The integration consultant should consider the following authorization and authentication needs while integrating the DMS and ESB with Salesforce:
Users should be authorized to view information specific to the customer they are servicing without a need to search for customer. This means that the integration should provide a seamless and contextual access to the customer billing information and generated bills from the DMS and ESB, based on the customer record or case that the user is working on in Salesforce.
Consider Enterprise security needs for access to DMS and ESB. This means that the integration should comply with the security policies and standards of the Enterprise, such as encryption, auditing, logging, monitoring, etc.
Users should be authenticated into DMS and ESB without having to enter username and password. This means that the integration should use a single sign-on (SSO) mechanism that allows users to access multiple systems with one login credential, such as OAuth or SAML.
[References: [Authorization Through Connected Apps and OAuth 2.0], [Single Sign-On for Desktopand Mobile Applications using SAML and OAuth], , , ]
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