Salesforce has rolled out Salesforce Identity internally to improve employee productivity and streamline access to dozens of applications while ensuring a high level of security. Synchronization of users with multiple Active Directory environments and over 100 Salesforce Orgs? Check. Centralized Single Sign-On services for all employees? Check. Two-factor authentication rolled out enterprise-wide in 40 days? Check. Come learn about our journey of transforming our employees' digital experience using Salesforce Identity. Watch the video now: https://www.youtube.com/watch?v=EoJDawrWIIY

1. Salesforce on Salesforce:
Deploying Identity at Enterprise Scale
Deep insight into our use of Salesforce Identity for transforming our employees' digital experience
​ Jonathan Ungar
​ Sr. Systems Engineer
​ jungar@salesforce.com
​
​ Leo Kermes
​ Principal Security Architect
​ lkermes@salesforce.com
​
​ Matthew Bahrenburg
​ Manager, IAM
Matthew.Bahrenburg@us.pwc.com
​
​ Chuck Mortimore
​ VP, Product Management
​ cmortimore@salesforce.com
​ @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
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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
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Safe Harbor

3. Today’s Presenters
​ Chuck Mortimore
​ Salesforce
​ VP, Product Management
cmortimore@salesforce.com
​ Leo Kermes
​ Salesforce
​ Principal Security Architect
​ lkermes@salesforce.com
​ Jonathan Ungar
​ Salesforce
​ Senior Systems Engineer
​ jungar@salesforce.com
​ Matthew Bahrenburg
​ PwC
​ Manager, IAM
Matthew.Bahrenburg@us.pwc.com

4. Where we were…
• Employees had different
credentials for every system
• Employees used a single factor of
authentication for most systems
• Identity functions were
spreadsheet & ticket-based
• IAM services were based on one-
off, on-premise tools
• Lack of roles, access was granted
based on “model after” pattern
• License costs were skyrocketing

5. Where we are today
• Employees have a single
credentials for every system
• Employees use two-factor
authentication for all systems
• Identity functions are automated
• IAM services are based on
Salesforce Identity
• Automation is powered by rules-
based provisioning
• License costs drastically reduced

6. Let’s see it in action!
A rare glimpse inside the day to day life of Salesforce employees

7. So how did we do it?
Working strategies based upon our successful deployment

8. Deployment Overview:
o New "Aloha" Salesforce Identity Org set up for employee SSO
o Migrated internal Orgs, On-premise Apps, and Cloud Apps
o Deployed end-user facing IAM apps like Token Registration
and Password Reset notifications
o Centralizing authorization with Salesforce Permission Sets to
grant access / roles to specific Apps
Results:
o 135 end-user Apps integrated with Single Sign-On
o 60,000 logins per day and growing
o Acts as a compliance gateway
Key Success Strategy:
o Start with SSO and end-user facing issues for broadest
impact and visibility
o Focus on top 10 enterprise wide apps
“Aloha” Employee SSO Portal

9. Active Directory Integration
Deployment Overview
o Salesforce Identity Connect automatically controls the
Identity Lifecycle of Salesforce Users from Active Directory
o Updates in Active Directory are pushed to Salesforce in
near-real time
o Authentication for single user credential with controlled
lifecycle
o Reduced risk and administrative burden of onboarding
and off-boarding Salesforce users
Results:
o Manages over 20,000 users from 2 different Active
Directory environments
Key Success Strategy:
o Leverage an existing system of record that’s tied into your
employee lifecycle
o Make sure users have 1 password with strong controls

10. Two Factor Authentication
Deployment Overview
o Two-Factor Authentication seamless layered onto Single
Sign-On
o Multiple credential types deployed to support
o VPN integration for credential consolidation
Results:
o Enterprise wide Two-Factor Authentication rolled out in 40
days from concept to completion
o Massive lift in service protection
o Massive reducing in Token cost
Key Success Strategy
o Over communicate
o Phased rollout: Nurture adoption -> Force adoption
o Leverage Platform Agility

11. Automated Provisioning
Deployment Overview
o Using Salesforce Identity provisioning engine to
automatically manage a user’s lifecycle across multiple
external applications
o IT extended capabilities using VisualForce to enable
administrators to gradually control accounts, attributes,
and entitlements on external applications
o Provisioning data stored on the platform for management
& compliance reporting (Analytics Cloud)
Results:
o 154 Provisioning Enabled Applications
Key Success Strategy
o Provided a temporary period of co-existence with current
processes
o Consolidated & transitioned support to a central
administration team
​ Administrator Initiated Provisioning

12. Automated Provisioning
Deployment Overview
o Leverage attributes on the User record and predefined
business rules to drive provisioning actions
o Automatically assign and remove access as the user
evolves throughout their career
o Built using the platform’s out-of-box provisioning engine
and a custom Apex plugin
Results:
o Reduction of over 1,600 manual provisioning tasks per
day
Key Success Strategy
o Defined rule definitions as part of the application
onboarding process
o Worked with the business to standardize legacy access
​ Administrator Initiated Provisioning

13. Q&A Panel
Ask questions of the team that made it happen

14. What to check out next:
Single Sign-On and User Provisioning: Wednesday 3:30, Moscone West, 2007
Integrating Active Directory with Salesforce: Wednesday 5:00, Moscone West, 2009
Don't Treat Your Customers Like Your Employees: Thursday 3:00PM, Moscone West, 2009
Secure Salesforce with 2 Factor Authentication: Friday 10:30AM, Moscone West, 2011
Success Community: https://www.sfdc.co/identity-success
Identity Videos: https://www.sfdc.co/identity-howtos

15. Thank you