Salesforce External Identity Implementation Guide
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EXTERNAL IDENTITY FOR CUSTOMERS AND PARTNERS GUIDE
HOW CAN I USE SALESFORCE IDENTITY FOR EXTERNAL USERS
Acquire and Engage New Users
Deliver a Consistent Experience with a Single Identity Across All Channels
Secure and Manage Your Customer and Partner Ecosystems
Integrate and Customize to Your Business Needs
Extend External Identity to Your Website
What Is Salesforce Identity for External Users
External Identity Licenses
What Features Are Available with the External Identity License
External Identity and Communities
Learn More with Trailhead
EXTERNAL IDENTITY IMPLEMENTATION CHECKLIST
CREATE A TYPICAL EXTERNAL IDENTITY IMPLEMENTATION
Prepare Your Org
Create a Developer Org
Set Up My Domain
Control Authorization with Custom Profiles and Roles
Create an Account for CRM Integration
Create a Branded Login Page
Use a Community Template to Create Your Community
Control External User Access to Your Community
Brand Your Community with the Login Registration Page
Customize Your Login Pages with Community Builder
Activate Your Community
Enable SelfRegistration
Add a SelfRegistration Page
Add Fields to Collect Additional Information
Add a Password Field to Enable Login Directly During Registration
Enable SelfRegistration for BC Users Optional
Enable Person Accounts
Configure SelfRegistration for Person Accounts
SET UP SSO FOR YOUR USERS
Social SignOn
Create an Auth Provider
Customize Your Registration Handler
Enable Your Auth Provider in Your Community
Accept User Identity with SAML and JustInTime Provisioning
SET UP SSO FOR YOUR APPS
Set Up SSO and Access for Mobile Apps
Create a Connected App for Your Mobile App
Install the Salesforce Mobile SDK
Create a Mobile App
Configure the Mobile App to Point to Your Community
More About Single SignOn for Your Mobile App
Set Up SSO and Access for Your Web App
Create a Connected App for Your Web App
Create a Sample Service Provider on Heroku
Configure Salesforce Identity to Provide Identity for Your App
Authorize Your Web App
Configure Your App to Trust Salesforce Identity
Personalize Your App with Custom Attributes
More About Single SignOn for Your Web App
QUICKER AND EASIER LOGINS
Choose a Login Page Type
Use the Discoverable Login Page for Simpler Login
Extend the Login Discovery Handler in Apex
Choose a SelfRegistration Page Type
Use the Configurable SelfReg Page for Easy SignUp
Extend the Configurable SelfReg Handler in Apex
View Your Users Identity Verification Methods
Create Custom Error Messages in the Login Discovery and SelfRegistration Handlers
DYNAMIC URLS DETERMINE YOUR BRAND AT RUN TIME
Dynamic Branding for Multiple Brands
Dynamic Branding Using the Login Registration Page
Set Up Dynamic URLs
CUSTOMIZE LOGIN PAGES IN APEX FOR FULL CONTROL
Create a Custom Login Page
Create a Custom Login Page from a Github Project
Dynamic Branding Using Custom Login Pages
Extend an Endpoint with the Experience ID
Passwordless Login Page Using Custom Login Pages
Passwordless Login Coding Considerations
PAGES
Embedded Login in Action
How to Implement Embedded Login
Implement Embedded Login
Step Enable Resource Sharing Across Domains
Step Create the Embedded Login Connected App
Step Enable Embedded Login on a Web Page
Step Write Login and Logout Functions
Step Handle the Embedded Login Callback
Embedded Login Advanced Authentication Features
Embedded Login Considerations
Embedded Login Meta Tag Reference
MANAGE COMMUNITIES FOR EXTERNAL IDENTITY
Extend External Identity Sessions Beta
Create Lightweight Contactless External Identity Users
Upgrade a Contactless User to a Community License
Downgrade Users with Community Licenses to Contactless External Identity Users