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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
• 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