Philanthropy Cloud

Philanthropy Cloud

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›SSO Guide

User Guide

  • Introduction
  • User Interface
  • Donate
  • Volunteer
  • Appendix

Admin Guide

  • Introduction
  • User Interface
  • Onboarding Workflow
  • Reports
  • Settings
  • User Management
  • Receipts and Confirmation Emails
  • Integration
  • Batch Pledge Entry
  • Branding
  • Homepage
  • Content Management
  • Appendix

Mobile Guide

  • Introduction
  • Installation
  • Featured
  • Explore
  • Profile
  • Donations
  • Volunteering
  • Appendix

SSO Guide

  • Introduction
  • Single Sign-On
  • Employee Upload File
  • Identity Providers
  • Workplace Interactions
  • Mobile Applications
  • Best Practices
  • Troubleshooting

Best Practices

Below are some best practices to follow when onboarding customers:

  • Check for any time skews that may lead to inconsistent timeout/session creation issues. Salesforce.com allows a maximum of three minutes for clock skew with your IDP server so ensure your server's clock is up-to-date.

  • Perform periodic testing to make sure that the time skew is within a couple of minutes.

  • A quick process can be written to fetch times from the IdP and SF (getServerTimeStamp() ) and get the difference to make sure it is within limits.

  • Periodically ensure that server certificates are not expired.

Example questions to ask when setting up SSO:

  • Who is their Identity Provider?

  • What method of SSO would they like to implement (e.g., SAML 1.1 or 2.0?

  • Do they want their users to login exclusively through SSO, or do they also want a username/password option?

  • What security requirements do they have around SSO?

  • Would they like to support an identity provider initiated flow, a service provider initiated flow, or both?

  • When does their campaign launch?

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