Set Up Federation IDs in Salesforce | Step-by-Step Guide

Assigning Federation IDs in Salesforce

Question

Universal Container has requested from the salesforce admin to set up Federation IDs to few users in the company.

How can this ID be assigned?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: D

You assign a Federation ID when setting up a user account.

When you set up SSO on your production environment, you can assign the Federation ID for many users at once with tools like the Salesforce Data Loader.

Federation ID is a unique username for each user that can be shared across multiple apps.

Sometimes the ID is the user's employee ID.

The important part of the Federation ID is that it is not duplicated within a Salesforce org.

But the user can have the same Federation ID for more than one Salesforce org.

Option A is incorrect because a permission set is a collection of settings and permissions that give users access to various tools and functions.

The settings and permissions in permission sets are also found in profiles, but permission sets extend users' functional access without changing their profiles

Option B is incorrect because a profile in Salesforce is a group/collection of settings and permissions that define what a user can do in Salesforce.

Option C is incorrect because a role hierarchy works together with sharing settings to determine the levels of access users have to your Salesforce data.

Reference:

Federation IDs allow users to access multiple systems with a single set of login credentials. When a user logs in to Salesforce using their identity provider, Salesforce validates their credentials with the identity provider, and if successful, logs them in to Salesforce.

To assign Federation IDs to users in Salesforce, it can be done in the following ways:

A. Assign it through a permission set: A permission set can be used to assign a Federation ID to a user. The Salesforce admin can create a permission set that includes the Federated Single Sign-On User permission, which grants access to the Federated Single Sign-On Settings. Once the permission set is created, it can be assigned to the user.

B. Create a new profile related to the federation ID: The Salesforce admin can create a new profile that includes the Federated Single Sign-On User permission. Once the profile is created, the admin can assign it to the user.

C. Through the role hierarchy: The Salesforce admin can assign the Federated Single Sign-On User permission to a role in the role hierarchy. Once the permission is assigned, any user assigned to that role will have the Federated Single Sign-On User permission.

D. Assign it when setting up a user account: When setting up a new user account, the Salesforce admin can select the option to enable Federated Single Sign-On for that user. This will allow the user to log in using their identity provider credentials.

In conclusion, any of the above methods can be used to assign Federation IDs to users in Salesforce. The choice of method will depend on the specific requirements of the organization and the Salesforce admin's preferences.