Setup Guide to Configure Salesforce with Drupal

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miniOrange Drupal OAuth/OpenID module gives the ability to enable OAuth/OpenID Single Sign On for Drupal site. Drupal OAuth Client module is compatible with all OAuth/OpenID Providers. Here we will go through a guide to configure SSO between Drupal and Salesforce. By the end of this guide, Salesforce users should be able to login and register to Drupal site.
If you have any doubts or queries you can contact us at drupalsupport@xecurify.com. We will help you to configure the module.

Step 1: Configure Salesforce as an OAuth Server

  • First of all, go to https://login.salesforce.com/ and log into your Salesforce account.
  • You will be presented with the following screen. Go to Setup.
    • Drupal OAuth Client Salesforce Setup
  • Now, Go to Platform Tools > Apps > App Manager.
    • App Manager
  • Click on New Connected App.
    • New Connected App
  • You will be taken to the application settings page. Configure the application like so.
    • App Manager For New App
  • Check the Enable Oauth Settings and you will be shown more options to configure, Such as, Callback URL (Enter from miniOrange Oauth Client module) and Scopes. Select the scopes as required. Make sure that the same scopes are also added in miniOrange Oauth Client module and then scroll all the way to the bottom to click on Save.
    • Enable OAuth Settings
  • You will be taken to Application Management page. Here, you will find Consumer ID and Consumer Secret.
    • Client Credentials
  • Copy these credentials in miniOrange Oauth Client module configuration as Client ID and Client Secret.
  • You have successfully completed your Salesforce App OAuth Server side configurations.
    • Scope: id
    Authorize EndPoint: https://login.salesforce.com/services/oauth2/authorize
    Access Token Endpoint: https://login.salesforce.com/services/oauth2/token
    Get User Info Endpoint: https://login.salesforce.com/services/oauth2/token

Step 2: Configure miniOrange Drupal OAuth Client module.

  • Login in your Drupal site’s admin console and click on Extend from the top navigation bar.
  • Select the Install new module option to install a new module on your Drupal site.
    • Drupal OAuth Client module - Install
  • Upload the downloaded zip file of the Module and click on the Install button to continue.
    • Drupal OAuth Client module - Upload
  • Select Enable newly added modules.
    • Drupal OAuth Client module - Update manager
  • Scroll down till you find miniOrange OAuth Client. Click on the checkbox next to it and click on the Install button to enable the module.
    • Drupal OAuth Client module - Enable module
  • Click on Configuration from the top navigation bar and Select Drupal OAuth client Configuration.
    • Drupal OAuth Client - Configuration
  • Click on the Configure OAuth Client tab and select your OAuth Provider from the Select Application dropdown. In case you do not find your OAuth Provider listed in the dropdown, please select Custom OAuth Provider and continue.
    • Drupal OAuth Client - Configure module
  • Enter your OAuth Provider information in their respective fields and click on the Save button to continue. Also, copy the Callback/Redirect URL and save it on your OAuth Provider.
    • Drupal OAuth Client - Configure OAuth tab
  • Now click on the Test Configuration option. This Test Configuration link will give you the list of the attributes that are coming from your OAuth Provider.
  • Copy the email and the name attributes and save them under the Attribute & Role Mapping tab in the Email Attribute and Name Attribute text field respectively.

    • Please note: This step is mandatory for your login to work. Click on the Save button on the bottom of the page to save your attribute configurations.

    Drupal OAuth Client Attribute Mapping
  • If your OAuth Provider supports only HTTPS Root URL or Base URL (for eg. Azure, Azure B2C) you can change it under Sign In Settings tab.
    • Drupal OAuth Client Redirect URL
  • Now logout and go to your Drupal site’s login page, you will automatically find a Login withYour OAuth Provider link there. If you want to add your login link to other pages as well, please follow the steps given in the below image:
    • Drupal OAuth Client login link
  • If you want to check out our complete list of features and our various licensing plans, you can go to the Upgrade Plan tab in the module.
  • If you want to purchase any of the paid version of the module, you have to register/login with us in Register/Login tab.
  • Still, if you are facing any difficulty or if you have any questions in mind, you can reach out to us by submitting a query in the Support tab of a module or by sending us a mail at info@xecurify.com.

    • Congratulations, you have successfully configured the miniOrange Drupal OAuth Client module.

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