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TechnoMile Platform Connection Guide

  • Updated on May 26, 2026
  • Published on May 25, 2026
  • 2 minute(s) read
  • PH
  • Migration Team
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This guide outlines the steps to configure the TechnoMile platform in Salesforce.

Audience

  • Salesforce Administrators

  • IT Support

Prerequisites

  • Ensure that GovSearchAI Sales Cloud 2026.1 package is installed. The version of this package must be 2026.10 or higher. See Installation Steps for package installation instructions.

  • Ensure you notify TechnoMile to complete their portal setup before proceeding.

  • The Entity Name, ACS URL, and Single Logout URL details will be provided by TechnoMile. Ensure you have them available before proceeding.

NOTE

Ensure that third-party cookies are enabled before you proceed. Click here for instructions to enable and disable third-party cookies in Chrome. Click here for instructions to enable and disable third-party cookies in Edge. Click here for instructions to enable and disable third-party cookies in Firefox.

Create a Self-Signed Certificate

NOTE

If you already have an active self-signed certificate, you may use it. Otherwise, please create a self-signed certificate by following the steps below.

To create a self-signed certificate:

  1. Go to Certificate and Key Management using Setup Search.

  2. Click Create Self-Signed Certificate.10-1.png

  3. Enter a Label and Unique Name, then click Save.

    NOTE

    Ensure the Type is set as Self-Signed.

    10-2.png

    A self-signed certificate is created.
    10-4.png

Enable Identity Provider

NOTE

If the identity provider is already enabled, you may proceed with it. Otherwise, please enable the identity provider by following the steps below.

To enable the identity provider for the newly created self-signed certificate:

  1. Go to Identity Provider using Setup Search.

  2. Click Enable Identity Provider.10-3.png

  3. Select the newly created self-signed certificate from the dropdown, and then click Save.10-5.pngThe identity provider setup details is displayed here.

    NOTE

    Copy the Salesforce Identity URL for use in later steps.

    new.png

Manage Connected Apps

To configure the connected app:

  1. Go to Manage Connected Apps using Setup Search.

  2. Open SF IDP for Cognito.MILA17.png

  3. Click Edit Policies.

  4. Under SAML Service Provider Settings, update the following details:

    1. In the Entity Name field, enter the name provided by TechnoMile.

    2. In the ACS URL field, enter the URL provided by TechnoMile.

    3. In the Single Logout URL field, enter the URL provided by TechnoMile.

    4. In the IdP Certificate field, select your previously created self-signed certificate.MILA4.png

  5. Under Profiles click Manage Profiles.

  6. Select the following profiles:

    • Standard Platform User

    • Standard User

    • System Administrator
      Additionally, if you create custom profiles or use any profiles other than the ones listed above for users who need access to TechnoMile products, you must select those profiles as well.

      NOTE

      If you have not setup your users yet, return to this step after you create them and confirm that all necessary profiles are selected.

      10-9.png

  7. Open the Salesforce Identity URL copied previously in a new browser tab.new.png

  8. In the XML file that opens, locate and copy the entityID URL.new2.png

  9. Go back to SAML Service Provider Settings, paste the entityID URL copied in the previous step into the Issuer field.10-12.png

  10. Click Save.

    NOTE

    Please share the Metadata Discovery EndPoint URL with your TechnoMile admin for further configuration.

    MILA15.png