Headless Identity Implementation Guide

What Is Headless Identity?
Complete Prerequisites for Headless Identity
Create a Role to Manage Headless Identity Features
Assign the Headless Identity Admin Role to Yourself
Set Up a Demo Profile for End Users
Set Up Cross-Origin Resource Sharing (CORS)
Create an Account for End Users
Enable the Authorization Code and Credentials Flow
Implement reCAPTCHA on a Web App
Set Up an Authentication Provider for Single Sign-On
Set Up an Experience Cloud Site for Headless Identity
Set Up an External Client App for Headless Identity
Use Postman to Work with Headless Identity APIs
JavaScript Examples for Headless Identity APIs
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Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Create a Role to Manage Headless Identity Features

For identity and access management, it’s important to define who can access what. Create a role to ensure that you have the right level of access to manage Headless Identity features.
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To view roles and role hierarchy: View Roles and Role Hierarchy
To create, edit, and delete roles: Manage Roles
To assign users to roles: Manage Internal Users
  1. From Setup, in the Quick Find box, enter Roles, and then select Roles.
  2. Click Set Up Roles.
  3. Under CEO, select Add Role.
  4. Enter a label for the role, such as Headless Identity Admin.
    The Role Name autofills. You can keep it the same or change it.
  5. Save your changes.
Stay on this Setup page to complete the next step.