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AgentforceAdvancedauthenticationidentitysecurity

Design authentication flows for guest vs logged-in agent users

Real World Scenario

Guest web chat users request order status while logged-in portal users expect account-level actions without re-verification.

Expected Answer

• Leverage authenticated messaging sessions tied to Experience Cloud identity • OTP or order-number + email verification for guests before PII disclosure • Progressive trust: more actions unlocked after stronger authentication • Session binding to prevent order lookup with guessed numbers • Clear UX messaging on why verification is required • Audit failed auth attempts for fraud patterns

Follow-Up Questions & Answers

Click to expand — each follow-up includes a direct, interview-ready answer

Direct answer: Leverage authenticated messaging sessions tied to Experience Cloud identity Also consider: OTP or order-number + email verification for guests before PII disclosure In practice: Progressive trust: more actions unlocked after stronger authentication Optimize for scale and operational observability.

Architect Perspective

Authentication is part of agent UX design—architect flows before action catalog, not after incidents.