Salesforce Identity-and-Access-Management-Architect Dumps

To allow Salesforce profiles to be managed from a central system of record, the architect should recommend to implement JIT provisioning on the SAML IDP that will pass the profile ID in each assertion. JIT provisioning is a process that creates or updates user accounts on Salesforce based on information sent by an external identity provider (IDP) during SAML authentication. By passing the profile ID in each assertion, the IDP can control which profile is assigned to each user. Option B is not a good choice because creating an Apex scheduled job in one org that will synchronize the other orgs profile may not be scalable, reliable, or secure. Option C is not a good choice because implementing Delegated Authentication that will update the user profiles as necessary may not be feasible, as Delegated Authentication only verifies the user’s credentials against an external service, but does not pass any other information to Salesforce. Option D is not a good choice because implementing an OAuth JWT flow to pass the profile credentials between systems may not be suitable, as OAuth JWTflow is used for server-to-server integration, not for user authentication.

Custom SAML JIT Provisioning allows Salesforce to dynamically create or update user records in the classified information system based on the SAML assertion sent by Salesforce as the IdP. This way, the staff can access the system only when they have an open “Classified” case, and their access is revoked when they don’t. Option A is incorrect because Salesforce reports are not a reliable way to grant or revoke access to the system, as they are not updated in real time and may not reflect the current status of the cases. Option B is incorrect because Apex triggers can only assign or remove permission sets within Salesforce, not in an external system. Option D is incorrect becausea Common Connected App Handler using Apex is used to customize the behavior of a connected app, not to control access to an external system based on user attributes. References: Custom SAML JIT Provisioning, Create a Custom Connected App Handler

The two scope values that an architect should recommend to UC are api and refresh_token. The api scope allows the app to access the Salesforce REST API and use custom objects and custom Apex code. Therefresh_token scope allows the app to obtain a refresh token that can be used to get new access tokens without requiring the user to re-enter credentials. Option A is not a good choice because the custom_permissions scope allows the app to access custom permissions in Salesforce, but it does not affect how the app can access the REST API or avoid user re-authentication. Option D is not a good choice because the full scope allows the app to access all data accessible by the user, including the web UI and theAPI, but it may be unnecessary or insecure for UC’s requirement. References: OAuth 2.0 Web Server Authentication Flow, Digging Deeper into OAuth 2.0 on Force.com

The three features of federated single sign-on (SSO) solutions are:

It establishes trust between identity store and service provider. Federated SSO is a processthat allows users to access multiple applications or systems with one set of credentials by using a common identity provider (IdP) that authenticates the user and issues a security token to the service provider (SP) that grants access. This process requires a trust relationship between the IdP and the SP, which is established by exchanging metadata and certificates.

It improves affiliated applications adoption rates. Federated SSO improves the user experience and satisfaction by reducing the number of login prompts, passwords, and authentication failures that users have to deal with when accessing multiple applications or systems. This can increase the usage and adoption rates of the affiliated applications or systems, as users can access them more easily and conveniently.

It enables quick and easy provisioning and deprovisioning of users. Federated SSO enables centralized management of user accounts and access rights by using the IdP as the source of truth for user identity and attributes. This can simplifyand automate the provisioning and deprovisioning of users across multiple applications or systems, as changes made in the IdP can be reflected in the SPs without requiring manual intervention or synchronization.

The other option is not a feature of federated SSO solutions. Federated SSO does not solve all identity and access management problems, as it still faces challenges such as security risks, compatibility issues, governance policies, and user education. References: [Federated Single Sign-On], [Set UpFederated Authentication Using SAML], [Benefits of Single Sign-On], [How Single Sign-On Improves Application Adoption Rates], [User Provisioning for Federated Single Sign-On], [Just-in-Time Provisioning for SAML], [Challenges of Single Sign-On]

QUESTIONNO: 21

Universal Containers (UC) has an existing e-commerce platform and is implementing a new customer community. They do not want to force customers to register on both applications due to concern over the customers experience. It is expected that 25% ofthe e-commerce customers will utilize the customer community . The e-commerce platform is capable of generating SAML responses and has an existing REST-ful API capable of managing users. How should UC create the identities of its e-commerce users with thecustomer community?

A. Use SAML JIT in the Customer Community to create users when a user tries to login to the community from the e-commerce site.

B. Use the e-commerce REST API to create users when a user self-register on the customer community and useSAML to allow SSO.

C. Use a nightly batch ETL job to sync users between the Customer Community and the e-commerce platform and use SAML to allow SSO.

D. Use the standard Salesforce API to create users in the Community When a User is Created in the e-Commerce platform and use SAML to allow SSO.

Answer: A

The best option for UC to create the identities of its e-commerce users with the customer community is to use SAML JIT in the customer community to create users when a user tries to login to the community from the e-commerce site. SAML JIT (Just-in-Time) is a feature that allows Salesforce to create or update user accounts based on the information provided in a SAML assertion from an identity provider (IdP). This feature enables UC to avoid duplicating user registration on both applications and provide a seamless single sign-on (SSO) experience for its customers. The other options are not optimal for this scenario. Using the e-commerce REST API to create users when a user self-registers on the customer communitywould require the user to register twice, once on the e-commerce site and once on the customer community, which would degrade the customer experience. Using a nightly batch ETL job to sync users between the customer community and the e-commerce platformwould introduce a delay in user creation and synchronization, which could cause errors or inconsistencies. Using the standard Salesforce API to create users in the community when a user is created in the e-commerce platform would require UC to write custom code and maintain API integration, which could increase complexity and cost. References: [Just-in-Time Provisioning for SAML], [Single Sign-On], [SAML SSO Flows]

The Entity ID is a unique identifier for a service provider or an identity provider in SAML SSO. It is used to differentiate between different service providers or identity providersthat may share the same issuer orlogin URL. In Salesforce, the Entity ID is automatically generated based on the organization ID and can be viewed in the Single Sign-On Settings page1. If youhave a custom domain set up, you can use [customDomain].my.salesforce.comas the Entity ID2. If you want to use the same IdP for two Salesforce orgs, you need to use different Entity IDs for each org, otherwise the IdP will not be able to distinguish them and may send incorrect assertions. You can also use different certificates, issuers, or login URLs for each org, but usingdifferent Entity IDs is the simplest and recommended way3.

Security Assertion MarkupLanguage (SAML) Validator is a tool that allows administrators to test and troubleshoot SAML single sign-on configurations. It can show which part of the login assertion is failing and provide error messages and suggestions. SAML Metadata file importer andIdentity Provider Metadata download are features that allow administrators to import or download metadata files for SAMLconfigurations. Connected App Manager is a tool that allows administrators to manage connected apps in Salesforce. References: SAML Validator, SAML Single Sign-On Settings, Connected App Manager

A Canvas app is a web application that can be embedded within Salesforce and access Salesforce data using the signed request authentication method. This method allows the Canvas app to receive a signed request that contains the context and OAuth token when it is loaded. The Canvas app can use the SDK to request a new or refreshed signed request on demand2. This way, the users do not need to re-authenticate when accessing the web application from Salesforce. References: Requesting a Signed Request, SAML SingleSign-On for Canvas Apps, Mastering Salesforce Canvas Apps

 To allow users to login with their Facebook or LinkedIn credentials, Salesforce will play the role of a service provider (SP). A SP is an entity that relies on an identity provider (IdP) to authenticate and authorize users. In this scenario, Facebook and LinkedIn are the IdPs, and Salesforce is the SP. TheSP receives a token from the IdP and uses it to access Salesforce resources. The other options are not correct for this scenario. References: Service Provider, Social Sign-On with Authentication Providers

 To meet the requirement of having active community users review andaccept the community rules and update key contact information before their annual partner event, the identity architect should create a login flow that conditionally prompts users who have not accepted the new community rules and who have missing or outdated information. A login flow is a custom post-authentication process that can be used to add additional screens or logic after a user logs in to Salesforce. By creating a login flow, the identity architect can check the user’s status and information and display the appropriate screens for them to review and accept the community rules and update their contact information. References: Login Flows, Create a Login Flow

The Canvas framework supports OAuth 2.0 for authorization1. There are two OAuth flows that can be used to authenticate the third-party app using the canvas framework: User-Agent OAuth Flow and Web Server OAuth Flow2. The User-Agent OAuth Flow uses the Canvas JavaScript SDK to obtain an OAuth token by using the login function in the SDK2. The Web Server OAuth Flow redirects the user to the Salesforce OAuthauthorization endpoint and then obtains an OAuth access token by making a POST request to the Salesforce OAuth token endpoint2. Both of these flows allow the third-party app to authenticate itself against Salesforce as the IdP. The SAML Single Sign-on flow can also be used to allow the third-party app to authenticate itself against UC’s IdP, which is another option for authentication3.

A is correct because SAML-based Federated authentication requires trust relationships between the IdP and the SP. The IdP issues a SAML assertion that contains information about the user’s identity and attributes. The SP validates the assertion and grants access to the user.

C is correct because web applications that use SAML-based Federatedauthentication do not require passwords for users to log in. Instead, they rely on the IdP to authenticate the users and provide a secure token. This eliminates the risk of password breaches and phishing attacks.

E is correct because centralized federationprovides a single point of access, control, and auditing for web applications that use SAML-based Federated authentication. Users can access multiple applications with one login, administrators can manage user access from one place, and auditors can monitor user activity across applications.

B is incorrect because SAML tokens are always in XML format. They cannot be used interchangeably with JSON tokens, which are used by OAuth or OpenID Connect protocols.

D is incorrect because access tokens are not usedby SAML-based Federated authentication. Access tokens are used by OAuth or OpenID Connect protocols to access resources on the server once the user is authenticated.

The appropriate license type choices for sales and marketing users, given that Salesforce is using delegated authentication, are:

Salesforce license for sales users. This license type allows internalusers, such as employees, to access standard and custom Salesforce objects and features, such as opportunities and reports. This license type also supports delegated authentication, which is a feature that allows Salesforce to delegate the authentication process to an external service by making a SOAP callout to a web service that verifies the user’s credentials. This license type is suitable for sales users who use Salesforce for opportunity management and need to log in with delegated authentication.

Platform license for marketing users. This license type allows internal users to access custom Salesforce objects and features, such as custom apps and tabs. This license type also supports delegated authentication and single sign-on (SSO), which are featuresthat allow users to log in with an external identity provider (IdP) or service provider (SP). This license type is suitable for marketing users who use a third-party application called Nest for lead nurturing and need to log in with SSO using Salesforce asthe IdP or SP.

The other options are not appropriate license types for this scenario. Identity license for sales or marketing users would not allow them to access standard or custom Salesforce objects and features, as this license type only supports identity features, such as SSO and social sign-on. External Identity license for marketing users would not allow them to access custom Salesforce objects and features, as this license type is designed for external users, such as customers or partners, who access a limited set of standard and custom objects in a community. Identity Connect license for marketing users is not a valid license type, as Identity Connect is a desktop application that integrates Salesforce with Microsoft Active Directory (AD) and enables SSO between the two systems. References: [Salesforce Licenses], [Delegated Authentication], [Platform Licenses], [Single Sign-On], [External Identity Licenses], [Identity Connect]

OAuth 2.0 is an open standard for authorization that allows a third-party application to obtain limited access to a protected resource on behalf of auser. To authorize a third-party service using OAuth 2.0 with the Salesforce Experience Cloud site, the identity architect should do the following steps:

Create a connected app for the third-party service in Salesforce. A connected app is an applicationthat integrates with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect. To create a connected app, you need to provide the basic information, such as the app name, logo URL, contact email, and API name. You also need toenable OAuth and configure the OAuth settings, such as the callback URL, the scopes, and the policies.

Authorize the third-party service by sending authorization requests to the community-url/services/oauth2/authorize/expid_value. This is a special endpoint that allows you to specify an experience ID (expid) as a query parameter in the authorization request. The experience ID is a unique identifier for each experience (community or site) in Salesforce. By using this endpoint, you can dynamically render thelogin page images based on the user’s brand preference selected in the third-party service before authorization.

The two OAuth flows that support refresh tokens are Web server and User-Agent. According to the Salesforce documentation2, “The webserver authentication flow and user-agent flow both provide a refresh token that can be used to get a new access token.” Therefore, option A and C are the correct answers.

High assurance sessions are sessions that require a stronger level of identity verification, such astwo-factor authentication or SAML assertions1. Google Authenticator is an app that generates verification codes on your mobile device that you canuse as a second factor of authentication2. These measures can help prevent unauthorized access to the connected app by ensuring that the useris who they claim to be and that they have access to their mobile device. Disallowing the use of single sign-on (SSO) for the mobile app is not a recommendation because SSO can provide a seamless and secure user experience across multiple applications3. Setting login IP ranges totheinternal network for the app users profiles is not a recommendation because it can limit the mobility and flexibility of the users who are commonly out of the office. References: 1: Session Security Levels 2: Google Authenticator 3: Connected Apps : [Restrict Login Access by IP Address]

Dynamic branding is a feature that allows Experience Cloud sites to display differentbranding elements, such as logos, colors, or images, based on the user’s profile or preferences. To use dynamic branding, the community must be built with the Customer Account Portal template, which supports this feature. An experience ID (expid) or placeholder parameter must be used in the URL to represent the brand and trigger the dynamic branding logic.

 The two recommended actions UC can take to achieve the functionality of allowing community users to register and log in with LinkedIn or Facebook credentials are:

Enable Facebook and LinkedIn as login options in the login section of the community configuration. This action allows UC to configure Facebook and LinkedIn as authorization providers in Salesforce, which are external services that authenticate users and provide information about their identity and attributes. Byenabling these login options in the community configuration, UC can display Facebook and LinkedIn icons on the community login page and allow users to log in with their existing credentials from these services.

Create custom registration handlers to linkLinkedIn and Facebook accounts to user records. This action allows UC to create Apex classes that implement the Auth.RegistrationHandler interface and define the logic for creating or updating user accounts in Salesforce when users log in with LinkedIn orFacebook. By creating custom registration handlers, UC can map the information from the authorization providers to the user fields in Salesforce, such as name, email, profile, or contact.

The other options are not recommended actions for this scenario. Storing the LinkedIn or Facebook user IDs in the Federation ID field on the Salesforce user record is not necessary or sufficient for enabling SSO with these services, as the Federation ID is used for SAML-based SSO, not OAuth-based SSO. Creating custom buttons for Facebook and LinkedIn using JavaScript/CSS on a custom Visualforce page is not advisable, as it would require custom code and UI development, which could increase complexity and maintenance efforts. Moreover, it would not leverage the built-in functionality of authorization providers and registration handlers that Salesforce provides. References: [Authorization Providers], [Enable Social Sign-On for Your Community], [Create a Registration Handler Class], [Auth.RegistrationHandler Interface], [Federation ID]

The refresh token is used to obtain a new access token when the previous one expires. To revoke the user session, the logout function should invoke the revocation URL and pass the refresh token as a parameter. This will invalidate both the refresh token and the access token, and prevent the user from accessing Salesforce without logging in again2.

The recommended solution for UC to enable a two-factor login process for Salesforce and their existing on-premise applications is to replace the custom 2FA system with Salesforce 2FA for on-premise applications and Salesforce. Salesforce 2FA is a feature that requires users to verify their identity with a second factor, such as a verification code or a mobile app, after entering their username and password. Salesforce 2FA can be enabled for both Salesforce and on-premise applications by using one of the following methods:

Use Salesforce Authenticator, a mobile app that generates verification codes or sends push notifications to users’ devices.

Use a third-party authenticator app, such as Google Authenticator or Microsoft Authenticator, that generates verification codes based on a shared secret key.

Use a verification code sent by email or SMS to users’ registered email address or phone number.

Use a U2F security key, such as YubiKey, that plugs into users’ devices and provides a physical token.

By replacing the custom 2FA system with Salesforce 2FA, UC can benefit from the following advantages:

Improved security and compliance by using a standard and proven 2FA solution that protects against phishing, credential theft, and brute force attacks.

Reduced complexity and cost by eliminating theneed to maintain a custom 2FA system and integrating it with Salesforce.

Enhanced user experience and convenience by providing multiple options for verifying identity and allowing users to remember trusted devices or browsers.

The other options are not recommended solutions for this scenario. Using the custom 2FA system for on-premise applications and native 2FA for Salesforce would create inconsistency and confusion for users who have to use different methods of verification for different applications. Replacing the custom 2FA system with an AppExchange app that supports on-premise applicationsand Salesforce would require UC to find an app that meets their specific needs and pay for its license and maintenance. Using custom login flows to connect to the existing custom 2FA system for use in Salesforce would require UC to write custom code and logic to invoke the custom 2FA system from Salesforce, which could introduce security and performance issues. References: [Two-Factor Authentication], [Salesforce Authenticator], [Third-Party Authenticator Apps], [Verification Code via Email or SMS], [U2F Security Keys], [Custom Login Flows]

The two OAuth scopes that UCshould configure in the connected app are:

Refresh token. This scope allows the mobile app to obtain a refresh token from Salesforce when it obtains an access token. A refresh token can be used to obtain a new access token when the previous one expires orbecomes invalid. This scope enables UC to provide an optimal experience for its mobile users by reducing the number of login prompts and authentication failures.

API. This scope allows the mobile app to make REST API calls to Salesforce using the access token. The REST API allows the mobile app to access or manipulate data and metadata in Salesforce using HTTP methods. This scope enables UC to build a custommobile app that can connect to Salesforce and perform various operations on Salesforce resources.

To enable a trusted connection between the login services and Salesforce, UC should enforce mutual authentication between systems using SSL. Mutual authentication is a process in which both parties in a communication verify each other’s identity using certificates7. SSL (Secure Sockets Layer) is a protocol that provides secure communication over the Internet using encryption and certificates8. By using mutual authentication with SSL, UC can ensure that only authorized login services can access Salesforce and vice versa. This can prevent unauthorized access, impersonation, or phishing attacks.

Creating a token is one of the roles of an Identity Provider in a Single Sign-on setup using SAML. SAMLis a standard protocol that allows users to access multiple applications with a single login. In SAML, an Identity Provider (IdP) is a system that authenticates users and issues a security token that contains information about the user’s identity and permissions. A Service Provider (SP) is a system that consumes the token and grants access to the user based on the token’s attributes. The other options are not roles of an IdP, but rather functions of the SAML protocol or the SP. 

The action that an architect should recommend to UC is to configure the main Salesforce org as the identity provider. An identity provider is an application that authenticates users and provides information about them to service providers. A service provider is an application that provides a service to users and relies on an identity provider for authentication. SAML (Security AssertionMarkup Language) is an XML-based standard that allows identity providers and service providers to exchange authentication and authorization data. SSO (Single Sign-On) is a feature that allows users to access multiple applications with one login. In this scenario, the main Salesforce org is the identity provider that authenticates users using SAML and provides information about them to the regional Salesforce orgs. The regional Salesforce orgs are the service providers that provide services to users and relyon the main Salesforce org for authentication. This way, users can access the regional Salesforce orgs from the main Salesforce org seamlessly using SSO.

The twostatements that are capabilities of Identity Connect are:

It supports both identity-provider-initiated and service-provider-initiated SSO. Identity Connect is a desktop application that integrates Salesforce with Microsoft Active Directory (AD) and enablessingle sign-on (SSO) between the two systems. Identity Connect supports both identity-provider-initiated SSO, which is when the user starts at the AD site and then is redirected to Salesforce with a SAML assertion, and service-provider-initiated SSO, which is when the user starts at the Salesforce site and then is redirected to AD for authentication.

It enables automated user synchronization and deactivation. Identity Connect allows administrators to synchronize user accounts and attributes between AD andSalesforce, either manually or on a scheduled basis. Identity Connect also allows administrators to deactivate user accounts in Salesforce when they are disabled or deleted in AD, which helps maintain security and compliance.

The other options are not capabilities of Identity Connect. Identity Connect does not support synchronization of Salesforce permission set license assignments, as these are not related to AD attributes. Identity Connect does not support multiple orgs connecting to multiple AD servers,as it can only connect one Salesforce org to one AD domain at a time. References: [Identity Connect], [Identity Connect Features], [Identity Connect User Synchronization], [Identity Connect Single Sign-On]

The two risks that the architect should point out for using delegated authentication as the sole means of authenticating Salesforce users are:

UC will be required to develop and support a custom SOAP web service. Delegated authentication is a feature that allows Salesforce to delegate the authentication process to an external service by making a SOAP callout to a web service that verifies the user’s credentials. This feature requires UC to develop and support a custom SOAP web service that can accept and validate the user’s username and password, and return a boolean value to indicate whether the authentication is successful or not. This could increase complexity and cost for UC, as they need to write custom code and maintain the web service.

Salesforce users will be locked out of Salesforce if the web service goes down. Delegated authentication relies on the availability and performance of the external web service that handles the authentication requests from Salesforce. If the web service goes down or becomes slow, Salesforce users will not be able to log in or access Salesforce, as they will receive an error message or a timeout response. This could cause disruption and frustration for UC’s business operations and user satisfaction.

The other options are not valid risks for using delegated authentication. Delegated authentication can be enabled or disabled for individual users or groups of usersby using permission sets or profiles, not for the entire Salesforce org. The web service does not need to reside on a public cloud service, such as Heroku, as it can be hosted on any platform that supports SOAP services and can communicate with Salesforce.References: [Delegated Authentication], [Enable ‘Delegated Authentication’], [Troubleshoot Delegated Authentication]

The web server flow is an OAuth2.0 authorization code grant type, which follows this sequence of steps:

The client app requests an authorization code from Salesforce by redirecting the user to the authorization endpoint.

The user authenticates and authorizes access to the client app.

Salesforce grants an authorization code and redirects the user back to the client app.

The client app requests an access token from Salesforce by sending the authorization code to the token endpoint.

Salesforce grants an access token and a refresh token tothe client app.

 Enabling “MFA for User Interface Logins” for the organization is the simplest way to ensure that all user logins include a single MFA prompt. This setting applies to both direct logins and SSO logins, and overrides any other MFA settings at the profile or permission set level. References: Enable MFA for Direct User Logins, Everything You Need to Know About MFA Auto-Enablement and Enforcement

 Active Directory Password Sync Plugin allows usersto log in to Salesforce with their Active Directory password without using a VPN. Salesforce Identity Connect synchronizes users and groups between Active Directory and Salesforce and enables single sign-on. References: Active Directory Password Sync Plugin, Salesforce Identity Connect

 To populate data for new and existing users in the Salesforce User object custom field when they log in using SSO, the identity architect should implement the Auth.SamlJitHandler interface and create and update methods. The Auth.SamlJitHandler interface is an interface that defines how to handle SAML assertions for Just-in-Time (JIT) provisioning. JIT provisioning is a feature that allows Salesforce to create or update user records on the fly when users log in through an external identity provider. The create and update methods are methods in the Auth.SamlJitHandler interface that define how to create or update users in Salesforce based on the information from the SAML assertion. References: Auth.SamlJitHandler Interface, Just-in-Time Provisioning for SAML and OpenID Connect

 To set up SSO for a selected group of users to access external applications from Salesforce through App Launcher, UC must complete the following steps in Salesforce:

Associate user profiles with theconnected apps. A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect3. To access a connected app, usersmust have the appropriate permissions assigned to them, either through their profile or a permission set4. UC can associate user profiles with the connected apps to control which users can access which apps.

Complete My Domain and identity provider setup. My Domain isa feature that lets UC create a custom domain name for their Salesforce org. It is required for setting up SSO with external identity providers. An identity provider is a trusted system that authenticates users for other service providers. UC must set up an identity provider that supports SSO protocols such as SAML or OpenID Connect and configure it to communicate with Salesforce.

Create connected apps for the external applications. UC must create connected apps for each external application that they wantto access from Salesforce through App Launcher. A connected app defines the attributes of the external application, such as its name, logo, description, and callback URL4. It also specifies the SSO protocol and settings thatare used to authenticate users and grant access tokens4.

 Relaxing the IP restriction in the connected app settings for the Salesforce1 mobile app and relaxing the IP restriction with a second factor in the connected app settings for Salesforce1 mobile app are two options that an architect should recommend. These options allow UC employees to access the Salesforce1 mobile app from any location, while still maintaining some level of security. Relaxing the IP restriction means that users can log in to the connected app from outside the trusted IP ranges defined in their profiles1. Adding a secondfactor meansthat users need to provide an additional verification method, such as a verification code or a security key, to access the app2. Using a login flow to bypass IP rangerestriction for the mobileapp is not a recommended option because it can create a complex and inconsistent user experience3. Removing existing restrictions on IP ranges for all types of user access is not a recommended option because it can exposeUC’s data and applications tounauthorized access4. References: 1: Restrict Access to Trusted IP Ranges for a Connected App 2: Require Multi-Factor Authentication for Connected Apps 3: [Custom Login Flows] 4: [Restrict Login Access by IP Address]

The ‘Relaystate’ parameter is an HTTP parameter that can be included as part of the SAML request and SAML response. In an SP-initiated sign-in flow, the SP can set the RelayState parameter in the SAML request with additional information about the request,such as the URL of the resource that the user is trying to access. The IDP should just relay it back in the SAML response without any modification or inspection. Therefore, the ‘Relaystate’ parameter contains a reference to a URL redirect parameter at theservice provider123. References: 1: single sign on - What isexactly RelayState parameter used in SSO (Ex. SAML)? - Stack Overflow 2: java - How to send current URL as relay state while sending authentication request to IDP - Stack Overflow 3: Understanding SAML | Okta Developer

The Federation ID is a field on the user object that is used to link a Salesforce user with an external identity provider. When using SAML SSO, Salesforce matches the Federation ID value with the NameID element in the SAML assertion to identify the user. To troubleshoot the issue of getting a generic SAML error message when accessing the other orgs, the architect should review the following considerations:

The Federation ID must be case sensitive, which means that the value in the user record must match exactly with the value in the SAML assertion. For example, if the Federation ID is “John.Doe”, then “john.doe” or “JOHN.DOE” will not work.

The Federation ID must be populated on the user record, which means that the user must have a value for this field in each org that they want to access via SSO. If the Federation ID is blank or missing, then Salesforce will not be able to match the user with the SAML assertion.

Thetwo items that an architect should recommend for UC to minimize the administration overhead are:

Enable the “Refresh Tokens is valid until revoked” setting in the Connected App. This setting allows the mobile app to obtain a refresh token from Salesforce when it obtains an access token. A refresh token can be used to obtain a new access token when the previous one expires or becomes invalid. By enabling this setting in the Connected App, UC can reduce the number of login prompts and authentication failuresfor its mobile users, as they can use the refresh token to renew their access without entering their credentials again.

Enable the “All users may self-authorize” setting in the Connected App. This setting allows users to grant access to the mobile app without administrator approval. By enabling this setting in the Connected App, UC can simplify and speed up the deployment process for its mobile app, as they do not need to manually authorize each user or group of users.

The other options are not recommendeditems for this scenario. Enabling the “Enforce IP restrictions” setting in the Connected App would limit the mobile app access to certain IP ranges, which could prevent some users from accessing the app from different locations or networks. Enabling the “High Assurance session required” setting in the Connected App would require users to verify their identity with a second factor before accessing the mobile app, which could increase complexity and inconvenience for users. References: [Connected Apps], [Refresh Token], [All Users May Self-Authorize], [IP Restrictions for Connected Apps], [Require a Second Factor of Authentication for Connected Apps]

The recommended approach for UC to expand the self-registration capabilities such that customers receive a different community experience based on the data they provide during the registration process is to modify the community pages to utilize specific fields on the user and contact records. This approach allows UC to customize the community pages based on the user’s profile, preferences, interests, or other attributes that are stored in the user or contact fields. For example, UC can use conditional visibility rules or audience criteria to display different components or content based on the user’s field values. This approach does not require any code or complex configuration, and it provides a flexible and personalized community experience for different customer segments. The other options are not recommended for this scenario. Creating an after-insert Apex trigger on the user object to assign specific custom permissionswould require UC to write code and manage custom permissions, which could increase maintenance and testing efforts. Creating separate login flows corresponding to the different community user personas would require UC to create multiple login pages and logic, which could increase complexity and confusion. Modifying the existing communities’ registration controller to assign different profiles would require UC to write code and manage multiple profiles, which could increase security and governance risks. References: [Customize Your Community Pages], [Set Component Visibility], [Create Custom Login Flows], [Customize Self-Registration]

  These are the systems that are acting as identity providers (IdPs) in the SSO scenario. An IdP is a trusted provider that enables a customer to use single sign-on (SSO) to access other websites5. In this case, Pingfederate and Salesforce Org 1 are the IdPs that authenticate the users and issue SAML assertions or OAuth tokensto the service providers (SPs). The SPs are the websites that hostapps and rely on the IdPs for authentication5. In this case, Salesforce Org 2, Financial System, and CPQ Systemare the SPs that receive the SAML assertions or OAuth tokens from the IdPs and grant access to the users.

Option A is incorrect because Financial System is not an IdP, but an SP. It does not authenticate the users, but receives SAML assertions from Pingfederate. Option C is incorrect because Salesforce Org 2 is not an IdP, but an SP. It does not authenticate the users, but receives OAuth tokens from Salesforce Org 1.

IDP-initiated SSO flow is when the user starts at the identity provider (IDP) site and then is redirected to the service provider (SP) site with a SAMLassertion. This flow is suitable for UC’s scenario because they want to use their existing portal as the primary site and also enable seamless access to the partner community. The IDP-initiated flow does not require the user to log in again at the SP site,which is Salesforce in this case.

The two Salesforce license types that UC needs for its employees are Identity and Identity Connect licenses. According to the Salesforce documentation, “Identity licenses let your employees access any app that supports standards-based single sign-on (SSO). Identity Connect licenses let you integrate your Active Directory with Salesforce.” Therefore, option B and D are the correct answers. References: [Identity Licenses]

 JWT Bearer Token flow and SAML Bearer Assertion flow are two OAuth flows that can be usedto authenticate to Salesforce using digital certificates. JWT Bearer Token flow allows a connected app to request an access token from Salesforce by using a JSON Web Token (JWT) that is signed with a digital certificate. SAML Bearer Assertion flow allowsa connected app to request an access token from Salesforce by using a SAML assertion that is signed with a digital certificate. These two flows can meet therequirement of UC to use OAuth and digital certificates to connect to Salesforce from the recruiting system.

In an environment where Salesforce users are enabled to access Google Apps from within Salesforce through App Launcher and Connected App setup, Google is the service provider and Salesforce is the identity provider. A service provider is an application that provides a service to users and relies on an identity provider for authentication3. A connected app is a service provider that integrates an application with Salesforce using APIs4. An identity provider is an application that authenticates users and provides information about them to service providers3. The App Launcher is a feature that allows users to access Salesforce, connected, and on-premises apps from one location5. In this scenario, Google Apps are connected apps that provide services to Salesforce users, such as Gmail, Google Drive, and GoogleCalendar. Salesforce isthe identity provider that authenticates users and allows them to access Google Apps with their Salesforce credentials using single sign-on (SSO)6.

Identity Connect will not support user provisioning inUC’s current environment. Identity Connectis a tool that synchronizes user data between Active Directory and Salesforce, but it does not work with other identity sources such as a Custom Database5. Therefore, if UC wants to use Identity Connect as an Idp, they will not be able to provision users from their Custom Database to Salesforce.

Options B, C, and D are incorrect because Identity Connect does not have any limitations on the type of SAML flow or the compatibility with UC’s current identity environment. Identity Connect supports both Idp-initiated and SP-initiatedSAML flows6, and it can act as an Idp for any external service provider that supports SAML 2.07.

 OAuth 2.0 Asset Token Flow is the flow that allows connected devices to request an asset token from Salesforce. The device obtains an access tokenand an actor token, and uses them to create an asset token. This flow enables efficient token exchange and automatic linking of devices to Service Cloud Asset records. References: OAuth 2.0 AssetToken Flow for Securing Connected Devices, OAuth Authorization Flows

 To integrate the order fulfillment app with the Salesforce API using OAuth 2.0 protocol, the identity architect should use aConnected App and OAuth scopes. A Connected App is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as OAuth 2.0. OAuth scopes are permissions that define the specific data that an external application can access or modify in Salesforce. To use OAuth 2.0 protocol, the identity architect needs to configure a Connected App in Salesforce and assign the appropriate OAuth scopes to it, such as “api” or “full”. References: Connected Apps, OAuth Scopes

This is because without My Domain, Salesforce will not know in advancewhat Identity Provider (IdP) to use for SSO, since it does not even know yet what Organization the user is trying to login to1. SP-initiated SSO is thescenario where the user starts with a Salesforce link (login page, deep link, Outlook Sync URL, etc.) and then gets redirected to the IdP for authentication2. Without My Domain, SP-initiated SSO requires that the user do an IdP-initiated SSO at least once first so that Salesforce can set a cookie in theirbrowser identifying the IdP1. The other options are not correct for this question because:

IdP-initiated SSO will work without My Domain, as long as the user starts SSO at the IdP and sends the identity information to Salesforce along with SAML protocol information that identifies the Organization and the IdP2.

Neither SP- nor IdP-initiated SSO will not work is false, as explained above.

Either SP- or IdP-initiated SSO will work is false, as explained above.

 Identity Connect is a tool that synchronizes user data between Microsoft Active Directory and Salesforce. It allows user provisioning, deprovisioning, and single sign-on (SSO) between multiple Active Directory domains and a single Salesforce org. Oneof the features of Identity Connect is that it can revoke the user’s Salesforce session immediately when the user is deprovisioned in an on-premise Active Directory. This can enhance security and compliance by preventing unauthorized access to Salesforceresources. References: Identity Connect Implementation Guide, Identity Connect Overview

 D is correct because External Identity license is designed forcustomers who need to log in to Salesforce using external authentication providers, such as Facebook and Google. External Identity license also supports App Launcher, which allows customers to access other applications from Salesforce using OAuth or OpenIDConnect .

A is incorrect because Customer Community license is designed for customers who need to access data and records in Salesforce, such as cases, accounts, and contacts. Customer Community license does not support App Launcher or external authentication providers.

B is incorrect because Identity license is designed for employees who need to access multiple applications from Salesforce using SSO and App Launcher. Identity license does not support external authentication providers or customer data access.

C is incorrect because Customer Community Plus license is designed for customers who need to access data and records in Salesforce, as well as collaborate with other customers and partners. Customer Community Plus license does not support App Launcheror external authentication providers.

According to the Salesforce documentation2, OAuth2 RPs (relying parties) are applications that use OAuth 2.0 for authentication and authorization with an external identity provider. This allows users to log in to multiple applications with a single identity provider account. Theidentity provider issues an access token to the relying party, which can be used to access protected resources on behalf of the user. This solution can support high volumes of logins per minute and unify multiple B2C Commerce sites and an Experience Cloud community with a single identity. 

The default client certificate or the certificate from the Certificate and Key Management menu is sent along with the outbound message. When sending outbound messages, Salesforce will present the CA-signed or self-signed certificate configured underSetup | Security Controls | Certificate and KeyManagement | API Client Certificate1. The default client certificate is a self-signed certificate that Salesforce generates for you when you enable outbound messages2. You can also create your own self-signed or CA-signed certificates and upload themto the Certificate and Key Management menu3. The certificate from the Develop | API menu is not usedfor outbound messages, but for SOAP API clients that need to authenticate with Salesforce4.References: 1: Know more about all the SSL certificates that are supported by Salesforce 2: Setting Up Outbound Messaging 3: Create a Self-Signed Certificate 4: [Generate or Regenerate a Client Certificate]

D is correct because using custom login flows with callouts to a third-party fingerprint scanning application allows UC to support fingerprints as a form of identification for Salesforce authentication. Custom login flows allow UC to implement custom logic and UI elements for authentication, such as calling an external web service that performs fingerprint scanning and verification. A is incorrect because using Salesforce two-factor authentication with callouts to a third-party fingerprint scanning application does not support fingerprints as a form of identification for Salesforce authentication. Salesforce two-factor authentication requires users to enter a verification code or use an app like Salesforce Authenticator, not a fingerprint. B is incorrect because using delegated authentication with callouts to a third-party fingerprint scanning application does not support fingerprints as a form of identification for Salesforce authentication. Delegated authentication requires users to enter their username and password, not a fingerprint. C is incorrect because using an AppExchange product that does fingerprint scanning with native Salesforce identity confirmation does not support fingerprints as a form of identification for Salesforce authentication. AppExchange products are third-party applications that integrate with Salesforce, not native Salesforce features. Verified References: [Custom Login Flows], [Two-Factor Authentication], [Delegated Authentication], [AppExchange]

The two options that an architect should recommend for UC to roll out the Salesforce1 mobile app and make it accessible from any location are:

Relax the IP restriction with a second factor in the Connected App settings for Salesforce1 mobile app. This option allows UC to enable two-factor authentication (2FA) for the Salesforce1 mobile app, which requires users to verify their identity with a second factor, such asa verification code or a mobile app, after entering their username and password. By enabling 2FA in the Connected App settings, UC can relax the IP restriction for the Salesforce1 mobile app, as users can access it from any location as long as they providethe second factor.

Relax the IP restrictions in the Connected App settings for the Salesforce1 mobile app. This option allows UC to disable or modify the IP restriction for the Salesforce1 mobile app in the Connected App settings, which control how userscan access a connected app, such as Salesforce1. By relaxing the IP restrictions, UC can allow users to access the Salesforce1 mobile app from any location without requiring 2FA.

The other options are not recommended for this scenario. Removing existing restrictions on IP ranges for all types of user access would compromise security and compliance, as it would expose Salesforce to unauthorized access from any location. Using Login Flow to bypass IP range restriction for the mobile app would require custom code and logic, which could introduce complexity and errors. References: [Connected Apps], [Two-Factor Authentication], [Require a Second Factor of Authentication for Connected Apps], [IP Restrictions for Connected Apps], [Login Flows]

In a SAML-based SSO scenario, the identity provider (IdP) is the system that performs authentication and passes the user’s identity and authorization level to the service provider (SP), which trusts the IdP and authorizes the user to access the requested resource1. In this case, PingFederate is the IdP that authenticates users for UC and sends SAML assertions to the SPs. The SPs are the systems that rely on PingFederate for authentication and provide access to their services based on the SAML assertions. The SPs in this scenario are Salesforce Org1, Salesforce Org2, Financial System, and CPQ System2. Therefore, the correct answer is B.

The StartURL for the connected app is required to specify the landing page for the app. The connected app must also be set as visible in the App Launcher to appear as a tile for users. References: Connected App Basics, Manage Connected Apps

Self-registration allows guests to create their own user accounts and access the community. The self-registration page can be customized to collect order details and use them to retrieve customer data from the org. References: Customize Self-Registration

Amazon supports OpenID Connect as an authentication protocol, which allows usersto sign in with their Amazon credentials and access Salesforce resources. To enable this, an identity architect needs to configure an OpenID Connect Authentication Provider for Amazon and link it to a connected app. References: OpenID Connect Authentication Providers, Social Sign-On with OpenID Connect

 The most appropriate license types for GS regional leads and the GS capacity planners are:

Customer Community Plus license for GS regional leads. This license type allows external users, such as customers or partners, to access standard Salesforce objects, such as cases and dashboards, and custom objects in a community. This license type also supports role hierarchy, sharing rules, and reports. This license type is suitable for GS regional leads who need to report damage of goods using cases and access dashboards to track regional shipping KPIs.

External Identity license for GS capacity planners. This license type allows external users to access a limited set of standard Salesforce objects, such as contacts and documents, and custom objects in a community. This license type also supports identity features, such as single sign-on (SSO) and social sign-on. This license type is suitable for GS capacity planners who need to access the third-party cloud analytics tool using Salesforce as the identity provider.

The other options are not appropriate license types for this scenario. Customer Community license for GS capacity planners would not allow them to access the third-party cloud analytics tool using SSO, as this license type does not support identity features. Identity license for GS regionalleads would not allow them to access cases and dashboards in the community, as this license type does not support standard Salesforce objects. References: [Customer Community Plus Licenses], [External Identity Licenses], [Customer Community Licenses], [Identity Licenses]

 these are the optimal actions to troubleshoot a SAML error. According to the Salesforce documentation1, you can use the following methods to debug a SAML error:

Use a browser that has an add-on/extension that can inspect SAML. This will allow you to see the SAML request and response messages and identify any issues with the SAML assertion or the SAML response2.

Paste the SAML Assertion Validator in Salesforce. This is a tool that helps you validate the last SAML operation on your organization and shows you any errors or warnings with the SAML assertion or the SAML response1.

Option A is incorrect because the Callback URL is not related to SAML SSO. The Callback URL is used for OAuth SSO, which is a different protocol3. Option D is incorrect because using the browser’s Development tools to view the Salesforce page’s markup will not help you debug a SAML error. The page’s markup doesnot contain any information about the SAML request or response4.

Two-way SSL is a method of mutual authentication between two parties using digital certificates. A digital certificate is an electronic document that contains information about the identity of the certificate owner and a public key that can be used to verify their signature. A digital certificate can be either self-signed or CA-signed. A self-signed certificate is created and signed by its owner, while a CA-signed certificate is created by its owner but signed by a trusted Certificate Authority (CA). For setting up two-way SSL between Salesforce and an external system, two valid choices fordigital certificates are:

Use a self-signed certificate for Salesforce and a self-signed certificate for the external system. This option is simple and cost-effective, but requires both parties to trust each other’s self-signed certificates explicitly.

Use a self-signed certificate for Salesforce and a trusted CA-signed certificate for the external system. This option is more secure and reliable, but requires Salesforce to trust the CA that signed the external system’s certificate implicitly.

 OAuth refresh token flow and OAuth JWT bearer token flow are the recommended best practices for using OAuth flows inthis scenario. These flows are suitable for server-to-server integration scenarios where the client application needs to access Salesforce resources on behalf of a user. The OAuth refresh token flow allows the client application to obtain a long-lived refresh token that can be used to request new access tokens without requiring user interaction. The OAuth JWT bearer token flow allows the client application to use a JSON Web Token (JWT) to assert its identity and request an access token. Both flows providea secure and efficient way to integrate with Salesforce and the reward calculation system. OAuth SAML bearer assertion flow is not a recommended best practice for using OAuth flows in this scenario because it requires the client application to obtain a SAML assertion from an identity provider, which adds an extra layer of complexity and dependency. OAuth username-password flow is not a recommended best practice for using OAuth flows in this scenario because it requires the client application to store the user’s credentials, which poses a security risk and does not support two-factor authentication. References: : [Which OAuth Flow to Use] : [Digging Deeper into OAuth 2.0 on Force.com] : [OAuth 2.0 JWT Bearer Token Flow] : [OAuth 2.0 SAML Bearer Assertion Flow] : [OAuth 2.0 Username-Password Flow]

 To enable a trusted connection between the login service and Salesforce, an architect should enforce mutual authentication between systems using SSL. Mutual authentication, also known as two-way SSL or client certificate authentication, is a process in whichboth parties in a communication exchange certificates to verify their identities7. This mechanism ensures that only authorized systems can access each other’s resources and prevents unauthorized access or spoofing attacks8. To use mutual authentication with delegated authentication, you need to do the following steps9:

Generate a self-signed certificate in Salesforce and download it.

Import the certificate into your login service’s truststore.

Configure your login service to require client certificates for incoming requests.

Generate a certificate for your login service and export it.

Import the certificate into Salesforce’s certificate and key management tool.

Enable mutual authentication for your login service’s endpoint URL in Salesforce.

 Using information in the signed request that is received from Facebook is how this requirement can be met. A signed request is a parameter that contains information about the user who is logging in with Facebook credentials. The signed request can include information such as the user ID, name, email, and profile picture. You can use this information to update the corresponding customer community user in Salesforce by implementing a registration handler class. The registration handler class is an Apex class that defines how Salesforce handles user registrationand authentication when using an auth provider. You can use the updateUser() method in the registration handler class to update the user record with the information from the signed request. Using the updateUser() method on the registration handler class isnot how this requirement can be met because it is only part of the solution. You also need to use information from the signed request as the source of the updates. Using SAML just-in-time provisioning between Facebook and Salesforce is not how this requirement can be met because Facebook does not support SAML as an identity provider protocol. Developing a scheduled job that calls out to Facebook on a nightly basis is not how this requirement can be met because it is inefficient and unnecessary. You can update the user record in real time using the signed request instead of waiting for a nightly batch process.

Building an integration that performs a remote call-in to theSalesforce SOAP or REST API is the best way to provision Salesforce users as soon as they are approved in the helpdesk application. The API allows creating and updating user records with the approved profiles and permission sets. The other options are either not suitable or not sufficient for this use case. References: User SOAP API Developer Guide, User REST API Developer Guide

 Login History allows administrators to view the login attempts of all users in the org, including the status, source IP, login type, and application. This can help identify and troubleshoot any login errors or issues. References: Login History

Toenable SP-initiated SSO with Salesforce as the Service Provider, two steps are required in Salesforce:

Option A is correct because configuring SAML SSO settings involves specifying the identity provider details, such as theentity ID, login URL, logout URL, and certificate2. 

Option D is correct because setting up My Domain enables you to use a custom domain name for your Salesforce org and allows you to use SAML as an authentication method3.

Option B is incorrect because creating a connected app is not necessary for SP-initiated SSO using a SAML-compliant IdP. A connected app is used for OAuth-based authentication or OpenID Connect-based authentication4.

Option C is incorrect because configuring delegated authentication is not related to SP-initiated SSO using a SAML-compliant IdP. Delegated authentication is a feature that allows Salesforce todelegate user authentication to an external service, such as LDAP or Active Directory5. References: SAML-based single sign-on: Configuration and Limitations, Configure SAML single sign-on with an identity provider, My Domain, Create a Connected App, Configure Salesforce for Delegated Authentication

Configuring Mobile App settings in connected app and Salesforce as identity provider for non-Salesforce internal apps is the best way to meet the requirements with the privately distributed mobile app. The Mobile App settings allow users to download the app from a private URL and use it with Salesforce credentials. The identity provider settings allow users to access other internal apps with SSO using Salesforce as the IdP. The other options are either not feasible or not optimal for this use case. References: Mobile App Settings, Single Sign-On for Desktop and Mobile Applications using SAML and OAuth

 Experience Builder and Community Administration settings are the tools that allow branding the login and registration pages in Experience Cloud. Custom pages are not necessary for this use case. References: Architect Journey: Identity and Access Management Trailmix - Trailhead

If the third-party authentication provider supports only the OAuth protocol and not OpenID Connect,then an identity architect needs to create a custom external authentication provider for it. A custom external authentication provider is a configuration that allows users to log in to Salesforce using an external identity provider that is not predefined by Salesforce. It requires implementing the Auth.AuthProviderPlugin interface and defining the OAuth endpoints and parameters.

The two role combinations thatare represented by the systems in the scenario are Salesforce as the service provider and Google as the identity provider, and Salesforce as the service provider and Facebook as the identity provider. This means that Salesforce hosts the customer community app and relies onGoogleor Facebook to authenticate the users who log in with those options4. Therefore, option B and D are the correct answers.

To support scalability and reduce maintenance costs for a multinational, multi-brand organization, the architect should recommend assigning each sub-brand a unique Experience ID and using the Experience ID to dynamically brand the login experience. Experience ID is a parameter that can be used to identify different brands or experiences within a single Experience Cloud site (formerly known as Community). Dynamic branding is afeature that allows Experience Cloud sites to display different branding elements, such as logos, colors, or images, based on the Experience ID or other criteria. This solution can provide a consistent and personalized brand experience for each sub-brandwithout creating multiple subdomains or orgs. References: Experience ID, Dynamic Branding for Experience Cloud Sites

To prevent unauthorized form submissions during the self-registration process, UC should require a captcha at the end of the self-registration process and use hidden fields populated via JavaScript events in the self-registration page. These methods will help to verify that the user is a human and not a bot, and also to validate the user’s input against some predefined values. Option A is not a good choice because open-ended security questions and complex password requirements may frustrate the user and reduce the conversion rate. Option B is not a good choice because lookup and picklist fields may not prevent bots from submitting the form, as they can be easily automated or bypassed.

OpenID Connect is an authentication protocol that allows a service provider to obtain user attributes in an ID token from an IdP. The other flows areOAuth 2.0 flows that are used for authorization, not authentication. References: Configure an Authentication Provider Using OpenID Connect, Integrate Service Providers as Connected Apps with OpenID Connect

Login Discovery allows the administrator to configure a custom login page that collects additional information from users, such as phone number, and use it for identity verification. Login Discovery can also be used to route users to different identity providers based on their input. References: Login Discovery, Customize Your Experience Cloud Site Login Process

 Refresh Token Policy - Expire the refresh token if it has not been used for 7 days is the connected app setting that should be leveraged to comply with the policy change. This setting ensures that users have to re-verify their devices if they have not loggedin from that device in the last week. The other settings are either not relevant or not effective for this scenario. References: Connected App Basics, OAuth 2.0 Refresh Token Flow