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Tracks: Identity Architect

Identity Architect

Identity Management Concepts

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Identity Management Concepts

Describe common authentication patterns and understand the differences between each one.

Start

Describe the building blocks that are part of an identity solution (authentication, authorization, and accountability) and how you enable those building blocks using Salesforce features.

Describe how trust is established between two systems.

Given a scenario, recommend the appropriate method for provisioning users in Salesforce.

Given a scenario, troubleshoot common points of failure that may be encountered in a single sign-on (SSO) solution (SAML, OAuth, etc.).

Accepting Third-Party Identity in Salesforce

Given a use case, describe when Salesforce is used as a Service Provider (SP).

Given a scenario, recommend the most appropriate way to provision users from identity stores in business-to-employer (B2E) and business-to-consumer (B2C) scenarios.

Given a scenario, recommend the appropriate authentication mechanism when Salesforce needs to accept third-party Identity (Enterprise Directory, Social, Community, etc.).

Given a scenario, identify the ways to provision users in Salesforce to enable SSO and apply access rights.

Given a scenario, identify the auditing and monitoring approaches available on the platform, and describe the tools available to diagnose Identity Provider (IdP) issues.

Salesforce as an Identity Provider

Given a scenario, identify the most appropriate OAuth flow (Web-based, JWT, User agent, Device auth flow).

Given a scenario, recommend appropriate Scope and Configuration of the Connected App for Authorization.

Describe the various implementation concepts of OAuth (scopes, secrets, tokens, refresh tokens, token expiration, token revocation, etc.).

Given a scenario, recommend the Salesforce technologies that should be used to provide identity to the third-party system (Canvas, Connected Apps, App Launcher, etc.).

Access Management Best Practices

Given a set of requirements, determine the most appropriate methods of multi-factor authentication (MFA) to use, and the right type of session they should yield.

Given a scenario, determine how to best assign roles, profiles, and permission sets to a user during the SSO process, how to keep these assignments up to date.

Given a scenario, describe which tools you can apply to audit and verify the activity/user during and after login.

Given a scenario, identify the configuration settings for a Connected App.

Salesforce Identity

Given a set of requirements, identify the role Identity Connect plays in a Salesforce Identity implementation.

Given a scenario, identify if Salesforce Customer 360 Identity fits into a fully-developed Customer 360 solution.

Give a set of requirements, recommend the most appropriate Salesforce license type(s).

Community (Partner and Customer)

Describe the capabilities for customizing the user experience for Experience Cloud (Branding options, authentication options, identity verification self-registration, communications, password reset, etc.).

Given a set of requirements, determine the best way to support external IdPs in communities and leverage the right user/contact model to support community user experience.

Given a requirement, understand the advantages and limitations of External Identity solutions and associated licenses.

Given a scenario, determine when to use embedded login.

Track progress

0%

0 of 159 nodes complete

Checklist progress

0/174 (0%)

0 of 174 concepts learned

View study checklist