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Salesforce Identity
Tips & Techniques for Advanced Users & Administrators
Vilas Ekbote
Director Technical Services SFDC Ea...
Perficient Profile

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Founded in 1997
Public, NASDAQ: PRFT
2013 revenue of $375 million
Major market l...
Salesforce Business Unit

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Combined strength of two well established Salesforce.com Gold Cloud
Alliance Partn...
Topics
Salesforce Identity
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•
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Overview
Features
Licenses
Identity Use Cases
Demo
– Connected Apps
– My Domain...
Salesforce Identity for Everyone

Customers

From Any Device

Partners

Employees
5
Salesforce Identity Features/Technologies
Salesforce Identity

My Domain
Brandable Login

User & Access Management

Single...
Overview
• What is Salesforce Identity and what does it do?
– Salesforce Identity is an Identity and Access Management Ser...
Licensing
•
•

•

•

Existing customer with Enterprise Edition or above already have it free
Salesforce Identity License –...
Topics

Salesforce Identity
•
•
•
•
•

•
•

Overview
Features
Licenses
Identity Use Cases
Demo
– Connected Apps
– My Domai...
Salesforce Identity – Employee Use Case & Setup
A company needs the employees to sign-in to multiple applications to
get t...
Demo 1
• Demo Employee Flow - Salesforce Identity Single SignOn with Google Apps
• My Domain
• Connected Apps
• App Launch...
Salesforce Identity – Customer/Partner Use Case & Setup

A company needs the customers/partners to sign-in to
portal/commu...
Demo 2
• Demo Customer Flow - Social sign-on using Google
credentials
• Social sign-on using Google Account for Customer
C...
Identity Reports & Dashboards

14
Topics
Salesforce Identity
•
•
•
•
•

•
•

Overview
Features
Licenses
Identity Use Cases
Demo
– Connected Apps
– My Domain...
Private App Exchange
Private AppExchange empowers organizations with their own trusted corporate app
store. You create a s...
Private App Exchange
• Private AppExchange itself is an AppExchange App
• Requires Translation Workbench must be enabled w...
Topics
Salesforce Identity
•
•
•
•
•

•
•

Overview
Features
Licenses
Identity Use Cases
Demo
– Connected Apps
– My Domain...
Identity Connect - Overview

• Identity Connect provides Active Directory integration
• Integration includes syncing Activ...
Identity Connect - Overview
Outline of the Setup Process

Outline of the Setup Process
Setting up Identity Connect involve...
Identity Connect – Setup Steps
Acquire Identity
Connect Licenses

Map Users

Setup Connected App
and My Domain

Setup Sync...
Check It Out Yourself!
• Salesforce Identity Implementation Guide
– http://bit.ly/1jcMjGT
• Salesforce Identity Connect Im...
Salesforce Identity
Complimentary Consultation
Are you using Salesforce Identity with single sign-on
to seamlessly connect...
Questions?
Please enter your questions through the “Chat” panel

2/25/2014

24
Thank You!
For more information contact:
877-276-2120
sales@perficient.com

www.perficient.com
www.facebook.com/perficient...
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Salesforce Identity: Connect and Collaborate Anywhere, Securely with Single Sign-On

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Learn how your company can benefit from Salesforce Identity:

Connect and collaborate with employees, customers and partners— securely from anywhere, with single sign-on

Modernize and unify your identity management in the cloud

Customize and define rules for viewing and sharing data

Distribute apps through your private, company-branded AppExchange

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Transcript of "Salesforce Identity: Connect and Collaborate Anywhere, Securely with Single Sign-On"

  1. 1. Salesforce Identity Tips & Techniques for Advanced Users & Administrators Vilas Ekbote Director Technical Services SFDC East facebook.com/perficient linkedin.com/company/perficient twitter.com/perficient
  2. 2. Perficient Profile • • • • • • • • • • Founded in 1997 Public, NASDAQ: PRFT 2013 revenue of $375 million Major market locations throughout North America Global delivery centers in China, Europe and India >2,100 colleagues Dedicated solution practices ~90% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards
  3. 3. Salesforce Business Unit • • • • • • Combined strength of two well established Salesforce.com Gold Cloud Alliance Partners – Previously known as Clear Task and CoreMatrix 75 certified consultants, 177 Salesforce.com Certifications More than 450 customers Completed ~3,000 Salesforce engagements Salesforce Cloud expertise: Sales, Service, Marketing, Chatter, and custom development on Force.com One of the highest Salesforce.com customer satisfaction ratings: 9.5 out of 10!
  4. 4. Topics Salesforce Identity • • • • • • • Overview Features Licenses Identity Use Cases Demo – Connected Apps – My Domain & Branded Login – App Launcher – Two-factor Authentication – Identity Reports & Dashboards Private AppExchange Identity Connect Q&A
  5. 5. Salesforce Identity for Everyone Customers From Any Device Partners Employees 5
  6. 6. Salesforce Identity Features/Technologies Salesforce Identity My Domain Brandable Login User & Access Management Single Sign on Multi-factor Authentication Mobile Identity Directory Integration Connected Apps Reports & Dashboards Social Sign on Open Standards Support 6
  7. 7. Overview • What is Salesforce Identity and what does it do? – Salesforce Identity is an Identity and Access Management Service [IAM] • Salesforce Identity has following capabilities: – Cloud-based user directories – Authentication services to verify users and keep granular control over user access – Access management and authorization for third-party apps – Provisioning and de-provisioning of apps – An API for viewing and managing your deployment of Identity features – Reporting on the use of apps and services by your Identity users – Salesforce Identity Connect: for single sign-on integration with directory services like Microsoft Active Directory 7
  8. 8. Licensing • • • • Existing customer with Enterprise Edition or above already have it free Salesforce Identity License – cloud based identity for mobile, web and onpremise – [$5/user/mo. billed annually], includes: – Single sign-on – Mobile identity – Chatter – User and access management – Cloud directory – Multi-factor authentication – Reporting and dashboards – Brandable services – Social sign-on Salesforce Identity Connect License – Use existing directory services – Includes Active Directory connector for provisioning and single sign-on. – Add-on to Salesforce Identity license External identities - Manage identities for customers, partners and other external users. Flexible options per user/mo. or per login/mo. available by contacting Salesforce 8
  9. 9. Topics Salesforce Identity • • • • • • • Overview Features Licenses Identity Use Cases Demo – Connected Apps – My Domain & Branded Login – App Launcher – Two-factor Authentication – Identity Reports & Dashboards Private AppExchange Identity Connect Q&A
  10. 10. Salesforce Identity – Employee Use Case & Setup A company needs the employees to sign-in to multiple applications to get their job done. • Need to setup My Domain [required] • Optional – customize login page • Setup Salesforce as Identity provider for Single Sign On [SSO] • Setup SAML based SSO between Salesforce and External Application [e.g. Google Apps] • Setup App Launcher control which users have access to which applications and provide a single place to launch external applications without logging in again • Optional – Setup Private AppExchange • Optional - Setup permission sets to control access to applications • Optional - Build Reports and dashboards to track user activity and app usage • Optional - Enhance security using two-factor authentication • Optional – Integrate with corporate Active Directory to automatically login to Salesforce.com using their corporate user identity 10
  11. 11. Demo 1 • Demo Employee Flow - Salesforce Identity Single SignOn with Google Apps • My Domain • Connected Apps • App Launcher 11
  12. 12. Salesforce Identity – Customer/Partner Use Case & Setup A company needs the customers/partners to sign-in to portal/community web sites using their Google or Facebook credentials. • Need to setup My Domain [required] • Setup Google as Authentication Provider • Configure oAuth on Google • Customize automatic user provisioning up on login • Setup Customer Community site and setup access permissions • Customize customer community tabs/pages, colors and logos • Configure Customer Community to use Google Authentication Provider 12
  13. 13. Demo 2 • Demo Customer Flow - Social sign-on using Google credentials • Social sign-on using Google Account for Customer Community • Automatic user provisioning and contact creation • Private AppExchange - setup 13
  14. 14. Identity Reports & Dashboards 14
  15. 15. Topics Salesforce Identity • • • • • • • Overview Features Licenses Identity Use Cases Demo – Connected Apps – My Domain & Branded Login – App Launcher – Two-factor Authentication – Identity Reports & Dashboards Private AppExchange Identity Connect Q&A
  16. 16. Private App Exchange Private AppExchange empowers organizations with their own trusted corporate app store. You create a secure, branded location to distribute apps to your employees, giving them the power to choose the apps that will make them most productive at work. 16
  17. 17. Private App Exchange • Private AppExchange itself is an AppExchange App • Requires Translation Workbench must be enabled with at least one language 17
  18. 18. Topics Salesforce Identity • • • • • • • Overview Features Licenses Identity Use Cases Demo – Connected Apps – My Domain & Branded Login – App Launcher – Two-factor Authentication – Identity Reports & Dashboards Private AppExchange Identity Connect Q&A
  19. 19. Identity Connect - Overview • Identity Connect provides Active Directory integration • Integration includes syncing Active Directory users with one or more Salesforce orgs • Identity Connect acts as the Identity Service Provider (IDP) for Single Sign On (SSO) Active Directory integration when logging into Salesforce • Identity Connect licenses need to be acquired – separate from Salesforce Identity • Identity on-premise software needs to be installed and configured • Supports high availability configurations • Supports Integrated Windows Authentication 19
  20. 20. Identity Connect - Overview Outline of the Setup Process Outline of the Setup Process Setting up Identity Connect involves the configuration of multiple systems. The following flowchart provides a high-level overview of what happens between these systems during the setup 20
  21. 21. Identity Connect – Setup Steps Acquire Identity Connect Licenses Map Users Setup Connected App and My Domain Setup Sync Schedule Download & Install Identity Connect behind firewall Configure SSO Manually or Automatically Configure Identity Connect to Active Directory Connection Configure Integrated Windows Authentication [IWA] Configure Identity Connect to Salesforce Connection Configure Auditing & Reports 21
  22. 22. Check It Out Yourself! • Salesforce Identity Implementation Guide – http://bit.ly/1jcMjGT • Salesforce Identity Connect Implementation Guide – http://bit.ly/1jHFZa0 • More Information on Developerforce.com – http://bit.ly/1fzDcff 22
  23. 23. Salesforce Identity Complimentary Consultation Are you using Salesforce Identity with single sign-on to seamlessly connect your customers, partners and employees to all of your applications?
  24. 24. Questions? Please enter your questions through the “Chat” panel 2/25/2014 24
  25. 25. Thank You! For more information contact: 877-276-2120 sales@perficient.com www.perficient.com www.facebook.com/perficient www.twitter.com/perficient
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