About the Exam

Designed for identity professionals and architects who assess identity architecture and design secure, high-performance access management solutions on the Salesforce Lightning Platform. The exam covers SSO, SAML, OAuth, OpenID Connect, delegated authentication, user provisioning, Identity Connect, two-factor authentication, App Launcher, and community authentication patterns. Passing demonstrates you can design and troubleshoot Salesforce identity solutions across identity provider and service provider scenarios and apply identity and access management best practices.

Exam Topics

  • Identity Management Concepts34%
  • Accepting 3rd Party Identity in Salesforce21%
  • Salesforce as an Identity Provider18%
  • Access Management Best Practices7%
  • Salesforce Identity8%
  • Community (Partner and Customer)12%

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Last updated July 14, 2026 at 11:00 AM

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QuestionQ1

Salesforce as an Identity Provider

The CIO of Universal Containers (UC) wants to begin using the refresh token capability for UC applications that use OAuth 2.0. UC has engaged an Architect to review all applications that use OAuth flows and identify where refresh tokens can be used.

Which two OAuth flows should the Architect consider in the evaluation?

Choose two
  • A JWT Bearer Token
  • B Web Server
  • C Username-Password
  • D User-Agent
Explanation

Salesforce issues refresh tokens for the OAuth 2.0 Web Server and User-Agent flows when the refresh_token or offline_access scope is requested. Those refresh tokens can be exchanged for new access tokens after the current access token expires.

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QuestionQ2

Accepting 3rd Party Identity in Salesforce

Universal Containers wants to implement single sign-on for a Salesforce org by using an external Identity Provider and a corporate identity store.

Which type of authentication flow is required to support deep linking?

  • A Service-Provider-initiated SSO
  • B Web Server OAuth SSO flow
  • C Identity-Provider-initiated SSO
  • D StartURL on Identity Provider
Explanation

Deep linking requires the service provider to receive a request for a protected resource and initiate SAML authentication with the identity provider, so that the user can be returned to that requested resource after authentication. Salesforce documents this as the service provider-initiated SAML flow.

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QuestionQ3

Access Management Best Practices

Universal Containers (UC) uses middleware to integrate several systems with Salesforce. UC has a strict new requirement that usernames and passwords must not be stored in any UC system.

How can UC’s middleware authenticate to Salesforce while complying with this requirement?

  • A Create a Connected App that supports the Refresh Token OAuth Flow.
  • B Create a Connected App that supports the JWT Bearer Token OAuth Flow.
  • C Create a Connected App that supports the User-Agent OAuth Flow.
  • D Create a Connected App that supports the Web Server OAuth Flow.
Explanation

The OAuth 2.0 JWT Bearer Token flow supports server-to-server authentication using a digitally signed JWT and the connected app’s configured certificate, rather than a stored Salesforce username-and-password credential. Salesforce’s developer guidance identifies JWT bearer flow as the server-to-server flow for integrations using a single integration user.

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QuestionQ4

Access Management Best Practices

A group of users attempts to access one of Universal Containers’ Connected Apps and receives this error message: “Failed: Not approved for access.”

What is the likely cause of this issue?

  • A The Salesforce Administrators have revoked the OAuth authorization.
  • B The Connected App setting “All users may self-authorize” is enabled.
  • C The use of High Assurance sessions are required for the Connected App.
  • D The users do NOT have the correct permission set assigned to them.
Explanation

A Connected App restricted to administrator-approved users requires each user to be authorized through a permitted profile or permission set. Users without the required assigned permission set are not authorized for the app and receive the “Failed: Not approved for access” error.

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QuestionQ5

Accepting 3rd Party Identity in Salesforce

Universal Containers (UC) is creating a custom Innovation platform in its Salesforce instance. The Innovation platform will be developed entirely in Apex and Visualforce and will use custom objects to store data. UC wants every user to access the system without logging in with Salesforce credentials. UC will use a third-party IdP with SAML SSO.

What Salesforce license type is recommended for all UC employees?

  • A Salesforce Platform license
  • B External Identity license
  • C Identity license
  • D Salesforce license
Explanation

Salesforce Platform licenses are designed for internal users who need to use custom Salesforce apps and custom objects but do not require full Salesforce CRM functionality. SAML single sign-on can authenticate those users through a third-party identity provider; it does not replace the license needed to access the Salesforce application. Identity Only licenses are intended for employees who access only identity services, and External Identity licenses target external users.

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Topics covered
Identity Management ConceptsAccepting 3rd Party Identity in SalesforceSalesforce as an Identity ProviderAccess Management Best PracticesSalesforce IdentityCommunity (Partner and Customer)
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