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How to Log into The Veeva CRM Desktop App When Using OAuth 2.0 or SAML For SSO?

  • Updated

Question:

How to log into the Veeva CRM Desktop App when the user is using OAuth 2.0 or SAML for SSO?

Answer:

Users that are using OAuth 2.0 or SAML for SSO to log in to the Veeva CRM Desktop need to use the Use Custom Domain option to log in. When opening the Desktop App, select the Use Custom Domain option on the test.salesforce.com or login.salesforce.com page as shown in the screenshot below.

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In Orgs where users are logging into the Desktop App using OAuth 2.0 or SAML, System Administrators must be sure the following configurations are in place:

  • Confirm the custom domain of the environment.

    • This can be confirmed through Setup --> Company Settings --> My Domain --> Current My Domain URL (for example samp-test-1223--sam.my.salesforce.com).

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    • Another way to confirm is to look at the URL when logged into the online CRM environment. Please see an example below:

      mceclip1.png

      Please note, a URL that ends in lightning.force.com, as in the example samp-test-1223--sam.lightning.force.com, will redirect to the current My Domain URL (in this example, samp-test-1223--sam.my.salesforce.com).

  • Confirm that the SSO login, Authentication Provider for OAuth 2.0, or SAML setup for SAML is added as an Authentication Service in My Domain.

    1. Access the My Domain Page (Setup --> Company Settings --> My Domain --> Current My Domain URL).
    2. Select Edit on the Authentication Configuration section.
    3. Add the names of the Authentication Provider for OAuth 2.0, or SAML configuration name for SAML.
    4. Save the Authentication Configuration.


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  • Another way to log in using the custom domain is to add a Connection:

    1. Select the Gear icon after opening the Veeva CRM Desktop app and select Add Connection.

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    2. Populate the Host with the Org Domain (for example, samp-test-1223--sam.my.salesforce.com). Populate the Label with the desired label for the Connection.


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    3. Save the Connection created.
    4. Ensure the Connection is selected and click Sign In.


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    5. The Org Domain login page should pop up.


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Related Documentation:

CRM Help Documentation: CRM Desktop (Windows)

 

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