Identity-and-Access-Management-Architect Sample Questions Answers

The AMR field in the Login History shows the authentication methods usedat the IdP level, such as password, MFA, or SSO. Both OIDC and SAML are supported protocols for SSO, but the IdP must implement the AMRattribute and pass it to Salesforce. References: Secure YourUsers’ Identity, Salesforce Multi-Factor Authentication (MFA) and Single Sign-on (SSO)

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]

Using Custom Login Flows with Apex is the best option to force users to authenticatewith 2FA for Salesforce only when not connected to an internal company network. Custom Login Flows allow admins to customize the login process for different scenarios and user types2. Apex code can be used to detect the user’sIP address and prompt for 2FA if it is not within the company’s network range3. The other options are not suitable because they either do not support 2FA or do not allow conditional logic based on the user’s IP address.

 Todynamically brand the portal so that users will be directed to the brand link they clicked on, the identity architect should recommend implementing Experience ID in the code and extending the URLs and endpoints, as required. 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 a feature that allows Experience Cloud sites to display different branding elements, such as logos, colors,or images, based on the Experience ID or other criteria. By implementing Experience ID in the code, the identity architect can provide a consistent and personalized brand experience for each user without creating multiple sites or sandboxes. References: Experience ID, Dynamic Branding for Experience Cloud Sites

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]

Just-in-time provisioning is a feature thatallows Salesforce to create user accounts automatically when users log in for the first time via an external identity provider. This way, UC can avoid creating user records manually or synchronizing them with another system. On-the-fly provisioning is nota valid term in Salesforce. Salesforce APIs can be used to create users programmatically, but they are not related to SSO. Identity Connect is a tool that can sync users between Salesforce and Active Directory, but it is not required for SSO. References: Certification - Identity and Access Management Architect - Trailhead, [Just-in-Time Provisioning for SAML and OpenID Connect]

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

 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.

 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

The optimal way to implement SSO with Active Directory as the enterprise identity store is to use Salesforce Identity Connect as the identity provider. Salesforce Identity Connect is a software that integrates Microsoft Active Directory with Salesforce and enables single sign-on (SSO) using SAML. It also allows user data synchronization between Active Directory and Salesforce and profile and permission set assignment based on Active Directory group membership. Option A is not a good choice because using Active Directory with reverse proxy as the identity provider may not be supported by Salesforce or may require additional configuration and customization. Option B is not a good choice because using Microsoft Access Control Service as the authentication provider may not be available, as Microsoft has retired this service in 2018. Option C is not a good choice because using Active Directory Federation Service (ADFS) as the identity provider may not allow user data synchronization or profile andpermission set assignment based on Active Directory group membership, unless it is combined with another tool such as Salesforce Identity Connect.

Salesforce Canvas is a tool that allows external applications to be embedded into Salesforce as iframes, which can provide a seamless user experience. App Launcher is a feature that allows users to access connected apps from a single location in Salesforce. To enable single sign-on anduse Salesforce as the identity provider, the external billing application needs to be configured as a connected app and use an OAuth 2.0 or SAML protocol. Identity Connect is not relevant for this scenario, as it is a tool for synchronizing user data between Salesforce and Active Directory. References: Salesforce Canvas Developer Guide, App Launcher, Connected Apps

Theweb server flow is used for web applications when server-side code needs to interact with APIs. This flow implements the OAuth 2.0 authorization code grant type, which allows the web app to obtain an access token and a refresh token from Salesforce after theuser grants permission1. The web app can then use the access token to call the Salesforce APIs and use the refresh token to obtain a new access token when the previous one expires2. The other options are not valid scenarios for using the web server flow. The webserver flow is not used for server-side components when page needs to be rendered, as this does not involve API calls. The web server flow is not used for mobile applications and testing legacy integrations, as these scenarios are better suited for other OAuthflows, such as theuser-agent flow or the password flow3. The web server flow is not used for verifying access protected resources, as this is a general purpose of OAuth, not a specific scenario for the web server flow. References: OAuth 2.0 Web Server Flow for Web AppIntegration, Mastering Salesforce Canvas Apps, OAuth Authorization Flows

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.

 Configuring an authentication provider to delegate authentication to the LDAP directory ensures that users can only log in to Salesforce if they are active in the LDAP directory. Thisprevents terminated employees from accessing Salesforce with their old credentials. References: Authentication Providers, Delegated Authentication Single Sign-On

These are the steps required to enable Salesforce as a SAML Identity Provider and use the App Launcher to access external applications. According to the Salesforce documentation1, you need to:

Enable Salesforce as a SAML Identity Provider with My Domain2.

Create aConnected App for each external application that you want to integrate with Salesforce3.

Add each Connected App to the App Launcher with a Start URL that points to the external application1.

Option B is incorrect because setting up an Auth Provider is not necessary for SAML SSO. Auth Providers are used for OAuth SSO, which isa different protocol4. Option D is incorrect because Identity Connect is a tool for synchronizing user data between Active Directory and Salesforce, which is not related to SSO or App Launcher5.

 To allow agents to access the Canvas appwithout needing to log in to the pricing application, the identity architect should consider two options:

Configure the Canvas app as a connected app and set Admin-approved users as pre-authorized. A connected app is a framework that enables an externalapplication to integrate with Salesforce using APIs and standard protocols. A Canvas app is a type of connected app that allows an external application to be embedded within Salesforce. By setting Admin-approved users as pre-authorized, the identity architect can control which users can access the Canvas app by assigning profiles or permission sets to the connected app.

Enable SAML in the connected app and Security Assertion Markup Language (SAML) Initiation Method as Service Provider Initiated. SAML is aprotocol that allows users to authenticate and authorize with an external identity provider and access Salesforce resources. By enabling SAML in the connected app, the identity architect can use Salesforce as a service provider (SP) and the pricing application as an identity provider (IdP) for single sign-on (SSO). By setting SAML Initiation Method as Service Provider Initiated, the identity architect can initiate the SSO process from Salesforce and send a SAML request to the pricing application. References: Connected Apps, Canvas Apps, SAML Single Sign-On Settings

To optimize license usage and reduce maintenance overhead for customers who use Community to track orders and create inquiries and tend to move across regions frequently, the identity architect should recommend enabling Contactless User in all orgs and downgrade users from Experience Cloud license to External Identity license once users havemoved out of that region. Contactless User is a feature that allows users to access Experience Cloud sites without having a contact record associated with them. External Identity is a license type that enables users to access Experience Cloud sites usingsocial sign-on or single sign-on, but not access Salesforce objects or data. By enabling Contactless User and downgrading users from Experience Cloud license to External Identity license, the identity architect can reduce the number of contacts and licenses needed for each region and avoid data duplication and synchronization issues. References: Contactless User, External Identity License, User Licenses

The best OAuth flow for this scenario is the web server flow. The web server flow is an OAuth authorization flow that allows a web application, such as UC’s employee portal, to obtain an access token and a refresh token from Salesforce after the user grants permission. The web application can then use the access token to access Salesforce data and features, such as posting ideas, and use the refresh token to obtain a newaccess token when the previous one expires or becomes invalid. This flow is suitable for UC’s scenario because it allows users to be redirected to Salesforce, authenticated, and presented with the relevant pages when they click on some of the links in theemployee portal. This flow also provides a secure and seamless user experience by using a confidential client secret that is stored on the web server and not exposed to the browser.

The other options are not valid OAuth flows for this scenario. The web application flow is not a standard term for OAuth, but it could refer to the user-agent flow, which is an OAuth authorization flow that allows a browser or web-view, such as a mobile app or a desktop app, to obtain an access token from Salesforce by using a script or a pop-up window. This flow is not suitable for UC’s scenario, as it does not use a web server or a client secret, and it does not provide a refresh token. The SAML bearer assertion flow is an OAuth authorization flow that allows an external application to obtain an access token from Salesforce by using a SAML assertion from an identity provider (IdP) that verifies the user’s identity. This flow is not suitable for UC’s scenario, as it does not involve user interaction or redirection to Salesforce.The user-agent flow is an OAuth authorization flow that allows a browser or web-view, such as a mobile app or a desktop app, to obtain an access token from Salesforce by using a script or a pop-up window. This flow is not suitable for UC’s scenario, as itdoes not use a web server or a client secret, and it does not provide a refresh token. References: [OAuth Authorization Flows], [OAuth 2.0 Web Server Flow for Web App Integration], [OAuth 2.0 User-Agent Flow for Desktop Apps], [OAuth 2.0 SAML Bearer Assertion Flow for Server-to-Server Integration]

The OAuth 2.0 user-agent flow uses the OAuth 2.0 implicit grant type, which does not require an authorization code or a refresh token. The client ID and scopes are required to identify the connected app and request the appropriate permissions from the user. References: OAuth Authorization Flows, OAuth with Salesforce Demystified

Activating My Domain allows each org to have a unique domain name that can be branded to the specific business use case2. This can help users identify which org they are logging into and avoid confusion. Implementing SP-Initiated Single Sign-on flows enables users to start from a service provider (such as Salesforce) and be redirected to an identity provider (such as Active Directory) for authentication3. This can also allow deep linking, which means users can access specific resources withinthe service provider after logging in4. These two recommendations can address the complaints of the users who have licenses across multiple orgs.

The web application should be hosted on a secure server and the web server must be able to protect consumer privacy are two considerations that an architect should point out to UC. To integrate an external web app with the Salesforce API, UC can use the OAuth 2.0 web server flow, which implements the OAuth 2.0 authorization code grant type4. With this flow, the server hosting the web app must be able to protect the connected app’s identity, defined by the client ID and client secret4. The web application should be hosted on a secure server to ensure that the communication between the web app and Salesforce is encrypted and protected from unauthorized access or tampering6. The web server must be able to protect consumer privacy to comply with data protection laws and regulations, such as GDPR or CCPA . The web server should implement best practices for storing and handling user data, such as encryption, hashing, salting, and anonymization. The flow involves passing the user credentials back and forth is not a correct consideration, as the web server flow does not require the user credentials to be passed between the web app and Salesforce. Instead,it uses an authorization code that is exchanged for an access token and a refresh token4. The flow will not provide an OAuth refreshtoken back to the server is also not a correct consideration, as the web server flow does provide a refresh token that can be usedto obtain new access tokens without user interaction4. References: OAuth 2.0 Web Server Flow for Web App Integration, Secure Your Web Application, [General Data Protection Regulation (GDPR)], [California Consumer Privacy Act (CCPA)], [Data Protection Best Practices]

To limit the level of access to the data of the protected resource in a flexible way, the identity architect should create custom scopes and assign them to the connected app. Custom scopes are permissions that define the specific data that an external application can access or modify in Salesforce. Custom scopes can be created using Apex or Metadata API and assigned to a connected app using OAuth 2.0 or SAML protocols. Custom scopes can provide more granular control over data access than standard scopes, which are predefined by Salesforce. References: Custom Scopes, Create and Assign Custom Scopes

To enable self-registration for their Salesforce partner community users, UC should modify the communities’ self-registration controller to assign the profile andaccount based on the custom data elements from the partner user1. UC should also configure registration for communities touse a customVisualforce page to capture the custom data elements from the partner user2. Therefore, option A and C are the correct answers.

The Federation ID field on the new user records is not correctly set is the probable cause of this behavior. The Federation ID is an additional field contained in the Salesforce interface that allows admins to pick whatever username or username format they want to pass to Salesforce from their user directory for single sign-on. This field does not appear on the user pagelayout editor or on the user record page by default, and it must be populated with a unique value that matches the identity provider’s assertion for each user. If the Federation ID is missing or incorrect, the SSO will fail. The administrator does not needto reset the new user’s Salesforce password, as SSO bypasses the password authentication. The My Domain capability is not enabled on the new user’s profile, but on the org level, so it does not affect individual users. The new users do not have the SSO permission enabled on their profiles is not a valid option, as there is no such permission in Salesforce.

 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

The underlying mechanisms that the UC Architect must ensure are part of the product are Just-in-Time (JIT) provisioning and deprovisioning. JIT provisioningis a process that creates or updates user accounts in Salesforce when users log in with SAML single sign-on (SSO)6. JIT deprovisioning is a process that disables or deletes user accounts in Salesforce when users are removed from the identity provider (IdP). Both of these processes enable automated provisioning and deprovisioning of users without requiring manual intervention or synchronization. The other options are not valid mechanisms for provisioning and deprovisioning. SOAP API is an application programming interface that allows developers to create, retrieve, update, or delete records in Salesforce. However, SOAP API does not support JIT provisioning ordeprovisioning, and requires custom code to implement. Provisioning API is not a standard term for Salesforce, and there is no such API that supports both provisioning and deprovisioning.

To ensure that requests must include a certificate with a trusted certificate chain to access the company’s on-premise application endpoint, the identity architect should generate a certificate authority-signed certificate in Salesforce and upload it to the on-premise application Truststore. A certificate authority-signed certificate is a certificate that is issued by a trusted third-party entity, such as VeriSign or Thawte, that verifies the identity and authenticity of the certificate holder. A Truststore is a repository that stores trusted certificates and public keys. By generating a certificate authority-signed certificate in Salesforce and uploading it to the on-premise application Truststore, the identity architect can enable mutual authentication and secure communication between Salesforce and the on-premise application. The other options are not recommended for this scenario, as they either donot provide a trusted certificate chain, do not enable mutual authentication, or do not secure the communication. References: Create Certificate Authority-Signed Certificates, Mutual Authentication

 Salesforce Identity Connect can map AD groups to Salesforce public groups, roles, profiles, and permission sets. These permissions control the access and visibility of data and features in Salesforce. References: Salesforce Identity Connect Implementation Guide

To give customers the ability to login with their Facebook and Twitter credentials, the identity architect should configure a predefined authentication provider for Facebook and a predefined authentication provider for Twitter. Authentication providers are configurations that enable users to authenticate with an external identity provider and access Salesforce resources. Salesforce provides predefined authentication providers for somecommon identity providers, such as Facebook and Twitter, which can be easily configured with minimal customization. Creating a custom external authentication provider is not necessary for this scenario. References: Authentication Providers, Social Sign-Onwith Authentication Providers

Delegated Authentication is an authentication mechanism that allows Salesforce to delegate the authentication process to an external system via a SOAP webservice. The external system can manage the user administration, passwords, and authentication requests.The other options are either not suitable or not supported for this use case. References: Delegated Authentication, FAQs for Delegated Authentication

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.

Use a custom connected app handler using Apex to dynamically allow access to the system based on whether the staff owns any open “classified” cases is the recommended solution for this scenario. A custom connected app handler is an Apex class that implements the ConnectedAppPlugin interface and can customize the behavior of a connected app. The custom handler can support new protocols or respondto user attributes in a way that benefits a business process. In this case, the custom handler can query the user’s open “classified” cases and grant or deny access to the classified information system accordingly. Use Apex trigger on case to dynamically assign permission sets that grant access when a user is assigned with an open “classified” case, and remove it when the case is closed is not a good solution, as permission sets are not related to SSO and cannot control access to external systems. Use custom SAML JIT provisioning to dynamicallyquery the user’s open “classified” cases when attempting to access the classified information system is not feasible, as JIT provisioning is used to create or update user records in Salesforce, not in external systems. Use Salesforce reports to identify users that currently own open “classified” cases and should be granted access to the classified information system is not an automated solution, as it requires manual intervention and does not leverage SSO.

To enable self-registration using person accounts for consumers on a B2C portal built on Experience Cloud, the identity architect should configure three steps:

Enable access to person and business account record types under Public Access Settings. Public Access Settings are settings that control the access level and permissions for guest users onExperience Cloud sites. By enabling access to person and business account record types, the identity architect can allow guest users to create person accounts or business accounts when they self-register on the portal.

Under Login and Registration settings, ensure that the default account field is empty. Login and Registration settings are settings that control the login and registration options for Experience Cloud sites. By ensuring that the default account field is empty, the identity architect can prevent guest users from being associated with a default account when they self-register on the portal.

Contact Salesforce Support to enable person accounts. Person accounts are a type of account that combines an individual consumer with an account record. Person accounts are not enabled by default in Salesforce orgs and require contacting Salesforce Support to enable them. References: Public Access Settings, Login and Registration Settings, Person Accounts

 Using SAML Federated Authentication, treating SAML sessions as high assurance, and raising the session level required for exporting reports is the solution that should be recommended. This solution ensures that users can only export reports when they log in using AD credentials, which provide a high level of identity verification. Users who log in using Salesforce credentials, which provide a standard level of security, can still view reports but not export them. To implement this solution, you need to configure SAML Federated Authentication withAD as the identity provider4, set the session security level for SAML assertions to high assurance5, and require high-assurance session security for exporting reports1. This solution also avoids the complexity and overhead of creating and managing custom permission sets or login flows.

To ensure end users can only use single sign-on (SSO) to log in to Salesforce, two things should be done:

Enable My Domain and select “Prevent login from https://login.salesforce.com”. My Domain is a feature that allows administrators to customize the Salesforce login URL with a unique domain name. By preventing login from the standard login URL, administrators can enforce SSO and restrict users from logging in with their Salesforce credentials.

Assign user “is Single Sign-on Enabled” permission via profile or permission set. This permission allows users to log in to Salesforce using SSO. Users who do not have this permission will not be able to access Salesforce even if they have valid Salesforce credentials. References: My Domain, User Permissions for Single Sign-On

The SAML SSO flow that an architect should recommend for UC is IdP-initiated. IdP-initiated SSO is a process that allows users to start at the IdP site, such as UC’s custom web page, and then be redirected to Salesforce or other SPs with a SAML assertion that contains information about the user’s identity and attributes. This flow enables UC to provide a single point of entry for its users to access multiple applications with the same credentials, as they do not need to enter their username and password again for each application. This flow also simplifies the configuration andmaintenance of SSO, as UC does not need to create or manage deep links or URLs for each application.

The other options are not valid SAML SSO flows for this scenario. SP-initiated with deep linking is a process that allows users to start at a specificresource on the SP site, such as a report or dashboard, and then be redirected to the IdP for authentication and back to the resource with a SAML assertion. This flow is not suitable for UC’s scenario, as they want their users to start at their custom webpage, not at a specific resource on Salesforce or other SPs. SP-initiated is a process that allows users to start at the SP site, such as Salesforce or other applications, and then be redirected to the IdP for authentication and back to the SP site with aSAML assertion. This flow is not suitable for UC’s scenario, as they want their users to start at their custom web page, not at each application separately. User-agent is not a standard term for SAML SSO, but it could refer to user-agent flow, which is anOAuth authorization flow that allows users to obtain an access token from Salesforce by using a browser or web-view. This flow is not suitable for UC’s scenario, as it does not use SAML or IdP for authentication. References: [SAML Single Sign-On], [IdP-Initiated Login], [SP-Initiated Login], [Deep Linking], [OAuth User-Agent Flow]

The Salesforce Authenticator mobile app adds an extra layer of security for online accounts with two-factor authentication. It allowsusers to respond to push notifications or use location services to verify their logins and other account activity1. This can help prevent phishing scams and unauthorized access. References: Salesforce Authenticator, Salesforce Authenticator: Mobile App Security Features, Salesforce Authenticator

OAuth 2.0 Asset Token Flow is the flow that allows customers to register their devices with Salesforce and get an access token that can be used to create cases. The other flows are not suitable for this use case. References: OAuth Authorization Flows Trailblazer Community Documentation

 SAML federation allows partners to log in tomultiple Salesforce orgs with a single identity provider. The partner login can be created for the country of their operation and then federated to other orgs using SAML assertions. References: SAML Single Sign-On Overview, Federated Authentication UsingSAML

AD groups can control public group assignment, role assignment, and permission set assignment through Identity Connect. Identity Connect is a tool that integrates Microsoft Active Directory (AD) user accounts with Salesforce user records1. It allows Salesforce admins to leverage the existing user data and group memberships in AD to automate user provisioning and deprovisioning in Salesforce. Identity Connect can map AD groups to Salesforce publicgroups, roles, and permission sets, and assign them to users based on their group membership2. This way, AD groups can control the access level and visibility of users in Salesforce. AD groups cannot control granting report folder access or custom permission assignment through Identity Connect. These are not supported features of Identity Connect. Report folder access is controlled by the folder sharing settings in Salesforce. Custom permission assignment is controlled by the custom permission settings in Salesforce. References: Get to Know Identity Connect, Map Your Data, [Folder Sharing], [Custom Permissions]

 Using custom login flows to connect to the existing custom 2fa system for use in salesforce is the recommended solution because it allows you to leverage your existing 2fa infrastructure and provide a consistent user experience across your applications. Custom login flows let you customize the authentication process by adding extra screens or logic before or after the standard login1. You can use Apex code to call your custom 2fa system and verify the user’s identity2. This option also gives you moreflexibility and control over the2fa process than using native 2fa or an app exchange app3. References: 1: Customize User Authentication with Login Flows 2: Custom Login Flow Examples 3: Salesforce Multi-Factor Authentication

The update User() methodonthe Registration Handler class is used to update the Salesforce user record with information from the Facebook profile, such as name, email, and photo1. This method is invoked every time a user logs in to Salesforce using Facebook credentials2. The other options are not suitable for this requirement because:

SAML Just-In-Time Provisioning is used to create or update users in Salesforce based on SAML assertions from an identity provider3. Facebook does not support SAML as an identity provider.

The Signed Request is a parameter that contains information about the user who is logging in to Salesforce via Facebook. It does not contain the user’s profile information, such as name, email, or photo.

A scheduled job that calls out to Facebook on a nightly basis would not reflect the changes in the Facebook profile in real time, as the requirement states. It would also require storing the user’s Facebook access token and making API calls to Facebook,which could be inefficient and insecure. References: Set Up Social Sign-On, Configure a Facebook Authentication Provider, SAML Just-in-Time Provisioning, [Facebookas a SAML Identity Provider], [Facebook Login for Apps - Signed Request], [Facebook Login for Apps - Access Tokens], [Facebook Graph API - User]

 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.

The recommended way to configure the IdP for seamless access is to use IdP-initiated SSO that passes the SAML token upon Salesforce resource accessrequest. This means that the user logs in to the corporate portal first, and then clicks a link to access a Salesforce resource. The IdP sends a SAML response to Salesforce with the user’s identity and other attributes. Salesforce verifies the SAML response and logs in the user to the appropriate Salesforce org and community12. This way, the user does not have to log in again to Salesforce or enter any credentials3. References: 1: SAML SSO with Salesforce as the Service Provider 2: Set Up Single Sign-On for Your Internal Users Unit | Salesforce - Trailhead 3: What is IdP-Initiated Single Sign-On? – OneLogin

Enabling “Allow customers and partners to self-register” allows guests to create their own user accounts in the portal. Selecting the “Configurable Self-Reg Page” option allows the administratorto customize the self-registration page to capture the required fields. Customizing the self-registration Apex handler to create only the user record prevents the automatic creation of a contact record until verification. References: Enable Self-Registration, Customize Self-Registration

To use Salesforce as an IdP for its remaining employees, the IT team at UC should use the Identity Only license. The Identity Only license is a license type that enables users to access external applications that are integrated with Salesforce using single sign-on (SSO) or delegated authentication, but not access Salesforce objects or data. The other license types are not relevant for this scenario. References: Identity Only License, User Licenses

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 two actions that an architect should recommend to UC are to build a custom Visualforce page for both the change password and forgot password experiences and to build a custom Visualforce page for the change password experience and a community builder page for the forgot password experience. A custom Visualforce page is a page that uses Visualforce markup and Apex code to create a custom user interface. A community builder page isa page that uses the Community Builder tool to create a custom user interface with drag-and-drop components. Both types of pages can be used to modify the look and feel of the password management features for partner community users. However, using a custom Visualforce page for both features requires more coding and customization, while using a community builder page for the forgot password feature allows more flexibility and configuration options.

The Experience ID isa unique identifier for each Experience Cloud site that can be used to customize the branding and user interface based on the OAuth/Open ID or SAML flows. The Experience ID can be passed as a URL parameter to Salesforce to determine which site the user isaccessing. References: Experience ID, Customize Your Experience Cloud Site Login Process

Partner Community Login License is the best option for UC’s use case, as it allows external partners to access Experience Cloud sites and Salesforce data with a pay-per-login model. The other license types are either too expensive or not suitable for partner users. References: Experience Cloud User Licenses, Salesforce Experience Cloud Pricing

Allowing password reset using the API and using login flows are two possible ways to enable customers to set their own passwords in Experience Cloud. The other options are notrelevant for this requirement, as they do not address the password issue. References: Allow Password Reset Using the API, Use Login Flows to Allow Users to Reset Passwords in Experience Cloud Sites

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]

To allow customers to log in to the communitywith any of their social identities, such as Facebook, Google, or Twitter, the identity architect needs to use authentication providers for social sign-on. Authentication providers are configurations that enable users to authenticate with an external identity provider and access Salesforce resources. To ensure that Salesforce has only one user per customer, regardless of how many social identities they have, the identity architect needs to use the custom registration handler to link social identities to Salesforce identities. The custom registration handler is a class that implements the Auth.RegistrationHandler interface and defines how to create or update users in Salesforce based on the information from the external identity provider. The custom registration handler can also be used to insert or update personal details of the customers when they log in to Salesforce using their social identity. References: Authentication Providers, Social Sign-On with Authentication Providers, Create a Custom Registration Handler

To fulfill the use case of creating a mobile application that will be secured by Salesforce Identity using the OAuth 2.0 user-agentflow, where users will authenticate using username and password and not be forced to approve API access or reauthenticate for 3 months, the identity architect should configure two connected app options:

Set Permitted Users to “All users may self-authorize”. Permitted Users is a setting that controls how users can access a connected app. By setting it to “All users may self-authorize”, the identity architect can allow users to access the connected app without requiring administrator approval or API access confirmation.

Set the Refresh Token Policy to expire refresh token after 3 months. Refresh Token Policy is a setting that controls how long a refresh token can be used to obtain a new access token without requiring user authentication. By setting it toexpire refresh token after 3 months, the identity architect can allow users to access the connected app for 3 months without reauthenticating, as long as they use the app at least once every 90 days. References: Connected Apps, OAuth 2.0 User-Agent Flow

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

 Identity Connect is a Salesforce product that integrates Microsoft Active Directory with Salesforce user records. It allows provisioning, deprovisioning, and authentication of users based on AD data.The other options are either incorrect or irrelevant for this use case. References: Get to Know Identity Connect, Identity Connect

OAuth Device Flow is a protocol that allows users to authenticate their devices, such asfitness trackers, smart TVs, or printers, with an external identity provider and access Salesforce resources. The device flow involves displaying a verification code and a URL on the device, which the user can use to log in and authorize the device from another device, such as a smartphone or a computer. References: OAuth Device Flow, OAuth 2.0 Device Flow

 The redirect_uri parameter is used to specify the URL that the user should be redirected to after OAuth authorization1. The redirect_uri should match the onethat was registered with the OAuth client application2. By using the redirect_uri parameter, the user can be redirected to the original requested page instead of the Ideas home page.

JWTBearer Flow allows the third-party system to authenticate to Salesforce using a digital certificate and a JSON Web Token (JWT) without any user interaction. It also provides a high level of security as it does not require sharing credentials or storing tokens. References: OAuth 2.0 JWT Bearer Token Flow

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.

To have users provisioned via a service endpoint before users access their app from Salesforce, the identity architect should recommend using a connected app with user provisioning flow. A connected app is a framework thatenables an external application to integrate with Salesforce using APIs and standard protocols. A user provisioning flow is a custom post-authentication process that can be used to create or update users in the external application using a service endpoint when users access the connected app from Salesforce. This approach can provide automatic user provisioning with limited changes to the third-party app. References: Connected Apps, User Provisioning for Connected Apps

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

The first thing that the architect at UC should investigate is the refresh token policy defined in the Salesforce connected app. A refresh token is a credential that allows an application to obtain new access tokens without requiring the user to re-authenticate. The refresh token policy determines how long a refresh token is valid and under what conditions it can be revoked. If the refresh token policy is set to expire after a certain period of time or after a change in IP address or device ID, then the users may have to re-authenticate after using the app for a while or from a different location or device. Option B is not a good choice because validating that the users are checking the box to remember their passwords may not be relevant, as the app uses SSO with a third-party identity provider and does not rely on Salesforce credentials. Option C is not a good choice because verifying that the callback URL is correctly pointing to the new URI scheme may not be necessary, as the callback URL is used for redirecting the user back to the app after authentication, but it does not affect how long the user can stay authenticated. Option D is not a good choice because confirming that the access token’s time-to-live policyhas been set appropriately may not be effective, as the access token’s time-to-live policy determines how long an access token is valid before it needs to be refreshed by a refresh token, but it does not affect how long a refresh token is valid or when itcan be revoked. References: [Connected Apps Developer Guide], [Digging Deeper into OAuth 2.0 on Force.com]

OAuth 2.0 SAML Bearer Assertion Flow is a protocol that allows a client app to obtain an access token from Salesforce by using a SAML assertion instead of an authorization code. The SAML assertion contains information about the client app and the user who wants to access Salesforce APIs. To use this flow, the client app needs to have a connected app configured in Salesforce with the Use Digital Signature option enabled and the “api” OAuth scope assigned. The administrators can authorize the applications that will be consuming the APIs by setting the Permitted Users policy of the connected app to Admin approved users are pre-authorized and assigning profiles or permission sets to the connected app. References: OAuth 2.0 SAML Bearer Assertion Flow, Connected Apps, OAuth Scopes

D is correct because Apex registration handler is the portion of the authentication provider setup that associates a Facebook user with a Salesforce user when customers use their Facebookcredentials to log in to the customer community. Apex registration handler is an Apex class that handles the logic for creating or updating a user record based on the information received from Facebook. A is incorrect because consumer key and consumer secret are portions of the authentication provider setup that identify and authenticate UC’s customer community with Facebook, not associate a Facebook user with a Salesforce user. B is incorrect because Federation ID is an attribute that can be used to identify a user in a SAML assertion when UC uses SAML-based SSO with Facebook, not when UC uses social sign-on with Facebook. C is incorrect because user info endpoint URL is a portion of the authentication provider setup that specifies the URL to obtain the user information from Facebook, not associate a Facebook user with a Salesforce user. Verified References: [Apex Registration Handler], [Consumer Key and Secret], [Federation ID], [User Info Endpoint URL]

 To create partners using an external identity provider (IdP) and avoid duplicate accounts with Salesforce, the identity architect should recommend creating a custom page in Experience Cloud to self register partner with Experience Cloud and Ping identity store. Ping is an IdP that supports OpenID Connect protocol, which allows users to sign in with an external identity provider and access Salesforce resources. By creating a custom page in Experience Cloud, the identity architect can use a custom registration handler to link the partner’s Ping identity with their Salesforce identity and prevent duplicate accounts. The custom page can also provide a seamless user experience for the partners. References: OpenID Connect Authentication Providers, Social Sign-On with OpenID Connect, Create a Custom Registration Handler

The three capabilities of delegatedauthentication are:

It can connect to SOAP services. 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 enables Salesforce to integrate with existing identity stores or authentication methods that support SOAP services.

It can be assigned by permission sets. Permission sets are collections of settings and permissions that give users access to various tools and functions in Salesforce. Permission sets can be used to assign delegated authentication to users by enabling the “Is Single Sign-on Enabled” permission. This permission allows users to log in with delegated authentication instead of their Salesforce username and password.

It can connect to REST services. REST services are web services that use HTTP methods to access or manipulate resources on a server. REST services can be used for delegated authentication by creating a custom login page that makes a REST callout to an external service that verifies the user’s credentials. This approach requires custom code and configuration, but it provides more flexibility and control over the authentication process.

The other options are not capabilities of delegated authentication. Delegated authentication cannot be assigned by custom permissions or profiles. Custom permissions are settings that can be used in Apex code or validation rules to check whether a user has access to a custom feature or functionality. Custom permissions cannot be used to enable delegated authentication for users. Profiles are collections of settings and permissions that determine what users can do in Salesforce. Profiles cannot be used to enable delegated authentication for users,as this feature is controlled by permission sets. References: [Delegated Authentication], [Permission Sets], [Enable ‘Delegated Authentication’], [REST Services], [Custom Login Page for Delegated Authentication], [Custom Permissions], [Profiles]

QUESTIONNO: 27

In an SP-Initiated SAML SSO setup where the user tries to access a resource on the Service Provider, What HTTP param should be used when submitting a SAML Request to the Idp to ensure the user is returned to the intended resourse after authentication?

A. RedirectURL

B. RelayState

C. DisplayState

D. StartURL

Answer: B

The HTTP parameter that should be used when submitting a SAML request to the IdP to ensure the user is returned to the intended resource after authentication is RelayState. RelayState is an optional parameter that can be used to preserve some state information across the SSO process. For example, RelayState can be used to specify the URL of the resource that the user originally requested on the SP before being redirected to the IdP for authentication. After the IdP validates the user’s identity and sends back a SAML response, it also sends back the RelayState parameter with the same value as it received from the SP. The SP then uses the RelayState value to redirect the user to the intended resource after validating the SAML response. The other options are not valid HTTP parameters for this purpose. RedirectURL, DisplayState, and StartURL are not standard SAML parameters and they are not supported by Salesforce as SP or IdP. References: [SAML SSO Flows], [RelayState Parameter]

 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.