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Configure IP Address and Login Hours Restrictions in Salesforce


miniOrange allows you to control and manage access by Salesforce restriction on login IP ranges using policies to provide access, challenge the user with 2FA/MFA or deny access to the users based on trusted login IP Addresses or trusted login IP ranges.

  • For the Salesforce trusted login IP access restriction to work, the Admin must create a policy specifying permitted login IP address range which allows the access to the application.
  • miniOrange supports IP addresses range in three formats i.e. IPv4, IPv4 CIDR and IPv6 CIDR.
  • To block the access, Admin must specify an action which needs to be performed when a user tries to login from a non trusted IP address (Such as Deny or Challenge the user with 2FA).
  • Once the restriction policy is configured, it can be applied to any application’s login policy to enable login IP restriction for that application (Salesforce)

Connect with External Source of Users


miniOrange provides user authentication from various external sources, which can be Directories (like ADFS, Microsoft Active Directory, OpenLDAP, AWS etc), Identity Providers (like Microsoft Entra ID, Okta, AWS), and many more. You can configure your existing directory/user store or add users in miniOrange.



Prerequisite:

  • Login to your Salesforce account.
  • Click on the Setup icon in the top-right section of page.
  • Salesforce Restrict login IP ranges: Salesforce Admin Dashboard- Setup

  • Now in the search field, search for the My Domain Settings.
  • Choose your domain name, check for availability and if available, proceed by saving the settings.
  • Salesforce Restrict login IP ranges Register domain

  • Search for Company Information in the search bar.
  • Copy the Organization Id. (This will be required later)
  • Salesforce Restrict login IP ranges: copy organization id

  • Salesforce Metadata: After you have set up the SSO settings in Salesforce Admin Dashboard, you will get the Salesforce Metadata File. Click Download Metadata to download an XML file of your SAML configuration settings to send to your identity provider. The identity provider can then upload these configuration settings to connect to your Experience Cloud site.
  • Salesforce Restrict login IP ranges: Download Salesforce Metadata

Follow the step-by-step guide given below for Salesforce IP restriction

1. Configure Salesforce in miniOrange

  • Log into miniOrange Admin Console.
  • Go to Apps and click on Add Application button.
  • Salesforce Restrict login IP ranges add app

  • In Choose Application Type click on Create App button in SAML/WS-FED application type.
  • Salesforce Restrict login IP ranges choose app type

  • Search for Salesforce in the list.
  • Salesforce Restrict login IP ranges manage apps

  • Upload the XML metadata file from Salesforce in miniOrange Dashboard using the Import SP Metadata feature..
  • Configure Salesforce IP Restriction : Upload SP Metadata File in miniOrange Dashboard

  • Click Next, now in the Attribute Mapping configure attributes according to your choice.
  • Configure Salesforce Restrict login IP ranges: Attribute Mapping

  • Click on Save.
  • Get IdP Metadata Details to upload to Salesforce:

  • Go to Apps >> Manage Apps.
  • Search for your app and click on the select in action menu against your app.
  • Click on Metadata to get metadata details, which will be required later. Click on Link to see the IDP initiated SSO link for Salesforce.
  • Salesforce IP Restriction: metadata link

  • Here you will see 2 options, if you are setting up miniOrange as IDP copy the metadata details related to miniOrange, if you required to be authenticated via external IDP's (OKTA, AZURE AD, ADFS, ONELOGIN, GOOGLE APPS) you can get metadata from the 2nd Section as shown below.
  • Salesforce IP Restriction: Add SAML Application

  • Keep SAML Login URL , SAML Logout URL and click on the Download Certificate button to download certificate which you will require in Step 2.
  • Salesforce IP Restriction: Select Metadata details external IDP or miniOrange as IDP


2. Configure SAML Single Sign-On in Salesforce

  • Go back to your Salesforce account.
  • Now in the left pane, go to Identity >> Single Sign-On Settings or you can search for the Single Sign-On Settings in the Search box.
  • Click Edit.
  • To view the SAML SSO settings, select SAML Enabled.
  • Save your changes.
  • Salesforce trusted IP ranges  Restriction: Register domain

  • In SAML Single Sign-On Settings, click any of the appropriate button to create a configuration:
    • New: Specify all settings manually.
    • Salesforce trusted IP ranges  Restriction: copy organization id

      Issuer IDP Entity ID/Issuer in miniOrange metadata
      Entity ID https://[yourdomain].my.salesforce.com
      Identity Provider Certificate Upload Certificate from miniOrange metadata
      Request Signature method RSA-SHA256
      Assertion Decryption Certificate Not encrypted
      *SAML Identity Type Assertion contains the User's Salesforce username
      *SAML Identity Location Identity is in the NameIdentifier element of the Subject statement
      *Service Provider Initiated Request Binding HTTP Redirect
      Identity Provider Login URL SAML Login URL in miniOrange metadata
      Custom Logout URL https://[yourdomain].my.salesforce.com
    • New from Metadata File: Import SAML 2.0 settings from an XML file provided by miniOrange. This option uses the XML file to populate as many settings as possible.
    • Salesforce trusted IP ranges Restriction: copy organization id

    • New from Metadata URL: Import SAML 2.0 settings from miniOrange Metadata URL. This option reads the XML file at a public URL and uses it to populate as many settings as possible. To access the URL, add the URL to Remote Site Settings.
    • Salesforce trusted IP ranges IP Restriction: copy organization id

  • Optionally, set up JIT provisioning. For more information, see Enable Just-in-Time user provisioning and About Just-in-Time Provisioning for SAML.
  • Click Save.

3. Configure IP Restriction: Restricting access with IP Blocking

You can allow an IP Address in a certain range for SSO or you can deny it based on your requirements and you can also challenge the user to verify their authenticity. Adaptive authentication manages the user authentication based on different factors such as Device ID, Location, Time of Access, IP Address, and many more, thus improving the security and functionality of Single Sign-On.

You can configure Adaptive Authentication with IP Blocking in the following way:

  • Go to Adaptive Authentication from the left navigation bar.
  • Click on Add Policy tab.
  • IP restriction for Salesforce: Add Adaptive Authentication Policy

  • Add a Policy Name for your Adaptive Authentication Policy.
  • IP restriction for Salesforce: Add Policy name

  • Click on Edit in the IP Config section to configure the custom IP range. You can add more than one IP Address ranges by clicking on the Add IP button.
  • IP restriction for Salesforce: Add IP address

  • We support IP addresses range in three formats i.e. IPv4, IPv4 CIDR and IPv6 CIDR. You can choose whichever is suitable for you from the dropdown menu.
  • IP restriction for Salesforce: Add IP address range

  • Now, scroll down to the Action For Behaviour Change section and click on Edit. Select the action you want to perform if the IP address is out of the range. i.e. Allow, Challenge or Deny.
  • IP restriction for Salesforce: Action for Behaviour Change

    Action for behavior Change Options :


    Attribute Description
    Allow Allow user to authenticate and use services if Adaptive authentication condition is true.
    Challenge Challenge users with one of the three methods mentioned below for verifying user authenticity.
    Deny Deny user authentications and access to services if Adaptive authentication condition is true.

    Challenge Type Options :

    Attribute Description
    User second Factor The User needs to authenticate using the second factor he has opted or assigned for such as
  • OTP over SMS
  • PUSH Notification
  • OTP over Email
  • And 12 more methods.
  • KBA (Knowledge-based authentication) The System will ask user for 2 of 3 questions he has configured in his Self Service Console. Only after right answer to both questions user is allowed to proceed further.
    OTP over Alternate Email User will receive a OTP on the alternate email he has configured threw Self Service Console. Once user provides the correct OTP he is allowed to proceed further.

  • Scroll to the end and click on save.


4. Enable Restriction for Salesforce

  • Go to Policies >> App Login Policy from the left navigation bar.
  • Click on Edit option against your selected app.
  • IP restriction for Salesforce edit device restriction policy

  • Set your application name in the Application and select password as Login Method.
  • Enable Adaptive Authentication.
  • From the Select Login Policy dropdown, select the policy we created in the last step and select the required restriction method as an option.
  • Click Save.
  • IP restriction for Salesforce Restrict Access save device restriction policy



Need help to configure IP / Device / Location / Time Restriction for Salesforce?


Contact us or email us at idpsupport@xecurify.com and we'll help you setting it up in no time.



5. Configure Your User Directory (Optional)

miniOrange provides user authentication from various external sources, which can be Directories (like ADFS, Microsoft Active Directory, Microsoft Entra ID, OpenLDAP, Google, AWS Cognito etc), Identity Providers (like Okta, Shibboleth, Ping, OneLogin, KeyCloak), Databases (like MySQL, Maria DB, PostgreSQL) and many more. You can configure your existing directory/user store or add users in miniOrange.



  • To add your users in miniOrange there are 2 ways:
  • 1. Create User in miniOrange

    • Click on Users >> User List >> Add User.
    • Salesforce: Add user in miniOrange

    • Here, fill the user details without the password and then click on the Create User button.
    • Salesforce: Add user details

    • After successful user creation a notification message "An end user is added successfully" will be displayed at the top of the dashboard.
    • Salesforce: Add user details

    • Click on Onboarding Status tab. Check the email, with the registered e-mail id and select action Send Activation Mail with Password Reset Link from Select Action dropdown list and then click on Apply button.
    • Salesforce: Select email action

    • Now, Open your email id. Open the mail you get from miniOrange and then click on the link to set your account password.
    • On the next screen, enter the password and confirm password and then click on the Single Sign-On (SSO) reset password button.
    • Salesforce: Reset user password
    • Now, you can log in into miniOrange account by entering your credentials.

    2. Bulk Upload Users in miniOrange via Uploading CSV File.

    • Navigate to Users >> User List. Click on Add User button.
    • Salesforce: Add users via bulk upload

    • In Bulk User Registration Download sample csv format from our console and edit this csv file according to the instructions.
    • Salesforce: Download sample csv file

    • To bulk upload users, choose the file make sure it is in comma separated .csv file format then click on Upload.
    • Salesforce: Bulk upload user

    • After uploading the csv file successfully, you will see a success message with a link.
    • Click on that link you will see list of users to send activation mail. Select users to send activation mail and click on Send Activation Mail. An activation mail will be sent to the selected users.
  • Click on External Directories >> Add Directory in the left menu of the dashboard.
  • Salesforce: Configure User Store

  • Select Directory type as AD/LDAP.
  • Salesforce: Select AD/LDAP as user store

    1. STORE LDAP CONFIGURATION IN MINIORANGE: Choose this option if you want to keep your configuration in miniOrange. If active directory is behind a firewall, you will need to open the firewall to allow incoming requests to your AD.
    2. STORE LDAP CONFIGURATION ON PREMISE: Choose this option if you want to keep your configuration in your premise and only allow access to AD inside premises. You will have to download and install miniOrange gateway in your premise.
    3. Salesforce: Select ad/ldap user store type

  • Enter LDAP Display Name and LDAP Identifier name.
  • Select Directory Type as Active Directory.
  • Enter the LDAP Server URL or IP Address against LDAP Server URL field.
  • Click on Test Connection button to verify if you have made a successful connection with your LDAP server.
  • Salesforce: Configure LDAP server URL Connection

  • In Active Directory, go to the properties of user containers/OU's and search for Distinguished Name attribute.
  • Salesforce: Configure user bind account domain name

  • Enter the valid Bind account Password.
  • Click on Test Bind Account Credentials button to verify your LDAP Bind credentials for LDAP connection.
  • Salesforce: Check bind account credentials

  • Search Base is the location in the directory where the search for a user begins. You will get this from the same place you got your Distinguished name.
  • Salesforce: Configure user search base

  • Select a suitable Search filter from the drop-down menu. If you use User in Single Group Filter or User in Multiple Group Filter, replace the <group-dn> in the search filter with the distinguished name of the group in which your users are present. To use custom Search Filter select "Write your Custom Filter" option and customize it accordingly.
  • Salesforce: Select user search filter

  • You can also configure following options while setting up AD. Enable Activate LDAP in order to authenticate users from AD/LDAP. Click on the Save button to add user store.
  • Salesforce: Activate LDAP options

    Here's the list of the attributes and what it does when we enable it. You can enable/disable accordingly.

    Attribute Description
    Activate LDAP All user authentications will be done with LDAP credentials if you Activate it
    Sync users in miniOrange Users will be created in miniOrange after authentication with LDAP
    Fallback Authentication If LDAP credentials fail then user will be authenticated through miniOrange
    Allow users to change password This allows your users to change their password. It updates the new credentials in your LDAP server
    Enable administrator login On enabling this, your miniOrange Administrator login authenticates using your LDAP server
    Show IdP to users If you enable this option, this IdP will be visible to users
    Send Configured Attributes If you enable this option, then only the attributes configured below will be sent in attributes at the time of login

  • Click on Save. After this, it will show you the list of User stores. Click on Test Connection to check whether you have enter valid details. For that, it will ask for username and password.
  • Salesforce: Test AD/Ldap connection

  • On Successful connection with LDAP Server, a success message is shown.
  • Click on Test Attribute Mapping.
  • Salesforce LDAP successful connection

  • Enter a valid Username. Then, click on Test. Mapped Attributes corresponding to the user are fetched.
  • Salesforce: Fetch mapped attributes for user

  • After successful Attribute Mapping Configuration, go back to the ldap configuration and enable Activate LDAP in order to authenticate users from AD/LDAP.
  • Refer our guide to setup LDAPS on windows server.

User Import and Provisioning from AD

  • Go to Settings >> Product Settings in the Customer Admin Account.
  • MFA/Two-Factor Authentication(2FA) for   miniOrange dashboard

  • Enable the "Enable User Auto Registration" option and click Save.
  • MFA/Two-Factor Authentication(2FA) for   Enable User Auto Registration

  • (Optional) To send a welcome email to all the end users that will be imported, enable the "Enable sending Welcome Emails after user registration" option and click Save.
  • MFA/Two-Factor Authentication(2FA) for   Enable sending Welcome Emails after user registration

  • From the Left-Side menu of the dashboard select Provisioning.
  • MFA/Two-Factor Authentication(2FA) for   User Sync/Provisioning

  • In Setup Provisioning tab select Active Directory in the Select Application drop-down.
  • Toggle the Import Users tab, click on Save button.
  • MFA/Two-Factor Authentication(2FA) for   User Sync Active Directory Configuration

  • On the same section, switch to Import Users section.
  • Select Active Directory from the dropdown and click on the Import Users tab, to import all the users from Active Directory to miniOrange.
  • MFA/Two-Factor Authentication(2FA) for   User Sync Import Operation

  • You can view all the Users you have imports by selecting Users >> User List from Left Panel.
  • MFA/Two-Factor Authentication(2FA) for   User List

  • All the imported users will be auto registered.
  • These groups will be helpful in adding multiple 2FA policies on the applications.

miniOrange integrates with various external user sources such as directories, identity providers, and etc.

Not able to find your IdP or Need help setting it up?


Contact us or email us at idpsupport@xecurify.com and we'll help you setting it up in no time.




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