salesforce on salesforce: deploying identity at enterprise scale
TRANSCRIPT
Salesforce on Salesforce: Deploying Identity at Enterprise Scale Deep insight into our use of Salesforce Identity for transforming our employees' digital experience
Jonathan Ungar Sr. Systems Engineer [email protected]
Leo Kermes Principal Security Architect [email protected]
Matthew Bahrenburg Manager, IAM [email protected]
Chuck Mortimore VP, Product Management [email protected] @cmort
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Safe Harbor
Today’s Presenters
Chuck Mortimore
Salesforce
VP, Product Management
Leo Kermes
Salesforce
Principal Security Architect
Jonathan Ungar
Salesforce
Senior Systems Engineer
Matthew Bahrenburg
PwC
Manager, IAM
Where we were…
• Employees had different credentials for every system
• Employees used a single factor of authentication for most systems
• Identity functions were spreadsheet & ticket-based
• IAM services were based on one-
off, on-premise tools • Lack of roles, access was granted
based on “model after” pattern
• License costs were skyrocketing
Where we are today
• Employees have a single credentials for every system
• Employees use two-factor authentication for all systems
• Identity functions are automated • IAM services are based on
Salesforce Identity • Automation is powered by rules-
based provisioning
• License costs drastically reduced
Let’s see it in action! A rare glimpse inside the day to day life of Salesforce employees
So how did we do it? Working strategies based upon our successful deployment
Deployment Overview: o New "Aloha" Salesforce Identity Org set up for employee SSO o Migrated internal Orgs, On-premise Apps, and Cloud Apps o Deployed end-user facing IAM apps like Token Registration
and Password Reset notifications o Centralizing authorization with Salesforce Permission Sets to
grant access / roles to specific Apps
Results: o 135 end-user Apps integrated with Single Sign-On o 60,000 logins per day and growing o Acts as a compliance gateway
Key Success Strategy: o Start with SSO and end-user facing issues for broadest
impact and visibility o Focus on top 10 enterprise wide apps
“Aloha” Employee SSO Portal
Active Directory Integration
Deployment Overview o Salesforce Identity Connect automatically controls the
Identity Lifecycle of Salesforce Users from Active Directory o Updates in Active Directory are pushed to Salesforce in
near-real time o Authentication for single user credential with controlled
lifecycle o Reduced risk and administrative burden of onboarding
and off-boarding Salesforce users
Results: o Manages over 20,000 users from 2 different Active
Directory environments
Key Success Strategy: o Leverage an existing system of record that’s tied into your
employee lifecycle o Make sure users have 1 password with strong controls
Two Factor Authentication
Deployment Overview o Two-Factor Authentication seamless layered onto Single
Sign-On o Multiple credential types deployed to support o VPN integration for credential consolidation
Results: o Enterprise wide Two-Factor Authentication rolled out in 40
days from concept to completion o Massive lift in service protection o Massive reducing in Token cost Key Success Strategy o Over communicate o Phased rollout: Nurture adoption -> Force adoption o Leverage Platform Agility
Automated Provisioning
Deployment Overview o Using Salesforce Identity provisioning engine to
automatically manage a user’s lifecycle across multiple external applications
o IT extended capabilities using VisualForce to enable administrators to gradually control accounts, attributes, and entitlements on external applications
o Provisioning data stored on the platform for management & compliance reporting (Analytics Cloud)
Results:
o 154 Provisioning Enabled Applications
Key Success Strategy o Provided a temporary period of co-existence with current
processes o Consolidated & transitioned support to a central
administration team
Administrator Initiated Provisioning
Automated Provisioning
Deployment Overview o Leverage attributes on the User record and predefined
business rules to drive provisioning actions o Automatically assign and remove access as the user
evolves throughout their career o Built using the platform’s out-of-box provisioning engine
and a custom Apex plugin
Results:
o Reduction of over 1,600 manual provisioning tasks per day
Key Success Strategy o Defined rule definitions as part of the application
onboarding process o Worked with the business to standardize legacy access
Administrator Initiated Provisioning
Q&A Panel Ask questions of the team that made it happen
What to check out next:
Single Sign-On and User Provisioning: Wednesday 3:30, Moscone West, 2007
Integrating Active Directory with Salesforce: Wednesday 5:00, Moscone West, 2009
Don't Treat Your Customers Like Your Employees: Thursday 3:00PM, Moscone West, 2009
Secure Salesforce with 2 Factor Authentication: Friday 10:30AM, Moscone West, 2011
Success Community: https://www.sfdc.co/identity-success
Identity Videos: https://www.sfdc.co/identity-howtos
Thank you