Add Azure details to Sage People

Your Azure administrator will give you your organization's Azure AD Tenant ID, Client ID, and Client Secret (see Enable integration in Microsoft Azure). Add these details to the Azure configuration settings to link your Sage People account with your Azure account.

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Add the client ID and tenant ID

You'll need these details to connect your Sage People organization to Azure. To add them to Sage People:

1. Go to Setup and select Custom Code.

2. Select Custom Settings.

3. Beside the Azure Configuration item, select Manage.

   

4. Select New to add a new organization-level value.

   Note

   There are two New buttons on the page. Ensure you select the first New button at the top of the screen. Refer to the following screenshot for guidance.

   

5. Add the details your Azure administrator provided. See Copy the client ID and tenant ID.

   • In the Azure Client ID field, paste the Client ID

   • In the Azure Tenant ID field, paste the Tenant ID 

   

6. Select Save.

Add the client secret

You'll use these details to authenticate the connection to your Azure account. To add the credentials to Sage People:

1. Go to Setup and select Security.

   

2. Click Named Credentials.

3. Select the Azure AD item.

4. Select Edit.

5. Add the client ID and client secret your Azure administrator provided. See Create a client secret.

   1. Set the Identity Type to: Named Principal

   2. Set the Authentication Protocol to: Password Authentication

      

   3. Add the username and password for the Azure application:

      • Username: add the Client ID

      • Password: add the Client Secret value

   Don't change any other settings.

6. Select Save.

Test the connection to Microsoft Azure

To test that the integration to Microsoft Azure is working, you can go to a specific Salesforce URL for your organization.

Before testing, make sure that:

• You must populate the Federation ID for the user account you're signed in with in Salesforce. This must be a valid email address that exists in your Azure tenant. The system uses this ID to identify the user to Azure

  

• You've assigned the following permission sets to the user (see Assign permission sets):

  • Sage People M365 Calendar Integration: you'll need this for both Recruit and time off

  • Sage People M365 Calendar Integration fta: you'll need this for time off

• You've added the client ID, tenant ID, and client secret

To test the connection:

1. Copy the URL below and replace <custom_domain_URL> with your organization's custom domain.

   Copy

   URL to modify

   https://<custom_domain_URL>/apex/SgPpl__DelegatedAccessLanding

   For example:

   https://yourorg.my.salesforce.com/apex/SgPpl__DelegatedAccessLanding

   What is a custom domain?

   Custom domains are in the following form:

   • [yourorg].my.salesforce.com

   You can find your organization's custom domainby going to Setup, selecting Company Settings and then clicking My Domain:

   

2. Paste the URL into your browser and select Enter.

If the test is successful, the system will redirect you back to your default Sage People HCM home.

If you see an error page, ensure you've followed all the steps above and try again. See Troubleshooting for some common error scenarios.