Slaesforce FAQ

what are identity services salesforce

by Dr. Brayan Smith Sr. Published 2 years ago Updated 1 year ago
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Identify Your Users and Manage Access

  • Who Is Salesforce Identity For? Salesforce identity services are for all users who interact with your Salesforce org,...
  • Salesforce Identity Licenses All identity services that are built into the Salesforce Platform are included with every...
  • Multi-Factor Authentication Multi-factor authentication (MFA) is a secure authentication...

Who Is Salesforce Identity For? Salesforce identity services are for all users who interact with your Salesforce org, Experience Cloud sites, other apps, and other services. These users are employees, customers, potential customers, and partners of your company, and they all have unique identity needs.

Full Answer

What is Salesforce identity and how does it work?

With Salesforce Identity, user identity is collected and combined wherever a user takes it. That means, a single sign-on is all users need to navigate your orgs and connected apps. Additionally, with a single identity across all your sites, your business fosters a seamless experience.

What is Customer 360 identity in Salesforce?

Customer 360 Identity enables you to build a single view of the customer. Turn every user into a contact into digitally engaged users, allowing your business to leverage the full power of the Salesforce platform to deliver personalized experiences that delight customers. Give everyone a better sign-up and sign-in experience.

What is Salesforce user provisioning and identity connect?

Salesforce user provisioning provides a single location where admins can create, update, delete, and manage those user accounts. Salesforce Identity Connect synchronizes users and their attributes from Active Directory (AD) to Salesforce.

What is identity connect and how does it work?

With Identity Connect, you can let users sign in to Salesforce using their AD username and password. In some circumstances, you can configure Identity Connect to automatically sign users in to Salesforce. Yup—users can click a bookmark or link to Salesforce and they’re authenticated and taken to Salesforce without even seeing a login page.

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What is identity management services?

Identity management (ID management) is the organizational process for ensuring individuals have the appropriate access to technology resources. This includes the identification, authentication and authorization of a person, or persons, to have access to applications, systems or networks.

What is identity connect in Salesforce?

Identity Connect integrates Microsoft Active Directory (AD) user accounts with Salesforce user records. When a user account is created or updated in AD, Identity Connect pushes those updates to the Salesforce user record seamlessly and instantaneously.

How does Salesforce Identity benefit users?

1 Answer. Salesforce Identity is basically an IAM (Identity Access Management) service offered by Salesforce for their users. This service from Salesforce offers various features. The users benefit from Salesforce Identity as they can use one username and password to access everything they need.

Which of the following is true when Salesforce acts as an identity provider?

Answer: Authenticated users have the access to flow from an external identity provider into Salesforce. 3. In this case, Salesforce acts as an identity provider providing users with single sign-on (SSO) for connecting to different service providers.

What is identity license in Salesforce?

The Identity license grants users access to Identity features. Salesforce Identity connects Salesforce users with external applications and services, while giving admins control over authentication and authorization for these users.

What's an advantage of identity Connect licensing?

With Identity Connect, you can quickly set up users with Salesforce. Provisioning users manually is error-prone and time-consuming. By using Identity Connect to automatically onboard (and offboard) users, you streamline the process of creating users and managing their access to apps and data.

How do admins and businesses benefit from Salesforce identity?

How do admins and businesses benefit from Salesforce Identity? Convenient one-click access to all apps so users can be more productive. What's the difference between single sign-on (SSO) and social sign-on? With SSO, users can access services without logging in to each one.

What are the different types of Salesforce licenses?

Salesforce offers these license types.Standard User Licenses.Chatter User Licenses.Experience Cloud User Licenses.Service Cloud Portal User Licenses.Sites and Site.com User Licenses.Authenticated Website User Licenses.

How do users benefit from Salesforce identity trailhead?

Salesforce Identity lets you give the right people the right access to the right resources at the right time. You control who can access your orgs and who can use apps running on the Salesforce Platform, on-premises, in other clouds, and on mobile devices.

What is an identity service provider?

An identity provider (IdP) is a system component that provides an end user or internet-connected device with a single set of login credentials that ensures the entity is who or what it says it is across multiple platforms, applications and networks.

Can Salesforce be used as identity provider?

Salesforce can act as both an identity provider and a service provider for single sign-on (SSO). Depending on your authentication needs, you can create an identity provider chain, configure SAML SSO across multiple orgs or Experience Cloud sites, or use the predefined Salesforce authentication provider.

What is identity provider and service provider in SSO?

The role is either Identity Provider or Service Provider. An identity provider is a federation partner that vouches for the identity of a user. A service provider is a federation partner that provides services to the user.

What is Salesforce Identity?

Salesforce Identity is a modular solution that can be applied to your organization as needed. Each of Salesforce Customer 360 Identity’s nine core functions are designed to streamline the administrative identity management. Here’s a brief explanation of what they are capable of:

Can a business recognize multiple identities?

Your users take their identity with them across different channels and devices. However, without the right tools, your business won’t be able to intelligently recognize and combine these various identities . This results in your users having to sign on multiple times and remember different user names and passwords, even if they are using a connected app.

Who Is Salesforce Identity For?

Salesforce identity services are for all users who interact with your Salesforce org, Experience Cloud sites, other apps, and other services.

Salesforce Identity Licenses

All identity services that are built into the Salesforce Platform are included with every paid license in the Enterprise, Unlimited, Performance, and Developer Editions.

How to Roll Out Multi-Factor Authentication

Multi-factor authentication (MFA) is one of the simplest, most effective ways you can safeguard user account access.

Single Sign-On Use Cases

When you want users to move seamlessly between Salesforce orgs and applications without logging in repeatedly, set up single sign-on (SSO).

Connected App Use Cases

There are four main use cases for which your org can implement connected apps. You can use a connected app to integrate external applications with the Salesforce API, such as a web-based app that pulls in order status data from your Salesforce org.

OAuth Authorization Flows

OAuth authorization flows grant a client application restricted access to protected resources on a resource server.

Single Sign-On

Single sign-on (SSO) is an authentication method that enables users to access multiple applications with one login and one set of credentials.

What is Salesforce platform?

The Salesforce Platform provides mobile app builder tools for everyone, from code-free drag-and-drop app builders to developer platforms that support any language. No matter what app your company needs to drive its business strategy, the Salesforce Platform provides tools that can revolutionize how you do business.

How to consolidate identities from multiple sources?

Consolidate identities from multiple sources, including connected devices to create one profile across all apps. Connect all your digital experience with a single identity. Enable web properties, apps, and even connected devices to share a consistent picture of the customer.

What is Salesforce Identity?

What Does Salesforce Identity Do? 1 Users don’t have to remember lots of usernames and passwords. 2 Admins spend less time dealing with user login woes. 3 Developers build web and mobile applications that work seamlessly with existing business processes. 4 CIOs strengthen security and trust while harnessing their authentication investment. 5 Customers collaborate and get their questions answered without hassle. 6 Partners integrate their solutions with your Salesforce org, making it a big win for everyone.

What does Salesforce Identity provisioning do?

You can manage user information quickly, cheaply, reliably, and securely across multiple systems and connected applications.

What is app launcher in Salesforce?

The App Launcher presents tiles for all the standard apps, custom apps, and connected apps in your Salesforce org. Your users can go to one location in Salesforce to access all apps—without having to log in again. You choose which third-party and other connected apps to add the App Launcher. And you control which apps are available to which users.

Why do we need to sign in once?

When users can sign in once to access all the apps that they need, everyone benefits. Users don’t have to remember lots of usernames and passwords. Admins spend less time dealing with user login woes. Developers build web and mobile applications that work seamlessly with existing business processes.

What is social sign on?

Social sign-on is especially useful when you want customers to be able to log in to an Experience Cloud site without having to create (and remember) a new username and password. Customers can log in to an Experience Cloud site using their Facebook or LinkedIn account.

What is multi factor authentication?

When you enable multi-factor authentication, users have to provide two or more pieces of evidence—or factors— when they log in.

Can you connect Salesforce to other cloud accounts?

You can connect your users to several accounts and applications running in other Salesforce orgs and even in other clouds. For example, a call center rep with Salesforce Identity can click a link and be logged in immediately to other apps, like Google Apps, Microsoft Office 365, or Box.

Identity Only License

Purchase the Identity Only license when you need extra licenses for employees to access only identity services, such as single sign-on (SSO). For example, some of your employees don’t need access to all the solutions included with a Salesforce license.

External Identity License

Salesforce Customer Identity is available when you purchase the External Identity license . This license applies to Experience Cloud users who don’t already have a community license. These users are typically consumers of your business, such as customers, prospective customers, patients, partners, and dealers.

Identity Verification Credits Add-On License

Customers of mobile-first identity receive email verification for free. You can also offer mobile verification via text message for an extra cost. SMS messaging requires the Identity Verification Credits add-on license. Purchasing the license gives your org a predetermined number of SMS messages for mobile identity verification.

Identity Only License

Purchase the Identity Only license when you need extra licenses for employees to access only identity services, such as single sign-on (SSO). For example, some of your employees don’t need access to all the solutions included with a Salesforce license.

External Identity License

Salesforce Customer Identity is available when you purchase the External Identity license . This license applies to Experience Cloud users who don’t already have a community license. These users are typically consumers of your business, such as customers, prospective customers, patients, partners, and dealers.

Identity Verification Credits Add-On License

Customers of mobile-first identity receive email verification for free. You can also offer mobile verification via text message for an extra cost. SMS messaging requires the Identity Verification Credits add-on license. Purchasing the license gives your org a predetermined number of SMS messages for mobile identity verification.

Identity Basics

Secure your org so users can log in once to access a variety of apps, orgs, and services.

User Authentication

Secure your org with multi-factor authentication, My Domain, and single sign-on.

Identity for Customers

Use Salesforce Identity to engage your customers and attract new ones.

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