User Creation and Authentication in Remedyforce
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The document outlines the onboarding services for Remedyforce, focusing on user creation and authentication methods. It details the different options available for creating users, including manual and automated processes, as well as various authentication methods like native Salesforce authentication and single sign-on. Additionally, it discusses considerations for user maintenance and concludes with links to extra resources.
User Creation and Authentication in Remedyforce
- 1. — Remedyforce Onboarding Services August 2015 Brian Zentner Remedyforce Tech Talk: User Creation and Authentication
- 2. Agenda • Overview of User Creation methods and User Authentication • How do I Create and Maintain my users in Remedyforce? • How do my users Authenticate into Remedyforce? • What is best for my implementation of Remedyforce? • Final Thoughts
- 3. —01 How to Create and Maintain Users in Remedyforce
- 4. What is a user in Remedyforce? Remedyforce utilizes the built in functionality of Salesforce to manage users. Every user is identified by a username, a password, and a single profile. Together with other settings, the profile determines what tasks users can perform, what data they see, and what they can do with the data.
- 7. User Creation Options • Manual • Automated – OneLogin – Pentaho
- 8. —02 User Authentication Methods for Remedyforce
- 9. Overview of Authentication in Salesforce How are log in credentials created? What types of authentication methods are available? Where do users log in?
- 10. Credential Creation • Credentials are generated automatically during user creation • Credentials are in the format of an email address • Credentials must be unique, across all Salesforce organization instances
- 11. Native Salesforce Authentication • Provided by Salesforce • No development required • Access to authentication screen from any internet connection
- 12. Single Sign-On Methods • Federated authentication user SAML • Delegated Authentication integration with LDAP • Using an authentication provider
- 13. Single Sign-On Implementation Best Practices • Delegated Authentication • Federated Authentication using SAML • Authentication Providers
- 14. — Authentication and User Maintenance in Remedyforce 03 How to Choose
- 15. User Creation and Maintenance Considerations Complexity of User-base Time Investment Infrastructure Technical Skill of Staff Security Policies
- 16. User Authentication Method Considerations Number of Salesforce Organizations Types of Devices Used Needs of your Users User Locations
- 17. —04 Conclusion
- 18. Extra Resources Remedyforce Communities https://communities.bmc.com/community/bmcdn/bmc_remedyforce/ Salesforce Single Sign-On https://login.salesforce.com/help/pdfs/en/salesforce_single_sign_on.pdf OneLogin https://www.onelogin.com/partners/app-partners/remedyforce-sso Pentaho http://community.pentaho.com/projects/data-integration/
- 19. — Bring IT to Life.™ Thank You
Editor's Notes
- #2: Thank you Carol/Olivier. Hello everyone, as mentioned, my name is Brian Zentner. I am a Sr Associate Consultant with BMC Remedyforce Onboarding Services. I am very happy to be here today to discuss User Creation and User Authentication in the BMC Remedyforce Environment…..
- #3: General Agenda: 1 Minute Overview: 4 Minutes Create and Maintain: 10 Minutes Authentication: 5 Minutes Best options: 20 Minutes Final Thoughts: 3 Minutes
- #4: Lead in: 1 min Let’s begin with an overview of what a user is and how users are created and maintained in your environment. As a Remedyforce Administrator, your time is better utilized managing the application not……..
- #5: Overview of a user: (Talking Points) – 2 mins Contains Demographic info Contains Security info (Profiles & Roles) Explain Profiles and Roles Misc Information (Manager, App licenses, VIP, Manager, Etc)
- #6: User profile layout ( Explain fields and process ): Highlight: mandatory fields; BMC specific fields, Profiles, Roles, User License
- #7: User profile layout ( Explain fields and process ): Highlight: mandatory fields; BMC specific fields, Profiles, Roles, User License
- #8: User profile layout ( Explain fields and process ): Highlight: mandatory fields; BMC specific fields, Profiles, Roles, User License
- #9: Let’s begin with an overview of how users are created in your environment and how those users log in.
- #10: Credentials are created when the user is created. Authentication methods: Native Salesforce Auth; Delegated Authentication; Federated Authentication; Salesforce Native: Simple login at login.sf.com Delegated Auth: A SSO solution, utilizes a web service call to determine if a user has logged into a web site (IE: Intranet Portal) Federated Auth: A SSO solution, utilizes SAML (Security Assertion Markup Language) Auth provider: A SSO solution, utilizing a Pre-integrated service from a branded Identity Service Where a user logs in is dependent on which Auth method used. For Native: login.salesforce.com OR test.salesforce.com
- #12: User login.salesforce.com for prod, test.salesforce.com for sandbox
- #13: Federated Auth: Allows you to send authentication between unrelated Web Services. Allows sign on from Client applications. Enabled by default in the Salesforce org. Delegated Auth: Allows integration with an auth of your choice: integrate with LDAP, auth with security token instead of password. Set by permissions not by org level (can have some user auth with Delegated auth and some with SF standard auth.
- #18: User Creation Authentication Methods Best Practices Implementation Considerations
- #19: HyperLinks to Salesforce and Remedyforce resources
- #20: BMC Remedyforce has an extremely active user community where you can get answers to additional questions on this topic. We encourage you to take a look at bmc.com/communities.