Forum Discussion
Helper ISingle sign-in authentication in Salesforce
Advocate IHi russm
We use single sign-on, and the Salesforce Reports connector works perfectly.
Some things to try:
1. Check whether your company has a custom domain. If so, did you use the "Custom" option instead of "Production" when you created your connection?
2. Make sure you are signed into the PC with a user that has access to Salesforce
3. Before creating the connection, log into Salesforce using your web browser. It seems the credentials may be cached somehow.
(though it sounds like you've already done No 2 and 3)
Regards
Ina
Helper IHi InaNortje, Thanks for the quick follow-up! I'm glad to hear that you are having success within a single sign-in context. You’ve given me hope!
I have tried 1, 2 and 3. It's possible that I am miss-formatting something in the custom domain attempt.
Regardless to the method, when I select sign-in, a browser shell opens within PBI that shows the Salesforce Web UI with me authenticated. The only option that I see is to close the window, which pops an assert in the authentication dialog saying I failed to authenticate, try again later.
- InaNortje
No problem russm - hopefully we'll get this sorted for you.
I remember I had also previously had the Salesforce Web UI pop up, but now it just takes me straight to the Navigator to select the reports to use. I'll see if I can get that to appear again.
In the meantime, the domain needs to be in the format https://[domain].my.salesforce.com. Is that what you had?
- InaNortje
russm, I tried selecting "Production" (while we are really on a custom domain). That failed the authentication and caused the Salesforce WebUI to appear. At that point, if you are on a custom domain, you type in only the domain name. You will see that Salesforce fills out the rest of the URL. Then just your normal logon userid and password, and you should get access.
- russm
InaNortje, I don't have my own Salesforce credentials. I gather some handshake is done in AD. My experince is still a fail. Here (attached) is what happend when I attemtped the flow that I think you are describing.
Attempt to connect to Salesforce from within a single sign-in context.
- InaNortje
Hi russm
From the final message you received, it seems like there were credentials cached somewhere which was not valid for the Salesforce login.
Salesforce can be set up to use different methods of authentication for single sign-on. Can you check with your Salesforce admins how your company's single sign-on is configured? Maybe your method allows for some form of caching.
Our single sign-on use Active Directory Federation Services. That seems to make it quite seamless for us at least.
I'm sorry I cannot be more helpful on this one.
Regards
Ina