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Exam Code: Salesforce-Certified-Identity-and-Access-Management-Designer Certified Identity and Access Management Designer teaching January 2024 by team

Salesforce-Certified-Identity-and-Access-Management-Designer Certified Identity and Access Management Designer

The Salesforce Identity and Access Management Designer exam measures a candidate’s knowledge and skills related to the following objectives.

Identity Management Concepts: 28%

Describe the role(s) an identity provider and service provider play in an access control solution.

Describe common methods for how trust connections are established between two systems and the methodologies used to describe trust between an identity provider and service provider.

Given a scenario, articulate whether it describes an authentication, authorization, or accounting scenario and what Salesforce feature should be used to accomplish the task.

Given a scenario, recommend the appropriate method for provisioning users in Salesforce and other third-party services (SOAP/REST API, SAML JIT, Identity Connect, User Provisioning for Connected Apps, etc.).

Describe the risks to enterprise security that federated Single Sign-on solutions aim to address.

Given a scenario, troubleshoot common points of failure that may be encountered in a Single Sign-on solution (SAML, OAuth, etc.).

Accepting Third-Party Identity in Salesforce: 22%

Describe the components of an identity management solution where Salesforce is accepting identity from a third party.

Given a scenario, recommend the appropriate authentication mechanism when Salesforce needs to accept Third-Party Identity (Enterprise Directory, Social, Community, etc.).

Given a scenario, recommend the appropriate method of SAML initiation to fulfill the requirements (SP-init, IdP-init.).

Describe the components of a Delegated Authentication solution.

Describe the risks of implementing delegated authentication.

Salesforce as an Identity Provider: 23%

Given a scenario, determine the most appropriate flow type to recommend when implementing an OAuth solution where Salesforce is providing identity to a third party (for example, User Agent, Web Server, JWT, etc.).

Describe the various implementation concepts of OAuth (for example; scopes, secrets, tokens, refresh tokens, token expiration, token revocation, etc.).

Describe the role(s) Connected Apps play when Salesforce needs to provide identity to a third-party system.

Given a scenario, recommend the Salesforce technologies that should be used to provide identity to the third-party system (Canvas, Connected Apps, App Launcher, etc.).

Access Management Best Practices: 15%

Describe the risks that Two-Factor Authentication mechanisms aim to mitigate.

Given a scenario, determine the most appropriate Two-Factor Authentication mechanism for an identity solution.

Given a scenario, identify the risks and mitigation strategies that session security and Two-Factor Authentication enable (for example; High Assurance Sessions, 2FA, etc.).

Salesforce Identity: 7%

Given a scenario, recommend the most appropriate Salesforce license type(s) to support the identity requirements.

Describe the role(s) Identity Connect plays in an Identity Management solution.

Community (Partner and Customer): 5%

Describe the capabilities for customizing the registration experience for external communities (for example; Branding options, self-registration, communications, etc.).
Certified Identity and Access Management Designer
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Certified Identity and Access Management Designer
(Spring 20)
Question: 62
Universal Containers (UC) implemented SSO to a third-party system for their Salesforce users to access the App
Launcher. UC enabled “User Provisioning” on the Connected App so that changes to user accounts can be synched
between Salesforce and the third party system. However, UC quickly notices that changes to user roles in Salesforce
are not getting synched to the third-party system .
What is the most likely reason for this behaviour?
A. User Provisioning for Connected Apps does not support role sync.
B. Required operation(s) was not mapped in User Provisioning Settings.
C. The Approval queue for User Provisioning Requests is unmonitored.
D. Salesforce roles have more than three levels in the role hierarchy.
Answer: A
Question: 63
An architect needs to set up a Facebook Authentication provider as login option for a salesforce customer Community .
What portion of the authentication provider setup associates a Facebook user with a salesforce user?
A. Consumer key and consumer secret
B. Federation ID
C. User info endpoint URL
D. Apex registration handler
Answer: D
Question: 64
Universal Containers wants to implement Single Sign-on for a Salesforce org using an external Identity Provider and
corporate identity store.
What type of authentication flow is required to support deep linking?
A. Web Server OAuth SSO flow
B. Service-Provider-Initiated SSO
C. Identity-Provider-initiated SSO
D. StartURL on Identity Provider
Answer: B
Question: 65
Universal containers (UC) has implemented SAML SSO to enable seamless access across multiple applications. UC
has regional salesforce orgs and wants it’s users to be able to access them from their main Salesforce org seamless .
Which action should an architect recommend?
A. Configure the main salesforce org as an Authentication provider.
B. Configure the main salesforce org as the Identity provider.
C. Configure the regional salesforce orgs as Identity Providers.
D. Configure the main Salesforce org as a service provider.
Answer: B
Question: 66
Universal Containers (UC) is setting up delegated authentication to allow employees to log in using their corporate
credentials. UC’s security team is concerned about the risks of exposing the corporate login service on the internet and
has asked that a reliable trust mechanism be put in place between the login service and Salesforce.
What mechanism should an Architect put in place to enable a trusted connection between the login service and
A. Require the use of Salesforce security tokens on passwords.
B. Enforce mutual authentication between systems using SS
D. Include Client Id and Client Secret in the login header callout.
E. Set up a proxy service for the login service in the DM
Answer: A
Question: 67
Universal containers (UC) uses a legacy Employee portal for their employees to collaborate and post their ideas. UC
decides to use salesforce ideas for voting and better tracking purposes. To avoid provisioning users on Salesforce, UC
decides to push ideas posted on the Employee portal to salesforce through API. UC decides to use an API user using
Oauth Username – password flow for the connection .
How can the connection to salesforce be restricted only to the employee portal server?
A. Add the Employee portals IP address to the Trusted IP range for the connected App
B. Use a digital certificate signed by the employee portal Server.
C. Add the employee portals IP address to the login IP range on the user profile.
D. Use a dedicated profile for the user the Employee portal uses.
Answer: A
Question: 68
Which two security risks can be mitigated by enabling Two-Factor Authentication (2FA) in Salesforce? Choose 2
A. Users leaving laptops unattended and not logging out of Salesforce.
B. Users accessing Salesforce from a public Wi-Fi access point.
C. Users choosing passwords that are the same as their Facebook password.
D. Users creating simple-to-guess password reset questions.
Answer: B,C
Question: 69
Universal Containers (UC) has a custom, internal-only, mobile billing application for users who are commonly out of
the office. The app is configured as a connected App in Salesforce. Due to the nature of this app, UC would like to
take the appropriate measures to properly secure access to the app .
Which two are recommendations to make the UC? Choose 2 answers
A. Disallow the use of Single Sign-on for any users of the mobile app.
B. Require High Assurance sessions in order to use the Connected App.
C. Set Login IP Ranges to the internal network for all of the app users Profiles.
D. Use Google Authenticator as an additional part of the login process
Answer: B,D
Question: 70
Universal Containers is creating a mobile application that will be secured by Salesforce Identity using the OAuth 2.0
user-agent flow (this flow uses the OAuth 2.0 implicit grant type).
Which three OAuth concepts apply to this flow? Choose 3 answers
A. Client ID
B. Refresh Token
C. Authorization Code
D. Verification Code
E. Scopes
Answer: A,B,E
Question: 71
Universal containers (UC) is setting up Delegated Authentication to allow employees to log in using their corporate
credentials. UC’s security team is concerned about the risk of exposing the corporate login service on the Internet and
has asked that a reliable trust mechanism be put in place between the login service and salesforce .
What mechanism should an architect put in place to enable a trusted connection between the login services and
A. Include client ID and client secret in the login header callout.
B. Set up a proxy server for the login service in the DM
D. Require the use of Salesforce security Tokens on password.
E. Enforce mutual Authentication between systems using SS
Answer: C
Question: 72
Universal Containers (UC) is building an integration between Salesforce and a legacy web applications using the
canvas framework. The security for UC has determined that a signed request from Salesforce is not an adequate
authentication solution for the Third-Party app .
Which two options should the Architect consider for authenticating the third-party app using the canvas framework?
Choose 2 Answers
A. Utilize the SAML Single Sign-on flow to allow the third-party to authenticate itself against UC’s Id
C. Utilize Authorization Providers to allow the third-party appliction to authenticate itself against Salesforce as the Idp.
D. Utilize Canvas OAuth flow to allow the third-party appliction to authenticate itself against Salesforce as the Idp.
E. Create a registration handler Apex class to allow the third-party appliction to authenticate itself against Salesforce as
the Idp.
Answer: A,C
Question: 73
Which two roles of the systems are involved in an environment where salesforce users are enabled to access Google
Apps from within salesforce through App launcher and connected App set up? Choose 2 answers
A. Google is the identity provider
B. Salesforce is the identity provider
C. Google is the service provider
D. Salesforce is the service provider
Answer: D
Question: 74
Which two roles of the systems are involved in an environment where salesforce users are enabled to access Google
Apps from within salesforce through App launcher and connected App set up? Choose 2 answers
A. Google is the identity provider
B. Salesforce is the identity provider
C. Google is the service provider
D. Salesforce is the service provider
Answer: D
Question: 75
How should an Architect force users to authenticate with Two-factor Authentication (2FA) for Salesforce only when
not connected to an internal company network?
A. Use Custom Login Flows with Apex to detect the user’s IP address and prompt for 2FA if needed.
B. Add the list of company’s network IP addresses to the Login Range list under 2FA Setup.
C. Use an Apex Trigger on the User Login object to detect the user’s IP address and prompt for 2FA if needed.
D. Apply the "Two-factor Authentication for User Interface Logins" permission and Login IP Ranges for all Profiles.
Answer: A
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Salesforce Management teaching - BingNews Search results Salesforce Management teaching - BingNews What is Salesforce and What Does It Do? No result found, try new keyword!Salesforce is a cloud-based customer relationship management (CRM) software that helps businesses connect with and get more information about their customer base. Salesforce is a cloud-based ... Wed, 03 Jan 2024 10:00:00 -0600 text/html This Is What Whales Are Betting On Salesforce

Deep-pocketed investors have adopted a bearish approach towards Salesforce CRM, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CRM usually suggests something big is about to happen.

We gleaned this information from our observations today when Benzinga's options scanner highlighted 24 extraordinary options activities for Salesforce. This level of activity is out of the ordinary.

The general mood among these heavyweight investors is divided, with 33% leaning bullish and 66% bearish. Among these notable options, 10 are puts, totaling $980,886, and 14 are calls, amounting to $619,813.

What's The Price Target?

Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $140.0 to $390.0 for Salesforce over the recent three months.

Insights into Volume & Open Interest

In terms of liquidity and interest, the mean open interest for Salesforce options trades today is 930.53 with a total volume of 5,604.00.

In the following chart, we are able to follow the development of volume and open interest of call and put options for Salesforce's big money trades within a strike price range of $140.0 to $390.0 over the last 30 days.

Salesforce Option Volume And Open Interest Over Last 30 Days

Largest Options Trades Observed:

Symbol PUT/CALL Trade Type Sentiment Exp. Date Strike Price Total Trade Price Open Interest Volume
CRM PUT SWEEP BEARISH 01/12/24 $255.00 $240.2K 752 1.0K
CRM PUT SWEEP BEARISH 01/12/24 $255.00 $204.2K 752 2.8K
CRM PUT SWEEP BULLISH 01/12/24 $255.00 $144.3K 752 7
CRM CALL TRADE BULLISH 01/17/25 $200.00 $107.2K 1.6K 0
CRM PUT SWEEP BULLISH 01/12/24 $255.00 $88.0K 752 517

About Salesforce

Salesforce Inc provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group to deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, such as MuleSoft for data integration.

After a thorough review of the options trading surrounding Salesforce, we move to examine the company in more detail. This includes an assessment of its current market status and performance.

Current Position of Salesforce

  • Currently trading with a volume of 2,053,020, the CRM's price is down by -1.15%, now at $253.19.
  • RSI readings suggest the stock is currently may be approaching overbought.
  • Anticipated earnings release is in 56 days.

What Analysts Are Saying About Salesforce

In the last month, 4 experts released ratings on this stock with an average target price of $307.5.

  • An analyst from Wolfe Research has elevated its stance to Outperform, setting a new price target at $315.
  • Maintaining their stance, an analyst from Piper Sandler continues to hold a Neutral rating for Salesforce, targeting a price of $285.
  • In a cautious move, an analyst from Wells Fargo downgraded its rating to Equal-Weight, setting a price target of $280.
  • Showing optimism, an analyst from Morgan Stanley upgrades its rating to Overweight with a revised price target of $350.

Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Salesforce with Benzinga Pro for real-time alerts.

© 2024 Benzinga does not provide investment advice. All rights reserved.

Wed, 03 Jan 2024 03:15:00 -0600 en text/html
Salesforce escaped from the jaws of activists to find stability in 2023

This year did not start off great for Salesforce, with an unusual level of turbulence and uncertainty surrounding the company. But as the year comes to a close, Salesforce finds itself in surprisingly good shape financially: Its stock is up over 96% year-to-date. Earlier this year, such an outcome would have seemed impossible to imagine.

The bad news started rolling in even before the new year began, when co-CEO Bret Taylor, who many speculated was being groomed to be heir apparent to Marc Benioff, quite suddenly announced he was leaving the company at the end of November. A week later, Slack CEO and co-founder Stewart Butterfield announced he, too, was stepping down. Losing two key executives in less than a week would be a huge hit to any company, but it would be just the start of an onslaught of bad news for the CRM giant.

As the year began, we learned that activist investors were, well, quite active inside the company. This included Elliott Management, Starboard Value, ValueAct Capital, Inclusive Capital and Third Point. When activists show up, they usually have a strong opinion on how to “fix” a company, and this would be no different.

First, we learned that Salesforce was bringing in three new board members, which felt like a way to appease the activists — especially because one of them was Mason Morfit, CEO and chief investment officer of ValueAct, one of those very same activists.

Activists typically pressure the company to cut costs, and in corporate terms, that usually means cutting staff. Sure enough, Salesforce soon announced that it was cutting 10% of its workforce, or 7,000 people, on January 4, 2023. The excuse was that it had overhired during the pandemic and this was a correction, but it could also have been throwing the activists a cost-cutting bone.

Either way, reports suggested the company didn’t handle the layoffs well, engineers were being pressured, and Benioff began preaching about going back to the office after embracing work from home, and what Salesforce called the “Digital HQ,” during the pandemic. The company’s reputation as a progressive, employee-friendly organization took a big hit.

Sun, 24 Dec 2023 01:59:00 -0600 en-US text/html
Salesforce Pricing Guide (December 2023) No result found, try new keyword!What Is the Difference Between Salesforce Pricing Plans? The difference between these plans is their access to more advanced features, detailed dashboards and improved workflow management. Wed, 20 Dec 2023 10:00:00 -0600 text/html Salesforce acquires automated commission management platform Spiff

Salesforce has announced plans to acquire Spiff, a platform that automates commission management for sales teams. Terms of the deal were not disclosed.

Founded in 2017, Spiff serves up a low-code interface designed to make it easy for businesses to create a sales compensation plan that automatically updates based on personnel meeting their pre-agreed targets. With native integrations for the common enterprise CRM and ERP systems, Spiff says it can handle the most intricate commission structures, including whatever conditions may be in place to trigger payments, while sales representatives can see what commission they’re due in real time.

The Salt Lake City-based startup had raised north of $110 million in its six-year history, including cash injections from Salesforce’s very own venture capital firm Salesforce Ventures, which invested in Spiff’s Series B round in 2021 and led its $50 million Series C round earlier this year.


Image Credits: Spiff

Once the acquisition closes, which is expected in the first few months of 2024, Salesforce says that Spiff will be put to work within its Sales Performance Management software, a CRM-connected product that connects customer and sales team data.

It’s worth noting that the two companies have a history that goes beyond the previous equity investment, with Spiff making itself available on the Salesforce AppExchange for several years already.

The deal also constitutes the latest in a line of ecosystem companies that Salesforce has eventually brought in-house. Back in September Salesforce acquired Airkit, a low-code platform for building AI customer service agents. Not only did Airkit’s founders have a previous exit to Salesforce, having sold a big data startup called RelateIQ for $390 million in 2014, but Salesforce Ventures had invested in Airkit over several rounds since its founding in 2017. And similar to Spiff, Airkit was also available on AppExchange.

So it’s clear that Salesforce continues to see tried-and-tested ecosystem companies as a safe bet for its M&A endeavors, with “low-code” playing a key factor too.

Mon, 18 Dec 2023 20:40:00 -0600 en-US text/html
Salesforce Tower Camera 4

Street closures remain in place around Los Altos building that burned on Christmas Day

The City of Mountain View said Sunday that Eastbound El Camino Real, between San Antonio Road and Sherwood Avenue, will remain closed due to a commercial building damaged in a three-alarm fire at 4600 W El Camino Real in Los Altos on Christmas Day.

Fri, 22 Dec 2023 18:35:00 -0600 en-US text/html
Salesforce Pricing 2024: Everything You Need To Know

While Salesforce has many different products with pricing structures that often require a quote from the company, we’ve compiled the basic pricing for their sales CRM only.

It should be noted that the pricing is the same no matter how large your business is, but Salesforce markets a small business plan for each of its three main products of Sales, Service and Pardot. The prices are listed by Salesforce as being the same as they are listed for larger businesses. Their small business offering is more of a summary of what they recommend for businesses with smaller teams and less-needed accounts.

As you can see in the table above, as you scale up your pricing plan you’ll be able to get access to more rich features meant for larger or scaling businesses. The Starter Suite plan should be great for most small businesses with fewer than five sales team members, unless you are looking for something with accurate sales forecasting.

Features of Salesforce CRM

As you grow your business, you’ll be able to take advantage of the more advanced features like workflow automation. All businesses will have sales team members with a lot to juggle who can benefit from this. But more importantly, the larger your team is, the more automation you’ll need to make sure all processes are the same and tie back into your analytics correctly.

Your team will get access to the Salesforce mobile app no matter what plan you choose, which allows you to input data on any lead right from your phone. You’ll also be able to check any information you need as you’re on the go attempting to sell in person. It’s a great time-saver to help your sales team take their customer relationships to the next level.

If you’re looking for advanced developer tools, such as a sandbox or the ability to add custom applications, then you’ll want to check with your dev team for their specific needs. Some of these tools are unlocked with the Professional plan but most do not become available until you pay for Enterprise.

Finally, no matter what plan you choose, you can use Salesforce with any major email provider as you’ll be able to integrate your Gmail or Outlook service directly into the platform. This is a huge time-saver as you’re communicating either via cold reach out or a back-and-forth with your leads.

Sat, 30 Dec 2023 05:25:00 -0600 Jeff White en-US text/html

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