Introduction to the Salesforce Security Model
Sridhar Palakurthy, Salesforce.com, Senior Technical Solution Architect
Vydianath Iyer, Salesforce.com, Senior Technical Solution Architect
Safe harborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Sridhar PalakurthySenior Technical Solution ArchitectSalesforce.com
Vydianath IyerSenior Technical Solution ArchitectSalesforce.com
Agenda
Systems Level Security▪ Authentication
• Single Sign-ON
▪ Authorization • OAuth
▪ Social Sign-On
Q & A
Application Level Security▪ Profile▪ Permission Set▪ Role▪ Sharing
• Owner• Role Hierarchy• Org Wide Defaults• Sharing Rules
Single Sign-On: Federated AuthenticationSAML is The standard for Federated Single Sign-OnIdentity Store is the master of ‘User’ identity.Identity Provider (IdP) is the Identity Assertion ProviderService Provider (SP) is the provider of enterprise servicesTypical setup consists of One IdP and several SPs. Summer 13 supports multiple IdPs
Identity Provider
1. Generate SAML and send to salesforce.com
2. Validate SAML and generate session
SSO Basics: IdP Initiated SAML
• User authenticates at Customer IDP• User is directed to Salesforce (SP) using a link or button• When a link or button is pressed, IDP posts SAML to Salesforce• Salesforce validates SAML and a user session is generated
Identity Provider 1
2
4
3
SSO Basics: SP Initiated SAML
Identity Provider
• Request Resource. • Redirect to IDP• User accesses IDP and
sends SAML Request• IDP Authenticates. Send
SAML Response• Salesforce validates
SAML and generates session
134 2
MyDomain: A sub-domain used to access a specific Salesforce
Organization. Example: https://sp-developer.my.
salesforce.com
5
Demo - How to setup Federated Authentication
Axiom (Identity Provider)
Service Provider
• Configure Service Provider• Configure Identity Provider• Test Login • Examine SAML Token/Assertion
What is Delegated Authentication?
Client Hosts Salesforce.com WSDL
• Download WSDL from Salesforce.com• Implement and Host WSDL• Test Login
ProvidesSalesforce.com WSDL
One Time Passwords / 2 Factor Authentication
Identity Provider + 2 Factor
12
3 4
What is OAuth?An open protocol to authorize secure API access for desktop/mobile client applicationsIntegrates with previous authentication mechanisms
• OAuth client makes a authorization request• The Authorization Server authenticates the user• The user authorizes the application• The application is issued an OAuth token.
OAuth Authorization Server
OAuth Client
2 431
When Do I Use What?Userid/Password
▪ When you just want the basics
SAML▪ Single Sign-On for the web applications with commercial support▪ SAML provides re-use across other Cloud services
Delegated Auth▪ Mobile CRM and older API clients with your own credentials
OAuth▪ Building an API client or mobile application
Social Sign-On▪ Automatically create and update users and contacts
▪ Single Sign-On makes it easy and keeps them coming back
▪ Deliver applications and services to deepen your relationship
So what’s under the covers?The Auth Providers Framework
▪ Pre-integrated Single Sign-On from branded Identity Services
▪ Automatically create and update Contacts and Users
▪ Full control post authentication data processing
▪ Works for both internal and external users
Out of the box support▪ Facebook: B2C
▪ Salesforce: B2B http://www.janrain.com/salesforce
Application Security
Application Security▪ Organization Wide Defaults – Record Visibility▪ Role Herirarchy – Record Visibility by hierarchy▪ Profiles & Permission Sets – What objects can I access ?▪ Team Sharing
• Account Teams• Sales Teams
▪ Sharing Rules• Manual Sharing• Criteria Based Sharing• Apex Managed Sharing
Data access components
Record Level Security
Data(Record) Visibility
OPEN
UP V
ISIB
ILIT
Y
Locking Down Data (Record) AccessWhat are your Organization Wide Defaults ?
• Baseline level access that all users have for each other’s data• Feature to restrict access (visibility) to records of data
Private implies only record
owner and roles higher can see
the record
Opening Up Record Access - Role Hierarchy
ONE ROLE PER USERManager has automatic access* to records owned by their subordinates
Dr. Evil
Scott Evil Mini Me Fat B
FRAURITA NO. 2JURGEN
Opening up access - Team SharingAccount Team – Team of users working together on an account
Sales Team - Team of users working together on an opportunity
Setting up an Account Team
Opening up Record Access - Sharing Rules
Extends access beyond baseline level
Share records owned by a role/group with another roles or groups
Applied in real time when a record is created or ownership is transferred
Opening up record access - Manual Sharing•A user with owner-like access to a record (the owner, his managers, and administrators have owner-like access) can share it with another user, group, role or role and all subordinate roles
•In the case of manual account sharing, access to child opportunities and cases can be granted, too
Opening up Record AccessCriteria Based Sharing Rules• Criteria Based Sharing rules open up access to sets of users, groups, roles based on the field values in the data record
ID Name Industry1 Cyber Inc. Federal
2 Universal Airline
3 BizPhone WirelessFEDERAL GROUP
Profiles
What are Profiles ?
• What objects (accounts, leads, contacts etc.) can I access ?• What page layouts can I see ?• What fields can I access ?• Which tabs can I view ?• Which record types can I see ?• Which Apex Classes are accessible for me ?• Which Visualforce Pages can I access ?
Defines a user's permission to perform different functions within salesforce.com.
Permission Sets
What’s a permission set?
A collection of CRUD permissions and settingsExtends user’s access without creating a new profileUser access controlled by Profile + Permission Sets
Some settings are in profiles but not in permission sets (yet)
Page LayoutsIP RangesLogin HoursDesktop Client Access
App PermissionsRecord TypesTab SettingsAssigned AppsObject PermissionsField Level SecurityApex ClassesVisualForce Pages
Profile Only:▪Page Layout Assignments▪Login IP ranges▪Login hours▪Desktop client access
PERMISSION SETS
PROFILES
Demo
Summary
Authentication and AuthorizationFederated Authentication
•Uses SAML •IdP authenticates user and generates an XML “Assertion” •Identity Provider initiated •Service Provider initiated
Delegated Authentication •Custom web service which authenticates and returns a true/false
OAuth •Token based authorization for an authorized user•“Valet” key to applications•Typical use case - Mobile applications or desktop client applications
Social Sign-On Authentication Providers
Roles and Profiles
Account Id Name City State
001U000000B.. ABC Corp Spokane WA
001U000000V.. Acme Atlanta GA
001U000000X.. X Net San Francisco CA
001U000000Y.. Universal Air Dallas TX
Role controls Data (Record) Visibility What records can John Sales see ?
Profile controls Object/Field permissionsWhat CRUD permissions does John have on objects and fields ?
ProfileCan I access the
Account Object (Table) ?
RoleCan I see the ACME record
?
ProfileCan I access the City Field
in the Account Object
John Sales
QuizQ: A company wants to restrict access to opportunities by owner but open up access to his/her management hierarchy
A.Set the organization wide default for opportunities to private
Q: John is a chatter only user and needs read access to a custom object , a visual force page and an apex class
A.Create a permission set to provide access to the visual force page and apex class and assign John to the permission set
Q. Can federated authentication in Salesforce co-exist with delegated authentication?A. Yes
Q. Does user need to authenticate during OAuth handshake between a client application and Salesforce?
A.Yes
Links & References▪ Salesforce.com Security Guide
• http://www.salesforce.com/us/developer/docs/securityImplGuide/index.htm
▪ Axiom SSO Play Area• https://axiomsso.herokuapp.com/Home.action
▪ JanRain Social Sign-On Providers• http://www.janrain.com/salesforce
Sridhar Palakurthy
Senior Technical Solution Architect, Salesforce.com
Vydianath Iyer
Senior Technical Solution Architect, Salesforce.com