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Salesforce Plat-Arch-203 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Identity and Single Sign-On30%- Identity Management Concepts
  • 1. Describe how trust is established between two systems
  • 2. Given a scenario, recommend the appropriate method for provisioning users in Salesforce
  • 3. Given a scenario, troubleshoot common points of failure that may be encountered in a single sign-on (SSO) solution (SAML, OAuth, etc.)
  • 4. Describe the building blocks that are part of an identity solution (authentication, authorization, and accountability) and how you enable those building blocks using Salesforce features
  • 5. Describe common authentication patterns and understand the differences between each one
- Accepting Third-Party Identity in Salesforce
  • 1. Describe the components of a Delegated Authentication solution
  • 2. Given a scenario, recommend the appropriate method of SAML initiation to fulfill the requirements (SP-init, IdP-init)
  • 3. Describe the components of an identity management solution where Salesforce is accepting identity from a third party
  • 4. Describe the risks of implementing delegated authentication
  • 5. Given a scenario, recommend the appropriate authentication mechanism when Salesforce needs to accept Third-Party Identity (Enterprise Directory, Social, Community, etc.)
- Salesforce as an Identity Provider
  • 1. 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.)
  • 2. 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 (User-Agent, Web Server, JWT, etc.)
  • 3. Describe the role(s) Connected Apps play when Salesforce needs to provide identity to a third-party system
  • 4. Describe the various implementation concepts of OAuth (scopes, secrets, tokens, refresh tokens, token expiration, token revocation, etc.)
Topic 2: Access Management30%- Community (Partner and Customer)
  • 1. Describe the role of community licenses in identity and access management
  • 2. Given a scenario, recommend the appropriate authentication mechanism for community users
  • 3. Describe the capabilities and limitations of identity verification for external users
  • 4. Given a scenario, determine the appropriate method for provisioning external users (self-registration, just-in-time, etc.)
- Salesforce Identity
  • 1. Describe the role(s) Identity Connect plays in an Identity Management solution
  • 2. Given a scenario, recommend the most appropriate Salesforce license type(s) to support the identity requirements
Topic 3: Integration15%- Identity Integration Concepts
  • 1. Given a scenario, recommend the appropriate federation strategy
  • 2. Given a scenario, recommend the appropriate integration approach for identity solutions
  • 3. Describe how to integrate Salesforce with external identity providers and directories
  • 4. Describe the role of My Domain in identity and access management
Topic 4: Security and Compliance25%- Security Best Practices
  • 1. Given a scenario, recommend security controls to protect identity and access solutions
  • 2. Describe the security capabilities of the Salesforce Platform related to identity and access management
  • 3. Describe how to audit and monitor identity-related activities
- Access Management Best Practices
  • 1. Given a scenario, identify the risks and mitigation strategies that session security and Two-Factor Authentication enable (High Assurance Sessions, 2FA, etc.)
  • 2. Describe the risks that Two-Factor Authentication mechanisms aim to mitigate
  • 3. Given a scenario, determine the most appropriate Two-Factor Authentication mechanism for an identity solution

Salesforce Certified Platform Identity and Access Management Architect Sample Questions:

1. Universal Containers (UC) has implemented SAML-based SSO solution for use with their multi-org Salesforce implementation, utilizing one of the the orgs as the Identity Provider. One user is reporting that they can log in to the Identity Provider org but get a generic SAML error message when accessing the other orgs. Which two considerations should the architect review to troubleshoot the issue? Choose 2 answers

A) The Federation ID must be a valid Salesforce Username
B) The Federation ID must is case sensitive
C) The Federation ID must be in the form of an email address.
D) The Federation ID must be populated on the user record.


2. Universal Containers (UC) wants to implement SAML SSO for their internal of Salesforce users using a third-party IdP. After some evaluation, UC decides NOT to set up My Domain for their Salesforce org. How does that decision impact their SSO implementation?

A) Either SP- or IdP-initiated SSO will work.
B) SP-initiated SSO will NOT work
C) Neither SP- nor IdP-initiated SSO will work.
D) IdP-initiated SSO will NOT work.


3. The security team at Universal containers(UC) has identified exporting reports as a high-risk action and would like to require users to be logged into salesforce with their active directory (AD) credentials when doing so. For all other uses of Salesforce, Users should be allowed to use AD credentials or salesforce credentials. What solution should be recommended to prevent exporting reports except when logged in using AD credentials while maintaining the ability to view reports when logged in with salesforce credentials?

A) Use SAML Federated Authentication and Custom SAML jit provisioning to dynamically add or remove a permission set that grants the Export Reports permission.
B) Use SAML Federated Authentication, treat SAML sessions as high assurance, and raise the session level required for exporting reports.
C) Use SAML Federated Authentication and block access to reports when accesses through a standard assurance session.
D) Use SAML Federated Authentication with a login flow to dynamically add or remove a permission set that grants the export reports permission.


4. Universal Containers would like its customers to register and log in to a portal built on Salesforce Experience Cloud. Customers should be able to use their Facebook or Linkedln credentials for ease of use.
Which three steps should an identity architect take to implement social sign-on?
Choose 3 answers

A) Register both Facebook and Linkedln as connected apps.
B) Check "Facebook" and "Linkedln" under Login Page Setup.
C) Create authentication providers for both Facebook and Linkedln.
D) Update the default registration handlers to create and update users.
E) Enable "Federated Single Sign-On Using SAML".


5. Northern Trail Outfitters (NTO) is planning to roll out a partner portal for its distributors using Experience Cloud. NTO would like to use an external identity provider (idP) and for partners to register for access to the portal. Each partner should be allowed to register only once to avoid duplicate accounts with Salesforce.
What should a identity architect recommend to create partners?

A) Create a custom web page in the Portal and create users in the IdP and Experience Cloud using published APIs.
B) Create a custom page m Experience Cloud to self register partner with Experience Cloud and Ping identity store.
C) On successful creation of Partners using Self Registration page in Experience Cloud, create identity in Ping.
D) Allow partners to register through the IdP and create partner users in Salesforce through an API.


Solutions:

Question # 1
Answer: B,D
Question # 2
Answer: C
Question # 3
Answer: C
Question # 4
Answer: B,C,D
Question # 5
Answer: B

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