Single Sign-On and Federation with Salesforce


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Single Sign-On gives Salesforce users huge gains in usability and security, but the ins-and-outs of how it works and where to start can be complex for admins and developers. Join us as we go over the details and best practices that will help you take full advantage of single sign-on. We'll give you an overview of the integration options (SAML, Delegated Authentication, and Oauth ) as well as tips on advanced topics like bookmarks, deeplinks, mobile devices, and API federation. Need more? We'll also do a live configuration demo of single sign-on. See for yourself just how easy it is!

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Single Sign-On and Federation with Salesforce

  1. 1. Single Sign-On and Federation with Salesforce<br />Developers<br />Chuck Mortimore:<br />@cmort<br />
  2. 2. Safe Harbor<br />Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.<br />The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site. <br />Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.<br />
  3. 3. Why Single Sign-On?<br />Login with your enterprise credentials<br />Leverage existing authentication investments<br />Improve usability for your users<br />Reduce support costs<br />Improve adoption rates<br />Maintain control of credentials with your policies<br />Reduce risk with a single place to shut down accounts <br />
  4. 4. What is SAML?<br />Security Assertion Markup Language<br />OASIS Standard used for Single Sign-On<br />Strong commercial and open source support<br />Authentication interface is hosted by customer<br />User requests a secure resource<br /> redirects to Customer IDP<br />Customer authenticates user <br />User returns to with SAML and granted session<br />* If you’re logged into the DreamForce org, you’ve used SAML!<br />
  5. 5. What is Delegated Authentication?<br />SOAP based protocol for “Single Login”<br />Only implemented by Salesforce<br />Minimal commercial support<br />Salesforce hosts the authentication interface<br />User sends credentials to Salesforce<br />Salesforce sends credentials to Customer<br />Customer authenticates user and replies “true” <br />User is granted session to Salesforce<br />
  6. 6. Choosing a Protocol<br />SAML provides the best commercial support<br />SAML provides re-use across other Cloud services<br />Delegated Auth is still best for Mobile & Desktop<br />Not mutually exclusive: Customers can and do use both<br />
  7. 7. Configuring SAML<br />
  8. 8. Getting Started with SAML<br />Setup > Security Controls > Single Sign-On Settings<br />You’ll need an “issuer” and certificate from your IDP<br />Choose your User ID Type<br /> username ( globally unique )<br />FederationID ( unique to an org ) <br />Choose a User ID location<br />SAML Subject or an arbitrary SAML Attributes<br />
  9. 9. Configuring Delegated Authentication<br />
  10. 10. Getting Started with Delegated Authentication<br />Has to be enabled via Support<br />Implement/deploy your endpoint <br />Enable your Delegated Authentication Endpoint<br />Configure the User’s profile<br />RESPONSE<br /><?xml version="1.0" encoding="UTF-8"?><br /><soapenv:Envelope><br /> <soapenv:Body><br /> <AuthenticateResponse><br /> <Authenticated>true</Authenticated><br /> </AuthenticateResponse><br /> </soapenv:Body><br /></soapenv:Envelope><br />REQUEST<br /><?xml version="1.0" encoding="UTF-8"?><br /><soapenv:Envelope><br /> <soapenv:Body><br /> <Authenticate><br /> <username></username><br /> <password>password</password><br /> <sourceIp></sourceIp><br /> </Authenticate><br /> </soapenv:Body><br /></soapenv:Envelope><br />
  11. 11. Advanced Topics<br />
  12. 12. Deep-linking and Bookmarking<br />Users share links, and bookmark resources<br />Historically difficult given Salesforce URLs <br />Example:<br />Leverage a new features called ‘My Domain’<br />Example:<br />Allows a custom URL to identify your Org<br />Deeplinking, bookmarks, emails, and sharing all as simple as Admin configuration<br />
  13. 13. ‘My Domain’ Demo<br />
  14. 14. What about Native Clients?<br />Mobile and products not yet able to participate in SAML<br />Transitioning clients to OAuth so authentication is happening in a browser<br />Integrating SAML and OAuth flows via My Domain<br />Expect first clients early next year <br />
  15. 15. Native Client Demo<br />
  16. 16. Got Orgs?<br />Many customers are managing multiple Salesforce orgs<br />Winter 11 enables multi-org web SSO with SAML<br />Does not unify API or Mobile/Desktop access<br />Must use ‘My Domain’ and custom entity ID<br />Customer acts as a ‘Hub’ - Orgs are ‘Spokes’<br />
  17. 17. Multi-Org Demo<br />
  18. 18. API Federation<br />Customers want similar capabilities for API Access<br />Salesforce has innovated a SAML / Oauth flow along with Ping Identity <br />Allows reuse of your existing software and established trust<br />The exact same federation you’ve established for the web now works with the API <br />
  19. 19. API Federation Demo<br />
  20. 20. as an Identity Provider<br />Salesforce Orgs are now SAML Identity Providers<br />Initially limited to simply asserting a Salesforce subject<br />Foundation for integration projects or tying together multiple clouds <br />
  21. 21. Salesforce Identity Provider Demo<br />
  22. 22. Questions?Implementation Guide Authentication<br />
  23. 23. Single Sign-On and Federation with Salesforce<br />
  24. 24. Visit the Developer Training and Support Booth in Zone<br />D I S C O V E R<br />Developer training, certification and support resources <br />that help you achieve<br />S U C C E S S<br />Find us in the Partner Demo Area of <br /> Zone 2nd Floor Moscone West<br />Learn about Developer Certifications<br />Discover Developer Learning Paths<br />
  25. 25. Remember. . .<br /><ul><li>Check Chatter for additional session information
  26. 26. Get your developer Workbooks and Cheat Sheets in the Zone
  27. 27. Visit for more information related to this topic</li></ul>Don’t forget the survey!<br />
  28. 28. How Could Dreamforce Be Better? Tell Us!<br />Log in to the Dreamforce app to submit<br />surveys for the sessions you attended<br />Use the Dreamforce Mobile app to submit surveys<br />OR<br />Every session survey you submit is a chance to win an iPod nano!<br />