Date post: | 19-Oct-2014 |
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Technology |
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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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could differ materially from the results expressed or implied by the forward-looking statements we make. All
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developing and delivering new functionality for our service, our new business model, our past operating
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@forcedotcom / #forcewebinar
Developer Force Group
facebook.com/forcedotcom
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Agenda
Overview – Chuck
Demo – Pat
Case Study – Todd
Roadmap – Chuck
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Overview
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CRM processes have
historically been disconnected
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The Social Enterprise
communicates in new ways…
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…but how do social customers and partners
directly engage with your products and services?
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Introducing
Social Sign-On
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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
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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
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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
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Demo
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bit.ly/authprovider
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Case Study
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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
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Our Idea: Build a Community
My login to
FinancialForce
Portal is Jen@XYZ
…I think???
My login to my org
is Jen@myorg
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Demo
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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
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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.
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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
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Roadmap
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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
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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
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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
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Q&A
http://bit.ly/ssosurvey
@metadaddy @cmort @toddbursey