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Salesforce Identity:
Don’t Treat Your Customers
Like Your Employees
Ian Glazer
Senior Director, Identity
@iglazer
Chuck Mortimore
VP, Product Management Identity
@cmort
​ 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 salesforce.com, 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 non-salesforce.com products, and utilization and selling to larger
enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Safe Harbor
Ian Glazer
Senior Director, Identity
@iglazer
Chuck Mortimore
VP, Product Management Identity
@cmort
The Disruptors
Welcome to Customer Identity
The opportunity ahead of us…
Build a Complete Picture for Delighted Customers
Delighted
Customers
Across Business Functions
Delighted
Customers
Sales Service
MarketingProduct
Omni-Channel
Brick & Mortar
Sales
Mobile
Social
Listening
Web
Call
Center
API
Identity for Employees
Right Place Right Time
Right People Right Place Right Time
Right Access Right People Right Place Right Time
Identity for Customers
Right TimeRight Place
Right TimeRight People Right Place
Right TimeRight People Right PlaceRight Experience
XP
​ Employees
​ Open a ticket
​ Wait for access
​ Open another ticket
​ Ask a colleague
​ Use someone else’s account
​ Customers
​ Social Sign-On
​ Immediate access
​ Single Sign-On everywhere
​ Ability to engage across all channels
Comparing user experiences
​ Which would you rather provide?
Delight Customers
with Salesforce Identity
Single view of the customer as a vehicle to greater service
Who do we want to serve?
Who
Prospects
Customers
Students
Partners
What services do we need to provide?
Mobile Apps
Salesforce Apps
Custom Apps
Existing Web Properties
Who What
Prospects
Customers
Students
Partners
Where are our customers coming from?
When do we need to serve them?
Mobile Apps
Salesforce Apps
Custom Apps
Existing Web Properties
Username
& Password
Who Where
When
What
Prospects
Customers
Students
Partners
How do we do this: The Challenge
Mobile Apps
Salesforce Apps
Custom Apps
Existing Web Properties
Username
& Password
Who Where
When
WhatHow
Prospects
Customers
Students
Partners
How do we do this: The Answer
Mobile Apps
Salesforce Apps
Custom Apps
Existing Web Properties
Username
& Password
Who Where
When
WhatHow
Prospects
Customers
Students
Partners
Why have we started on this journey?
Mobile Apps
Salesforce Apps
Custom Apps
Existing Web Properties
Username
& Password
Who Where
When
What Why
Increased
Engagement
Omni-channel
Experiences
Convenience
&
Control
How
Prospects
Customers
Students
Partners
Growth
Single view of the customer as a vehicle to greater service
Mobile Apps
Salesforce Apps
Custom Apps
Existing Web Properties
Username
& Password
Who Where
When
What WhyHow
Prospects
Customers
Students
Partners
Delighted
Customers
Increased
Engagement
Omni-channel
Experiences
Convenience
&
Control
Growth
Single view of the customer as a vehicle to greater service
Mobile Apps
Salesforce Apps
Custom Apps
Existing Web Properties
Username
& Password
Who Where
When
What WhyHow
Prospects
Customers
Students
Partners
Delighted
Customers
Increased
Engagement
Omni-channel
Experiences
Convenience
&
Control
Growth
How does Salesforce Identity
delight customers?
Social Sign-on and User Registration
Where: Make it simple for users to connect
Social Login
​ Make Contacts active
​ Reduce end-user friction via 3rd party identities
​ Facebook, Google, LinkedIn, Twitter, PayPal
​ Extensible for regional social networks
Simple Registration
​ Social login simplifies new user sign-up
​ Social profiles enhance personalization
​ 3rd party verification and proofing services
​ Trigger workflows
Federation, Single Sign-On, and Authentication
What: Connected to Apps
Standards-Based and
Extensible
​ SAML
​ OpenID Connect
​ OAuth 2
​ SCIM
​ Delegated Authentication
​ Canvas APIs
Authentication, Policy
and Access control
​ Built-in OTP two-factor and
step-up authentication
​ Unphishable Out-Of-Band 2FA
(Coming Soon)
​ Risk-based authentication
​ 3rd party strong authentication
support
​ Enterprise control over OAuth
New App Launcher
or other graphic
needed here
Mobile
Identity
​ Salesforce apps
​ Quick deploy of
mobile SSO in
Salesforce1
​ Common user admin
functions in
SalesforceA
​ OTP in Salesforce
Authenticator
​ Custom apps
​ Build custom mobile
on iOS and Android in
minutes
​ Fully open-source and
standards based
​ Custom permissions
​ Social sign-on
​ Enterprise control
​ Single Sign-On
​ Pin protection
​ Two-factor
authentication
​ Delegate
authentication process
to native browser
​ Central Reporting
​ What: Deploy Once; Use Everywhere
Identity services for mobile devices
Brandable
Services
Declarative and
Programmatic Branding
​ Login Page for employees and extended
enterprise
​ Community Builder
​ App Launcher
​ Profile Page
​ Salesforce1
Brand control
How: Delivering a great user experience
Need either NTO or Fix
Community high-res screen show
Getting Going: Demo 1
​ Community Builder
​ Global Auth. Provider
​ Registration Handlers
Community administration
What you are about to see
Connecting Apps: Demo 2
​ SSO to 3rd party web sites
​ Mobile SDK
What you are about to see
Driving Engagement: Demo 3
​ Connected App Plugins
​ Salesforce Marketing Cloud Connector
​ Mobile identity services
What you are about to see
Putting it all together,
Delighting customers
Salesforce Identity Components in Action
​ Where to go in Setup to make the magic happen
Requirement Reason In Setup
Quick and Easy
Registration
Make engagement
easier
Auth. Providers
Social Sign-On Reduce friction
Grow the audience
Auth. Providers
Create Accounts,
PersonAccounts,
Contacts, & Users
during registration
Our contact data is our
gold!
Registration Handlers
Single Sign-On Seamless user
experience
Connected Apps
Enforce SSO policy and
enhance attributes
Greater control and
enhanced
personalization
ConnectedAppPlugins
Send emails the 1st
time a user logs in
Drive cross-channel
engagement
Salesforce Marketing
Cloud Connector*
​  Attend other identity sessions. View list at salesforceidentity.info
​  How-To
•  developer.salesforce.com/page/Identity
•  Salesforce Identity on YouTube
•  On GitHub
​  Ask questions
•  Join “Salesforce Identity” Chatter group on success.salesforce.com
​  Try out
•  Sign-up for a DE org or contact your AE to try it in your sandbox org
Learn More about Salesforce Identity
Thank you

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Salesforce Identity: Don't Treat Your Customers Like Your Employees

  • 1. Salesforce Identity: Don’t Treat Your Customers Like Your Employees Ian Glazer Senior Director, Identity @iglazer Chuck Mortimore VP, Product Management Identity @cmort
  • 2. ​ 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 salesforce.com, 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 non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
  • 3. Ian Glazer Senior Director, Identity @iglazer
  • 4. Chuck Mortimore VP, Product Management Identity @cmort
  • 8. Build a Complete Picture for Delighted Customers Delighted Customers
  • 12.
  • 14. Right People Right Place Right Time
  • 15. Right Access Right People Right Place Right Time
  • 17.
  • 19. Right TimeRight People Right Place
  • 20. Right TimeRight People Right PlaceRight Experience XP
  • 21. ​ Employees ​ Open a ticket ​ Wait for access ​ Open another ticket ​ Ask a colleague ​ Use someone else’s account ​ Customers ​ Social Sign-On ​ Immediate access ​ Single Sign-On everywhere ​ Ability to engage across all channels Comparing user experiences ​ Which would you rather provide?
  • 23. Single view of the customer as a vehicle to greater service
  • 24. Who do we want to serve? Who Prospects Customers Students Partners
  • 25. What services do we need to provide? Mobile Apps Salesforce Apps Custom Apps Existing Web Properties Who What Prospects Customers Students Partners
  • 26. Where are our customers coming from? When do we need to serve them? Mobile Apps Salesforce Apps Custom Apps Existing Web Properties Username & Password Who Where When What Prospects Customers Students Partners
  • 27. How do we do this: The Challenge Mobile Apps Salesforce Apps Custom Apps Existing Web Properties Username & Password Who Where When WhatHow Prospects Customers Students Partners
  • 28. How do we do this: The Answer Mobile Apps Salesforce Apps Custom Apps Existing Web Properties Username & Password Who Where When WhatHow Prospects Customers Students Partners
  • 29. Why have we started on this journey? Mobile Apps Salesforce Apps Custom Apps Existing Web Properties Username & Password Who Where When What Why Increased Engagement Omni-channel Experiences Convenience & Control How Prospects Customers Students Partners Growth
  • 30. Single view of the customer as a vehicle to greater service Mobile Apps Salesforce Apps Custom Apps Existing Web Properties Username & Password Who Where When What WhyHow Prospects Customers Students Partners Delighted Customers Increased Engagement Omni-channel Experiences Convenience & Control Growth
  • 31. Single view of the customer as a vehicle to greater service Mobile Apps Salesforce Apps Custom Apps Existing Web Properties Username & Password Who Where When What WhyHow Prospects Customers Students Partners Delighted Customers Increased Engagement Omni-channel Experiences Convenience & Control Growth
  • 32. How does Salesforce Identity delight customers?
  • 33. Social Sign-on and User Registration Where: Make it simple for users to connect Social Login ​ Make Contacts active ​ Reduce end-user friction via 3rd party identities ​ Facebook, Google, LinkedIn, Twitter, PayPal ​ Extensible for regional social networks Simple Registration ​ Social login simplifies new user sign-up ​ Social profiles enhance personalization ​ 3rd party verification and proofing services ​ Trigger workflows
  • 34. Federation, Single Sign-On, and Authentication What: Connected to Apps Standards-Based and Extensible ​ SAML ​ OpenID Connect ​ OAuth 2 ​ SCIM ​ Delegated Authentication ​ Canvas APIs Authentication, Policy and Access control ​ Built-in OTP two-factor and step-up authentication ​ Unphishable Out-Of-Band 2FA (Coming Soon) ​ Risk-based authentication ​ 3rd party strong authentication support ​ Enterprise control over OAuth New App Launcher or other graphic needed here
  • 35. Mobile Identity ​ Salesforce apps ​ Quick deploy of mobile SSO in Salesforce1 ​ Common user admin functions in SalesforceA ​ OTP in Salesforce Authenticator ​ Custom apps ​ Build custom mobile on iOS and Android in minutes ​ Fully open-source and standards based ​ Custom permissions ​ Social sign-on ​ Enterprise control ​ Single Sign-On ​ Pin protection ​ Two-factor authentication ​ Delegate authentication process to native browser ​ Central Reporting ​ What: Deploy Once; Use Everywhere Identity services for mobile devices
  • 36. Brandable Services Declarative and Programmatic Branding ​ Login Page for employees and extended enterprise ​ Community Builder ​ App Launcher ​ Profile Page ​ Salesforce1 Brand control How: Delivering a great user experience Need either NTO or Fix Community high-res screen show
  • 38. ​ Community Builder ​ Global Auth. Provider ​ Registration Handlers Community administration What you are about to see
  • 40. ​ SSO to 3rd party web sites ​ Mobile SDK What you are about to see
  • 42. ​ Connected App Plugins ​ Salesforce Marketing Cloud Connector ​ Mobile identity services What you are about to see
  • 43. Putting it all together, Delighting customers
  • 44. Salesforce Identity Components in Action ​ Where to go in Setup to make the magic happen Requirement Reason In Setup Quick and Easy Registration Make engagement easier Auth. Providers Social Sign-On Reduce friction Grow the audience Auth. Providers Create Accounts, PersonAccounts, Contacts, & Users during registration Our contact data is our gold! Registration Handlers Single Sign-On Seamless user experience Connected Apps Enforce SSO policy and enhance attributes Greater control and enhanced personalization ConnectedAppPlugins Send emails the 1st time a user logs in Drive cross-channel engagement Salesforce Marketing Cloud Connector*
  • 45. ​  Attend other identity sessions. View list at salesforceidentity.info ​  How-To •  developer.salesforce.com/page/Identity •  Salesforce Identity on YouTube •  On GitHub ​  Ask questions •  Join “Salesforce Identity” Chatter group on success.salesforce.com ​  Try out •  Sign-up for a DE org or contact your AE to try it in your sandbox org Learn More about Salesforce Identity