Introduction to the Salesforce Security Model


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The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.

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Introduction to the Salesforce Security Model

  1. 1. Introduction to the Salesforce Security Model Sridhar Palakurthy,, Senior Technical Solution Architect Vydianath Iyer,, Senior Technical Solution Architect
  2. 2. Safe harbor 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 product or service availability, 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. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, 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 any litigation, risks associated with completed and any 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 and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, 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.
  3. 3. Sridhar Palakurthy Senior Technical Solution Architect
  4. 4. Vydianath Iyer Senior Technical Solution Architect
  5. 5. Agenda Systems Level Security ▪ Authentication • Single Sign-ON ▪ Authorization • OAuth Application Level Security ▪ Profile ▪ Permission Set ▪ Role ▪ Sharing • Owner ▪ Social Sign-On Q&A • Role Hierarchy • Org Wide Defaults • Sharing Rules
  6. 6. Single Sign-On: Federated Authentication SAML is The standard for Federated Single Sign-On Identity Store is the master of ‘User’ identity. Identity Provider (IdP) is the Identity Assertion Provider Service Provider (SP) is the provider of enterprise services Typical setup consists of One IdP and several SPs. Summer 13 supports multiple IdPs Identity Provider 1. Generate SAML and send to 2. Validate SAML and generate session
  7. 7. SSO Basics: IdP Initiated SAML 2 Identity Provider 1 3 4 • User authenticates at Customer IDP • User is directed to Salesforce (SP) using a link or button • When a link or button is pressed, IDP posts SAML to Salesforce • Salesforce validates SAML and a user session is generated
  8. 8. SSO Basics: SP Initiated SAML Identity Provider MyDomain: A sub-domain used to access a specific Salesforce Organization. Example: • Request Resource. • Redirect to IDP • User accesses IDP and sends SAML Request • IDP Authenticates. Send SAML Response • Salesforce validates SAML and generates session 1 3 4 2 5
  9. 9. Demo - How to setup Federated Authentication Axiom (Identity Provider) • • • • Configure Service Provider Configure Identity Provider Test Login Examine SAML Token/Assertion Service Provider
  10. 10. What is Delegated Authentication? ProvidesSalesforce. com WSDL • • • Download WSDL from Implement and Host WSDL Test Login Client Hosts WSDL
  11. 11. One Time Passwords / 2 Factor Authentication Identity Provider + 2 Factor 2 3 1 4
  12. 12. What is OAuth? An open protocol to authorize secure API access for desktop/mobile client applications Integrates with previous authentication mechanisms • OAuth Authorization 4 2 1Server 3 OAuth Client OAuth client makes a authorization request • The Authorization Server authenticates the user • The user authorizes the application • The application is issued an OAuth token.
  13. 13. When Do I Use What? Userid/Password ▪ When you just want the basics SAML ▪ Single Sign-On for the web applications with commercial support ▪ SAML provides re-use across other Cloud services Delegated Auth ▪ Mobile CRM and older API clients with your own credentials OAuth ▪ Building an API client or mobile application
  14. 14. Social Sign-On ▪ Automatically create and update users and contacts ▪ Single Sign-On makes it easy and keeps them coming back ▪ Deliver applications and services to deepen your relationship
  15. 15. So what’s under the covers? The Auth Providers Framework ▪ Pre-integrated Single Sign-On from branded Identity Services ▪ Automatically create and update Contacts and Users ▪ Full control post authentication data processing ▪ Works for both internal and external users Out of the box support ▪ Facebook: B2C ▪ Salesforce: B2B
  16. 16. Application Security
  17. 17. Application Security ▪ Organization Wide Defaults – Record Visibility ▪ Role Herirarchy – Record Visibility by hierarchy ▪ Profiles & Permission Sets – What objects can I access ? ▪ Team Sharing • Account Teams • Sales Teams ▪ Sharing Rules • Manual Sharing • Criteria Based Sharing • Apex Managed Sharing
  18. 18. Data access components
  19. 19. Record Level Security
  20. 20. OP EN UP VI SI BI LIT Y Data(Record) Visibility
  21. 21. Locking Down Data (Record) Access What are your Organization Wide Defaults ? • Baseline level access that all users have for each other’s data • Feature to restrict access (visibility) to records of data Private implies only record owner and roles higher can see the record
  22. 22. Opening Up Record Access - Role Hierarchy Dr. Evil Scott Evil Mini Me Fat B JURGEN RITA NO. 2 FRAU ONE ROLE PER USER Manager has automatic access* to records owned by their subordinates
  23. 23. Opening up access - Team Sharing Account Team – Team of users working together on an account Sales Team - Team of users working together on an opportunity Setting up an Account Team
  24. 24. Opening up Record Access - Sharing Rules Extends access beyond baseline level Share records owned by a role/group with another roles or groups Applied in real time when a record is created or ownership is transferred
  25. 25. Opening up record access - Manual Sharing •A user with owner-like access to a record (the owner, his managers, and administrators have owner-like access) can share it with another user, group, role or role and all subordinate roles •In the case of manual account sharing, access to child opportunities and cases can be granted, too
  26. 26. Opening up Record Access Criteria Based Sharing Rules • Criteria Based Sharing rules open up access to sets of users, groups, roles based on the field values in the data record ID 1 Name Industry Cyber Inc. Federal 2 Universal 3 BizPhone Airline Wireless FEDER AL GROU P
  27. 27. Profiles
  28. 28. What are Profiles ? Defines a user's permission to perform different functions within • • • • • • • What objects (accounts, leads, contacts etc.) can I access ? What page layouts can I see ? What fields can I access ? Which tabs can I view ? Which record types can I see ? Which Apex Classes are accessible for me ? Which Visualforce Pages can I access ?
  29. 29. Permission Sets
  30. 30. What’s a permission set? A collection of CRUD permissions and settings Extends user’s access without creating a new profile User access controlled by Profile + Permission Sets
  31. 31. Some settings are in profiles but not in permission sets (yet) PROFILES Profile Only: ▪Page Layout Assignments PERMISSION SETS ▪Login IP ranges ▪Login hours ▪Desktop client access Page Layouts IP Ranges Login Hours Desktop Client Access App Permissions Record Types Tab Settings Assigned Apps Object Permissions Field Level Security Apex Classes VisualForce Pages
  32. 32. Demo
  33. 33. Summary
  34. 34. Authentication and Authorization Federated Authentication •Uses SAML •IdP authenticates user and generates an XML “Assertion” •Identity Provider initiated •Service Provider initiated Delegated Authentication •Custom web service which authenticates and returns a true/false OAuth •Token based authorization for an authorized user •“Valet” key to applications •Typical use case - Mobile applications or desktop client applications Social Sign-On Authentication Providers
  35. 35. Roles and Profiles Role controls Data (Record) Visibility What records can John Sales see ? Profile Profile controls Object/Field permissions What CRUD permissions does John have on objects and fields ? Can I access the Account Object (Table) ? Account Id City State 001U000000B.. John Sales Name ABC Corp Spokane WA 001U000000V.. Acme Atlanta GA 001U000000X.. X Net San Francisco CA 001U000000Y.. Universal Air Dallas TX Profile Role Can I access the City Field in the Account Object Can I see the ACME record ?
  36. 36. Quiz Q: A company wants to restrict access to opportunities by owner but open up access to his/her management hierarchy A.Set the organization wide default for opportunities to private Q: John is a chatter only user and needs read access to a custom object , a visual force page and an apex class A.Create a permission set to provide access to the visual force page and apex class and assign John to the permission set Q. Can federated authentication in Salesforce co-exist with delegated authentication? A. Yes Q. Does user need to authenticate during OAuth handshake between a client application and Salesforce? A.Yes
  37. 37. Links & References ▪ Security Guide • ▪ Axiom SSO Play Area • ▪ JanRain Social Sign-On Providers •
  38. 38. Sridhar Palakurthy Vydianath Iyer Senior Technical Solution Architect, Senior Technical Solution Architect,