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Financial Services
Securing Third Party Application Access
Joseph Alviani, Salesforce.com, Technical Solution Architect
@jalviani
Safe harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results
expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be
deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other
financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any
statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new
functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our
operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any
litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our
relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our
service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to
larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is
included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent
fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor
Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently
available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions
based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these
forward-looking statements.
Set the Stage
ABC Company has the following in place today.
▪ Bring your own device model.
▪ Org wide security settings are set to Public.
▪ VPN access is only available for laptops.
▪ Using both Federated and Delegated Authentication.
▪ No Wifi Access in their facilities.
The Ask
Limit which applications are granted access to the Org.
What Do We Know
▪ We can't leverage VPN on the mobile devices.
▪ We can't rely on the Federated server to manage access.
▪ The Following Requirements
• Ability to restrict mobile applications
• Ability to permit certain applications to connect
• Ability to control authorization of the application
• Ability to manage the session timeout
• Ability to control User Login Frequency
• Ability to Enforce PIN Code
Toolbox
What do we have in our Toolbox to leverage?
▪ Trusted IP Ranges
▪ Profile Based Login IP Range
▪ Connected Apps
Trusted IP
Requirements
Block Mobile Applications
Permit Specific Mobile Applications
Control authorization
Configure Session Timeout
Control User Login Frequency
Enforce a PIN Code

Yes/No
Yes (Soap API), No (oAuth)
No
No
No
No
No
Profile Based IP Restriction
Requirements
Block Mobile Applications
Permit Specific Mobile Applications
Control authorization
Configure Session Timeout
Control User Login Frequency
Enforce a PIN Code

Yes/No
Yes
No
No
No
No
No
Connected Apps
Requirements
Block Mobile Applications
Permit Specific Mobile Applications
Control authorization
Configure Session Timeout
Control User Login Frequency
Enforce a PIN Code

Yes/No
No
Yes (Application must participate)
Yes
Yes
Yes
Yes
Connected Apps

Enforce or Relax IP
Restrictions

Settings for User
or Admin
Authorization

Control how often
users have to log
into the app.
Force the user to use
two factor
authentication.

Force Session Timeouts with a PIN
DEMO
Connected Apps with Profile Restrictions
Joseph Alviani
Technical Solution Architect,
@jalviani
Other Security Sessions
Introduction to the Salesforce Security Model
Tuesday, 12:15 p.m. - 1:00 p.m.
Dreamforce ‘12 Recordings
Authentication with oAuth and
Connected Apps
Taking a Pragmatic Look at the
Salesforce Security Model
Single Sign-On and Access
Management for Mobile Applications

http://www.youtube.com/watch?
v=SBeO-Jkx3LA
http://www.youtube.com/watch?
v=XpoaRryUpmA
http://www.youtube.com/watch?
v=UYDdmWhiwYw
Mobile Application Security: How Financial Services Companies Do It

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Mobile Application Security: How Financial Services Companies Do It

  • 1. Financial Services Securing Third Party Application Access Joseph Alviani, Salesforce.com, Technical Solution Architect @jalviani
  • 2. Safe harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Set the Stage ABC Company has the following in place today. ▪ Bring your own device model. ▪ Org wide security settings are set to Public. ▪ VPN access is only available for laptops. ▪ Using both Federated and Delegated Authentication. ▪ No Wifi Access in their facilities.
  • 4. The Ask Limit which applications are granted access to the Org.
  • 5. What Do We Know ▪ We can't leverage VPN on the mobile devices. ▪ We can't rely on the Federated server to manage access. ▪ The Following Requirements • Ability to restrict mobile applications • Ability to permit certain applications to connect • Ability to control authorization of the application • Ability to manage the session timeout • Ability to control User Login Frequency • Ability to Enforce PIN Code
  • 6. Toolbox What do we have in our Toolbox to leverage? ▪ Trusted IP Ranges ▪ Profile Based Login IP Range ▪ Connected Apps
  • 7. Trusted IP Requirements Block Mobile Applications Permit Specific Mobile Applications Control authorization Configure Session Timeout Control User Login Frequency Enforce a PIN Code Yes/No Yes (Soap API), No (oAuth) No No No No No
  • 8. Profile Based IP Restriction Requirements Block Mobile Applications Permit Specific Mobile Applications Control authorization Configure Session Timeout Control User Login Frequency Enforce a PIN Code Yes/No Yes No No No No No
  • 9. Connected Apps Requirements Block Mobile Applications Permit Specific Mobile Applications Control authorization Configure Session Timeout Control User Login Frequency Enforce a PIN Code Yes/No No Yes (Application must participate) Yes Yes Yes Yes
  • 10. Connected Apps Enforce or Relax IP Restrictions Settings for User or Admin Authorization Control how often users have to log into the app. Force the user to use two factor authentication. Force Session Timeouts with a PIN
  • 11. DEMO Connected Apps with Profile Restrictions
  • 12. Joseph Alviani Technical Solution Architect, @jalviani
  • 13. Other Security Sessions Introduction to the Salesforce Security Model Tuesday, 12:15 p.m. - 1:00 p.m. Dreamforce ‘12 Recordings Authentication with oAuth and Connected Apps Taking a Pragmatic Look at the Salesforce Security Model Single Sign-On and Access Management for Mobile Applications http://www.youtube.com/watch? v=SBeO-Jkx3LA http://www.youtube.com/watch? v=XpoaRryUpmA http://www.youtube.com/watch? v=UYDdmWhiwYw