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In today’s connected world, customers are

engaging with your brands across multiple

digital channels. If not integrated properly,

each of these channels can represent

a wholly different identity and data silo.

Businesses must streamline the customer

experience and gather information about

their customers across channels so they

can deliver better products, better service,

better customization, and increased brand

loyalty.

Salesforce Identity for Customers and

Partners provides Customer Identity and

Access Management (CIAM) services

to manage customer identities, helping

businesses to connect to all of their

customers, apps, and products. Powered

by the Salesforce Platform, Salesforce

Identity is fully integrated into business

processes — sales, service, and marketing

user journeys — empowering all lines of

business to deliver a consistent customer

journey and experience across digital

channels. Salesforce Identity enables

companies to put the customer experience

at the center of their business strategies,

and succeed in this connected world.

Deliver a connected customer experience and bridge identity data silos.

Salesforce Identity for Customers and Partners

Salesforce Identity for Customers and Partners

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Build a single view of the customer

“Salesforce Identity allows us to deliver a seamless customer experience by leveraging the same CRM platform for identity services.” MICAH RUGE, DIRECTOR OF SUPPORT MEDIA, CALIX

Salesforce Identity provides an integrated platform for identity, CRM, and business processes.

Using Salesforce Identity, companies can connect to their customers and partners like never before

by transforming contact records into real digital identities used by customers who can log in,

update their profile, collaborate, and access applications and devices. Customer identities and profile

data, including opportunities and customer service cases, are stored and maintained in Salesforce.

With Salesforce Identity as part of the Salesforce Platform, companies can turn customer insights into

action and create customized, cohesive customer journeys across sales, service, and marketing.

Salesforce Identity is the bridge that ensures your customers and partners have a consistent

experience when they sign into apps, products, and services, regardless of where they come from

or where they are going. Salesforce Identity is the mechanism whereby companies build a single

view of their customers, increase customer engagement, and offer services more conveniently to

their customers.

Salesforce Identity for Customers and Partners

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One of the most crucial parts of customer identity is registration. It needs to be on brand and

easy to use. Salesforce Identity makes it easy for your customers to access apps and websites,

and automatically integrate new user registration data into your Salesforce CRM system.

Salesforce Identity provides multiple ways to register new customers, making it easy for you

to acquire new customers and create customer engagement through a better user experience:

Salesforce Identity provides single

sign-on (SSO) to your apps, so your

customers can sign in once, navigate

across web properties, and not be

bothered again as they use different

apps and services that your company

offers, providing a unified experience

across web and mobile platforms.

Using Salesforce Identity, not only

do your customers get easy access to

products and services, but all of the

identity information is automatically

captured and fed back into your

Salesforce CRM system.

Form

Your Customers can self-register using simple, customizable HTML forms.

API

You gain complete programmatic control over the registration process through robust APIs.

Social Login

Out-of-the-box social sign-on and registration capabilities enable customers to quickly and easily register using their existing social network credentials.

Simple Registration Services

Single Sign-on

Create a seamless customer experience

Salesforce Identity for Customers and Partners

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Once customers have registered

and logged in, they can manage

and update their user profile. As

the customers update their profile

information, such as email, phone

number, or address, this information

is automatically captured and fed

back into the Salesforce CRM

platform, ensuring you have the most

current customer contact information.

Customers can also manage their

consent and privacy preferences for

how their information is used and

the channels they prefer most when

interacting with your brand.

The Internet of Things (IoT) provides

a real-time view into your customers’

actions and preferences. As you

engage with your customers directly

through IoT devices, you must first

identify the customer behind every

connected product; only then will

you have the ability to build deeper,

more predictive relationships. With

Salesforce Identity, you can associate

IoT devices with user identities. You

use asset tokens to verify and secure

requests from connected devices.

Asset tokens identify each device to

a back-end service that consumes the

events and data from the connected

device and takes action on behalf

of the customer. Upon issuing asset

tokens, you can automatically link

device data with your Salesforce CRM

data for seamless recognition of your

customer and integration into your

business processes. With Salesforce

Identity, companies can identify

the customer behind every device,

enabling more proactive support and

more predictive engagement with your

customers on an unprecedented scale.

Profile and Consent Management

Connect to your customers using Salesforce Identity for the Internet of Things.

Salesforce Identity for Customers and Partners

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Salesforce Identity gives companies

complete brand control throughout

the customer journey, whether

customers use a Salesforce-based app,

another cloud app, or a homegrown

app on any device. Salesforce Identity

provides both declarative and

programmatic tools to ensure that

every interaction is on brand.

As part of the Salesforce platform,

Salesforce Identity delivers powerful

analytics and reporting to analyze

registration, usage, audience

segments, and trends. You can unlock

rich customer data on any customer

who connects to your brand, and use

it to build engaging customer journeys.

You can discover which channels

are most popular for customer

registration, which social network is

used most for social sign-on, which

connected apps customers prefer,

and more.

Deliver a consistent brand

Provide valuable customer insights

“Salesforce Identity was easy to implement, reduced friction in the customer registration process, and allowed us to meet vital business goals” ANANTH KRISHNAN, DIRECTOR OF ENTERPRISE ARCHITECTURE

AND INNOVATION, LAND O’LAKES

Salesforce Identity for Customers and Partners

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Support for Identity Standards including: Is Salesforce Identity right for your business?

Learn More:

Support for Social and Authentication providers including:

Support for critical identity functions:

Key Features

• SAML• OAuth• OAuth profiles including: Device Flow, JWT Bearer Flow, and SAML Bearer• OpenID Connect• SCIM

• FIDO U2F

• Facebook

• Twitter

• LinkedIn

• Google

• Azure Active Directory

• Salesforce

• Any OpenID Connect-based identity service such as Amazon and PayPal

• Any OAuth and JSON-based identity service such as Instagram

• Single Sign-On

• Social Sign-On

• Single Logout

• Registration

• User Provisioning

• Multifactor Authentication

https://www.salesforce.com/products/platform/products/identity/

Watch Demo:

https://www.salesforce.com/form/conf/platform-identity-customer.jsp

Start Trailhead Module:

https://trailhead.salesforce.com/en/modules/identity_external