1. Single Sign-On Best Practices
Developer Track
Suchin Rengan Shesh Kondi
Director, Technical Solutions Architect Cloud Solutions Architect
@sacrengan @sheshzilla

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3. Why are we here?
• To discuss
• Different Mechanisms for Authentication
• When to choose what protocol
• Best practice for implementations
• To help you understand
• Single Sign-On Using SAML 2.0
• API access using OAuth
• Authentication Providers
• To demonstrate
• The amazing things that can be built using our Authentication services

4. What is Single Sign On?
Per wikipedia..
Single sign-on (SSO) is a property of access control of multiple related,
but independent software systems. With this property a user logs in once
and gains access to all systems without being prompted to log in again at
each of them
In simple terms..
Ability for systems to establish Authentication using a mutually
agreed upon an identity mechanism

5. Authentication Mechanisms
Suchin Rengan

6. Username / Password Authentication
• The out-of-the-box experience
• Salesforce hosts the authentication interface
• Flexible policies
• Mobile ready
① User sends credentials to Salesforce
② Salesforce authenticates user in our database and
user is granted session to Salesforce

7. What is SAML?
• The Standard for Federated Single Sign-On
• OASIS Standard: Commercial & Open Source support
• Authentication interface is hosted by customer
① User requests a secure resource
② Salesforce.com redirects to Customer IDP
③ Customer authenticates user
④ User returns to Salesforce.com with SAML and is
granted session
* If you’re logged into the Dreamforce org, you’ve used SAML!

8. What is Delegated Authentication?
• SOAP based protocol for “Single Login”
• Salesforce only: Minimal commercial support
• Salesforce hosts the authentication interface
① User sends credentials to Salesforce
② Salesforce sends credentials to Customer
③ Customer authenticates user and replies “true”
④ User is granted session to Salesforce

9. What is OAuth?
• An open protocol to allow secure API access in a simple,
standard method from desktop/web applications
• Standard track in IETF
• Integrates with previous authentication mechanisms
① App redirects user to Salesforce
② Salesforce authenticates user
③ Saleforce redirects user back to app
with code
④ App sends code to Salesforce
⑤ Salesforce issues session
⑥ App accesses API

10. When do I use what?
• UserId/Password
• When you just want the basics
• SAML
• Single Sign-On for the web and applications
• SAML provides the best commercial support
• SAML provides re-use across other Cloud services
• OAuth
• Building an API client or connected application (including Mobile)
• Delegated Auth
• SF Mobile CRM and older API clients with your own credentials
* Not mutually exclusive…you can mix and match

11. Customer Poll/ Question
If you want to use your Active Directory credentials to use
Salesforce for Outlook what mechanism would you use?
A. Username / Password
B. SAML
C. OAuth
D. Delegated Authentication

12. SSO in Action
Shesh Kondi
Suchin Rengan

13. How about using a Corporate Identity for Employees?
Identity Provider (IDP) Service Provider (SP)
MyDomain: A sub-domain
used to access a specific SF
Organization.
Example: https://acme-
1. Generate SAML token and send 2. Validate SAML and generate
developer.my.salesforce.com
response to Salesforce session

14. Provisioning Users
So, how we get the users in Salesforce??
 Manually…. But that doesn’t cut for large organizations
 API… But that takes code and maintenance
 Just In Time Provisioning (SAML JIT)

15. What about Multiple Salesforce Orgs?
Identity Provider (IDP)
Service Provider (SP) Service Provider (SP)

16. …and an org can even be an IDP…
Identity Provider (IDP)
Service Provider (SP) Service Provider (SP)

17. How about bookmarks?
1. Request Resource. Redirect to IDP
2. Send SAML Request
3. Authenticate. Send SAML Response
4. Validate SAML. Generate session
Identity Provider (IDP) Service Provider (SP)
4
2
3 1

18. How about Employees use Mobile?
1. User Posts Credentials 2. User get’s session

19. Salesforce as an IDP for a Third Party SP
Identity Provider (IDP)
Service Provider (SP) Service Provider (SP)

20. What about Single Sign-On for Partners?
Identity Provider (IDP)
Partner Portal
1. Generate SAML and send to 2. Validate SAML and generate
Salesforce session
Same as IDP Initiated SAML, but with 2 additional attributes
Send these in attribute statement: organization_id & portal_id

21. What about the Consumers?
Social Sign On
 Login using ‘Social’ Credentials
 Facebook and Janrain Authentication Providers
 Link Accounts
 Dyanamic Provisioning

22. How about using Social credentials for Salesforce
access?
1. Authenticate and Link accounts 2. Allow Salesforce access

23. SSO Best Practices
Suchin Rengan

24. Best Practices
Develop troubleshooting practices for SSO failures
 SSO is in critical path since no login means no access to users
Citi SSO SAML Issues Troubleshooting Process
SAML SSO Issue is
Reported
Gather
Information:
- User Id
- Error Message
Check the Login
Type “SAML Idp
Initiated SSO”
Any Login Error NO Is User Profile Make appropriate
Message in User’s Configured with changes to User
Login History? Proper Federation Id? Profile
Error Messages like:
- Failed: Issuer Mismatched
- Failed: Certificate Mismathed YES YES
NO Talk to Citi STS
NO
team and get
SAML Setting Is SAML Token
their help in
Related Issue? (1) Valid? (2)
resolution of the
issue
YES YES
Make appropriate
changes to SAML
Settings If necessary open
support ticket
with SFDC
Error Messages like:
- Failed: Audience Mismatched
- Failed: Recipient Mismatched
- Failed: Certificate Mismatched
Verify if it resolves the issue
ADDITIONAL NOTES
1) For Certificate related issues, verify Certificate that is uploaded under SAML settings
2) A SAML Token can be validated using the SAML Token Debugger tool that is accessible on the SAML Settings Screen
3) Replay related issue is a temporary issue and happens if multiple SAML requests for the same user is made

25. SAML Best Practices – Prevent Failures
• Make sure the IDP server is on a high available environment
• Be proactive with regards to certificate (Salesforce and client)
expirations
• Check for any time skews that may lead to inconsistent timeout/
session creation issues
• Implement custom logout, error pages to present custom
messages instead of defaults
• TEST and TEST and TEST

26. SAML Best Practices – Reliable & Scalable
• Use Federation Id instead of SF username as subject Id
• Identity based on login and no mapping required to know SF username
• Login post is org specific and hence no time needed by SF to resolve org instance
• Disabling users from directly logging into SF if SAML is
enabled
• Enable DA and implement a service that always return false
• Use the “My Domains” feature and redirect the user when attempting to login
directly. Also, disable flag that allows users to log into Salesforce.com directly
 Administrators should be excluded from SSO

27. Where do we go from here?
Learn more on developer force:
• http://wiki.developerforce.com/index.php/Single_Sign-
On_for_Desktop_and_Mobile_Applications_using_SAML_and_OAuth
• http://wiki.developerforce.com/index.php/CRC:SSO
Attend these sessions:
• Hands-on Training: Enable Single Sign-on with SAML
Thursday, September 20th: 3:00 PM - 4:00 PM
• Authentication with OAuth and Connected Apps
Thursday, September 20th: 10:30 AM - 11:30 AM

28. Suchin Rengan Shesh Kondi
@sacrengan @sheshzilla