98 lines
4.1 KiB
Markdown
98 lines
4.1 KiB
Markdown
---
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stage: Manage
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group: Authentication and Authorization
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info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/product/ux/technical-writing/#assignments
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---
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# Salesforce OmniAuth Provider **(FREE SELF)**
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You can integrate your GitLab instance with [Salesforce](https://www.salesforce.com/) to enable users to sign in to your GitLab instance with their Salesforce account.
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## Create a Salesforce Connected App
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To enable Salesforce OmniAuth provider, you must use Salesforce's credentials for your GitLab instance.
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To get the credentials (a pair of Client ID and Client Secret), you must [create a Connected App](https://help.salesforce.com/s/articleView?id=sf.connected_app_create.htm&type=5) on Salesforce.
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1. Sign in to [Salesforce](https://login.salesforce.com/).
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1. In Setup, enter `App Manager` in the Quick Find box, select **App Manager**, then select **New Connected App**.
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1. Fill in the application details into the following fields:
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- **Connected App Name** and **API Name**: Set to any value but consider something like `<Organization>'s GitLab`, `<Your Name>'s GitLab`, or something else that is descriptive.
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- **Contact Email**: Enter the contact email for Salesforce to use when contacting you or your support team.
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- **Description**: Description for the application.
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1. Select **API (Enable OAuth Settings)** and select **Enable OAuth Settings**.
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1. Fill in the application details into the following fields:
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- **Callback URL**: The callback URL of your GitLab installation. For example, `https://gitlab.example.com/users/auth/salesforce/callback`.
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- **Selected OAuth Scopes**: Move `Access your basic information (id, profile, email, address, phone)` and `Allow access to your unique identifier (openid)` to the right column.
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1. Select **Save**.
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1. On your GitLab server, open the configuration file.
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For Omnibus package:
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```shell
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sudo editor /etc/gitlab/gitlab.rb
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```
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For installations from source:
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```shell
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cd /home/git/gitlab
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sudo -u git -H editor config/gitlab.yml
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```
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1. Edit the [common configuration file settings](omniauth.md#configure-common-settings)
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to add `salesforce` as a single sign-on provider. This enables Just-In-Time
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account provisioning for users who do not have an existing GitLab account.
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1. Add the provider configuration:
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For Omnibus package:
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```ruby
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gitlab_rails['omniauth_providers'] = [
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{
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name: "salesforce",
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# label: "Provider name", # optional label for login button, defaults to "Salesforce"
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app_id: "SALESFORCE_CLIENT_ID",
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app_secret: "SALESFORCE_CLIENT_SECRET"
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}
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]
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```
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For installation from source:
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```yaml
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- { name: 'salesforce',
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# label: 'Provider name', # optional label for login button, defaults to "Salesforce"
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app_id: 'SALESFORCE_CLIENT_ID',
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app_secret: 'SALESFORCE_CLIENT_SECRET'
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}
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```
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1. Change `SALESFORCE_CLIENT_ID` to the Consumer Key from the Salesforce connected application page.
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1. Change `SALESFORCE_CLIENT_SECRET` to the Consumer Secret from the Salesforce connected application page.
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1. Save the configuration file.
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1. For the changes to take effect:
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- If you installed via Omnibus, [reconfigure GitLab](../administration/restart_gitlab.md#omnibus-gitlab-reconfigure).
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- If you installed from source, [restart GitLab](../administration/restart_gitlab.md#installations-from-source).
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On the sign in page, there should now be a Salesforce icon below the regular sign in form.
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Select the icon to begin the authentication process. Salesforce asks the user to sign in and authorize the GitLab application.
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If everything goes well, the user is returned to GitLab and is signed in.
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NOTE:
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GitLab requires the email address of each new user. After the user is signed in
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using Salesforce, GitLab redirects the user to the profile page where they must
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provide the email and verify the email.
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