Social Sign-On with Authentication Providers Webinar

Follow us @forcedotcom

Social Sign-On with

Authentication Providers

Pat Patterson

Principal Developer Evangelist

@metadaddy

Chuck Mortimore

Sr. Director, Product Management

@cmort

Todd Bursey

General Manager for PSA

FinancialForce

@toddbursey

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Agenda

Overview – Chuck

Demo – Pat

Case Study – Todd

Roadmap – Chuck


Overview


CRM processes have

historically been disconnected


The Social Enterprise

communicates in new ways…


…but how do social customers and partners

directly engage with your products and services?


Introducing

Social Sign-On


Social Sign-On

– Automatically create and update users and contacts

– Single Sign-On makes it easy and keeps them coming back

– Deliver applications and services to deepen your relationship

– Active engagement automatically updates your customer data


So what’s under the covers?

The Auth Providers Framework

– Pre-integrated Single Sign-On from branded Identity Services

– Automatically create and update Contacts and Users

– Full control over data modeling with Apex Registration Handlers

– Works for both internal and external users

Out of the box support

– Facebook: B2C

– Salesforce: B2B

– JanRain: Breadth & Depth support for a wide catalog of Identity Providers


When to use Auth Providers

Business to Consumer

– Use Facebook or JanRain for more options

Business to Partner

– Use Login with Salesforce for collaborating with Partners or Customers that

have existing Salesforce deployments

– Use SAML for point to point federations

Business to Employee

– SAML is still the preferred option ( see roadmap )

– SAML provides static


Demo


bit.ly/authprovider


Case Study


Our Problem: Engage Our Customers Better

Scalability

Allow customers to engage each other

Provide channels for self help

Improved customer satisfaction

Increased number of champions

Improved knowledge of our customers


Our Idea: Build a Community

My login to

FinancialForce

Portal is Jen@XYZ

…I think???

My login to my org

is Jen@myorg


Demo


Solution & Setup

Auth. Provider

• Remote Access

• Auth. Provider (Salesforce)

Portal

• Configure Portal, Sharing, Security

• Set Auth Provider Portal Value

Sites

• Setup Site Home Page

• Setup Login Settings

Apex

• Registration Handler

• Test Class


Challenges, Tips & Tricks – Auth Provider

Which comes first Remote Access or Auth. Provider?

• Remote Access. Fake the callback URL, then update after Auth Provider created

Remember who executes the registration.

Key for debugging

Be careful of the auto generated registration

handler

How do I test the registration handler to migrate to prod?

• See Page 514 of the Apex Code documentation for an example.

Test-Only Initialization URL is your friend

I’m getting error but have no idea what they are.


Challenges, Tips & Tricks – Sites & Portal

Set Generic VF page to initiate the protocol

My portal org and the customers org are on the same pod

Add the Site ID to your protocol

Sites Requires an active home page.

Need to set the log out URL


Roadmap


Roadmap for Auth Providers

StartURLs and Custom Scopes

– Developer Release Preview & Pre Release Sign Up

Communities, Site.com, and Orgs

– Authentication for Collaboration, Marketing, and multi-org single sign-on

Make it great for employees

– Tie into My Domains so it works just like SAML


Resources

Social Single Sign-On – Authentication Providers in Spring ’12

http://blogs.developerforce.com/developer-relations/2012/01/social-single-sign-on-

authentication-providers-in-spring-12.html

Janrain Social Sign-On

http://janrain.com/salesforce

Spring ‘12 Release Notes

https://na1.salesforce.com/help/doc/en/salesforce_spring12_release_notes.pdf


Upcoming Events

April 24 – Apex CodeTalk

– bit.ly/codetalk-live

May 2 – Intro to Force.com

– bit.ly/introforce-webinar

May 22 – Cloudstock 2012 London

– bit.ly/cslondonevent

TBD – Connected Apps


Q&A

http://bit.ly/ssosurvey

@metadaddy @cmort @toddbursey

Social Sign-On with Authentication Providers Webinar

Technology

Transcript of Social Sign-On with Authentication Providers Webinar