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Social Sign-On with
Authentication Providers
Pat Patterson
Principal Developer Evangelist
@metadaddy

Chuck Mortimore
Sr. Director, Product Management
@cmort

Todd Bursey
General Manager for PSA
FinancialForce
@toddbursey
                          Follow us @forcedotcom
Safe Harbor
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 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, 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 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, 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 filed on April 30, 2008 and in other filings with the
Securities and Exchange Commission. These documents 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 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.
@forcedotcom / #forcewebinar



Developer Force Group



facebook.com/forcedotcom



  Follow us @forcedotcom
Agenda


 Overview – Chuck
 Demo – Pat
 Case Study – Todd
 Roadmap – Chuck

          Follow us @forcedotcom
Overview


 Follow us @forcedotcom
CRM processes have
historically been disconnected




         Follow us @forcedotcom
Follow us @forcedotcom
Follow us @forcedotcom
Follow us @forcedotcom
Follow us @forcedotcom
Follow us @forcedotcom
The Social Enterprise
communicates in new ways…




       Follow us @forcedotcom
Follow us @forcedotcom
Follow us @forcedotcom
…but how do social customers and partners
directly engage with your products and services?




                  Follow us @forcedotcom
Introducing
Social Sign-On




 Follow us @forcedotcom
Social Sign-On
  – Automatically create and update users and contacts

  – Single Sign-On makes it easy and keeps them coming back

  – Deliver applications and services to deepen your relationship

  – Active engagement automatically updates your customer data


                       Follow us @forcedotcom
So what’s under the covers?

The Auth Providers Framework
   – Pre-integrated Single Sign-On from branded Identity Services

   – Automatically create and update Contacts and Users

   – Full control over data modeling with Apex Registration Handlers

   – Works for both internal and external users



Out of the box support
   – Facebook: B2C

   – Salesforce: B2B

   – JanRain: Breadth & Depth support for a wide catalog of Identity Providers


                              Follow us @forcedotcom
When to use Auth Providers

Business to Consumer
   – Use Facebook or JanRain for more options



Business to Partner
   – Use Login with Salesforce for collaborating with Partners or Customers that
     have existing Salesforce deployments

   – Use SAML for point to point federations




Business to Employee
   – SAML is still the preferred option ( see roadmap )

   – SAML provides static
                              Follow us @forcedotcom
Demo


Follow us @forcedotcom
bit.ly/authprovider


       Follow us @forcedotcom
Case Study


  Follow us @forcedotcom
Our Problem: Engage Our Customers Better




  Scalability                                           Improved customer satisfaction
  Allow customers to engage each other                  Increased number of champions
  Provide channels for self help                        Improved knowledge of our customers



                               Follow us @forcedotcom
Our Idea: Build a Community




                                                   My login to
         My login to my org
                                                   FinancialForce
         is Jen@myorg
                                                   Portal is Jen@XYZ
                                                   …I think???




                              Follow us @forcedotcom
Demo


Follow us @forcedotcom
Solution & Setup
              • Remote Access
    Auth.
   Provider   • Auth. Provider (Salesforce)

              • Configure Portal, Sharing, Security
   Portal     • Set Auth Provider Portal Value

              • Setup Site Home Page
    Sites     • Setup Login Settings

              • Registration Handler
    Apex      • Test Class

                       Follow us @forcedotcom
Challenges, Tips & Tricks – Auth Provider


 Which comes first
 Remote Access or Auth.
 Provider?                               Remember who              Be careful of the auto
                                     executes the registration.    generated registration
 • Remote Access. Fake the              Key for debugging                handler
   callback URL, then update after
   Auth Provider created




 How do I test the
 registration handler to
 migrate to prod?                     Test-Only Initialization    I’m getting error but have
 • See Page 514 of the Apex Code        URL is your friend          no idea what they are.
   documentation for an example.




                                       Follow us @forcedotcom
Challenges, Tips & Tricks – Sites & Portal

     Set Generic VF page to initiate the protocol


        My portal org and the customers org are on the same pod


          Add the Site ID to your protocol


        Sites Requires an active home page.


     Need to set the log out URL




                         Follow us @forcedotcom
Roadmap


 Follow us @forcedotcom
Roadmap for Auth Providers

StartURLs and Custom Scopes
   – Developer Release Preview & Pre Release Sign Up



Communities, Site.com, and Orgs
   – Authentication for Collaboration, Marketing, and multi-org single sign-on


Make it great for employees
   – Tie into My Domains so it works just like SAML




                              Follow us @forcedotcom
Resources

 Social Single Sign-On – Authentication Providers in Spring ’12
  http://blogs.developerforce.com/developer-relations/2012/01/social-single-sign-on-
  authentication-providers-in-spring-12.html



 Janrain Social Sign-On
  http://janrain.com/salesforce



 Spring ‘12 Release Notes
  https://na1.salesforce.com/help/doc/en/salesforce_spring12_release_notes.pdf




                                  Follow us @forcedotcom
Upcoming Events

  April 24 – Apex CodeTalk
   – bit.ly/codetalk-live


  May 2 – Intro to Force.com
   – bit.ly/introforce-webinar


  May 22 – Cloudstock 2012 London
   – bit.ly/cslondonevent


  TBD – Connected Apps

                            Follow us @forcedotcom
Q&A
  http://bit.ly/ssosurvey


@metadaddy          @cmort            @toddbursey
             Follow us @forcedotcom

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Social Sign-On with Authentication Providers

  • 1. Social Sign-On with Authentication Providers Pat Patterson Principal Developer Evangelist @metadaddy Chuck Mortimore Sr. Director, Product Management @cmort Todd Bursey General Manager for PSA FinancialForce @toddbursey Follow us @forcedotcom
  • 2. Safe Harbor 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 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, 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 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, 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 filed on April 30, 2008 and in other filings with the Securities and Exchange Commission. These documents 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 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.
  • 3. @forcedotcom / #forcewebinar Developer Force Group facebook.com/forcedotcom Follow us @forcedotcom
  • 4. Agenda Overview – Chuck Demo – Pat Case Study – Todd Roadmap – Chuck Follow us @forcedotcom
  • 5. Overview Follow us @forcedotcom
  • 6. CRM processes have historically been disconnected Follow us @forcedotcom
  • 12. The Social Enterprise communicates in new ways… Follow us @forcedotcom
  • 15. …but how do social customers and partners directly engage with your products and services? Follow us @forcedotcom
  • 17. Social Sign-On – Automatically create and update users and contacts – Single Sign-On makes it easy and keeps them coming back – Deliver applications and services to deepen your relationship – Active engagement automatically updates your customer data Follow us @forcedotcom
  • 18. So what’s under the covers? The Auth Providers Framework – Pre-integrated Single Sign-On from branded Identity Services – Automatically create and update Contacts and Users – Full control over data modeling with Apex Registration Handlers – Works for both internal and external users Out of the box support – Facebook: B2C – Salesforce: B2B – JanRain: Breadth & Depth support for a wide catalog of Identity Providers Follow us @forcedotcom
  • 19. When to use Auth Providers Business to Consumer – Use Facebook or JanRain for more options Business to Partner – Use Login with Salesforce for collaborating with Partners or Customers that have existing Salesforce deployments – Use SAML for point to point federations Business to Employee – SAML is still the preferred option ( see roadmap ) – SAML provides static Follow us @forcedotcom
  • 21. bit.ly/authprovider Follow us @forcedotcom
  • 22. Case Study Follow us @forcedotcom
  • 23. Our Problem: Engage Our Customers Better Scalability Improved customer satisfaction Allow customers to engage each other Increased number of champions Provide channels for self help Improved knowledge of our customers Follow us @forcedotcom
  • 24. Our Idea: Build a Community My login to My login to my org FinancialForce is Jen@myorg Portal is Jen@XYZ …I think??? Follow us @forcedotcom
  • 26. Solution & Setup • Remote Access Auth. Provider • Auth. Provider (Salesforce) • Configure Portal, Sharing, Security Portal • Set Auth Provider Portal Value • Setup Site Home Page Sites • Setup Login Settings • Registration Handler Apex • Test Class Follow us @forcedotcom
  • 27. Challenges, Tips & Tricks – Auth Provider Which comes first Remote Access or Auth. Provider? Remember who Be careful of the auto executes the registration. generated registration • Remote Access. Fake the Key for debugging handler callback URL, then update after Auth Provider created How do I test the registration handler to migrate to prod? Test-Only Initialization I’m getting error but have • See Page 514 of the Apex Code URL is your friend no idea what they are. documentation for an example. Follow us @forcedotcom
  • 28. Challenges, Tips & Tricks – Sites & Portal Set Generic VF page to initiate the protocol My portal org and the customers org are on the same pod Add the Site ID to your protocol Sites Requires an active home page. Need to set the log out URL Follow us @forcedotcom
  • 29. Roadmap Follow us @forcedotcom
  • 30. Roadmap for Auth Providers StartURLs and Custom Scopes – Developer Release Preview & Pre Release Sign Up Communities, Site.com, and Orgs – Authentication for Collaboration, Marketing, and multi-org single sign-on Make it great for employees – Tie into My Domains so it works just like SAML Follow us @forcedotcom
  • 31. Resources  Social Single Sign-On – Authentication Providers in Spring ’12 http://blogs.developerforce.com/developer-relations/2012/01/social-single-sign-on- authentication-providers-in-spring-12.html  Janrain Social Sign-On http://janrain.com/salesforce  Spring ‘12 Release Notes https://na1.salesforce.com/help/doc/en/salesforce_spring12_release_notes.pdf Follow us @forcedotcom
  • 32. Upcoming Events  April 24 – Apex CodeTalk – bit.ly/codetalk-live  May 2 – Intro to Force.com – bit.ly/introforce-webinar  May 22 – Cloudstock 2012 London – bit.ly/cslondonevent  TBD – Connected Apps Follow us @forcedotcom
  • 33. Q&A http://bit.ly/ssosurvey @metadaddy @cmort @toddbursey Follow us @forcedotcom