This article discusses functionality that is included in the Aha! Knowledge Advanced plan. Please contact us if you would like a live demo or want to try using it in your account.

Aha! Roadmaps | Knowledge base SSO | Salesforce (Aha! Knowledge Advanced)

Salesforce has the ability to function as an identity provider for your knowledge base using SAML 2.0. This enables your colleagues who work in Salesforce to access the documentation they need — without having to remember another user name and password.

How it works
Enable Salesforce as an identity provider
Configure Salesforce SSO in Aha! Roadmaps
Share your SSO configuration
Troubleshooting

How it works

When a user navigates to the knowledge base, they will be presented with the option to authenticate to the knowledge base via SSO only. If they are already logged in to the SSO provider, they will automatically be logged in to your knowledge base without any additional actions.

Top

Enable Salesforce as an identity provider

To do this, follow the instructions on Salesforce's knowledge base.

Notes:

The configuration described in this support document establishes a SAML based authentication where your Salesforce community users are able to use their Salesforce community credentials to log into your Aha! Roadmaps ideas portal.
Salesforce can also function as the identity provider to allow all users to authenticate into the actual Aha! Roadmaps application, although that is a much less common workflow.

Top

Configure Salesforce SSO in Aha! Roadmaps

With Salesforce set up as an identity provider, you can then go into Aha! Roadmaps and enable SSO for your ideas portal (or account).

To do this, you will need to open your knowledge base settings. Navigate to Settings ⚙️ Account Knowledge Single sign-on. You will need to be an administrator with customizations permissions to configure knowledge base.

Click Add new provider.
Choose SAML as your identity provider Type. Click Save.
The SAML 2.0 configuration will display.
Configure Salesforce as your identity provider.

Note: When configuring SSO with Salesforce, the single sign-on endpoint field in Aha! Roadmaps needs to be populated with the SP-Initiated Redirect Endpoint URL from the SAML Login Information settings in Salesforce. The default endpoint provided by Salesforce utilizes a HTTP POST as opposed to a HTTP GET that is expected when running SSO.

Top

Troubleshooting

We have created an article to help you troubleshoot common SSO configuration issues, complete with explanations and resolutions.

The best place to start in most of these situations is the Recent SSO events for your SSO configuration, at the bottom of the configuration page. Those messages will help diagnose and solve the problem.

Top

Aha! plans	Number of ideas portals on a single SSO configuration	Number of knowledge bases on a single SSO configuration	Notes
Aha! Roadmaps	1	0*	One SSO configuration per ideas portal.
Aha! Roadmaps + Aha! Ideas Advanced	2+	0*	One SSO configuration can be shared between multiple ideas portals.
Aha! Roadmaps + Aha! Knowledge Advanced	1	2+	One SSO configuration can be shared between one ideas portal and multiple knowledge bases.
Aha! Roadmaps + Aha! Ideas Advanced + Aha! Knowledge Advanced	2+	2+	One SSO configuration can be shared between multiple ideas portals and multiple knowledge bases.