Check Requirements

• Use a Salesforce My Domain.
• ScreenSteps uses SAML authentication with Salesforce My Domain only.

Setup Steps Overview

1. Generate a security certificate for your domain (if needed).
2. Enable Salesforce as an Identity Provider and download Salesforce metadata.
3. Configure SAML settings in ScreenSteps.
4. Create a Connected App in Salesforce.
5. Assign a User Profile to your Connected App in Salesforce.