Example using okta as the SSO provider
1. Set Login Options
- Auto Login: Checked: Saves the SSO credentials and automatically logs the user in
- Check BEFORE entering login info (existing login info is cleared when initially checked)
- Required when running DemandTools as a Scheduled Job
- When checked, the login screen will no longer be displayed when launching DemandTools
- OAuth Auto Login checkbox can be unchecked in DemandTools - Options - General Settings
- Sandbox Login: Leave unchecked for SSO logins
- SSO provider settings determine if the login is done to the production or sandbox servers
- Set the Custom Domain of the sandbox instead
- Custom API Version: Check and specify the desired API version
- By default, DemandTools will use the API Version the current version was built on
- Newer API versions can be specified to access new features (i.e. new tables/fields) in the latest Salesforce Release(s)
- Custom Domain: REQUIRED for SSO logins
- Enter the custom domain and click Set to save for future logins
- DO NOT include my.salesforce.com (i.e. enter xyz vs. xyz.my.salesforce.com)
- For sandboxes, include the sandbox name and cs server (company--sbname.csX) (i.e. xyz--test.cs7)
2. Enter the SSO username and password
3. Click Sign in
