Set up Inxmail Single Sign-on (SSO)

You need to make adjustments in Inxmail and Salesforce in order to set up your Single Sign-On (SSO):

  • Inxmail: Set up a single sign-on integration in Inxmail.

  • Salesforce: Create the "Inxmail Single Sign-on" authorization set in Salesforce and assign it to your users so they'll have access to the Inxmail New Xperience interface with their Salesforce login data.

    Watch our video to find out how:

Step by step

 

Create permission set:

  1. Go to "Setup" > "Users" > "Permission Sets."

  2. Click "New" above the table on the left.

  3. Enter a name for your permission set in the "Label" field, e.g., "Inxmail Single Sign On."

    Optional: You can optionally specify a description so that it is clear to all users what this permission does.

  4. Click "Save."

  5. Under "Apps", click on "Assigned Connected Apps."

  6. Click "Edit" in the middle lower area.

  7. Select the "Inxmail ID single sign-on" app and click (Add).

  8. Click "Save."

Authorize permitted users:

  1. Go to "Setup" > "Platform Tools" > "Apps" > "Connected Apps" > "Manage Connected Apps."

  2. Click "Edit" next to "Inxmail ID single sign-on."

  3. Make sure that "Admin approved users are pre-authorized" is selected under "OAuth Policies".

  4. Click "Save."

  • You have set up the "Inxmail Single Sign-On" permission set.

Next steps