SAML 2.0 Identity Provider as an External Integration
SAML 2.0 Identity Provider (IdP) integration allows organizations to authenticate users through a trusted external system rather than managing credentials within the platform. As part of external integration, the SAML 2.0 IdP serves as the authoritative source for identity verification, enabling users to access the application using their enterprise credentials through a secure single sign-on (SSO) flow.
When a SAML-based external integration is configured, the application redirects authentication requests to the specified IdP. Upon successful authentication, the IdP issues a SAML assertion containing user identity attributes, which the application uses to establish the user session. This eliminates the need for duplicate user accounts and supports centralized identity management.
SAML 2.0 IdP acts as the Identity Provider (IdP), while Conga Advantage Platform functions as the Service Provider (SP). The Conga Advantage Platform also supports IdP-initiated flow.
When you use SAML as an identity provider (IdP) on the Conga Advantage Platform, you need the Organization External ID, Metadata Location URL, and Organization ID Claim Type to configure it while adding the SAML IdP. You can use any SAML IdP (such as Okta, Microsoft Entra, ForgeRock, Salesforce, etc.) per your company policy.
Select one of the following topics as an example of adding Microsoft Entra (Azure AD), Salesforce, and Okta SAML as an identity provider (IdP) for the Conga Advantage Platform: