Identity & Access

How valid users find, reach, and get access to your systems, and how to choose the right mechanism for the job.

Controlling access starts with authentication and authorization, and it can involve more than just Salesforce. There are multiple mechanisms to choose from — SSO, SAML, OAuth, and more — and it’s the architect’s job to understand them and make the right choice for the situation.

Whether you’re setting up your first SSO connection or untangling a complex identity setup, the goal is to understand the options well enough to choose with confidence.

Security: Authentication and Authorization Summary (3.1)
Security: Authentication Options with Profiles (3.2)
Security & Identity: Single Sign-On Concepts (3.3)
Security & Identity: SSO & SAML Configuration & Flow (3.4)
Security & Identity: Salesforce to Salesforce SSO (3.5)
Security & Identity: Deep Dive into SAML Authentication (3.6)
Salesforce SAML JIT for Automated User Data Updates (3.7)
Security & Identity: Implementing Google Social Sign-On in Salesforce (3.8)
Security & Identity Simplified: When to Use SSO & OAuth (3.9)
Tap into Salesforce Security: Navigating OAuth Flows with a Beer Garden Analogy (3.10)
A Step-By-Step Guide to Setting Up a Salesforce Connected App for Easy OAuth Integration (3.11)
Hop into OAuth: Web Server Flow Explained with a Beer Garden Analogy (3.12)
Oauth Web Server Flow: Details and Demo (3.13)
Understanding OAuth: From User Agent Flow to PKCE (Proof Key for Code Exchange) Evolution (3.14)
Understanding Salesforce OAuth Device Flow: Explanation and Demo (3.15)
Salesforce Security and Identity - Exam Preparation Part 1 (3.19)
Salesforce OAuth JWT Bearer Flow Explained (3.16)
Salesforce Security and Identity - Exam Preparation Part 2 (3.20)
Salesforce OAuth Refresh Token Flow Explained (3.17)
Salesforce OAuth SAML Bearer Assertion and SAML Assertion Flows (3.18)

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