Social Sign-On with Authentication Providers Webinar


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The Spring '12 Release introduces Authentication Providers—a mechanism that enables social sign-on by allowing users to authenticate from a range of identity providers, including Facebook, Google, LinkedIn, and even other orgs. Social sign-on is key to a new way of acquiring prospects, servicing customers, and enabling employee access.

Watch this webinar to learn about:
:: An overview of Authentication Providers
:: The facts on how to leverage social sign-on in your portal or org
:: A look at how FinancialForce is using Social Sign-On in the real world
Date: This webinar took place on April 20, 2012

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Social Sign-On with Authentication Providers Webinar

  1. 1. Social Sign-On withAuthentication ProvidersPat PattersonPrincipal Developer Evangelist@metadaddyChuck MortimoreSr. Director, Product Management@cmortTodd BurseyGeneral Manager for PSAFinancialForce@toddbursey Follow us @forcedotcom
  2. 2. Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation maycontain forward-looking statements that involve risks, uncertainties, and assumptions. If any suchuncertainties 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. Allstatements other than statements of historical fact could be deemed forward-looking, including anyprojections of subscriber growth, earnings, revenues, or other financial items and any statements regardingstrategies or plans of management for future operations, statements of belief, any statements concerningnew, planned, or upgraded services or technology developments and customer contracts or use of ourservices.The risks and uncertainties referred to above include – but are not limited to – risks associated withdeveloping and delivering new functionality for our service, our new business model, our past operatinglosses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Webhosting, breach of our security measures, the immature market in which we operate, our relatively limitedoperating history, our ability to expand, retain, and motivate our employees and manage our growth, newreleases of our service and successful customer deployment, and utilization and selling to larger enterprisecustomers. Further information on potential factors that could affect the financial results of,inc. is included in our annual report on Form 10-K filed on April 30, 2008 and in other filings with theSecurities and Exchange Commission. These documents are available on the SEC Filings section of theInvestor Information section of our Web site.Any unreleased services or features referenced in this or other press releases or public statements are notcurrently available and may not be delivered on time or at all. Customers who purchase our services shouldmake 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. @forcedotcom / #forcewebinarDeveloper Force Follow us @forcedotcom
  4. 4. Agenda Overview – Chuck Demo – Pat Case Study – Todd Roadmap – Chuck Follow us @forcedotcom
  5. 5. Overview Follow us @forcedotcom
  6. 6. CRM processes havehistorically been disconnected Follow us @forcedotcom
  7. 7. Follow us @forcedotcom
  8. 8. Follow us @forcedotcom
  9. 9. Follow us @forcedotcom
  10. 10. Follow us @forcedotcom
  11. 11. Follow us @forcedotcom
  12. 12. The Social Enterprisecommunicates in new ways… Follow us @forcedotcom
  13. 13. Follow us @forcedotcom
  14. 14. Follow us @forcedotcom
  15. 15. …but how do social customers and partnersdirectly engage with your products and services? Follow us @forcedotcom
  16. 16. IntroducingSocial Sign-On Follow us @forcedotcom
  17. 17. 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 – Active engagement automatically updates your customer data Follow us @forcedotcom
  18. 18. 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 over data modeling with Apex Registration Handlers – Works for both internal and external usersOut of the box support – Facebook: B2C – Salesforce: B2B – JanRain: Breadth & Depth support for a wide catalog of Identity Providers Follow us @forcedotcom
  19. 19. When to use Auth ProvidersBusiness to Consumer – Use Facebook or JanRain for more optionsBusiness to Partner – Use Login with Salesforce for collaborating with Partners or Customers that have existing Salesforce deployments – Use SAML for point to point federationsBusiness to Employee – SAML is still the preferred option ( see roadmap ) – SAML provides static Follow us @forcedotcom
  20. 20. DemoFollow us @forcedotcom
  21. 21. Follow us @forcedotcom
  22. 22. Case Study Follow us @forcedotcom
  23. 23. Our Problem: Engage Our Customers Better Scalability Improved customer satisfaction Allow customers to engage each other Increased number of champions Provide channels for self help Improved knowledge of our customers Follow us @forcedotcom
  24. 24. Our Idea: Build a Community My login to My login to my org FinancialForce is Jen@myorg Portal is Jen@XYZ …I think??? Follow us @forcedotcom
  25. 25. DemoFollow us @forcedotcom
  26. 26. Solution & Setup • Remote Access Auth. Provider • Auth. Provider (Salesforce) • Configure Portal, Sharing, Security Portal • Set Auth Provider Portal Value • Setup Site Home Page Sites • Setup Login Settings • Registration Handler Apex • Test Class Follow us @forcedotcom
  27. 27. Challenges, Tips & Tricks – Auth Provider Which comes first Remote Access or Auth. Provider? Remember who Be careful of the auto executes the registration. generated registration • Remote Access. Fake the Key for debugging handler callback URL, then update after Auth Provider created How do I test the registration handler to migrate to prod? Test-Only Initialization I’m getting error but have • See Page 514 of the Apex Code URL is your friend no idea what they are. documentation for an example. Follow us @forcedotcom
  28. 28. Challenges, Tips & Tricks – Sites & Portal Set Generic VF page to initiate the protocol My portal org and the customers org are on the same pod Add the Site ID to your protocol Sites Requires an active home page. Need to set the log out URL Follow us @forcedotcom
  29. 29. Roadmap Follow us @forcedotcom
  30. 30. Roadmap for Auth ProvidersStartURLs and Custom Scopes – Developer Release Preview & Pre Release Sign UpCommunities,, and Orgs – Authentication for Collaboration, Marketing, and multi-org single sign-onMake it great for employees – Tie into My Domains so it works just like SAML Follow us @forcedotcom
  31. 31. Resources Social Single Sign-On – Authentication Providers in Spring ’12 authentication-providers-in-spring-12.html Janrain Social Sign-On Spring ‘12 Release Notes Follow us @forcedotcom
  32. 32. Upcoming Events  April 24 – Apex CodeTalk –  May 2 – Intro to –  May 22 – Cloudstock 2012 London –  TBD – Connected Apps Follow us @forcedotcom
  33. 33. Q&A @cmort @toddbursey Follow us @forcedotcom