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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 [This will be released soon]

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:

  • Navigate to Policies >> Adaptive Access Policy from the left navigation menu.
  • Click on Create Policy.
  • IP restriction for Salesforce: Adaptive Authentication Policy

  • Enter a Policy Name for your Adaptive Authentication Policy in the required field and click on Create Policy.
  • IP restriction for Salesforce: Add RBA Policy Name

    1. Configure Policy Condition:

  • Click on the Down Arrow button in the IP Based Access Restriction section.
  • IP restriction for Salesforce: Policy Conditions

  • Click on the Add IP Range button to add a new IP address or IP range to the policy.
  • IP restriction for Salesforce: Add IP Range

  • Enter the IP address or IP range that should be evaluated by the policy. Select whether authentication attempts from the specified range should be Allowed or Denied.
  • If a user tries to log in with the whitelisted IP address, they will always be allowed access.
  • We support IP address range in three formats i.e., IPv4, IPv4 CIDR and IPv6. You can choose whichever is suitable for you from the dropdown menu.
  • IP restriction for Salesforce: IP Based

  • You can add multiple IP address and IP ranges by clicking on the Add IP Range.
  • IP restriction for Salesforce: IP Add Range

  • Click on Next.
  • 2. Configure Action for Behaviour Change:

  • Select the action that should be applied when a user's IP address matches or does not match the configured policy conditions.
  • IP restriction for Salesforce: Action for Behaviour 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 Types:


    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 many more.
    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.
  • 3. Email Alerts and Custom Error Message

    This section handles the notifications and alerts related to Adaptive Access Policy. It provides the following options:

  • Send email alerts: Configure the recipients who should receive email notifications when adaptive authentication events occur. Alerts can be sent to administrators, end users or both, depending on your monitoring and security requirements.
  • Single Sign-On (SSO) for Salesforce Send Email Alerts To

    • Send email alerts to administrators: Enable this option to notify administrators when configured adaptive authentication events are triggered. You can optionally specify an email address under Administrator's e-mail address to receive alerts to receive alerts; otherwise, alerts are sent to the default administrator account.
    • Send email alerts to end users: Enable this option to notify end users when adaptive authentication events affect their login attempts or device registrations.
      • Number of Device Registrations Exceeded Allowed Count: When enabled, end users receive an email notification if they attempt to register more devices than the maximum number allowed by the configured device restriction policy. (Available only for end-user notifications.)
      • Single Sign-On (SSO) for Salesforce Get Email Alerts

  • Get email alerts if users login from unknown devices or locations: Admins need to enable this option to enable receiving alerts for different alert options.

  • Option Description
    Users login from unknown IP addresses, devices or locations Enabling this option allows you to login from unknown IP addresses or devices and even locations.
    Challenge Completed and Device Registered Enabling this option allows you to send an email alert when an end-user completes a challenge and registers a device.
    Challenge Completed but Device Not Registered Enabling this option allows you to send an email alert when an end-user completes a challenge but do not registers the device.
    Challenge Failed Enabling this option allows you to send an email alert when an end-user fails to complete the challenge.

    Single Sign-On (SSO) for Salesforce Receive Email Alerts

  • In case you want multiple admin accounts to receive alerts, then you can enable the option for admin and then enter the admin emails separated by a ',' in the input field next to Administrator's email to receive alerts label. To enable alerts for the end users, you can enable the End User checkbox.
  • In case you want to customize the deny message that the end user receives in case his authentication is denied due to adaptive policy, you can do this by entering the message inside Deny Message text box.
  • Single Sign-On (SSO) for Salesforce Customize Deny Message

  • Click on Next to continue.
  • 4. Review

    Review the configured policy conditions, behavior change actions, email alert settings and custom error messages before creating the adaptive authentication policy. This step provides a consolidated view of all configured settings, allowing you to verify the policy configuration and make any necessary changes before saving.

    IP restriction for Salesforce: Review Section

  • Click on Create Policy.

Enable Restriction for Salesforce

  • Login to Self Service Console >> Policies >> App Login Policy.
  • Click on the Edit icon for the predefined app policy.
  • IP restriction for Salesforce: Edit 2FA Policy

  • Set your policy in the Policy Name and select Password as First Factor.
  • IP restriction for Salesforce: Edit Login Policy

  • Enable Adaptive Authentication on Edit Login Policy page and select the required restriction method as an option.
  • From Select Login Policy dropdown select the policy we created in last step.
  • Apply Restrictions Using: Configure how multiple adaptive authentication restrictions should be evaluated during user login.
    • AND: All enabled restrictions must be successfully satisfied for the login attempt to be allowed.
    • OR: At least one enabled restriction must be successfully satisfied for the login attempt to be allowed.
  • IP restriction for Salesforce: Enable Adaptive Authentication

  • Adaptive Authentication Restrictions: Configure additional login restrictions and verification conditions to strengthen account security and control user access based on contextual risk factors.
    • IP Restriction: Restrict login access to specific IP addresses or IP ranges for enhanced security.
    • Device Restriction: Allow login access only from trusted or pre-authorized devices.
    • Location Restriction: Control user login access based on geographic location.
    • Time Restriction: Restrict user login access to specific days or time periods.
    • Force MFA On Each Login Attempt: Require users to complete MFA verification during every login attempt regardless of device or session state.
  • IP restriction for Salesforce: Apply Restrictions Using



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.



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 Identity Providers >> Add Identity Provider in the left menu of the dashboard
  • Salesforce : Configure AD as External Dirctory

  • In Choose Identity Provider, select AD/LDAP Directories from the dropdown.
  • Salesforce : Select  Directory type as AD/LDAP

  • Then search for AD/LDAP and click it.
  • Salesforce : Select  Directory type as AD/LDAP

  • STORE LDAP CONFIGURATION IN MINIORANGE: Choose this option if you want to keep your configuration in miniOrange. If the active directory is behind a firewall, you will need to open the firewall to allow incoming requests to your AD.
  • 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 on your premise.
  • Salesforce : Select ad/ldap user store type

  • Enter AD/LDAP Display Name and Identifier name.
  • Select Directory Type as Active Directory.
  • Enter the LDAP Server URL or IP Address against the LDAP Server URL field.
  • Click on the 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 the Distinguished Name attribute. The bind account should have minimum required read privileges in Active Directory to allow directory lookups. If the use case involves provisioning (such as creating, updating, or deleting users or groups), the account must also be granted appropriate write permissions.
  • Salesforce : Configure user bind account domain name

  • Enter the valid Bind account Password.
  • Click on the 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

  • Click on the Next button, or go to the Login Options tab.
  • You can also configure following options while setting up AD. Enable Activate LDAP in order to authenticate users from AD/LDAP. Click on the Next 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
    Fallback Authentication If LDAP credentials fail then user will be authenticated through miniOrange
    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
    Sync users in miniOrange Users will be created in miniOrange after authentication with LDAP


  • Click on the Next button, or go to the Attributes tab.

Attributes Mapping from AD

  • By default userName, firstName, lastName, email are configured. Scroll down and click on Save button. To fetch additional attributes from Active Directory, enable Send Configured Attributes. On the left side, enter the name that you wish to release to the applications. On the right side, enter the attribute name from Active Directory. E.g., if you wish to fetch company attribute from Active Directory, and send it as organization to configured applications, enter the following:

    Attribute Name sent to SP = organization
    Attribute Name from IDP = company

  • Salesforce : Enable Send Configured Attributes

    Salesforce : Attributes Mapping from AD

  • Click on the Next button, or go to the Provisioning tab.

User Import and Provisioning from AD

  • If you want to set up provisioning, click here for detailed information. We will skip this step for now.
  • Salesforce : Skip Provisioning for now

Import Password Policy from AD

  • If you want to import your Active Directory password policy into miniOrange, click here for detailed information. We will skip this step for now.
  • Salesforce : Skip Import password policy for now

Test Connections

  • You will see a list of directories under Identity Providers. From the dropdown, select AD/LDAP Directories, search for your configured directory, click the three dots next to it, and select Test Connection.
  • Salesforce : Test AD/Ldap connection

  • A pop-up appears prompting you to enter a username and password to verify your LDAP configuration.
  • Salesforce : Enter username and password to test LDAP connection

  • On Successful connection with LDAP Server, a success message is shown.
  • Salesforce : Successful connection with LDAP Server

Test Attribute Mapping

  • You will see a list of directories under Identity Providers. From the dropdown, select AD/LDAP Directories, search for your configured directory, click the three dots next to it, and select Test Attribute Mapping.
  • Salesforce : In the External Directories, click Select, and then Test Attribute Mapping

  • A pop‑up appears to enter a username and click Test.
  • Salesforce : Enter username to test Attribute Mapping configuration

  • The Test Attribute Mapping Result will be displayed.
  • Salesforce : Fetch mapped attributes for user

Set up AD as External Directory configuration is complete.


Note: Refer our guide to setup LDAP on windows server.

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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