Platform Identity and Access Management Architect Study Guide
Every topic objective in the Identity and Access Management Architect exam explained thoroughly. The most efficient way to study the key concepts in the exam.
Last Updated: June 2026
The overview
This is the starting point for your study, covering all of the exam guide objectives.
The Salesforce Platform Identity and Access Management Architect Study Guide incorporates all 22 Objectives within all 5 Sections of the official Salesforce Agentforce Specialist Certification Exam Guide.
What's included?
- Covers all 5 Sections of the officialSalesforce Certification Exam Guide
- Explains in detail all objectives within each section (a total of 22 objectives)
- Topic summaries that you can use to learn the topics efficiently
- Topic videos for selected topics by Guest Instructors explaining topics in detail
- Explanations in plain English, with screenshots and diagrams rather than endless, unremarkable text
- Easy to read bullet points
- Dynamic Code Exercises (for a realistic, hands-on coding experience)
- Easy to read bullet points
- Includes links to lots of extra resources for further reading
- Scenarios and requirements with sample answers to test your ability to determine solutions
- Unlimited Access and Updates for 12 months
Everything you need to prepare for Salesforce Platform Identity and Access Management Architect Certification
In order to pass the Salesforce Platform Identity and Access Management Architect certification, you’ll find that knowledge and experience of the Salesforce platform aren’t enough. You also need to get to grips with the exam itself.
That’s why we created the Platform Identity and Access Management Architect
Our study guide will help you understand confusing or difficult concepts from the official Salesforce Agentforce Specialist Certification Exam Guide and brush up on your skills – all in a format that’s easy to digest and has been proven to work with thousands of happy customers.
The Platform Identity and Access Management Architect Study Guide will help you focus on the key points you need to know to pass the exam.
The Salesforce help pages and videos are great when you want to know all the details, but the Platform Identity and Access Management Architect provides a summary of all topics in study guide format.
Each lesson in our study guide contains individual Topic pages that are assigned to each objective.
Why this guide is important?
Our study guide summarises the key certification objectives in plain English, using examples, diagrams, charts and topic reviews to make sure you’ve cemented your understanding.
The Platform Identity and Access Management Architect includes screenshots, summary points and diagrams to illustrate key concepts, as well as visually explain and demonstrate Salesforce functionality.
Course content
6 sectionsIdentity Management Concepts 6 topics
- Describe common authentication patterns and understand the differences between each one.
- Describe the building blocks that are part of an identity solution (authentication, authorization, & accountability) and how you enable those building blocks using Salesforce features.
- Describe how trust is established between two systems.
- Given a scenario, recommend the appropriate method for provisioning users in Salesforce.
- Given a scenario, troubleshoot common points of failure that may be encountered in a single sign-on solution (SAML, OAuth, etc.)
- Knowledge Check
Accepting Third-Party Identity in Salesforce 6 topics
- Given a use case, describe when Salesforce is used as a Service Provider.
- Given a scenario, recommend the most appropriate way to provision users from identity stores in B2E and B2C scenarios.
- Given a scenario, recommend the appropriate authentication mechanism when Salesforce needs to accept 3rd Party Identity (Enterprise Directory, Social, Community, etc.).
- Given a scenario, identify the ways that users can be provisioned in Salesforce to enable SSO and apply access rights.
- Given a scenario, identify the auditing and monitoring approaches available on the platform, and describe the tools that are available to diagnose IdP issues.
- Knowledge Check
Salesforce as an Identity Provider 5 topics
- Given a scenario, identify the most appropriate OAuth flow (Web based, JWT, User agent, Device auth flow).
- Given a scenario, recommend appropriate Scope and Configuration of the connected App for Authorization.
- Describe the various implementation concepts of OAuth (scopes, secrets, tokens, refresh tokens, token expiration, token revocation, etc.).
- Given a scenario, recommend the Salesforce technologies that should be used to provide identity to the 3rd party system. (Canvas, Connected Apps, App Launcher, etc.).
- Knowledge Check
Access Management Best Practices 5 topics
- Given a set of requirements, determine the most appropriate methods of multi-factor authentication to use, and the right type of session they should yield.
- Given a scenario, how should you best assign roles, profiles, and permission sets to a user during the SSO process, how would you keep these assignments up to date.
- Given a scenario, describe what tools you can apply to audit and verify the activity/user during and after login.
- Given a scenario, identify the configuration settings for a Connected app.
- Knowledge Check
Salesforce Identity 4 topics
- Given a set of requirements, identify the role Identity Connect product plays in a Salesforce Identity implementation.
- Given a scenario, identify if Salesforce Customer 360 Identity fits into a fully-developed Customer 360 solution.
- Give a set of requirements, recommend the most appropriate Salesforce license type(s).
- Knowledge Check
Community (Partner and Customer) 5 topics
- Describe the capabilities for customizing the user experience for Experience Cloud (Branding options, authentication options, identity verification self-registration, communications, password reset etc.).
- Given a set of requirements, determine the best way to support external identity providers in communities and leverage the right user/contact model to support community user experience.
- Given a requirement, understand the advantages and limitations of External Identity solutions and associated licenses.
- Given a scenario, determine when to use embedded login.
- Knowledge Check
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Frequently asked questions
Everything you need to know before buying our study guide
What release are the study guides based on?
The study guides are updated shortly after each release. You will get any release updates for free during the 1 year of access after purchase.
Is there a limit for access to the study guides?
You will have unlimited access to this study guide for 12 months from your date of purchase. Plus, any updates or release changes made to the material during your year of access are included.
What is included in a K2 University Study Guide?
Study guides cover all sections of the official Salesforce Certification Exam Guide, explaining all objectives in detail with topic summaries, explanations in plain English, screenshots, diagrams, easy-to-read bullet points, links to extra resources for further reading, and scenarios with sample answers.
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