Identity-and-Access-Management-Architect Salesforce Certified Platform Identity and Access Management Architect (Plat-Arch-203) Questions and Answers

 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

 To enable SP-initiated SSO using a SAML-based identity provider, UC needs to configure SAML SSO settings in Salesforce and set up acustom domain using My Domain feature. This allows UC to specify the identity provider information, such as the issuer, entity ID, certificate, and SAML assertion attributes. Delegated authentication is a different mechanism that allows Salesforce to delegate the authentication process to an external web service. A connected app is not required for SP-initiated SSO, but it is used for IDP-initiated SSO or OAuth flows. References: Certification - Identity and Access Management Architect - Trailhead, [Set Up My Domain], [Configure SAML Settings for Single Sign-On]

To prevent unauthorized form submissions during the self-registration process, UC should require a captcha at the end of the self-registration process and use hidden fields populated via JavaScript events in the self-registration page. These methods will help to verify that the user is a human and not a bot, and also to validate the user’s input against some predefined values. Option A is not a good choice because open-ended security questions and complex password requirements may frustrate the user and reduce the conversion rate. Option B is not a good choice because lookup and picklist fields may not prevent bots from submitting the form, as they can be easily automated or bypassed.

 The sidebar of a Salesforce Console as a console component and included in the Call Control Tool that’s part of Open CTI are two options that are correct in regards to where the app can be made visible under the connected app settings for the Canvas app. A Canvas app is an external application that can be embedded within Salesforce using an iframe. A connected app is an application that integrates with Salesforceusing APIs and uses OAuth as the authentication protocol. You can control where a Canvas app can be displayed in Salesforce by configuring the locations in the connected app settings. The sidebar of a Salesforce Console as a console component is a valid location for a Canvas app because it allows you to display the app as a collapsible panel on the side of any console app. Included in the Call Control Tool that’s part of Open CTI is a valid location for a Canvas app because it allows you to display the appas part of the softphone panel that integrates with your telephony system. As part of the body of a Salesforce Knowledge article is not a valid location for a Canvas app because it is not supported by the connected app settings. In the mobile navigation menu on Salesforce for Android is not a valid location for a Canvas app because it is not supported by the connected app settings. References: : [Canvas Developer Guide] : [Connected Apps Overview] : [Add or Remove Components from Your Console Apps] : [OpenCTI Developer Guide]

A is correct because creating a connected app that supports the JWT Bearer Token OAuth Flow allows the middleware to authenticate to Salesforce without storing usernames and passwords.The JWT Bearer Token OAuth Flow uses a certificate and a private key to sign a JSON Web Token (JWT) that contains information about the user identity andrequested access. The middleware sends the JWTto Salesforce, which verifies it using the certificate and grants an access token2.

B is incorrect because creatinga connected app that supports the Refresh Token OAuth Flow requires storing usernames and passwords in the middleware. The Refresh Token OAuth Flow uses a username-password authentication flow to obtain an access token and a refresh token. The middleware can use the refresh token to obtain new access tokens without user interaction, but it still needs to store the username and password for the initial authentication3.

C is incorrect because creating a connected app that supports the Web Server OAuth Flow requires user interaction to authenticate to Salesforce. The Web Server OAuth Flow redirects the user to a Salesforce login page, where they enter their credentials and grant access to the middleware. The middleware then receives an authorization code that it can exchange for an access token and a refresh token4.

D is incorrect because creating a connected app that supports the User-Agent OAuth Flow also requires user interaction to authenticate to Salesforce. The User-Agent OAuth Flow is similar to the Web Server OAuth Flow, except that it does not return a refresh token. The middleware can only use the access token until it expires5.

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

To provision users in Salesforce from Active Directory without doing any initial setup ofusers in Salesforce, UC can use an app exchange product or Identity Connect. An app exchange product is a third-party applicationthat can synchronize users and groups from Active Directory to Salesforce using a web-based interface1. Identity Connect is a desktop application that cansynchronize users and groups from Active Directory to Salesforce using a graphical user interface2. Both solutions can also map Active Directory attributes to Salesforce fields and assign profiles, roles, and permission sets to users12.

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

IDP-initiated SSO flow is when the user starts at the identity provider (IDP) site and then is redirected to the service provider (SP) site with a SAMLassertion. This flow is suitable for UC’s scenario because they want to use their existing portal as the primary site and also enable seamless access to the partner community. The IDP-initiated flow does not require the user to log in again at the SP site,which is Salesforce in this case.

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]

 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.

To support scalability and reduce maintenance costs for a multinational, multi-brand organization, the architect should recommend assigning each sub-brand a unique Experience ID and using the Experience ID to dynamically brand the login experience. 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 afeature that allows Experience Cloud sites to display different branding elements, such as logos, colors, or images, based on the Experience ID or other criteria. This solution can provide a consistent and personalized brand experience for each sub-brandwithout creating multiple subdomains or orgs. References: Experience ID, Dynamic Branding for Experience Cloud Sites

 TheOAuth feature of Salesforce that should be used to restrict the types of resources mobile users can access is scopes. Scopes are parameters that specify the level of access that the mobile app requests from Salesforce when it obtains an OAuth token. Scopescan be used to limit the access to certain resources or actions, such as API calls, full access, web access, or refresh token. By configuring scopes in the connected app settings, Universal Containers can control what the mobile app can do with the OAuthtoken and protect against unauthorized or excessive access.

To ensure that SSO is usedfor accessing the Salesforce1 mobile app, UC should configure the Salesforce1 app to use the My Domain URL instead of the default login.salesforce.com URL. My Domain is a feature that allows UC to create a custom domain name for their Salesforce org that supports SSO with their identity provider. UC should also use the existing SAML-SSO flow along with User Agent Flow, which is an OAuth 2.0 flow that allows users to authenticate with their identity provider through an embedded browser within the mobile app.Verified References: [Configure SSO with Salesforce as a SAML Service Provider], [User-Agent Flow]

A 2-Factor Authentication (2FA) solution is a type of multi-factor authentication (MFA) that requires users to provide two verification factors to access a system or application. The verification factors can be something the user knows (e.g., password), something the user has (e.g., phone), or something the user is (e.g., fingerprint). A 2FA solution can help prevent common cyberattacks that rely on stealing or guessing passwords, such as:

Key logging attacks: These are attacks where a malicious program records the keystrokes of a user, including their passwords, and sends them to the attacker. A 2FA solution can prevent this attack by requiring an additional factor that is not typed by the user, such as a verification code sent to their phone or a biometric scan.

Phishing attacks: These are attacks where an attacker sends a fake email or website that looks like it came from a trusted source,and tricks the user into providing their credentials or other sensitive information. A 2FA solution can prevent this attack by requiring an additional factor that is not known by the attacker, such as a verification code generated by an authenticator appor a hardware token.

Dictionary attacks: These are attacks where an attacker tries to guess a user’s password by using a list of common or likely passwords, such as “password” or “123456”. A 2FA solution can prevent this attack by requiring an additional factor that is not based on a password, such as a fingerprint scan or a facial recognition.

A man-in-the-middle attack is when an attacker intercepts and alters the communication between two parties, such as a user and a website. A 2-Factor Authentication solution can help prevent this type of attack by requiring a second factor of authentication thatthe attacker cannot access or spoof, such as a code sent to the user’s phone or a hardware token

The JWT Bearer Token flow is an OAuth flow in which an external app (also called client or consumer app) sends a signedJSON string to Salesforce called JWT to obtain an access token. The access token can then be used by the external app to read & write data in Salesforce1. This flow does not require storing credentials, client secret or refresh tokens, as theJWT is self-contained and includes information about the app and the user2. The other flows require either user interaction (Web Server flow and User Agent flow) or storing credentials (Username-Password flow)3.

Dynamic branding is a feature that allows Experience Cloud sites to display differentbranding elements, such as logos, colors, or images, based on the user’s profile or preferences. To use dynamic branding, the community must be built with the Customer Account Portal template, which supports this feature. An experience ID (expid) or placeholder parameter must be used in the URL to represent the brand and trigger the dynamic branding logic.

These are two capabilities that My Domain enables in the context of a SAML SSO configuration. My Domain is a feature that lets you customize your Salesforce domain name and login page1. Resource deep linking is the ability to access a specific page or resource within Salesforce directly from a link, without having to navigate through the app2. SSO from Salesforce Mobile App is the ability to log in to the Salesforce Mobile App using your SSO credentials, without having to enter your username and password3. My Domain enables these capabilities by allowing you to specify your identity provider (IdP) and SSO settings for your unique domain name, and by providing a custom login URL that can be used for deep linking and mobile app login1. The other options are notcorrect for this question because:

App Launcher is a feature that lets you access all your connected apps from one place in Salesforce. It does not require My Domain or SAML SSO to work, although it can be enhanced by using them.

Login Forensics is a feature that analyzes login behavior and identifies anomalous or suspicious logins. It does not require My Domain or SAML SSO to work, although it can be used with them. References: MyDomain, Deep Linking into Salesforce, Salesforce Mobile AppBasics, [App Launcher], [Login Forensics]

A is correct because requiring users to provide their RSA token along with their credentials is a form of two-factor authentication. An RSA token is a hardware device thatgenerates a one-time password (OTP) that changes every few seconds. The user needs to enter both their password and the OTP to log in to Salesforce.

D is correct because requiring users to use a biometric reader as well as their password is another form oftwo-factor authentication. A biometric reader is a device that scans a user’s fingerprint, face, iris, or other physical characteristics to verify their identity. The user needs to provide both their password and their biometric data to log in to Salesforce.

B is incorrect because requiring users to supply their email and phone number, which gets validated, is not a form of two-factor authentication. This is a form of identity verification, which is used to confirm that the user owns the email and phone number they provided. However, this does not add an extra layer of protection beyond their password when they log in to Salesforce.

C is incorrect because requiring users to enter a second password after the first authentication is not a form of two-factor authentication. This is a form of single-factor authentication, which only relies on something the user knows (their passwords). This does not increase security against unauthorized account access.

User Provisioning for Connected Apps allows Salesforce to create, update, and deactivate users in an external service such as Google Workspace based on user and permission set assignments in Salesforce. References: User Provisioning for Connected Apps

 To limit user access to only a subset of service providers per customer type, the identity architect should use Profiles and Permission Sets to assign user access to Admin Pre-Approved Connected Apps. Connected apps are frameworks that enable external applications to integrate with Salesforce using APIs and standard protocols, such as OpenID Connect. By setting each of the Connected App access settings to Admin Pre-Approved, the identity architect can control which users can access which connected apps by assigning profiles or permission sets to the connected apps. The other options are not relevant for this scenario. References: Connected Apps, Manage Connected Apps

 To authenticate and authorize Salesforce users with AWS, the identity architect should configure AWS as an OpenID Connect Provider. OpenID Connect is a protocol that allows users to sign in with an external identity provider, such as AWS, and access Salesforce resources. To enable this, the identity architect needs to configure an OpenID Connect Authentication Provider in Salesforce and link it to a connected app. The other options are not relevant for this scenario. References: OpenID Connect Authentication Providers, Social Sign-On with OpenID Connect

 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.

 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 two capabilities of an identity provider that the architect should detail to help strengthen the business case are that the identity provider can authenticate multiple applications and that the identity provider can centralize enterprise password policy. These capabilities can provide benefits such as reducing login friction, improving user experience, enhancing security, and simplifying administration. Option B is not a good choice because the identity provider can authenticate multiple social media accounts may not be relevant for UC’s business case, as it does not specify how UC will use social media for its identity management. Option C is not a good choice because the identity provider can store credentials for multiple applications may not be desirable or secure for UC’s business case, as it may imply that theidentity provider is using password vaulting or federation rather than single sign-on (SSO) or identity federation. References: Identity Management Concepts, [Single Sign-On Implementation Guide]

The three differentattributes that can be used to identify the user in a SAML assertion when Salesforce is acting as a Service Provider are Federation ID, User Email Address, and Salesforce Username. According to the Salesforce documentation, “Salesforce supports three attributes for identifying users in a SAML assertion: Federation ID, User Email Address, and Salesforce Username.” Therefore, option A, D, and E are the correct answers.

The Entity ID is the SAML SSO setting inSalesforce that provides the capability to differentiate Salesforce from other service providers. The Entity ID is a unique identifier for the service provider that is sent in the SAML request and response messages1. The identity provider uses the Entity ID to determine which service provider is requesting or receiving authentication information2. You can customize the Entity ID for your Salesforce org or Experience Cloud site in the SAML Single Sign-On Settings page3. References: 1: SAML SSO Flows 2: Federated Authentication Using SAML to Log in to Salesforce Org 3: Step 2: Create a SAML Single Sign-On Setting in Salesforce

Using a Login Flow with invocable Apex to callout to the security application and set permission sets allows the identity architect to dynamically assign or remove permission sets based on the functional group permissions in the custom security application. This ensures that the permission set assignments are consistent with the group permissions. References: Login Flows, Invocable Apex

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

To meet the requirements of using a central cloud-basedIAM service for authentication and user management, the IAM architect should implement Salesforce Sales Cloud as a SAML service provider and enable SCIM for provisioning and deprovisioning of users. SAML is a protocol that allows users to authenticate andauthorize with an external identity provider and access Salesforce resources. By configuring Salesforce as a SAML service provider, the IAM architect can use the central IAM service as an identity provider and enable single sign-on for users. SCIM is a standard that defines how to manage user identities across different systems. By enabling SCIM in Salesforce, the IAM architect can synchronize user data between the central IAM service and Salesforce and automate user provisioning and deprovisioning based onthe changes made in the central IAM service. References: SAML Single Sign-On Settings, SCIM User Provisioning for Connected Apps

To implement social sign-on for customers to register and log in to a portal built on Salesforce Experience Cloud using their Facebook or LinkedIn credentials, the identity architect should take three steps:

Create authentication providers for both Facebook and LinkedIn. Authentication providers are configurations that enable users to authenticatewith an external identity provider and access Salesforce resources. Salesforce provides predefined authentication providers for some common identity providers, such as Facebook and LinkedIn, which can be easily configured with minimal customization.

Check“Facebook” and “LinkedIn” under Login Page Setup. Login Page Setup is a setting that allows administrators to customize the login page for Experience Cloud sites. By checking “Facebook” and “LinkedIn”, the identity architect can enable social sign-on buttons for these identity providers on the login page.

Update the default registration handlers to create and update users. Registration handlers are classes that implement the Auth.RegistrationHandler interface and define how to create or update users in Salesforce based on the information from the external identity provider. The identity architect can update the default registration handlers to link the user’s social identity with their Salesforce identity and prevent duplicate accounts. References: Authentication Providers, Social Sign-On with Authentication Providers, Login Page Setup, Create a Custom Registration Handler

The JWT Bearer Token flowis an OAuth flow in which an external app (also called client or consumer app) sends a signed JSON string to Salesforce called JWT to obtain an access token. The access token canthen be used by the external app to read and write data in Salesforce1. This flow is suitable for UC’s scenario because it allows seamless integration between the desktop application and Salesforce without requiring user interaction or login credentials2. The other options are not valid authorization flows for this scenario. The Web Server Authentication Flow and the User Agent Flow both require user interaction and redirection to the Salesforce OAuthauthorization endpoint, which is not seamless3. The Username and Password Flow requires the external app to store the user’s login credentials, which is not secure or recommended3.

When customers self-register in the community, the self-registration process will create a person account record. A person account is a special type of account that combines both account and contact information in one record. This allows customers to have their own individual accounts without being associated with a default account. Option A is not a good choice because the self-registration process will not produce an error to the user, unless there is some configuration or validation issue. Option B is not a good choice because the self-registration page will not ask user to select an account, unless it is customized to do so. Option D is not a good choice because the self-registration page will not create a new account record,unless it is customized to do so.

 Login History allows administrators to view the login attempts of all users in the org, including the status, source IP, login type, and application. This can help identify and troubleshoot any login errors or issues. References: Login History

D is correct because Salesforce is an independent system that is not part of the SSO setup between the Employee portal and Active Directory. Salesforce does not act as an IdP or an SP for the SSO, nor does it use a connected app to integrate withthe Employee portal. Salesforce only exposes its API to allow the Employee portal to access its ideas feature.

A is incorrect because Salesforce is not a service provider for the SSO. The SSO is between the Employee portal and Active Directory, not between the Employee portal and Salesforce.

B is incorrect because Salesforce is not a connected app for the SSO. 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 Connect1. The Employee portal does not use any of these protocols to integrate with Salesforce, but only uses its API.

C is incorrect because Salesforce is not an identity provider for the SSO. The IdP is the system that authenticates users and issues tokens or assertions to allow access to other systems. In this scenario, theIdP is Active Directory, not Salesforce.

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

 The two recommended actions UC can take to achieve the functionality of allowing community users to register and log in with LinkedIn or Facebook credentials are:

Enable Facebook and LinkedIn as login options in the login section of the community configuration. This action allows UC to configure Facebook and LinkedIn as authorization providers in Salesforce, which are external services that authenticate users and provide information about their identity and attributes. Byenabling these login options in the community configuration, UC can display Facebook and LinkedIn icons on the community login page and allow users to log in with their existing credentials from these services.

Create custom registration handlers to linkLinkedIn and Facebook accounts to user records. This action allows UC to create Apex classes that implement the Auth.RegistrationHandler interface and define the logic for creating or updating user accounts in Salesforce when users log in with LinkedIn orFacebook. By creating custom registration handlers, UC can map the information from the authorization providers to the user fields in Salesforce, such as name, email, profile, or contact.

The other options are not recommended actions for this scenario. Storing the LinkedIn or Facebook user IDs in the Federation ID field on the Salesforce user record is not necessary or sufficient for enabling SSO with these services, as the Federation ID is used for SAML-based SSO, not OAuth-based SSO. Creating custom buttons for Facebook and LinkedIn using JavaScript/CSS on a custom Visualforce page is not advisable, as it would require custom code and UI development, which could increase complexity and maintenance efforts. Moreover, it would not leverage the built-in functionality of authorization providers and registration handlers that Salesforce provides. References: [Authorization Providers], [Enable Social Sign-On for Your Community], [Create a Registration Handler Class], [Auth.RegistrationHandler Interface], [Federation ID]

 JWT Bearer Token flow and SAML Bearer Assertion flow are two OAuth flows that can be usedto authenticate to Salesforce using digital certificates. JWT Bearer Token flow allows a connected app to request an access token from Salesforce by using a JSON Web Token (JWT) that is signed with a digital certificate. SAML Bearer Assertion flow allowsa connected app to request an access token from Salesforce by using a SAML assertion that is signed with a digital certificate. These two flows can meet therequirement of UC to use OAuth and digital certificates to connect to Salesforce from the recruiting system.

The two options that an architect should recommend to UC are to build a custom web service that is supported by delegated authentication and to implement the OpenID protocol and configure an authentication provider. Delegated authentication is a feature that allows Salesforce to delegate user authentication to an external service instead of using Salesforce credentials3. A custom web service can be built to use the credentials stored in the custom identity store and validate them against Salesforce using SOAP or REST API3. OpenID is an open standard protocol that allows users to authenticate with various web services using an existing account4. An authentication provider can be configured in Salesforce to use OpenID and connect with the custom identity store5.

The best option for UC’s architect to enable the behavior of using a single identity provider to access all of their Salesforce orgs is to ensure that users have the same Federation ID value in their user records in all of UC’s Salesforce orgs. The Federation ID is a field on the user object that stores a unique identifier for each user that is consistent across multiple systems. The Federation ID is used by Salesforce to match the user with the SAML assertion that is sent by the identity provider during the single sign-on (SSO) process. By ensuring that users have the same Federation ID value in all of their Salesforce orgs, UC can enable users to log in with the same identity provider and credentials across multiple orgs. The other options are not valid ways to enable this behavior. Ensuring that users have the same email value in their user records in all of UC’s Salesforce orgs does not guarantee that they can log in with SSO, as email is not used as a unique identifier by Salesforce. Ensuring the same username is allowed in multiple orgs by contacting Salesforce support is not possible, as username must be unique across all Salesforce orgs. Ensuring that users have the same alias value in their user records in all of UC’s Salesforce orgs does not affect the SSO process, as alias is not used as a unique identifier by Salesforce. References: [Federation ID], [SAML SSOwith Salesforce as the Service Provider], [Username], [Alias]

Thetwo items that an architect should recommend for UC to minimize the administration overhead are:

Enable the “Refresh Tokens is valid until revoked” setting in the Connected App. This setting allows the mobile app to obtain a refresh token from Salesforce when it obtains an access token. A refresh token can be used to obtain a new access token when the previous one expires or becomes invalid. By enabling this setting in the Connected App, UC can reduce the number of login prompts and authentication failuresfor its mobile users, as they can use the refresh token to renew their access without entering their credentials again.

Enable the “All users may self-authorize” setting in the Connected App. This setting allows users to grant access to the mobile app without administrator approval. By enabling this setting in the Connected App, UC can simplify and speed up the deployment process for its mobile app, as they do not need to manually authorize each user or group of users.

The other options are not recommendeditems for this scenario. Enabling the “Enforce IP restrictions” setting in the Connected App would limit the mobile app access to certain IP ranges, which could prevent some users from accessing the app from different locations or networks. Enabling the “High Assurance session required” setting in the Connected App would require users to verify their identity with a second factor before accessing the mobile app, which could increase complexity and inconvenience for users. References: [Connected Apps], [Refresh Token], [All Users May Self-Authorize], [IP Restrictions for Connected Apps], [Require a Second Factor of Authentication for Connected Apps]

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]

Embedded Login is a feature that allows Salesforce to embed a login widget into any web page, such as a service provider’s site, to enable users to log in with their Salesforce credentials. However, Embedded Login relies on third-party cookies, which can cause browser compatibility issues and require users to adjust their browser settings. Therefore, this should be considered before recommendingit as a solution on the Salesforce Platform. References: Embedded Login, Embedded Login Implementation Guide

To allow employees to collaborate in a single Salesforce org, yet authenticate to the appropriate IdP, the identity architect should enable each IdP as a login option in the MyDomain Authentication Service settings. Users will then click on the appropriate IdP button. MyDomain is a feature that allows administrators to customize the Salesforce login URL with a unique domain name. Authentication Service is a setting that allows administrators to enable different authentication options for users, such as social sign-on or single sign-on with an external IdP. By enabling each IdP as a login option in the MyDomain Authentication Service settings, the identity architect can provide a user-friendly and secure way for employees to log in to Salesforce using their preferred IdP. References: MyDomain, Authentication Service

This is because without My Domain, Salesforce will not know in advancewhat Identity Provider (IdP) to use for SSO, since it does not even know yet what Organization the user is trying to login to1. SP-initiated SSO is thescenario where the user starts with a Salesforce link (login page, deep link, Outlook Sync URL, etc.) and then gets redirected to the IdP for authentication2. Without My Domain, SP-initiated SSO requires that the user do an IdP-initiated SSO at least once first so that Salesforce can set a cookie in theirbrowser identifying the IdP1. The other options are not correct for this question because:

IdP-initiated SSO will work without My Domain, as long as the user starts SSO at the IdP and sends the identity information to Salesforce along with SAML protocol information that identifies the Organization and the IdP2.

Neither SP- nor IdP-initiated SSO will not work is false, as explained above.

Either SP- or IdP-initiated SSO will work is false, as explained above.

The action that an architect should recommend to UC is to configure the main Salesforce org as the identity provider. An identity provider is an application that authenticates users and provides information about them to service providers. A service provider is an application that provides a service to users and relies on an identity provider for authentication. SAML (Security AssertionMarkup Language) is an XML-based standard that allows identity providers and service providers to exchange authentication and authorization data. SSO (Single Sign-On) is a feature that allows users to access multiple applications with one login. In this scenario, the main Salesforce org is the identity provider that authenticates users using SAML and provides information about them to the regional Salesforce orgs. The regional Salesforce orgs are the service providers that provide services to users and relyon the main Salesforce org for authentication. This way, users can access the regional Salesforce orgs from the main Salesforce org seamlessly using SSO.

B is correct because the user has not configured the Salesforce1 mobile app to use My Domain for login, which is the likely cause of the issue. The My Domain URL is used to redirect theuser to the identity provider’s login page and initiate the SP-Initiated SAML flow. If the user does not configure the Salesforce1 mobile app to use My Domain for login, they will be prompted for Salesforce credentials instead of being shown the IDP loginpage. A is incorrect because the “Redirect to Identity Provider” option has been selected in the My Domain configuration, which is not the cause of the issue. The “Redirect to Identity Provider” option determines whether users are redirected to the identity provider’s login page automatically or after clicking a button. C is incorrect because the “Redirect to Identity Provider” option has not been selected in the SAML configuration, which is not the cause of the issue. The “Redirect to Identity Provider” option determines whether users are redirected to the identity provider’s login page automatically or after clicking a button. D is incorrect because the user has been granted the “Enable Single Sign-On” permission, which is not the cause of the issue. The “Enable Single Sign-On” permission allows users to use SSO with connected apps or external systems. Verified References: [My Domain URL], [SP-Initiated SAML Flow], [Redirect to Identity Provider Option], [Enable Single Sign-On Permission]

Users can request the Salesforce Admin to reset their password if they are using delegated authentication with LDAP. The other options are not applicable for this scenario, as the password is managed by the LDAP server,not by Salesforce. References: Delegated Authentication, FAQs for Delegated Authentication

Self-registration allows guests to create their own user accounts and access the community. The self-registration page can be customized to collect order details and use them to retrieve customer data from the org. References: Customize Self-Registration

To allow Salesforce profiles to be managed from a central system of record, the architect should recommend to implement JIT provisioning on the SAML IDP that will pass the profile ID in each assertion. JIT provisioning is a process that creates or updates user accounts on Salesforce based on information sent by an external identity provider (IDP) during SAML authentication. By passing the profile ID in each assertion, the IDP can control which profile is assigned to each user. Option B is not a good choice because creating an Apex scheduled job in one org that will synchronize the other orgs profile may not be scalable, reliable, or secure. Option C is not a good choice because implementing Delegated Authentication that will update the user profiles as necessary may not be feasible, as Delegated Authentication only verifies the user’s credentials against an external service, but does not pass any other information to Salesforce. Option D is not a good choice because implementing an OAuth JWT flow to pass the profile credentials between systems may not be suitable, as OAuth JWTflow is used for server-to-server integration, not for user authentication.

The two OAuth scopes that UCshould configure in the connected app are:

Refresh token. This scope allows the mobile app to obtain a refresh token from Salesforce when it obtains an access token. A refresh token can be used to obtain a new access token when the previous one expires orbecomes invalid. This scope enables UC to provide an optimal experience for its mobile users by reducing the number of login prompts and authentication failures.

API. This scope allows the mobile app to make REST API calls to Salesforce using the access token. The REST API allows the mobile app to access or manipulate data and metadata in Salesforce using HTTP methods. This scope enables UC to build a custommobile app that can connect to Salesforce and perform various operations on Salesforce resources.

User provisioning is a feature that allows Salesforce to create, update, or deactivate user accounts on a third-party system, such as Concur, based on user assignments in Salesforce1. To implementuser provisioning for Concur with an approval process, the identity architect should use the following steps2:

Create a connected app for Concur in Salesforce. A connected app is an application that integrates with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect3. To create a connected app for Concur, you need to provide the basic information, such as the app name, logo URL, contact email, and API name. You also need to enable SAML and configure the SAML settings, such as the entity ID, ACS URL, and subject type4.

Enable User Provisioning for the connected app. This step allows you to configure the user provisioning settings for the connected app, such as theprovisioning API endpoint URL, the client ID and client secret, the mapping of user attributes, and the linkage rules5. You can also choose to require an approval process for user provisioning requests by selecting the Approval Required option6.

Create an approval process for UserProvisioningRequest object associated with the provisioning flow. A UserProvisioningRequest object represents a user provisioning request that is sent to or received from a third-party system7. An approval process specifies the steps necessary for a record to beapproved and whomust approve it at each step8. To create an approval process for UserProvisioningRequest object, you need to define theapproval steps, assignees, actions, criteria, and email alerts9.

 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

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

Multi-factor authentication (MFA) is a security feature that requires users to verify their identity with two or more factors when they log in to Salesforce4. Salesforcesupports several types of authentication and verification methods that meet the criteria for secure MFA, such as5:

Username and password + security key: A security key is a physical device that plugs into a USB port or connects wirelessly to your computeror mobile device. It generates a unique code that you use to verify your identity when you log in to Salesforce5.

Third-party single sign-on with Mobile Authenticator app: Single sign-on (SSO) is an authentication method that allows users to access multiple applications with one login and one set of credentials. A mobile authenticator app is an app that generates temporary codes or sends push notifications that you use to verify your identity when you log in to Salesforce via SSO5.

Lightning Login: Lightning Login is an authentication method that allows users to log in to Salesforce without entering a password. Instead, users scan a QR code with their mobile device or click an email link that they receive when they try to log in. Then they use their fingerprint, face ID, or PIN to verifytheir identity on their mobile device5.

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

The best approach to simplify the authentication process and reduce cost and maintenance is to configure UC1 as the Identity Provider to the other four Salesforce orgs and set up JIT user provisioning on all other orgs. This way, users can log in to any of thefive orgs using their UC1 credentials, and their user accounts will be automatically created or updated in the other orgs based on the information from UC11. This eliminates the need to purchase a third-party Identity Provider or manually provision users in advance. The other options are not optimal forthis requirement because:

Purchasing a third-party Identity Provider for all five Salesforce orgs would incur additional cost and maintenance, and would not leverage the existing user base in UC1.

Not setting up JIT user provisioning for other orgs would require manually creating or updating user accounts in each org, which would be time-consuming and error-prone. References: Salesforce as an Identity Provider, Identity Providers and Service Providers, Just-in-Time Provisioning for SAML

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

The two role combinations thatare represented by the systems in the scenario are Salesforce as the service provider and Google as the identity provider, and Salesforce as the service provider and Facebook as the identity provider. This means that Salesforce hosts the customer community app and relies onGoogleor Facebook to authenticate the users who log in with those options4. Therefore, option B and D are the correct answers.

When integrating a SP that supports both SAML and OIDC with Salesforce, the use case that is the determining factor when choosing OIDC or SAML is whether the SP needs to perform API calls back to Salesforce on behalf of the user after the user logs in to the service provider. OIDC is a protocol that allows users to authorize an external application to access Salesforce resources on their behalf. OIDC provides an access token that can be used to call Salesforce APIs. SAML is a protocol that allows users to authenticate andauthorize with an external identity provider and access Salesforce resources. SAML does not provide an access token, but only a sessionID that can be used for web-based access. Therefore, if the SP needs to perform API calls back to Salesforce, OIDC is the preferred choice over SAML. References: OpenID Connect, SAML, Authorize Apps with OAuth

 Encrypting the SAML Request using a CA signed certificate and decrypting it on the IdP ensures that the requestcontent is not altered or tampered with during transit. This also adds an extra layer of security and trust between the SP and the IdP. References: SAML Single Sign-On Overview, SAML Assertion Encryption

To help employees remember fewer passwords, an identity architect should recommend setting up Salesforce as a service provider (SP) to the existing IdP. A SP is the system that relies on the IdP for authentication and provides access to its services based on the SAML assertions from the IdP. Toset up Salesforce as a SP, you need to create a connected app for Salesforce in the IdP, enable SAML and configure the SAML settings, such as the entity ID, ACS URL, and subject type. You also need to enable SSO for your Salesforce org, upload the IdP certificate, and configure the SSO settings, such as the issuer, identity type, and service provider initiated request binding.

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.

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.

 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.

 To automatically create a case record for first time users logging into Salesforce Experience Cloud using their Google account, the identity architect should implement a login flow witha record create component for Case. A login flow is a custom post-authentication process that can be used to add additional screens or logic after a user logs in to Salesforce. A record create component is a type of flow element that can be used to createa new record in Salesforce. By implementing a login flow with a record create component for Case, the identity architect can check if the user is logging in for the first time using their Google account and create a case record accordingly. References: Login Flows, Record Create Element

Security Assertion MarkupLanguage (SAML) Validator is a tool that allows administrators to test and troubleshoot SAML single sign-on configurations. It can show which part of the login assertion is failing and provide error messages and suggestions. SAML Metadata file importer andIdentity Provider Metadata download are features that allow administrators to import or download metadata files for SAMLconfigurations. Connected App Manager is a tool that allows administrators to manage connected apps in Salesforce. References: SAML Validator, SAML Single Sign-On Settings, Connected App Manager

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