MicroStrategy ONE

Adding Salesforce Users to Your MicroStrategy Identity Network

You can sign into Salesforce by scanning the QR code that appears at the login page with the MicroStrategy Badge app. To enable users to sign in with MicroStrategy Badge, you must invite Salesforce users to join your MicroStrategy Identity Network.

After your Salesforce site is registered with MicroStrategy Identity, any time a Salesforce administrator adds new users they will automatically be added to your Identity Network as well. You can send invitations to the new users that contain a link and instructions to download MicroStrategy Badge. New users will automatically display in MicroStrategy Identity Manager.

The steps below assume that you have already registered your Salesforce site in your MicroStrategy Identity Network.

If you add users to your MicroStrategy Identity Network from Microsoft Active Directory or OpenLDAP, you cannot add users from Salesforce.

You must have administrative privileges for the Salesforce environment to which you want to enable login access with MicroStrategy Badge.

To import users from Salesforce, you must have a Salesforce developer account or a paid subscription.

To Add Salesforce Users to your MicroStrategy Identity Network

  1. Log into MicroStrategy Identity Manager.
  2. Click Users & Badges.
  3. Under User Management, click the Import from Salesforce icon .
  4. In a new browser window or tab, log into your Salesforce account and click Setup.
  5. In the Administer panel on the left, click Domain Management to expand it, and then click on My Domain.
  6. Copy the domain name listed.
  7. Return to MicroStrategy Identity Manager and paste the domain name into the "Enter Your Salesforce 'My Domain' URL."
  8. If the users in your network log in to Salesforce through the MicroStrategy Identity single sign-on web portal, you can provide additional SAML parameters to support this. See your web application's third-party documentation for information about required parameters for identity-provider-initiated logins. Click Advanced Settings, then select from the following:
    • To specify the URL that users are directed to when they log in (the SAML 2.0 RelayState parameter), enter the URL in the Relay State field.
    • If your service provider requires a SPNameQualifier attribute for the NameID parameter, enter this value in the Assertion Subject NameID field.
    • By default, MicroStrategy Identity specifies an authentication context (AuthnContext) value of Password. To specify a different value, select the value from the Assertion AuthnContext drop-down list.
  9. Click Next.
  10. Click Upload Metadata. Navigate to and select the Salesforce configuration .xml file that you downloaded, then click Open.
  11. By default, you first import users into the MicroStrategy Identity Network, then send badge invitations to the imported users.
    To import users into the network, click Manage Users > Badge Invitation tab in the dialog box to send badge invitations to the users you added. To configure automatic badge invitation when you import users, see Enabling Automatic Badge Invitations.

  12. If you have configured MicroStrategy Identity to automatically send badges when you import users, click Send Badges.

    The users are imported into the MicroStrategy Identity Network, and invitations are sent, including links and instructions for downloading MicroStrategy Badge.

Users with a badge can now use their smartphones to scan a QR code on the Salesforce login page to sign in to Salesforce.

Related Topics

Registering Your Salesforce Site with MicroStrategy Identity

Editing and Deleting Web Applications from Your MicroStrategy Identity Network

Creating a MicroStrategy Identity Network and Issuing an Administrator Badge

Enabling Automatic Badge Invitations