Logging on to OnBase Integration for Salesforce (Desktop) - Logging on to OnBase Integration for Salesforce (Desktop) - Other - Other - OnBase Integration for Salesforce - Other/OnBase-Integration-for-Salesforce/3.3/OnBase-Integration-for-Salesforce/Configuration/Accessing-OnBase-Integration-for-Salesforce/Logging-on-to-OnBase-Integration-for-Salesforce-Desktop - 3.3 - 3.3

OnBase Integration for Salesforce
Platform
Other
Product
OnBase Integration for Salesforce
Release
3.3
License
ft:lastPublication
2026-08-20T22:05:38.760000
ft:locale
en-US

To log on to OnBase Integration for Salesforce:

  1. Open a web browser and log on to the Salesforce environment with your credentials. The Home screen is displayed.
    Note:

    You may be able to see specific areas of the Home screen based on your usage privileges.

  2. On the home screen, from the top bar, click the OnBase Mappings tab for configuring the application or the relevant Salesforce record page for using the application.
  3. To log on to the application, do one of the following:

    • In the login pop-up that is displayed, type your credentials and click Login. The following login pop-up appears if redirect authentication is configured.

    • In the login pop-up that is displayed, type your credentials and click Login. The following login pop-up appears if pop-up authentication is configured.

Note:

If single sign-on (SSO) is configured, a login screen with an option to log on using SAML may be displayed. For more information on SSO, see Configuring Single Sign-On (SSO).