SAML Terminologies and Workflow

SAML Terminologies and Workflow

Security Assertion Markup Language (SAML) is an XML-based standard that allows you to exchange authentication data between one service and another. Zoho provides single sign-on for connected apps using SAML. Here, Zoho acts as the identity provider (IdP) and the application is the service provider (SP).

The developer must be familiar with the following terms before building an SAML-enabled connected app.
  1. Service Provider(SP) - The system that provides the service to the user. In this case, the web application the user wants to connect Zoho CRM with acts as the SP.
  2. Identity Provider(IdP) - The system that manages the identity information of the users, including user name, password and other crucial data. In this case, Zoho acts as the IdP
  3. Entity ID - A unique ID that allows the SP and IdP can identify each other. 
    The Entity ID for Zoho CRM will be generated once you create the connected app. Provide this ID to the application you want to connect with Zoho CRM. 
    The Entity ID for the web app will be provided in the SAML documentation for that application.
  4. ACS URL (Assertion Consumer Service URL) - The Identity Provider will send the SAML response to this URL. This  URL will be provided by the service provider.
  5. Single Sign-on (SSO)- A session and user authentication service that permits a user to use one set of login credentials (e.g., name and password) to access multiple application.
  6. Subject Type - Subject type indicates the value that the Service provider expects. E.g., user name, user ID, etc.
  7. Name ID Format - The format in which the name ID must be specified. The name ID format you specify must be the same in both the IdP and SP.

Workflow


  1. The user requests access to the service by selecting the Single Sign-on option.
  2. The Service Provider sends a SAML request to the Identity provider, using the Entity ID of the IdP. The SAML request is embedded in the HTTP code that redirects the user to the IdP.
  3. The IdP login screen appears and the user provides their login credentials for verification.
  4. Once the user is authenticated, the IdP sends SAML assertion using the ACS URL to the SP along with the details mentioned in the Subject type requested by the SP.
  5. After receiving these details, the SP provides access to the user.
  6. The user can now start accessing the resources.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now










                                                                                                                            • Related Articles

                                                                                                                            • Workflow Rules in Vertical Solutions

                                                                                                                              Workflow Rules automate actions such as sending email notifications, assigning tasks, and updating record fields based on specified conditions. This feature simplifies processes by automating tasks when certain criteria are met. Key Components of a ...
                                                                                                                            • Workflow Tasks

                                                                                                                              Workflow tasks allow you to automatically delegate important responsiblities to different employees with the end user organization. To create a workflow task Log in to Zoho Developer console and click Extensions for Zoho CRM. Select the extension ...
                                                                                                                            • Workflow Alerts

                                                                                                                              Workflow alerts allow you to build notifications into your CRM systems. When a particular workflow rule is triggered, a template email will be sent to the relevant person or people in the end user organization. Note You can associate maximum 5 alerts ...
                                                                                                                            • Workflow Rules

                                                                                                                              The guide will help you with the following: Create Workflow Rules  Part 1 - Specify the basic details of the rule  Part 2 - Configure the execution criteria  Part 3 - Set the rule criteria  Part 4 - Associate instant and/or time based actions ...
                                                                                                                            • Automation - Workflow Field Updates

                                                                                                                              Field Update helps you automatically update certain field values in the records, when the associated workflow rule is triggered. To create field updates Log in to Zoho Developer console and click Vertical Solutions. In the Vertical CRM page, select ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources