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Set up sign-up and sign-in with a Salesforce account using Azure Active Directory B2C

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Before you begin, use the Choose a policy type selector at the top of this page to choose the type of policy you’re setting up. Azure Active Directory B2C offers two methods to define how users interact with your applications: through predefined user flows or through fully configurable custom policies. The steps required in this article are different for each method.

Note

In Azure Active Directory B2C, custom policies are designed primarily to address complex scenarios. For most scenarios, we recommend that you use built-in user flows. If you've not done so, learn about custom policy starter pack in Get started with custom policies in Active Directory B2C.

Prerequisites

Create a Salesforce application

To enable sign-in for users with a Salesforce account in Azure Active Directory B2C (Azure AD B2C), you need to create an application in your Salesforce App Manager. For more information, see Configure Basic Connected App Settings, and Enable OAuth Settings for API Integration

  1. Sign in to Salesforce.
  2. From the menu, select Setup.
  3. Expand Apps, and then select App Manager.
  4. Select New Connected App.
  5. Under the Basic Information, enter:
    1. Connected App Name - The connected app name is displayed in the App Manager and on its App Launcher tile. The name must be unique within your org.
    2. API Name
    3. Contact Email - The contact email for Salesforce
  6. Under API (Enable OAuth Settings), select Enable OAuth Settings
    1. For the Callback URL, enter https://your-tenant-name.b2clogin.com/your-tenant-name.onmicrosoft.com/oauth2/authresp. If you use a custom domain, enter https://your-domain-name/your-tenant-name.onmicrosoft.com/oauth2/authresp. Replace your-tenant-name with the name of your tenant, and your-domain-name with your custom domain. You need to use all lowercase letters when entering your tenant name even if the tenant is defined with uppercase letters in Azure AD B2C.
    2. In the Selected OAuth Scopes, select Access the identity URL service (id, profile, email, address, phone), and Allow access to your unique identifier (openid).
    3. Select Require Secret for Web Server Flow.
  7. Select Configure ID Token
    1. Set the Token Valid for 5 minutes.
    2. Select Include Standard Claims.
  8. Click Save.
  9. Copy the values of Consumer Key and Consumer Secret. You will need both of them to configure Salesforce as an identity provider in your tenant. Client secret is an important security credential.

Configure Salesforce as an identity provider

  1. If you have access to multiple tenants, select the Settings icon in the top menu to switch to your Azure AD B2C tenant from the Directories + subscriptions menu.

  2. Choose All services in the top-left corner of the Azure portal, and then search for and select Azure AD B2C.

  3. Select Identity providers, and then select New OpenID Connect provider.

  4. Enter a Name. For example, enter Salesforce.

  5. For Metadata url, enter the URL of the Salesforce OpenID Connect Configuration document. For a sandbox, login.salesforce.com is replaced with test.salesforce.com. For a community, login.salesforce.com is replaced with the community URL, such as username.force.com/.well-known/openid-configuration. The URL must be HTTPS.

    https://login.salesforce.com/.well-known/openid-configuration

  6. For Client ID, enter the application ID that you previously recorded.

  7. For Client secret, enter the client secret that you previously recorded.

  8. For the Scope, enter the openid id profile email.

  9. Leave the default values for Response type, and Response mode.

  10. (Optional) For the Domain hint, enter contoso.com. For more information, see Set up direct sign-in using Azure Active Directory B2C.

  11. Under Identity provider claims mapping, select the following claims:

    • User ID: sub
    • Display name: name
    • Given name: given_name
    • Surname: family_name
    • Email: email

  12. Select Save.

Add Salesforce identity provider to a user flow

At this point, the Salesforce identity provider has been set up, but it's not yet available in any of the sign-in pages. To add the Salesforce identity provider to a user flow:

  1. In your Azure AD B2C tenant, select User flows.
  2. Click the user flow that you want to add the Salesforce identity provider.
  3. Under the Social identity providers, select Salesforce.
  4. Select Save.
  5. To test your policy, select Run user flow.
  6. For Application, select the web application named testapp1 that you previously registered. The Reply URL should show https://jwt.ms.
  7. Select the Run user flow button.
  8. From the sign-up or sign-in page, select Salesforce to sign in with Salesforce account.

If the sign-in process is successful, your browser is redirected to https://jwt.ms, which displays the contents of the token returned by Azure AD B2C.

Create a policy key

You need to store the client secret that you previously recorded in your Azure AD B2C tenant.

  1. Sign in to the Azure portal.
  2. If you have access to multiple tenants, select the Settings icon in the top menu to switch to your Azure AD B2C tenant from the Directories + subscriptions menu.
  3. Choose All services in the top-left corner of the Azure portal, and then search for and select Azure AD B2C.
  4. On the Overview page, select Identity Experience Framework.
  5. Select Policy Keys and then select Add.
  6. For Options, choose Manual.
  7. Enter a Name for the policy key. For example, SalesforceSecret. The prefix B2C_1A_ is added automatically to the name of your key.
  8. In Secret, enter your client secret that you previously recorded.
  9. For Key usage, select Signature.
  10. Click Create.

Configure Salesforce as an identity provider

To enable users to sign in using a Salesforce account, you need to define the account as a claims provider that Azure AD B2C can communicate with through an endpoint. The endpoint provides a set of claims that are used by Azure AD B2C to verify that a specific user has authenticated.

You can define a Salesforce account as a claims provider by adding it to the ClaimsProviders element in the extension file of your policy.

  1. Open the TrustFrameworkExtensions.xml.

  2. Find the ClaimsProviders element. If it does not exist, add it under the root element.

  3. Add a new ClaimsProvider as follows:

    <ClaimsProvider>
  <Domain>salesforce.com</Domain>
  <DisplayName>Salesforce</DisplayName>
  <TechnicalProfiles>
    <TechnicalProfile Id="Salesforce-OpenIdConnect">
      <DisplayName>Salesforce</DisplayName>
      <Protocol Name="OpenIdConnect" />
      <Metadata>
        <Item Key="METADATA">https://login.salesforce.com/.well-known/openid-configuration</Item>
        <Item Key="response_types">code</Item>
        <Item Key="response_mode">form_post</Item>
        <Item Key="scope">openid id profile email</Item>
        <Item Key="HttpBinding">POST</Item>
        <Item Key="UsePolicyInRedirectUri">0</Item>
        <!-- Update the Client ID below to the Application ID -->
        <Item Key="client_id">Your Salesforce application ID</Item>
      </Metadata>
      <CryptographicKeys>
        <Key Id="client_secret" StorageReferenceId="B2C_1A_SalesforceSecret"/>
      </CryptographicKeys>
      <OutputClaims>
        <OutputClaim ClaimTypeReferenceId="issuerUserId" PartnerClaimType="sub" />
        <OutputClaim ClaimTypeReferenceId="givenName" PartnerClaimType="given_name" />
        <OutputClaim ClaimTypeReferenceId="surname" PartnerClaimType="family_name" />
        <OutputClaim ClaimTypeReferenceId="displayName" PartnerClaimType="name" />
        <OutputClaim ClaimTypeReferenceId="email" PartnerClaimType="email" />
        <OutputClaim ClaimTypeReferenceId="identityProvider" DefaultValue="salesforce.com" AlwaysUseDefaultValue="true" />
        <OutputClaim ClaimTypeReferenceId="authenticationSource" DefaultValue="socialIdpAuthentication" AlwaysUseDefaultValue="true" />
      </OutputClaims>
      <OutputClaimsTransformations>
        <OutputClaimsTransformation ReferenceId="CreateRandomUPNUserName" />
        <OutputClaimsTransformation ReferenceId="CreateUserPrincipalName" />
        <OutputClaimsTransformation ReferenceId="CreateAlternativeSecurityId" />
      </OutputClaimsTransformations>
      <UseTechnicalProfileForSessionManagement ReferenceId="SM-SocialLogin" />
    </TechnicalProfile>
  </TechnicalProfiles>
</ClaimsProvider>

  4. The METADATA is set to the URL of the Salesforce OpenID Connect Configuration document. For a sandbox, login.salesforce.com is replaced with test.salesforce.com. For a community, login.salesforce.com is replaced with the community URL, such as username.force.com/.well-known/openid-configuration. The URL must be HTTPS.

  5. Set client_id to the application ID from the application registration.

  6. Save the file.

Add a user journey

At this point, the identity provider has been set up, but it's not yet available in any of the sign-in pages. If you don't have your own custom user journey, create a duplicate of an existing template user journey, otherwise continue to the next step.

  1. Open the TrustFrameworkBase.xml file from the starter pack.
  2. Find and copy the entire contents of the UserJourney element that includes Id="SignUpOrSignIn".
  3. Open the TrustFrameworkExtensions.xml and find the UserJourneys element. If the element doesn't exist, add one.
  4. Paste the entire content of the UserJourney element that you copied as a child of the UserJourneys element.
  5. Rename the Id of the user journey. For example, Id="CustomSignUpSignIn".

Add the identity provider to a user journey

Now that you have a user journey, add the new identity provider to the user journey. You first add a sign-in button, then link the button to an action. The action is the technical profile you created earlier.

  1. Find the orchestration step element that includes Type="CombinedSignInAndSignUp", or Type="ClaimsProviderSelection" in the user journey. It's usually the first orchestration step. The ClaimsProviderSelections element contains a list of identity providers that a user can sign in with. The order of the elements controls the order of the sign-in buttons presented to the user. Add a ClaimsProviderSelection XML element. Set the value of TargetClaimsExchangeId to a friendly name.

  2. In the next orchestration step, add a ClaimsExchange element. Set the Id to the value of the target claims exchange Id. Update the value of TechnicalProfileReferenceId to the Id of the technical profile you created earlier.

The following XML demonstrates the first two orchestration steps of a user journey with the identity provider:

<OrchestrationStep Order="1" Type="CombinedSignInAndSignUp" ContentDefinitionReferenceId="api.signuporsignin">
  <ClaimsProviderSelections>
    ...
    <ClaimsProviderSelection TargetClaimsExchangeId="SalesforceExchange" />
  </ClaimsProviderSelections>
  ...
</OrchestrationStep>

<OrchestrationStep Order="2" Type="ClaimsExchange">
  ...
  <ClaimsExchanges>
    <ClaimsExchange Id="SalesforceExchange" TechnicalProfileReferenceId="Salesforce-OpenIdConnect" />
  </ClaimsExchanges>
</OrchestrationStep>

Configure the relying party policy

The relying party policy, for example SignUpSignIn.xml, specifies the user journey which Azure AD B2C will execute. Find the DefaultUserJourney element within relying party. Update the ReferenceId to match the user journey ID, in which you added the identity provider.

In the following example, for the CustomSignUpSignIn user journey, the ReferenceId is set to CustomSignUpSignIn:

<RelyingParty>
  <DefaultUserJourney ReferenceId="CustomSignUpSignIn" />
  ...
</RelyingParty>

Upload the custom policy

  1. Sign in to the Azure portal.
  2. Select the Directory + Subscription icon in the portal toolbar, and then select the directory that contains your Azure AD B2C tenant.
  3. In the Azure portal, search for and select Azure AD B2C.
  4. Under Policies, select Identity Experience Framework.
  5. Select Upload Custom Policy, and then upload the two policy files that you changed, in the following order: the extension policy, for example TrustFrameworkExtensions.xml, then the relying party policy, such as SignUpSignIn.xml.

Test your custom policy

  1. Select your relying party policy, for example B2C_1A_signup_signin.
  2. For Application, select a web application that you previously registered. The Reply URL should show https://jwt.ms.
  3. Select the Run now button.
  4. From the sign-up or sign-in page, select Salesforce to sign in with Salesforce account.

If the sign-in process is successful, your browser is redirected to https://jwt.ms, which displays the contents of the token returned by Azure AD B2C.

Next steps

Learn how to pass Salesforce token to your application.