Integrating with Salesforce Experience Cloud: Overview

Integration Components

  1. Single Sign-On (SSO)
    1. Uses Salesforce as the Identity Provider
    2. Standard SAML 2.0 implementation
    3. Automatic user session management
  2. Application Embedding
    1. Secure iframe integration
    2. Maintains Salesforce navigation/branding

Implementation Phases

Phase 1: SSO Configuration

  • Set up Salesforce Connected App
  • Configure SAML settings
  • Test SSO flows

Phase 2: Embedding Setup

  • Add application to Experience Cloud
  • Configure security settings
  • Test embedded application

Technical Requirements

  • Salesforce Experience Cloud license
  • SSL/HTTPS enabled domains
  • Admin access to Salesforce
  • Basic understanding of SAML

Support Provided

  • Implementation documentation
  • Technical support during setup
  • Testing assistance
  • Post-implementation support

Common Questions

Q: Do we need a Salesforce developer? A: No. This is a standard configuration using Salesforce admin tools.

Q: Will this affect our existing Salesforce setup? A: No. The integration is self-contained and won't impact existing configurations.

Q: Can we test before going live? A: Yes. We recommend testing in a Salesforce sandbox environment first.

Next Steps

  • Review technical requirements
  • Schedule kick-off call
  • Begin implementation
  • Testing and validation
  • Go-live

Contact your account manager to begin the integration process.


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