Okta SSO Setup between SugarCRM iFrame and Pricefx

Prerequisites

Pricefx URL

https://demo.pricefx.eu/pricefx/[Partition]/saml/[SAML_SERVICE_NAME]/[SAML_CONFIGURATION]/?RelayState=sugarCRM

SAML_SERVICE_NAME

signon, consume

SAML_CONFIGURATION

Possible to create more configurations when you need to connect a partition to more CRM systems.

Partition

mb1_sfdc

RelayState

Name: sugarCRM

URL: https://demo.pricefx.eu/unity/develop/?partition=mb1_sfdc&confName=crm_config&applicationEnvironment=sugarCRM

Configure SAML in Pricefx

You need to prepare a SAML Configuration endpoint.

  1. In Pricefx, go to Administration > Configuration > External Systems > SAML Configuration and create a new configuration.
    For details see Configure SAML in Pricefx.

  2. You will obtain the Certificate and SAML IdP URL in the next steps of the Okta configuration.

Prepare SAML Configuration in Okta

This will provide an endpoint for the sugarCRM and will enable the Pricefx authentication.

  1. In Okta, go to the Admin Page.

  2. In the Admin Page, you need to switch to Classic UI (in the left upper corner).

  3. Go to Applications, click Add Application and find Pricefx. (It will also work with another Okta application; it just must support SAML. Then there will be slightly different URL naming.)

  4. Configure your ACS URL: 
    https://demo.pricefx.eu/pricefx/mb1_sfdc/saml/consume/OKTA_SUGARCRM_PRICEFX

  5. Go to the application you just created and go the tab 'Sign on' where you can see SAML 2.0 settings with the link "View setup instructions". Click it and you should see this:

  6. Use the certificate and the IdP URL for the SAML configuration in the Pricefx SAML configuration you created previously.

Add iFrame to Opportunity in Sugar CRM

  1. Read this information on how to add iFrame to the Opportunity page: https://www.w-systems.com/blog/adding-a-google-map-to-a-module/

  2. Configure a new Field (type iFrame) and enter this URL: 
    https://demo.pricefx.eu/pricefx/mb1_sfdc/saml/signon/OKTA_SUGARCRM_PRICEFX/?RelayState=sugarCRM

  3. Test it on the Opportunity page. When you are not logged in Okta in the other browser tab, then you get the Okta login window.

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Pricefx version 13.1