- In the App setup pane, click Develop.
- Click Remote access.
- In the Remote access applications list, click New. The Remote access edit window appears.
- Fill in the following required fields:
- Application - Supply the application name.
- Contact email - Fill in your email address.
- Callback URL - Fill in the URL that Salesforce can use to authenticate your login.
- Click Save. The Remote access window displays a consumer key and consumer secret.
- Copy both the consumer key and consumer secret to another location for use in the Zi8mbra plugin configuration.
Add a secure port in IIS
You must have SSL set up to use Salesforce authentication for Community Server.
- Open IIS.
- Click Bindings (Sites > [site name] > Actions pane > Edit Site pane > Bindings). The Site bindings window appears.
- Click Add. The Add site binding window appears.
- Select https from the Type drop-down.
- If you are using the IP address where IIS is located, you can leave the IP address field blank; it will default to the current address. If you need to specify a different IP, type that into the IP address field.
- Specify 443 in the Port field.
- Click OK.
Configure the Community Server login
- Log into Community Server as an administrator.
- Optional: If you want to give users the opportunity to another ID, such as their LinkedIn ID to their profile, you can add fields for this kind of login in the widget at this point. Note that if you select the Required check box, users will be required to furnish this information to log in. To add this profile information:
- Collect user information upon registration by adding profile fields:
- Navigate to the site home page (or profile page).
- Mouse over Management.
- Click Manage site theme.
- Click Manage pages.
- Search for User Registration.
- Click Edit layout.
- Click the Widgets tab.
- On the User - Login and Create widget, click Configure.
- Check the Mode drop-down list and select Create if this is not already selected.
- If desired, enable ReCaptcha using the Enable Captcha check box.
- Move the fields you want to request from the left column to the right column - for example, Website - using the > key.
- If you want to require this/these fields for sign-in, select the Required check boxes on each field.
- Click Save.
- Click Save and publish.
- Collect user information upon registration by adding profile fields:
-
Add a Terms of Service requirement:
- Mouse over Management.
- Click Administration.
- Navigate to Setup > Site options > General site settings.
- In the Terms of Service field, enter a URL for your Terms of Service agreement. (Recommendation: To create a TOS specifically for this community, create a content page [Manage site theme > Manage pages > Add Custom page]. Copy the URL to that page and enter it in the TOS field in Site setup.)
- Click Save.
Configure the Telligent Salesforce OAuth plugin
- Mouse over Management.
- Click Administration.
- Navigate to Authentication > External authentication.
- Click Salesforce OAuth Client.
- Click the Enable check box.
- In the Salesforce OAuth Client panel, paste the following settings into the appropriate text fields:
- Consumer Key: The Consumer Key copied from Salesforce.
- Consumer Secret: The Consumer Secret key copied from Salesforce.
- Authorize Base URL (should already be set): https://login.salesforce.com/services/oauth2/authorize
- Access Token URL (should already be set):https://login.salesforce.com/services/oauth2/token
- Click Save in the configuration panel.
- Log out. If you click Sign in again, Salesforce will be a sign-in option.
Sign into Community Server with Salesforce credentials
- To connect Salesforce with Community Server click Salesforce in the sign-in screen.
- Click Connect withSalesforce.
- Enter your Salesforce email in the dialog window.
- Click Continue. The Community Server welcome screen appears.