Are you working with Multiple Salesforce Orgs using different logins? Do you need an efficient way of tracking and working with all your Salesforce Orgs from one single location? Is it necessary for you to Create Salesforce Orgs quickly for various purpose? Do you wish to enable Single Sign On between your salesforce Orgs in an easiest and quickest way? The Solution for all the above questions is “Environment Hub”.
What is Environment Hub?
If we have multiple Salesforce Organizations, the most frequent challenge we face is to remember the credentials of all the Orgs. If we forget our credentials, the immediate option we go for is the “Reset Password” or the “Forgot Password” option.
Assume, if you need to track multiple Organizations at same time, the “Forgot password” or “Reset password” option will not be suitable in this case. Salesforce provides a better way to handle this situation: It is ‘Environment Hub’.
Environment Hub provides access to many salesforce Orgs from a single Organization. It enables us to view, connect, create, and log into many salesforce Organizations from a specific Organization. This specific Organization in which the Organizations are connected is called as the “Hub Organization” and the connected Organizations are called as the “Hub Members”. This methodology provides an efficient way of making the passwords secured and centralized with the provision of Single Sign On access for all the connected orgs.
Setting up Environment Hub:
- Select an Org which is mostly used to set it as the “Hub Organization”.
- Set up and deploy “My Domain”. (This is optional, but I strongly recommend it in order to enable Single Sign On settings to the connected orgs in the Hub Organization.) .
Follow the below steps to Setup and Deploy “My Domain”,
- Choose Setup → Domain Management → My Domain.
- Enter a Domain Name you want to use in the sample URL.
- After checking the availability of your Domain Name, select the Term and Conditions checkbox.
- Click Register Domain.
- After receiving the email, click the URL in the confirmation email to log into salesforce using your Domain name (or choose Setup →Domain Management → My Domain and click “Click here to login”.
- Click “Deploy to Users” to activate your Domain and redirect all your users to pages with the Domain address.
- Click Setup → Domain Management → My Domain → My Domain Settings → Edit.
- Enable “Login Policy” checkbox if you want your users to login only with your Domain.
- Choose any of the Redirect Policy:
- Redirect users to the same page within the domain.
- Redirect users with a warning.
- Prevent redirecting, so users have to enter the new domain name.
- Click Save.
- Click “Edit” next to “Authentication Configuration” and set the Header logo, Background color, Right Frame URL and Authentication Service as you prefer and click Save.
For more details about Setting up a Domain Name, refer the following link:
3) Provide the following access permissions to your users either through their
Profiles or Permission sets to access the Environment Hub Features.
- Custom App Settings – Enable “Environment Hub” Custom app to make it available in the Force.com App menu.
- Administrative Permissions – “Manage Environment Hub” permission to set which users can enable, create and edit Member Organizations and SSO Configurations for Member Organizations.
- General User Permissions – “Connect Organization to Environment Hub” to set which users can connect existing Organizations to “Hub Organization”.
- Standard Object Permissions – Provide the required access permissions listed below to your users,
|Read||Gives access to Only View Hub Member Records.|
|Create||Does not give access to create Hub Member records. Records can be created by creating or connecting organizations.|
|Edit||Gives access to edit fields on Hub Member Records.|
|Delete||Gives access to Delete a Hub Connection.|
|View All||Gives access to view all Hub Member records.|
|Modify All||Gives access to read, edit and delete all Hub Member records.|
Connecting a Salesforce Organization to the Hub Organization.
We can connect any existing Salesforce Organization to the Hub Organization by just using a Username for an Organization. If there is any Sandbox available in the Hub Organization, it will be connected by default and appears in the list of member Organizations.
Follow the below steps to connect an existing Organization to the Hub Organization.
Step 1: Click the ‘ Environment Hub’ tab from the Force.com app menu.
Step 2: Click ‘Connect Organization’ to connect any salesforce Organization to the Hub Organization.
Step 3: In the “Username” field, enter the username for the Organization which you want to connect to the Organization Hub.
Step 4: In the ‘Description’ field, enter the Description if needed.
Step 5: Select “Auto-Enable SSO for the newly connected org” in order to enable Single Sign Onsettings for the Organization being connected.
Step 6: Click “Connect Organization”.
Step 7: A pop up window will appear prompting to enter the credentials for the Organization which we are connecting. Enter the Credentials and
Step 8: A message will be displayed in the Pop up window, stating the ‘Environment Hub is requesting permission’. Click “Allow”.
Step 9: You will be logged into the Organization which you were connecting to the Hub Organization. In the Hub Organization, under the “Environment Hub” tab, the Connected Organization will be listed in the list of member Organizations along with Links to:
- Login – Login to the Connected Org without credentials using (SSO)
- Edit – Edit Organization details.
- Delete – To delete the connection made to the Hub Organization.
Single Sign-On User Mappings to a Connected Organization:
A user in the Hub Organization can be mapped to a user in the Member Organization. If a Hub Organization user logs into a member Organization, then he or she will exactly have the same configurations as available in the Hub.
We can map many users from a Hub Organization to a single user in the Member Organization. But we cannot map a user from the Hub Organization to many users in the Member Organization. Follow the below steps to create a User Mapping:
Step 1: Click the “Organization Name” under the Environment Hub tab.
Step 2: Click on “New SSO User Mapping” from the “Single Sign-on User Mappings” related list section.
Step 3: Choose an “Environment Hub User” by clicking the lookup icon.
Step 4: Enter the Username of the user for the Member Organization in the
“Member Username” field.
Step 5: Click Save.
Creating a Salesforce Organization in the Hub Environment
Step 1: Click “Create Organization” under Hub Environment tab.
Step 2: Choose the “Purpose” of the Organization either as,
|Development||Creates a developer organization which is used for creating and uploading Managed packages.|
|Test/Demo||Creates a Demo organization just like an organization created from www.salesforce.com/trial. This organization can be used for testing purpose.|
|Trialforce||Creates a Trialforce Source Organization which is used as an alternative for Trialforce Management Organization.|
Step 3: Choose the “Edition” of the Organization from the list based on the
Purpose of the Organization.
|Development||The Default edition will be Partner Developer.|
|Test/Demo||Standard Edition – Allows to choose any one of the below editions: Partner Enterprise Partner Professional Partner Group Consulting Enterprise Edition Group EditionTrialforce Template Id – Allows to specify a Template Id created in an existing Trialforce org.|
|Trialforce||Allows to choose any one of the below editions.Enterprise EditionProfessional Edition|
Step 4: Specify the Organizational Details by entering a preferred Organization Name in the “Organization Name” field and a Domain Name in the “My Domain” field which will be prefixed with the URL “.my.salesforce.com”.
Step 5: Specify the “Admin User” details by entering the “First Name”, “Last Name” and “User Name”. The Email Address field will be populated with the Hub Organization Admin User’s Email Address.
Step 6: Click and read the “Master Subscription Agreement” and then select “Legal Agreement”.
Step 7: Click “Create” to create the Organization. You will be notified by an email once the organization is created and the Organization will be listed under the Member Organization list.
Summary: Environment Hub is a great way of logging into multiple Salesforce instances from one central location, eliminating the need to remember multiple logins and passwords.
Reference Link for Environment Hub: Environment Hub Overview