Social Sign-On with Authentication Providers

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
Follow us @forcedotcom

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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

bit.ly/authprovider


Case Study


Our Problem: Engage Our Customers Better

Scalability Improved customer satisfaction
Allow customers to engage each other Increased number of champions
Provide channels for self help Improved knowledge of our customers


Our Idea: Build a Community

My login to
My login to my org
FinancialForce
is Jen@myorg
Portal is Jen@XYZ
…I think???


Solution & Setup
• Remote Access
Auth.
Provider • Auth. Provider (Salesforce)

• Configure Portal, Sharing, Security
Portal • Set Auth Provider Portal Value

• Setup Site Home Page
Sites • Setup Login Settings

• Registration Handler
Apex • Test Class


Challenges, Tips & Tricks – Auth Provider

Which comes first
Remote Access or Auth.
Provider? Remember who Be careful of the auto
executes the registration. generated registration
• Remote Access. Fake the Key for debugging handler
callback URL, then update after
Auth Provider created

How do I test the
registration handler to
migrate to prod? Test-Only Initialization I’m getting error but have
• See Page 514 of the Apex Code URL is your friend no idea what they are.
documentation for an example.


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

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