Newer Version Available
Editing an Environment Hub Member’s Details
| Available in: Salesforce Classic |
| Available in: Enterprise, Performance, and Unlimited Editions |
To edit details of a member organization in the Environment
Hub:
- Click Edit next to the organization’s name in the Environment Hub main page, or on its detail page.
- In the page that displays, edit the name and description for the organization. It’s helpful to specify a meaningful name and description. This lets you easily recognize the organization in the list of members in the Environment Hub.
- Optionally, specify one or more single sign-on methods (see below for details).
- Click Save.
To match users in the member and hub organizations for
single sign-on, you can use any of three methods.
| SSO Method | Description |
|---|---|
| Mapped Users | Match users in the hub organization to users in a member organization manually. This method is on by default if you’ve defined any SSO user mappings from the member detail page. For details, see Defining a SSO User Mapping. |
| Federation ID | Match users who have the same Federation ID in both organizations. To enable this method, select the checkbox next to it. |
| User Name Formula | Define a custom formula for matching users in the hub and member
organizations. This allows you the most flexibility. To enable this
method, type a custom formula into the text box provided. For example,
the following formula matches the first part of the user name (the
part before the “@” sign) with an explicit domain name. LEFT($User.Username, FIND("@", $User.Username)) & ("mydev.org") |
If you specify more than one single sign-on method, they're evaluated in the order of precedence listed above at the time a user tries to log in. The first method that results in a match is used to log the user in, and the other methods are ignored. If no matching user can be identified, you’re directed to the standard salesforce.com login page.