A global company is using the Salesforce Platform as an Identity Provider and needs to integrate a third-party application with its Experience Cloud customer portal. Which two features should be utilized to provide users with login and identity services for the third-party application?
(Choose 2 answers)
A. Use the App Launcher with single sign-on (SSO).
B. External a Data source with Named Principal identity type.
C. Use a connected app.
D. Use Delegated Authentication.
Explanation:
✅ Correct Answers: A and C
A. Use the App Launcher with single sign-on (SSO).
The App Launcher in Salesforce allows users to access third-party applications using SSO when Salesforce is the Identity Provider (IdP).
This is exactly the use case: customers log into Salesforce (Experience Cloud), and from there they can access the external app without needing another login.
C. Use a connected app.
A connected app is required in Salesforce to set up the integration with an external service or application.
It defines how the third-party app communicates with Salesforce, including OAuth or SAML settings.
This is the technical building block for enabling SSO.
❌ Why not the others?
B. External Data source with Named Principal identity type
This is used for Salesforce Connect to access external data sources (like pulling external data into Salesforce).
It’s not about authentication or SSO for external apps.
D. Use Delegated Authentication
Delegated Authentication allows Salesforce to delegate the login process to another system.
But here, Salesforce is the Identity Provider. Delegated Auth would be the opposite of what we want.
📖 Reference:
Salesforce Help: Configure Salesforce as an Identity Provider
Salesforce Help: Connected Apps Overview
App Launcher and SSO
Universal containers (UC) uses a legacy Employee portal for their employees to collaborate and post their ideas. UC decides to use salesforce ideas for voting and better tracking purposes. To avoid provisioning users on Salesforce, UC decides to push ideas posted on the Employee portal to salesforce through API. UC decides to use an API user using Oauth Username - password flow for the connection. How can the connection to salesforce be restricted only to the employee portal server?
A. Add the Employee portals IP address to the Trusted IP range for the connected App
B. Use a digital certificate signed by the employee portal Server.
C. Add the employee portals IP address to the login IP range on the user profile.
D. Use a dedicated profile for the user the Employee portal uses.
Explanation:
To restrict the API connection to only the employee portal server, we need a mechanism that ties the OAuth authentication to the specific server making the API calls. Let’s break down why option A is correct and why the others don’t fully meet the requirement:
Option A: Add the Employee portal’s IP address to the Trusted IP range for the connected App
In Salesforce, a Connected App is used to define and manage external applications (like the employee portal) that integrate with Salesforce via APIs. When using OAuth flows (like Username-Password flow), you can configure the Connected App to include a Trusted IP Range. This restricts API access to only requests coming from the specified IP addresses, in this case, the employee portal server’s IP.
By adding the employee portal’s IP address to the Trusted IP range in the Connected App settings, Salesforce ensures that only API requests from that server are allowed. This directly addresses the requirement to restrict the connection to the specific server.
Why it works: The Trusted IP range in a Connected App is specifically designed for API-based integrations, making it the most precise way to limit access to a particular server’s IP address for OAuth-based connections.
Option B: Use a digital certificate signed by the employee portal Server
Digital certificates are used in Salesforce for mutual TLS authentication or to secure specific types of integrations, but they are not typically used with the OAuth Username-Password flow. This flow relies on username, password, client ID, and client secret, not certificates.
While certificates could be used in other authentication scenarios (e.g., JWT Bearer flow), they’re not relevant here, as the question specifies OAuth Username-Password flow. This option doesn’t directly address restricting access to the employee portal server’s IP.
Option C: Add the employee portal’s IP address to the login IP range on the user profile
The Login IP Range on a user profile restricts where a user can log in to Salesforce’s UI or API. However, this applies to the user’s login session, not specifically to the Connected App’s API requests.
For an API user using OAuth Username-Password flow, the Connected App’s Trusted IP range (Option A) is the more appropriate control, as it governs the application-level access rather than the user’s login. Using a profile’s Login IP range could work but is less precise, as it affects all logins for that user, not just the API connection from the employee portal.
Option D: Use a dedicated profile for the user the Employee portal uses
Creating a dedicated profile for the API user is a good practice to control permissions and access to Salesforce data (e.g., limiting what the API user can do). However, it doesn’t address the requirement to restrict the connection to the employee portal server’s IP address. Profiles manage permissions, not IP-based restrictions for API calls.
Why Option A is Best?
The Trusted IP Range for the Connected App is the most direct and secure way to ensure that only the employee portal server can make API calls to Salesforce. It ties the restriction to the Connected App used for the OAuth Username-Password flow, which aligns perfectly with the question’s scenario. This setting is configured in the Connected App’s settings in Salesforce, under “Trusted IP Range,” where you can specify the IP address of the employee portal server.
Reference:
Salesforce Documentation: Connected Apps in Salesforce allow you to define Trusted IP Ranges to restrict API access. See the Salesforce Help article on Connected Apps for details on configuring IP restrictions.
OAuth Username-Password Flow: This flow is described in Salesforce’s OAuth 2.0 Username-Password Flow documentation, which explains how it’s used for server-to-server integrations.
Universal Containers (UC) is using a custom application that will act as the Identity Provider and will generate SAML assertions used to log in to Salesforce. UC is considering including custom parameters in the SAML assertion. These attributes contain sensitive data and are needed to authenticate the users. The assertions are submitted to salesforce via a browser form post. The majority of the users will only be able to access Salesforce via UC's corporate network, but a subset of admins and executives would be allowed access from outside the corporate network on their mobile devices. Which two methods should an Architect consider to ensure that the sensitive data cannot be tampered with, nor accessible to anyone while in transit?
A. Use the Identity Provider's certificate to digitally sign and Salesforce's Certificate to encrypt the payload.
B. Use Salesforce's Certificate to digitally sign the SAML Assertion and a Mobile Device Management client on the users' mobile devices.
C. Use the Identity provider's certificate to digitally Sign and the Identity provider's certificate to encrypt the payload.
D. Use a custom login flow to retrieve sensitive data using an Apex callout without including the attributes in the assertion.
Explanation:
This question focuses on securing sensitive data within a SAML assertion both in transit and from tampering. The requirements are to ensure integrity (cannot be tampered with) and confidentiality (not accessible to anyone in transit). The solution must work for users on both the corporate network and external mobile devices.
Why A is Correct: This is a standard and robust security practice for SAML.
Digitally Signing with the IdP's Certificate: This ensures integrity. Salesforce, the Service Provider (SP), uses the public key from the Identity Provider's (IdP) certificate to validate the signature. If the assertion is tampered with after being signed, the signature validation will fail, and login will be denied.
Encrypting with Salesforce's Certificate: This ensures confidentiality. The IdP uses Salesforce's public certificate (uploaded to the SAML configuration) to encrypt the sensitive portions of the assertion. Only Salesforce, possessing the corresponding private key, can decrypt it. This protects the sensitive data from being read by anyone while it is in transit over the network.
Why D is Correct: This approach avoids putting the sensitive data in the SAML assertion altogether, which is the most secure way to handle it. Instead of being passed through the user's browser via a form post, the sensitive data is fetched server-to-server after the initial SAML authentication is complete.
A custom login flow (often an Apex plugin for the authentication flow) can be triggered after the SAML assertion is validated.
This Apex code can then make a secure, outbound callout (e.g., to the custom Identity Provider application) to retrieve the necessary sensitive user data. This callout happens over a protected HTTPS channel directly between Salesforce and the IdP, completely bypassing the user's browser and the SAML response. This method is highly secure and is recommended for sensitive data transfer.
Why B is Incorrect: This option mixes incompatible concepts.
Digitally signing the assertion with Salesforce's certificate is incorrect. The assertion must be signed by the Identity Provider to prove its origin. Salesforce would not have the private key to sign an assertion it didn't create.
A Mobile Device Management (MDM) client can secure the device itself but does nothing to protect the SAML assertion while in transit over the internet between the browser and Salesforce. The data is still vulnerable to interception on the network.
Why C is Incorrect: This option is flawed because it uses the same certificate for both signing and encryption.
While signing with the IdP's certificate is correct for integrity, encrypting with the IdP's certificate is wrong. Encrypting with the IdP's certificate would mean the data is encrypted with the IdP's public key. This would require the IdP's private key to decrypt it. Since Salesforce does not have the IdP's private key, it would be unable to decrypt the assertion, causing the login to fail. Encryption must always be done with the recipient's (Salesforce's) public key.
Reference:
Salesforce Help - "Encrypt SAML Assertions"
Salesforce Help - "Create a Custom Login Flow" (Specifically for using Apex plugins)
General SAML specification best practices for signing and encryption.
In an SP-Initiated SAML SSO setup where the user tries to access a resource on the Service Provider, What HTTP param should be used when submitting a SAML Request to the Idp to ensure the user is returned to the intended resource after authentication?
A. RedirectURL
B. RelayState
C. DisplayState
D. StartURL
Explanation:
In a Service Provider (SP)-Initiated SAML Single Sign-On (SSO) flow, the RelayState parameter is a crucial component. When a user tries to access a protected resource on the Service Provider (Salesforce), the SP generates a SAML request and sends it to the Identity Provider (IdP) for authentication. The RelayState parameter is a string of data that the SP includes with this request.
The purpose of the RelayState parameter is to act as a bookmark. After the IdP successfully authenticates the user and generates the SAML response, it must send the user back to the SP. The IdP includes the exact RelayState value it received from the SP in the SAML response. When the SP receives this response, it uses the RelayState value to determine which resource the user was originally trying to access before the authentication process began, and then redirects the user to that specific URL.
Why Other Options Are Incorrect?
A. RedirectURL: This is not a standard SAML parameter. While a redirect URL is part of the overall process, the specific parameter used for this purpose in SAML is RelayState.
C. DisplayState: This is not a standard SAML parameter. There is no such parameter used in the SAML protocol for this purpose.
D. StartURL: While StartURL is a concept used in Salesforce for specifying a landing page, it is not the correct HTTP parameter for this specific purpose in the context of a SAML request from the SP to the IdP. The StartURL is often pre-configured or part of a login flow, but the dynamic redirection to the originally requested resource is managed by the RelayState parameter during an SP-initiated flow.
For more information, you can refer to the official SAML 2.0 specification and Salesforce's documentation on configuring SAML SSO. A good place to start is the Single Sign-On Implementation Guide on Salesforce Trailhead or Help & Training documentation.
A farming enterprise offers smart farming technology to its farmer customers, which includes a variety of sensors for livestock tracking, pest monitoring, climate monitoring etc. They plan to store all the data in Salesforce. They would also like to ensure timely maintenance of the Installed sensors. They have engaged a salesforce Architect to propose an appropriate way to generate sensor Information In Salesforce. Which OAuth flow should the architect recommend?
A. OAuth 2.0 Asset Token Flow
B. OAuth 2.0 Device Authentication Row
C. OAuth 2.0 JWT Bearer Token Flow
D. OAuth 2.0 SAML Bearer Assertion Flow
Explanation:
✅ Correct Answer: A. OAuth 2.0 Asset Token Flow
This flow is specifically designed for IoT devices and hardware (like sensors, smart devices, gateways) that need to send data securely to Salesforce.
An asset token is issued for a connected device, which then allows the device to authenticate and push data into Salesforce without needing a human user session.
Perfect fit here since sensors (non-human clients) must send continuous data into Salesforce and be linked to installed assets for maintenance.
❌ Why not the others?
B. OAuth 2.0 Device Authentication Flow
Used for devices with limited input/display capability (like a TV, console, or set-top box) where a human must enter a code on another device to authenticate.
Not meant for autonomous sensors.
C. OAuth 2.0 JWT Bearer Token Flow
Used for server-to-server integrations where there is no user interaction but the integration still acts on behalf of a Salesforce user.
Good for backend services, but not for physical IoT devices/assets tied to Salesforce assets.
D. OAuth 2.0 SAML Bearer Assertion Flow
Used when an external Identity Provider (IdP) issues a SAML assertion to get an access token in Salesforce.
Not relevant for IoT sensors since they don’t use SAML.
📖 Reference:
Salesforce: Asset Token Flow for Securing IoT Device-to-Cloud Communication
Salesforce Identity Implementation Guide – OAuth Flows
👉 Final Answer: A. OAuth 2.0 Asset Token Flow
Universal Container's (UC) is using Salesforce Experience Cloud site for its container wholesale business. The identity architect wants to an authentication provider for the new site. Which two options should be utilized in creating an authentication provider? (Choose 2 answers)
A. A custom registration handier can be set.
B. A custom error URL can be set.
C. The default login user can be set.
D. The default authentication provider certificate can be set.
Explanation:
To create an authentication provider in Salesforce for an Experience Cloud site, you configure settings that define how the external identity provider integrates with Salesforce, typically for SSO using protocols like SAML or OpenID Connect. Let’s evaluate each option to see why A and B are correct and why C and D are not:
Option A: A custom registration handler can be set.
When setting up an authentication provider (e.g., for OpenID Connect or SAML), Salesforce allows you to specify a custom registration handler. This is a piece of Apex code that defines how users are created or updated in Salesforce when they log in via the external identity provider.
For an Experience Cloud site, a registration handler is critical if you need to customize user provisioning, such as mapping external identity provider attributes to Salesforce user records or assigning specific profiles/roles to external users (e.g., wholesale customers).
Universal containers (UC) has multiple salesforce orgs and would like to use a single identity provider to access all of their orgs. How should UC'S architect enable this behavior?
A. Ensure that users have the same email value in their user records in all of UC's salesforce orgs.
B. Ensure the same username is allowed in multiple orgs by contacting salesforce support.
C. Ensure that users have the same Federation ID value in their user records in all of UC's salesforce orgs.
D. Ensure that users have the same alias value in their user records in all of UC's salesforce orgs.
Explanation:
The core requirement is to use a single Identity Provider (IdP) for multiple Salesforce orgs. This is a classic Single Sign-On (SSO) federation scenario. The key to making this work is ensuring that the IdP can uniquely identify a user and that each Salesforce org (Service Provider) can correctly map that unique identity from the SAML assertion to a specific user record in its database.
Why C is Correct: The Federation ID field on the User object is the standard, designed solution for this exact purpose.
When a user authenticates via SAML, the Identity Provider sends a unique identifier for that user (e.g., UserPrincipalName or Email) in the SAML assertion.
Salesforce receives this assertion and looks for a User record where the Federation ID field matches the unique identifier sent by the IdP.
By setting the same unique identifier from the IdP as the Federation ID for a user across all orgs, you ensure that the same user is correctly matched and logged in, regardless of which org they are accessing. This allows a single identity from the IdP to be mapped to multiple user records (one in each org).
Why A is Incorrect: While email is a common unique identifier and is often used, it is not the primary matching field for SAML. Salesforce's default and recommended behavior is to use Federation ID for matching. Relying on email can cause issues if a user's email address changes or if the identifier from the IdP is not an email address (e.g., a username or employee ID).
Why B is Incorrect: The ability to have the same username in multiple orgs is not controlled by Salesforce Support; it is a standard feature. Usernames must be unique within a single org but can be duplicated across different orgs. However, the Username field is not the primary field used for matching a SAML assertion. The architect should not rely on this nor is contacting support the necessary solution.
Why D is Incorrect: The Alias field is a short, friendly name used primarily for display purposes (e.g., in Chatter feeds). It has no functional role in the SAML authentication and user matching process and cannot be used to enable this behavior.
Reference:
Salesforce Help - "How Single Sign-On Authentication Matching Works": This document explicitly states: "When a user attempts to log in using single sign-on (SSO), Salesforce matches the identity provider’s (IdP’s) unique user identifier to the Federation ID of a user in the organization. If a match is found, the user is logged in to that user’s account."
A group of users try to access one of universal containers connected apps and receive the following error message : "Failed : Not approved for access". what is most likely to cause of the issue?
A. The use of high assurance sections are required for the connected App
B. The users do not have the correct permission set assigned to them.
C. The connected App setting "All users may self-authorize" is enabled.
D. The salesforce administrators gave revoked the Oauth authorization.
Explanation:
In Salesforce, a Connected App is the primary way to integrate an external application with Salesforce using APIs. The "Failed: Not approved for access" error message indicates a failure during the authorization process, specifically that the user attempting to access the app does not have the necessary permission.
When a Connected App's OAuth policies are set to "Admin approved users are pre-authorized", access is restricted to only those users who have been explicitly granted permission. This is typically done by assigning the Connected App to specific Profiles or Permission Sets. If a user tries to access the app without a profile or permission set that has been pre-authorized, they will receive this error. This policy provides a high level of control and security, ensuring that only a designated group of users can access the external application.
Why Other Options Are Incorrect?
A. The use of high assurance sections are required for the connected App: High assurance sessions are a security measure that can be required for access to a connected app, but the error message for this is typically related to multi-factor authentication (MFA) or session security, not a lack of approval. The message "Failed: Not approved for access" points directly to a missing permission or authorization.
C. The connected App setting "All users may self-authorize" is enabled: If this setting were enabled, any user in the Salesforce org would be able to access the app and authorize it themselves. This setting would prevent the "Failed: Not approved for access" error, as it's the opposite of what causes the issue.
D. The salesforce administrators have revoked the OAuth authorization: While a revoked OAuth token would prevent access, the error message would be different, often related to an invalid or expired token. The "Not approved for access" message specifically relates to the user's initial permissions to use the app, not the status of a previously granted token.
Northern Trail Outfitters (NTO) uses a Security Assertion Markup Language (SAML)-based Identity Provider (idP) to authenticate employees to all systems. The IdP authenticates users against a Lightweight Directory Access Protocol (LDAP) directory and has access to user information. NTO wants to minimize Salesforce license usage since only a small percentage of users need Salesforce. What is recommended to ensure new employees have immediate access to Salesforce using their current IdP?
A. Install Salesforce Identity Connect to automatically provision new users in Salesforce the first time they attempt to login.
B. Build an integration that queries LDAP periodically and creates new active users in Salesforce.
C. Configure Just-in-Time provisioning using SAML attributes to create new Salesforce users as necessary when a new user attempts to login to Salesforce.
D. Build an integration that queries LDAP and creates new inactive users in Salesforce and use a login flow to activate the user at first login.
Explanation:
✅ Correct Answer: C. Configure Just-in-Time (JIT) provisioning using SAML attributes
Just-in-Time (JIT) provisioning allows Salesforce to create a user dynamically at the first login, based on the SAML assertion sent by the IdP.
This means:
No pre-creation of users is required.
Only employees who actually log in to Salesforce will consume a license.
New hires get immediate access because their user is created “just in time” during login.
This directly solves both requirements: immediate access and minimizing license usage.
❌ Why not the others?
A. Install Salesforce Identity Connect
Identity Connect synchronizes users from Active Directory to Salesforce automatically.
But it requires users to exist in Salesforce whether or not they log in. This could consume extra licenses unnecessarily.
B. Build an integration that queries LDAP periodically
This would create all users in Salesforce, whether they need Salesforce access or not.
Not efficient and doesn’t minimize license usage.
D. Build an integration that queries LDAP and creates inactive users
This still requires creating user records for everyone upfront.
Also adds complexity with login flows to activate users.
Less efficient than JIT provisioning.
📖 Reference:
Salesforce Help: Just-in-Time User Provisioning
Salesforce Identity Implementation Guide – SAML & JIT provisioning
👉 Final Answer: C. Configure Just-in-Time provisioning using SAML attributes to create new Salesforce users as necessary when a new user attempts to login.
Which three are features of federated Single sign-on solutions? (Choose 3 Answers)
A. It establishes trust between Identity Store and Service Provider.
B. It federates credentials control to authorized applications.
C. It solves all identity and access management problems.
D. It improves affiliated applications adoption rates.
E. It enables quick and easy provisioning and deactivating of users.
Explanation:
Federated SSO is about enabling seamless authentication across systems by using a centralized identity provider. Let’s evaluate each option to determine why A, D, and E are correct and why B and C are not:
Option A: It establishes trust between Identity Store and Service Provider.
Federated SSO relies on a trust relationship between the Identity Store (the Identity Provider, or IdP, like Okta or Active Directory) and the Service Provider (SP, like Salesforce). This trust is established through configurations like SAML assertions or OpenID Connect tokens, often using shared metadata or certificates.
For example, in Salesforce, you configure an authentication provider or SAML settings to trust the IdP, allowing users to authenticate via the IdP and access Salesforce without separate credentials.
Why it’s correct: Establishing trust is a core feature of federated SSO, as it ensures secure authentication across systems.
Example: If UC uses Okta as the IdP, Salesforce trusts Okta’s authentication, so users don’t need a separate Salesforce password.
Option B: It federates credentials control to authorized applications.
This option is misleading. Federated SSO does not “federate credentials control” to applications. Instead, it centralizes authentication with the IdP, which verifies the user’s identity and sends a token (e.g., SAML assertion) to the SP. The SP (like Salesforce) trusts the token but doesn’t control the credentials.
Credentials are managed by the IdP, not passed to or controlled by authorized applications. This makes the option inaccurate.
Why it’s incorrect: Federated SSO keeps credential control with the IdP, not the applications, so this is not a feature.
Option C: It solves all identity and access management problems.
Federated SSO simplifies authentication by allowing users to log in once, but it doesn’t solve all identity and access management (IAM) problems. For example, it doesn’t address user provisioning, role-based access control, or other IAM aspects like MFA enforcement or auditing, which require additional configurations or tools.
Why it’s incorrect: This statement is too broad and overstates the capabilities of federated SSO, which focuses specifically on authentication.
Option D: It improves affiliated applications adoption rates.
Federated SSO makes it easier for users to access multiple applications (affiliated applications) with a single set of credentials, improving user experience and reducing login friction. This convenience encourages users to adopt and use applications like Salesforce more readily.
For example, if UC’s wholesale customers can log into the Experience Cloud site using their existing corporate credentials via SSO, they’re more likely to use the platform regularly.
Why it’s correct: By simplifying access, federated SSO increases user engagement and adoption of affiliated applications.
Option E: It enables quick and easy provisioning and deactivating of users
Federated SSO, when combined with standards like SCIM (System for Cross-domain Identity Management) or Just-in-Time (JIT) provisioning, allows for quick user provisioning and deactivation. For example, in Salesforce, JIT provisioning (enabled via SAML or OpenID Connect) can create or update user accounts automatically when users log in via SSO. Similarly, deactivating a user in the IdP (e.g., disabling their account in Okta) prevents access to all connected SPs, streamlining user management.
Why it’s correct: Quick provisioning and deactivation are key benefits of federated SSO, especially with JIT or SCIM integration.
Example: If a UC employee is deactivated in the IdP, they lose access to Salesforce instantly, and new users can be provisioned automatically during their first SSO login.
Why A, D, and E are the Best Choices?
A. is a core feature, as federated SSO depends on a trust relationship between the IdP and SP to enable secure authentication.
D. reflects the user experience benefit of SSO, which encourages adoption of applications by reducing login barriers.
E. highlights the efficiency of user management through provisioning and deactivation, a practical advantage of federated SSO when integrated with tools like JIT or SCIM.
Reference:
Single Sign-On Overview: Describes how SSO establishes trust between IdPs and SPs.
Just-in-Time Provisioning for SAML: Explains how SSO enables user provisioning and deactivation.
Experience Cloud SSO: Notes how SSO improves user experience and adoption for Experience Cloud sites.
Universal Containers (UC) has an existing Salesforce org configured for SP-Initiated SAML SSO with their Idp. A second Salesforce org is being introduced into the environment and the IT team would like to ensure they can use the same Idp for new org. What action should the IT team take while implementing the second org?
A. Use the same SAML Identity location as the first org.
B. Use a different Entity ID than the first org.
C. Use the same request bindings as the firstorg.
D. Use the Salesforce Username as the SAML Identity Type.
Explanation:
The Correct answer is B. Use a different Entity ID than the first org. Each Salesforce org must have a unique SAML Entity ID when configured with the same Identity Provider. The Entity ID acts as a unique identifier for the Service Provider (in this case, each Salesforce org). If both orgs share the same Entity ID, the Identity Provider would not be able to distinguish between them, leading to conflicts in authentication. By giving the second org a different Entity ID, the IdP can properly recognize and route login requests for each Salesforce environment.
Incorrect: A. Use the same SAML Identity location as the first org. The SAML Identity location refers to the attribute used to identify the user (such as email or username) and can be consistent across orgs. However, this does not solve the need for uniquely identifying each Salesforce org in the SAML setup, which is what the Entity ID handles.
Incorrect: C. Use the same request bindings as the first org. The request binding (POST or Redirect) is simply the mechanism used to send SAML requests and responses. While it should typically remain consistent, this has no effect on distinguishing between multiple Salesforce orgs. The uniqueness is handled by the Entity ID, not the binding type.
Incorrect: D. Use the Salesforce Username as the SAML Identity Type. Choosing the username as the identifier for SAML assertions is one possible configuration, but it has nothing to do with ensuring two different Salesforce orgs can both work with the same Identity Provider. The problem here is about differentiating orgs, not users.
References:
Salesforce Help: Configure SAML Settings for SSO
Salesforce Identity Implementation Guide – SAML Basics
Containers (UC) uses an internal system for recruiting and would like to have thecandidates' info available in the Salesforce automatically when they are selected. UC decides to use OAuth to connect to Salesforce from the recruiting system and would like to do the authentication using digital certificates. Which two OAuth flows shouldbe considered to meet the requirement? Choose 2 answers
A. JWT Bearer Token flow
B. Refresh Token flow
C. SAML Bearer Assertion flow
D. Web Service flow
Explanation:
Correct Options: A, C
Universal Containers (UC) wants to integrate their internal recruiting system with Salesforce to automatically send selected candidates’ information. They plan to use OAuth for the connection and authenticate using digital certificates. The question asks for two OAuth flows that support this requirement, specifically focusing on authentication with digital certificates.
The first correct option, A, is the JWT Bearer Token flow. This OAuth flow is designed for server-to-server integrations, where the external system, like UC’s recruiting system, authenticates to Salesforce without user interaction. It uses a JSON Web Token (JWT) signed with a digital certificate to verify the identity of the requesting system. In Salesforce, the recruiting system would include a JWT in the API request, signed with a private key, and Salesforce verifies it using the corresponding public key or certificate uploaded to the Connected App settings. This matches UC’s requirement to use digital certificates for authentication, making it a suitable choice. For example, when a candidate is selected, the recruiting system can send their data to Salesforce securely using this flow.
The second correct option, C, is the SAML Bearer Assertion flow. This flow also supports server-to-server authentication, allowing an external system to access Salesforce APIs by presenting a SAML assertion. The SAML assertion is signed with a digital certificate, which Salesforce verifies to authenticate the request. In UC’s case, the recruiting system could generate a SAML assertion, signed with a certificate, to authenticate and send candidate data to Salesforce. This flow aligns with the requirement to use digital certificates, as the certificate ensures the authenticity of the SAML assertion.
The second option, B, is the Refresh Token flow. This flow is not suitable because it is used to obtain a new access token after an initial user authentication, typically in user-based OAuth flows like Authorization Code or Web Server flows. It relies on a refresh token, not digital certificates, for authentication. Since UC’s scenario involves a system-to-system integration without user interaction and requires certificate-based authentication, this flow doesn’t meet the requirement.
The fourth option, D, is the Web Service flow, which is not a standard OAuth flow in Salesforce. The correct term is likely meant to be the Web Server flow, but even so, the Web Server flow requires user interaction, where a user is redirected to Salesforce to authenticate and authorize the application. It doesn’t use digital certificates for authentication; instead, it uses a client ID, client secret, and user credentials. This doesn’t fit UC’s need for a server-to-server integration using certificates.
In summary, the JWT Bearer Token flow and SAML Bearer Assertion flow are the two OAuth flows that support UC’s requirement for system-to-system integration with digital certificate-based authentication. Both allow the recruiting system to securely authenticate to Salesforce and send candidate data automatically.
Why Other Options Are Incorrect?
The Refresh Token flow, option B, is used to renew access tokens after an initial user authentication in flows like Web Server or Authorization Code. It relies on a refresh token, not digital certificates, and is not designed for server-to-server authentication without user involvement, which UC needs for their recruiting system.
The Web Service flow, option D, is not a recognized OAuth flow in Salesforce. It may be a misnaming of the Web Server flow, but even that flow involves user interaction, redirecting users to Salesforce for authentication. It uses client credentials and user login, not digital certificates, making it unsuitable for UC’s automated, certificate-based integration.
Reference:
Salesforce Help: OAuth 2.0 JWT Bearer Token Flow – Describes how JWT Bearer Token flow uses digital certificates for server-to-server authentication.
Salesforce Help: OAuth 2.0 SAML Bearer Assertion Flow – Explains the use of signed SAML assertions with certificates for authentication.
Salesforce Help: Connected Apps – Covers configuring Connected Apps for OAuth flows, including certificate-based authentication.
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