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Identify Your Users and Manage Access
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            Headless Identity Implementation Checklists

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            Headless Identity Implementation Checklists

            As you set up Headless Identity features, use these checklists to guide you.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions

            Looking for more guidance? To set up an end-to-end example implementation with a public client, see the Headless Identitly Implementation Guide.

            Headless Login

            To set up headless login, complete these steps to configure the simplest variation of the Authorization Code and Credentials Flow.

            1. Complete prerequisites for Headless Identity.
            2. Set up a connected app for the Authorization Code and Credentials Flow.
            3. Build the Authorization Code and Credentials Flow. The way you build it depends on your app type.

            Headless Registration

            To configure headless registration, complete these steps. The Headless Registration Flow is an extension to the Authorization Code and Credentials Flow.

            To set up the Headless Registration Flow, see these resources in Salesforce Help.

            1. Complete prerequisites for Headless Identity.
            2. Set up a connected app for the Authorization Code and Credentials Flow.
            3. Configure Experience Cloud settings for headless registration.
            4. Build the Headless Registration Flow. The way you build it depends on your app type.
              1. Public Clients
              2. Private Clients
            5. Optionally, if your flow uses email verification, customize the email that users receive with their one-time password (OTP).

            Headless Passwordless Login

            To configure headless passwordless login, complete these steps. The Headless Passwordless Login Flow is an extension to the Authorization Code and Credentials Flow.

            1. Complete prerequisites for Headless Identity.
            2. Set up a connected app for the Authorization Code and Credentials Flow.
            3. Configure Experience Cloud settings for headless passwordless login.
            4. Build the Headless Passwordless Login Flow. The way you build it depends on your app type.
              1. Public Clients
              2. Private Clients
            5. Optionally, if your flow uses email verification, customize the email that users receive with their one-time password (OTP).

            Headless Forgot Password

            Allow users to reset their password on your app using the Headless Identity API for the Headless Forgot Password Flow. With this flow, a user who has forgotten their password can verify their identity and create a new password without ever leaving the branded experience of your app.

            1. Complete prerequisites for Headless Identity.
            2. Create an OAuth-enabled connected app to integrate your off-platform app with Salesforce APIs.
            3. Configure Experience Cloud settings for the Headless Forgot Password Flow.
            4. Build the flow. These instructions apply to public and private clients.

            Headless Guest Flow

            To set up the Headless Guest Flow, complete these steps.

            1. Complete prerequisites for Headless Identity.
            2. Set up a connected app for the Authorization Code and Credentials Flow. Make sure you configure the additional settings for the guest flow.
            3. Enable your connected app to issue JSON Web Token (JWT)-based access tokens.
            4. Build the flow based on your app type.
            5. Optionally, extend the guest user flow into a named user flow.
              To pass the UVID into a named user flow, the connected app used in the named user flow must be configured to issue JWT-based access tokens.
             
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