To configure Salesforce to work as your Single Sign-On provider for Talkdesk, access the Admin menu, select Security Settings, and then proceed with the following steps:
- Locate the "Single sign-on provider" section.
- Select "Salesforce" as the designated provider.
- Confirm the selection by choosing "Save."
Authorization for the specified Talkdesk account to authenticate users via Salesforce as the Identity Provider is now enabled.
Once this option has been enabled for the account, new agents added to Salesforce using Talkdesk for Salesforce’s Managed Package are no longer required to create a Talkdesk username and password to be able to access Talkdesk.
Note: SSO with Salesforce Sandbox credentials is not yet supported.