• CodenameDM
  • NEWBIE
  • 5 Points
  • Member since 2014

  • Chatter
    Feed
  • 0
    Best Answers
  • 1
    Likes Received
  • 0
    Likes Given
  • 1
    Questions
  • 1
    Replies
We are trying to configure Zendesk to authenticate against SalesForce Community User accounts using SSO.  So far, we've successfully configured Zendesk to authenticate against SalesForce internal user accounts, but not Community User accounts.

The current setup is relatively straightforward...
We configured a Domain per these docs: https://help.salesforce.com/apex/HTViewHelpDoc?id=service_provider_prerequisites.htm&language=en_US
Single Sign-on with SalesForce as the Identity Provider and a Connected App for Zendesk, in a similar fashion to these docs: https://developer.salesforce.com/page/Configuring-SAML-SSO-to-ZenDesk

Amongst the many things I've tried, I tried changing the "Identity Provider Login URL" on the SAML Single Sign-On Setting page to point to our Community custom login page, which at least redirects the user trying to login to Zendesk to the right login page.  However, the SAML assertion doesn't work and the user is not redirected back to Zendesk after login.

I have found no documentation or articles on using SSO authenticating against Community user accounts, so any direction from this community would be greatly appreciated!
We are trying to configure Zendesk to authenticate against SalesForce Community User accounts using SSO.  So far, we've successfully configured Zendesk to authenticate against SalesForce internal user accounts, but not Community User accounts.

The current setup is relatively straightforward...
We configured a Domain per these docs: https://help.salesforce.com/apex/HTViewHelpDoc?id=service_provider_prerequisites.htm&language=en_US
Single Sign-on with SalesForce as the Identity Provider and a Connected App for Zendesk, in a similar fashion to these docs: https://developer.salesforce.com/page/Configuring-SAML-SSO-to-ZenDesk

Amongst the many things I've tried, I tried changing the "Identity Provider Login URL" on the SAML Single Sign-On Setting page to point to our Community custom login page, which at least redirects the user trying to login to Zendesk to the right login page.  However, the SAML assertion doesn't work and the user is not redirected back to Zendesk after login.

I have found no documentation or articles on using SSO authenticating against Community user accounts, so any direction from this community would be greatly appreciated!
Hello,

Looking for some assistance with a workflow rule...

We don't utilize Leads in the traditional sense within Salesforce...all "Leads" are entered as Accounts and given a "Status" of "Lead". Once a Lead is qualified, the Status changes to "Qualified Prospect", then once an order is placed, the Account Status is changed to Active. What we want (need) to do is capture the date the Account Status is changed from Lead to Qualified Prospect, then again when the Account Status is changed from Qualified Prospect to Active. We also want (need) to capture the number of days an Account remains at said Status.

So...I've created 2 custom date fields and 2 custom age fields to capture the changes from both Lead to Qualified Prospect, and then again when changed from Qualified Prospect to Active seperately...now I want to utilize these fields with a workflow rule that will basically capture the date the Status was changed from Lead to Qualified Prospect, which would then in turn kick off the age field and display the number of days at that status.

I'm stuck on the formula piece for the Status change...i utilized parts of the info contained in the link below:

https://success.salesforce.com/answers?id=90630000000gxreAAA

Is it possible through a workflow rule to capture those dates and time at each Status individually? Or would a trigger be better suited?

Any help would be appreciated...thanks everyone!!!
  • September 05, 2014
  • Like
  • 0