Looking for a way to manage third-party apps and services (like Google Drive, Cisco WebEx, Active Directory and others) for your Salesforce users? The Salesforce Identity Implementation Guide [PDF] gives you documentation, a quick start, and a tutorial to check out Salesforce Identity features, including:
- Custom domains (using the My Domain feature)
- Customized login pages
- An app launcher user interface to third-party connected apps
- Single sign-on
- Two-factor authentication
- Mobile app management
- Third-party app and service usage reports
- User account synchronization with your existing directory service using a tool called “Identity Connect”
In the guide, you’ll see how to combine Salesforce Identity features for a single organization. Users get access to connected and mobile apps in a streamlined experience, while administrators get more tools for customizing the organization. Administrators also gain visibility into third party app usage and tools for managing authorization. The guide uses scenarios, tutorials, reference information, and links to videos so you can walk through all the features and see how they fit together.
For example, the App Launcher presents users with logos that link to their connected apps and standard apps, all from one tab in Salesforce. For the best user experience of the App Launcher, set up the connected apps to support single sign-on so the user can click a logo and go directly into the connected app without having to authenticate again. And, to manage single sign-on effectively, you should set up a custom domain using the My Domain feature. The Identity Implementation guide gives you a quick start so you can experience these steps in their proper order.
- Create a custom domain with My Domain.
- Create a connected app.
- Add the app to the App Launcher to a profile or permission set for your users.
Once you see it in practice, you’ll get a better sense of how it all fits together. Then you can continue to add two-factor authentication, customize your login page, troubleshoot single sign-on, run a report, and more.
Related Resources
The Salesforce Identity Web page
Salesforce Identity “How To” videos
Security Single Sign-On Implementation Guide [HTML | PDF ]
Understanding Authentication in the REST API Developer’ s Guide
Salesforce Identity Connect User Guide [PDF]