ANDREA ROSSANO
Salesforce Admin & Consultant
Training Content Developer
Business Strategy Analyst
Web Dev & Customer Support
Methods to Manage Identities & Users Authentication in Salesforce

This guide provides an introductory overview of how Salesforce authorises user access to Orgs, enabling System Administrators to grant the right people the right access to the right resources, at the right time, whether on-premises, in other clouds, or on mobile devices.
Next, the guide examines the various Salesforce Identity features currently available, detailing their functionalities and benefits, providing best practices, troubleshooting tips, click paths, and examples for configuring them in an Org. The guide is divided in 5 Modules, summarising and reorganising Salesforce's "Manage Identity and Access" Trail to help new users navigate all the options available regarding security and access in Salesforce:
Identity Basics:
How Salesforce Identity helps administrators and can benefit a business due to its Convenience, Control, and Security.
Salesforce Identity features, such as Single Sign-On (unique set of credential for multiple resources), Connected Apps (authorised resources), Social Sign-on (access through Social Platform credentials),
Identity Standards and Protocols, such as SAML and its SSO flow, OAuth 2.0, OpenID Connect
Identity Provider & Service Provider
User Authentication:
MFA, combining credentials with codes or security keys, Touch or Face IDs
Lightning Login, password-free login after setting up MFA
My Domain, URL customisation within Salesforce
Federation ID & Troubleshoot SAML Requests
Identity for Customers from external platform/websites:
Org access for customers
Self-Registration Page
Authentication Provider (Social Sign-On)
From B2B to B2C with Customer Accounts
Identity for Mobile-Centric Customers:
Difference between Login Discovery and Passwordless Login
Difference between Identification and Verification
Additionally the guide provides an overview on the Identity Connect tool:
Benefits & Installation
Active Directory
Deployment Consideration
Resources: