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Salesforce External Identity Implementation Guide

Salesforce External Identity Implementation Guide

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ABOUT SALESFORCE CUSTOMER IDENTITY

USE THE IMPLEMENTATION GUIDE

CREATE A BRANDED LOGIN PAGE

Select an Experience Cloud Site Template
Choose a Login Page Type
Brand Your Login Page with the Admin Workspace
Use Login Discovery to Simplify Login
Extend the Login Discovery Handler in Apex
Brand Your Login Page with Experience Builder
Control User Access to Your Experience Cloud Site

CUSTOMIZE LOGIN PAGES IN APEX FOR FULL CONTROL

Create a Custom Login Page in Visualforce
Create a Custom Login Page from a Github Project
Choose Your Passwordless Login Implementation
Create a Custom Passwordless Login Page
Passwordless Login Coding Considerations
Create a Custom Identity Verification Verify Page
Add Dynamic Branding to Custom Login Pages

Extend an Endpoint with the Experience ID

PAGES

Embedded Login in Action
How to Implement Embedded Login
Implement Embedded Login
Prerequisites Configure Your Experience Cloud Site and Website
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 Features
Embedded Login Considerations
Embedded Login Meta Tag Reference

CUSTOMIZE YOUR LOGIN PAGE WITH DYNAMIC URLS

Dynamic Branding for Multiple Brands
Create Dynamic URLs with Workspaces
Set Up Dynamic URLs

ENABLE SELFREGISTRATION

Choose a SelfRegistration Page Type
Add a SelfRegistration Page
Add Fields to Collect Additional Information
Add a Password Field to Enable Login Directly During Registration
Use the Configurable SelfReg Page for Easy SignUp
Extend the Configurable SelfReg Handler in Apex

ENABLE SELFREGISTRATION FOR BC USERS OPTIONAL

Enable Person Accounts
Configure SelfRegistration for Person Accounts

SELFREGISTRATION HANDLERS

SET UP SSO FOR YOUR USERS

Social SignOn
Create an Auth Provider
Customize Your Registration Handler
Enable Your Auth Provider for Your Site

Accept User Identity with SAML and JustInTime Provisioning

SET UP SSO FOR YOUR APPS

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 Customer Identity
Personalize Your App with Custom Attributes
More About Single SignOn for Your Web App

ACTIVATE YOUR EXPERIENCE CLOUD SITE

VIEW YOUR USERS IDENTITY VERIFICATION METHODS

MANAGE SITES FOR CUSTOMER IDENTITY

Extend Customer Identity Sessions Beta
Create Lightweight Contactless Users
Upgrade a Contactless User to a Community License
Downgrade Users with Community Licenses to Contactless Users

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