Salesforce Identity-and-Access-Management-Architect - Salesforce Certified Platform Identity and Access Management Architect (Plat-Arch-203)

The recommended solution for UC to enable a two-factor login process for Salesforce and their existing on-premise applications is to replace the custom 2FA system with Salesforce 2FA for on-premise applications and Salesforce. Salesforce 2FA is a feature that requires users to verify their identity with a second factor, such as a verification code or a mobile app, after entering their username and password. Salesforce 2FA can be enabled for both Salesforce and on-premise applications by using one of the following methods:

Use Salesforce Authenticator, a mobile app that generates verification codes or sends push notifications to users’ devices.

Use a third-party authenticator app, such as Google Authenticator or Microsoft Authenticator, that generates verification codes based on a shared secret key.

Use a verification code sent by email or SMS to users’ registered email address or phone number.

Use a U2F security key, such as YubiKey, that plugs into users’ devices and provides a physical token.

By replacing the custom 2FA system with Salesforce 2FA, UC can benefit from the following advantages:

Improved security and compliance by using a standard and proven 2FA solution that protects against phishing, credential theft, and brute force attacks.

Reduced complexity and cost by eliminating theneed to maintain a custom 2FA system and integrating it with Salesforce.

Enhanced user experience and convenience by providing multiple options for verifying identity and allowing users to remember trusted devices or browsers.

The other options are not recommended solutions for this scenario. Using the custom 2FA system for on-premise applications and native 2FA for Salesforce would create inconsistency and confusion for users who have to use different methods of verification for different applications. Replacing the custom 2FA system with an AppExchange app that supports on-premise applicationsand Salesforce would require UC to find an app that meets their specific needs and pay for its license and maintenance. Using custom login flows to connect to the existing custom 2FA system for use in Salesforce would require UC to write custom code and logic to invoke the custom 2FA system from Salesforce, which could introduce security and performance issues. References: [Two-Factor Authentication], [Salesforce Authenticator], [Third-Party Authenticator Apps], [Verification Code via Email or SMS], [U2F Security Keys], [Custom Login Flows]

This is because without My Domain, Salesforce will not know in advancewhat Identity Provider (IdP) to use for SSO, since it does not even know yet what Organization the user is trying to login to1. SP-initiated SSO is thescenario where the user starts with a Salesforce link (login page, deep link, Outlook Sync URL, etc.) and then gets redirected to the IdP for authentication2. Without My Domain, SP-initiated SSO requires that the user do an IdP-initiated SSO at least once first so that Salesforce can set a cookie in theirbrowser identifying the IdP1. The other options are not correct for this question because:

IdP-initiated SSO will work without My Domain, as long as the user starts SSO at the IdP and sends the identity information to Salesforce along with SAML protocol information that identifies the Organization and the IdP2.

Neither SP- nor IdP-initiated SSO will not work is false, as explained above.

Either SP- or IdP-initiated SSO will work is false, as explained above.

D is correct because Salesforce is an independent system that is not part of the SSO setup between the Employee portal and Active Directory. Salesforce does not act as an IdP or an SP for the SSO, nor does it use a connected app to integrate withthe Employee portal. Salesforce only exposes its API to allow the Employee portal to access its ideas feature.

A is incorrect because Salesforce is not a service provider for the SSO. The SSO is between the Employee portal and Active Directory, not between the Employee portal and Salesforce.

B is incorrect because Salesforce is not a connected app for the SSO. A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect1. The Employee portal does not use any of these protocols to integrate with Salesforce, but only uses its API.

C is incorrect because Salesforce is not an identity provider for the SSO. The IdP is the system that authenticates users and issues tokens or assertions to allow access to other systems. In this scenario, theIdP is Active Directory, not Salesforce.

Just-in-Time (JIT) provisioning is a feature that allows Salesforce to create or update user records on the fly when users log in through an external identity provider, such as a SAML-based IdP. This eliminates the need for manual or batch user provisioning in Salesforce and minimizes license usage. To use JIT provisioning, the identity architect needs to configure the SAML settings in Salesforce and include the user attributes in the SAML assertion sent by the IdP. References: Just-in-Time Provisioning for SAML and OpenID Connect, Identity 101: Design Patterns for Access Management

OAuth 2.0 SAML Bearer Assertion Flow allows a client application to use a SAML assertion to request an access token from Salesforce. This flow can leverage theexisting SAML configuration for single sign-on and secure the Salesforce APIs. References: OAuth 2.0 SAML Bearer Assertion Flow

When customers self-register in the community, the self-registration process will create a person account record. A person account is a special type of account that combines both account and contact information in one record. This allows customers to have their own individual accounts without being associated with a default account. Option A is not a good choice because the self-registration process will not produce an error to the user, unless there is some configuration or validation issue. Option B is not a good choice because the self-registration page will not ask user to select an account, unless it is customized to do so. Option D is not a good choice because the self-registration page will not create a new account record,unless it is customized to do so.

Configuring Mobile App settings in connected app and Salesforce as identity provider for non-Salesforce internal apps is the best way to meet the requirements with the privately distributed mobile app. The Mobile App settings allow users to download the app from a private URL and use it with Salesforce credentials. The identity provider settings allow users to access other internal apps with SSO using Salesforce as the IdP. The other options are either not feasible or not optimal for this use case. References: Mobile App Settings, Single Sign-On for Desktop and Mobile Applications using SAML and OAuth

The Entity ID is a unique identifier for a service provider or an identity provider in SAML SSO. It is used to differentiate between different service providers or identity providersthat may share the same issuer orlogin URL. In Salesforce, the Entity ID is automatically generated based on the organization ID and can be viewed in the Single Sign-On Settings page1. If youhave a custom domain set up, you can use https:// [customDomain].my.salesforce.comas the Entity ID2. If you want to use the same IdP for two Salesforce orgs, you need to use different Entity IDs for each org, otherwise the IdP will not be able to distinguish them and may send incorrect assertions. You can also use different cer tificates, issuers, or login URLs for each org, but usingdifferent Entity IDs is the simplest and recommended way3.

The recommended way to configure the IdP for seamless access is to use IdP-initiated SSO that passes the SAML token upon Salesforce resource accessrequest. This means that the user logs in to the corporate portal first, and then clicks a link to access a Salesforce resource. The IdP sends a SAML response to Salesforce with the user’s identity and other attributes. Salesforce verifies the SAML response and logs in the user to the appropriate Salesforce org and community12. This way, the user does not have to log in again to Salesforce or enter any credentials3. References: 1: SAML SSO with Salesforce as the Service Provider 2: Set Up Single Sign-On for Your Internal Users Unit | Salesforce - Trailhead 3: What is IdP-Initiated Single Sign-On? – OneLogin

Custom SAML JIT Provisioning allows Salesforce to dynamically create or update user records in the classified information system based on the SAML assertion sent by Salesforce as the IdP. This way, the staff can access the system only when they have an open “Classified” case, and their access is revoked when they don’t. Option A is incorrect because Salesforce reports are not a reliable way to grant or revoke access to the system, as they are not updated in real time and may not reflect the current status of the cases. Option B is incorrect because Apex triggers can only assign or remove permission sets within Salesforce, not in an external system. Option D is incorrect becausea Common Connected App Handler using Apex is used to customize the behavior of a connected app, not to control access to an external system based on user attributes. References: Custom SAML JIT Provisioning, Create a Custom Connected App Handler