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Environment Hub Best Practices

Available in: Enterprise, Performance, and Unlimited Editions

These guidelines can help you use Environment Hub effectively.
  • Choose the organization that most employees log in to regularly as your hub organization.
  • Set up My Domain for each member organization, in addition to the hub organization.
  • Edit profiles or permission sets to assign users access to specific features of Environment Hub. Some key settings are listed below.
    • The Environment Hub custom app must be enabled for it to appear in the Force.com App menu.
    • "Manage Environment Hub” is required to create new organizations or configure single sign-on access. This is powerful functionality and should only be assigned to admin users
    • “Connect Organization to Environment Hub” is required to add new member organizations to the hub.
    • Service Provider Access must be enabled for each member organization to which you want to allow single sign-on access.
    For details of all the profile settings, see: Setting up the Environment Hub.
  • Decide on a strategy for enabling single sign-on access based on your organization's security requirements. You can then choose which combination of the three SSO methods (explicit mapping, Federation ID, or custom formula) to use for your specific needs. For details, see: Enabling Single Sign-On.
  • Since each member organization is a standard object (of type EnvironmentHubMember), you can modify its behavior or access it programmatically. For example, you can create custom fields, set up workflow rules, or define user mappings and enable single sign-on using the API, for any member organization.
  • Single sign-on won’t work for newly added users or for SSO user mappings defined in a sandbox organization. You should only add users, edit user information, or define SSO user mappings in the parent organization for the sandbox.