Learn how your company can benefit from Salesforce Identity: Connect and collaborate with employees, customers and partners— securely from anywhere, with single sign-on Modernize and unify your identity management in the cloud Customize and define rules for viewing and sharing data Distribute apps through your private, company-branded AppExchange

1. Salesforce Identity
Tips & Techniques for Advanced Users & Administrators
Vilas Ekbote
Director Technical Services SFDC East
facebook.com/perficient
linkedin.com/company/perficient
twitter.com/perficient

2. Perficient Profile
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Founded in 1997
Public, NASDAQ: PRFT
2013 revenue of $375 million
Major market locations throughout
North America
Global delivery centers in China,
Europe and India
>2,100 colleagues
Dedicated solution practices
~90% repeat business rate
Alliance partnerships with major
technology vendors
Multiple vendor/industry technology
and growth awards

3. Salesforce Business Unit
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Combined strength of two well established Salesforce.com Gold Cloud
Alliance Partners
– Previously known as Clear Task and CoreMatrix
75 certified consultants, 177 Salesforce.com Certifications
More than 450 customers
Completed ~3,000 Salesforce engagements
Salesforce Cloud expertise: Sales, Service, Marketing, Chatter, and custom
development on Force.com
One of the highest Salesforce.com customer satisfaction ratings: 9.5 out
of 10!

4. Topics
Salesforce Identity
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Overview
Features
Licenses
Identity Use Cases
Demo
– Connected Apps
– My Domain & Branded Login
– App Launcher
– Two-factor Authentication
– Identity Reports & Dashboards
Private AppExchange
Identity Connect
Q&A

5. Salesforce Identity for Everyone
Customers
From Any Device
Partners
Employees
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6. Salesforce Identity Features/Technologies
Salesforce Identity
My Domain
Brandable Login
User & Access Management
Single Sign on
Multi-factor Authentication
Mobile Identity
Directory Integration
Connected Apps
Reports & Dashboards
Social Sign on
Open Standards Support
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7. Overview
• What is Salesforce Identity and what does it do?
– Salesforce Identity is an Identity and Access Management Service
[IAM]
• Salesforce Identity has following capabilities:
– Cloud-based user directories
– Authentication services to verify users and keep granular control
over user access
– Access management and authorization for third-party apps
– Provisioning and de-provisioning of apps
– An API for viewing and managing your deployment of Identity
features
– Reporting on the use of apps and services by your Identity users
– Salesforce Identity Connect: for single sign-on integration with
directory services like Microsoft Active Directory
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8. Licensing
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Existing customer with Enterprise Edition or above already have it free
Salesforce Identity License – cloud based identity for mobile, web and onpremise
– [$5/user/mo. billed annually], includes:
– Single sign-on
– Mobile identity
– Chatter
– User and access management
– Cloud directory
– Multi-factor authentication
– Reporting and dashboards
– Brandable services
– Social sign-on
Salesforce Identity Connect License – Use existing directory services
– Includes Active Directory connector for provisioning and single sign-on.
– Add-on to Salesforce Identity license
External identities - Manage identities for customers, partners and other external
users. Flexible options per user/mo. or per login/mo. available by contacting
Salesforce
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9. Topics
Salesforce Identity
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Overview
Features
Licenses
Identity Use Cases
Demo
– Connected Apps
– My Domain & Branded Login
– App Launcher
– Two-factor Authentication
– Identity Reports & Dashboards
Private AppExchange
Identity Connect
Q&A

10. Salesforce Identity – Employee Use Case & Setup
A company needs the employees to sign-in to multiple applications to
get their job done.
• Need to setup My Domain [required]
• Optional – customize login page
• Setup Salesforce as Identity provider for Single Sign On [SSO]
• Setup SAML based SSO between Salesforce and External Application
[e.g. Google Apps]
• Setup App Launcher control which users have access to which
applications and provide a single place to launch external applications
without logging in again
• Optional – Setup Private AppExchange
• Optional - Setup permission sets to control access to applications
• Optional - Build Reports and dashboards to track user activity and app
usage
• Optional - Enhance security using two-factor authentication
• Optional – Integrate with corporate Active Directory to automatically login
to Salesforce.com using their corporate user identity
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11. Demo 1
• Demo Employee Flow - Salesforce Identity Single SignOn with Google Apps
• My Domain
• Connected Apps
• App Launcher
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12. Salesforce Identity – Customer/Partner Use Case & Setup
A company needs the customers/partners to sign-in to
portal/community web sites using their Google or Facebook
credentials.
• Need to setup My Domain [required]
• Setup Google as Authentication Provider
• Configure oAuth on Google
• Customize automatic user provisioning up on login
• Setup Customer Community site and setup access permissions
• Customize customer community tabs/pages, colors and logos
• Configure Customer Community to use Google Authentication Provider
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13. Demo 2
• Demo Customer Flow - Social sign-on using Google
credentials
• Social sign-on using Google Account for Customer
Community
• Automatic user provisioning and contact creation
• Private AppExchange - setup
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14. Identity Reports & Dashboards
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15. Topics
Salesforce Identity
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Overview
Features
Licenses
Identity Use Cases
Demo
– Connected Apps
– My Domain & Branded Login
– App Launcher
– Two-factor Authentication
– Identity Reports & Dashboards
Private AppExchange
Identity Connect
Q&A

16. Private App Exchange
Private AppExchange empowers organizations with their own trusted corporate app
store. You create a secure, branded location to distribute apps to your employees,
giving them the power to choose the apps that will make them most productive at
work.
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17. Private App Exchange
• Private AppExchange itself is an AppExchange App
• Requires Translation Workbench must be enabled with at least one language
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18. Topics
Salesforce Identity
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Overview
Features
Licenses
Identity Use Cases
Demo
– Connected Apps
– My Domain & Branded Login
– App Launcher
– Two-factor Authentication
– Identity Reports & Dashboards
Private AppExchange
Identity Connect
Q&A

19. Identity Connect - Overview
• Identity Connect provides Active Directory integration
• Integration includes syncing Active Directory users with one or more
Salesforce orgs
• Identity Connect acts as the Identity Service Provider (IDP) for Single
Sign On (SSO) Active Directory integration when logging into
Salesforce
• Identity Connect licenses need to be acquired – separate from
Salesforce Identity
• Identity on-premise software needs to be installed and configured
• Supports high availability configurations
• Supports Integrated Windows Authentication
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20. Identity Connect - Overview
Outline of the Setup Process
Outline of the Setup Process
Setting up Identity Connect involves the configuration of multiple systems. The following
flowchart provides a high-level overview of what happens between these systems during the setup
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21. Identity Connect – Setup Steps
Acquire Identity
Connect Licenses
Map Users
Setup Connected App
and My Domain
Setup Sync Schedule
Download & Install
Identity Connect behind
firewall
Configure SSO Manually
or Automatically
Configure Identity
Connect to Active
Directory Connection
Configure Integrated
Windows
Authentication [IWA]
Configure Identity
Connect to Salesforce
Connection
Configure Auditing &
Reports
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22. Check It Out Yourself!
• Salesforce Identity Implementation Guide
– http://bit.ly/1jcMjGT
• Salesforce Identity Connect Implementation Guide
– http://bit.ly/1jHFZa0
• More Information on Developerforce.com
– http://bit.ly/1fzDcff
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23. Salesforce Identity
Complimentary Consultation
Are you using Salesforce Identity with single sign-on
to seamlessly connect your customers, partners and
employees to all of your applications?

24. Questions?
Please enter your questions through the “Chat” panel
2/25/2014
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25. Thank You!
For more information contact:
877-276-2120
sales@perficient.com
www.perficient.com
www.facebook.com/perficient
www.twitter.com/perficient