Customer Identity: headless, passwordless and Customer 360 fit
Where Salesforce Customer Identity (the exam guide's Customer 360 Identity) fits in a Customer 360 architecture: the login, registration, verification and SSO layer for customers and partners, separate from Data 360 profile unification, with headless identity for off-platform apps, passwordless login, SMS verification options and login flows that collect profile data later.
Given a scenario identify if Salesforce Customer 360 Identity fits into fully a developed Customer 360 solution.
~7 min read · 11 practice questions ·
What the exam expects
- Decide whether a Customer 360 requirement belongs to Salesforce Customer Identity (customer login, registration, verification, SSO) or to another product such as Data 360 or employee identity.
- Place an Experience Cloud site in the design: as the login surface, as an identity provider or OpenID provider for other apps, or as the hidden back end of headless identity.
- Know the scope of headless identity (customers and partners only, site required) and its flows, including user discovery.
- Choose between free email verification, Salesforce-delivered SMS (Identity Verification Credits) and a custom SMS provider.
- Collect profile data after registration with a login flow.
Key terms: Salesforce Customer Identity (the exam guide's Customer 360 Identity: IAM for customers and partners); External Identity license (the license that delivers Customer Identity); headless identity (Salesforce authentication behind an off-platform app's own screens); passwordless login (log in and sign up without a username or password); Identity Verification Credits (add-on that buys Salesforce-delivered SMS messages).
Key facts
- Detail
- Salesforce Customer Identity
- Detail
- External Identity or a Community license
- Detail
- Free in Enterprise, Performance, Unlimited
- Detail
- Data 360 identity resolution
- Detail
- Every implementation needs an Experience Cloud site
- Detail
- Customers and partners only, never employees
- Detail
- Login, passwordless, registration, forgot password, guest
- Detail
- Any identifier for login, passwordless, forgot password
- Detail
- Free
- Detail
- Identity Verification Credits add-on
- Detail
- Site as SAML IdP or OpenID provider
Sources for this section (6)
- Salesforce Customer Identityhelp.salesforce.com (opens in a new tab)
- Salesforce Identity Licenseshelp.salesforce.com (opens in a new tab)
- About Identity Resolutionhelp.salesforce.com (opens in a new tab)
- Headless Identityhelp.salesforce.com (opens in a new tab)
- Headless Identity Flowshelp.salesforce.com (opens in a new tab)
- Site as Identity Providerhelp.salesforce.com (opens in a new tab)
- Why does a standalone app still need an Experience Cloud site for headless identity?
- When do existing Customer Community users need a separate External Identity purchase for Customer Identity features?
- Which tool asks for the remaining profile fields after a short sign-up?
- Why is a request to unify banking and web analytics records not a Customer Identity requirement?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Identity and Access Management Architect pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 25 lessons of the Platform Identity and Access Management Architect guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (11 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams