how to generate otp in salesforce

You can generate OTP in Salesforce LWC. Let’s learn how to do it! Screenshot Code public with sharing class GenerateOtpController { @AuraEnabled (cacheable = false) public static boolean sendOTP (Id recordId, string otp) { SObject record = SelectRecord. getRecord (recordId, 'Email');

Full Answer

What is TOTP in Salesforce?

A random and time-based one-time password (TOTP) issued on an approved mobile device or an allowed email address is commonly used as the second factor. Salesforce takes into account a user's geographic location and browser when they log in.

How do I set up email opt out in Salesforce?

Locate the Email Opt Out field and using your mouse drag and drop the filed into the required section area. Save the Page Layout. Click on: Setup | App Setup | Customize | Leads | Page Layouts.

How do I send a Salesforce template to more than 500 recipients?

You can now use Cirrus Insight Email Campaigns to send a Salesforce template to up to 500 recipients and each email will contain a simple unsubscribe link. If the recipient clicks the link and sends an email back to the Salesforce unsubscribe service, then the email opt-out field will be flagged on the Lead/Contact page layout.

How do I use the authenticator app in Salesforce?

In the authenticator app, enter your username and the displayed key. In Salesforce, enter the code generated by the authenticator app in the Verification Code field. The authenticator app generates a new verification code periodically.

How are OTP codes generated?

Values for one-time passwords are generated using the Hashed Message Authentication Code (HMAC) algorithm and a moving factor, such as time-based information (TOTP) or an event counter (HOTP). The OTP values have minute or second timestamps for greater security.

What is OTP Salesforce?

You can customize the email that you send to external users to verify their identity with a one-time password (OTP). The email includes a verification code that users enter to prove their identity.

How do I generate a code from Salesforce Authenticator app?

In the authenticator app, enter your username and the displayed key. In Salesforce, enter the code generated by the authenticator app in the Verification Code field. The authenticator app generates a new verification code periodically. Enter the current code.

How do I enable verification code in Salesforce?

Receive verification code by SMS or email or Salesforce...Setup | Security Controls | Session Settings, select Let users verify their identity by text (SMS).Setup | Manage Users | Profiles (custom profiles) | System Permission, select Email-Based Identity Verification Option.More items...

How does multi-factor authentication work in Salesforce?

Multi-factor authentication (MFA) is a secure authentication method that requires users to prove their identity by supplying two or more pieces of evidence (or factors) when they log in. One factor is something the user knows, such as their username and password.

How do I roll out multiple factor authentication in Salesforce?

How to Roll Out Multi-Factor AuthenticationIt's Time for Multi-Factor Authentication. ... Get Ready Phase: Evaluate and Plan Your Multi-Factor Authentication Rollout. ... Roll Out Phase: Prepare to Launch Multi-Factor Authentication. ... Manage Phase: Maintain and Enhance Multi-Factor Authentication.

How do I set up Google Authenticator for Salesforce?

Define a Google Provider in Your Salesforce OrgFrom Setup, enter Auth. Providers in the Quick Find box, and then select Auth. Providers | New.For the provider type, select Google.Enter a name for the provider.For the Consumer Key, use the Google app ID.For the Consumer Secret, use the Google app secret.Click Save.

How do I authenticate my Salesforce login?

You can set up your Salesforce org to trust a third-party identity provider to authenticate users. Or you can configure a third-party app to rely on your org for authentication. Identity Connect integrates Microsoft Active Directory (AD) user accounts with Salesforce user records.

How do I log into Salesforce without a verification code?

How to Bypass Login Verification in SalesforceNavigate to the Setup Menu.In the left-hand menu, navigate to. ... Select the Profile for the User or Users you want to bypass the Login Verification Code for.Next, under System, Select 'Login IP Ranges.More items...•

How do I turn off OTP in Salesforce?

Let me tell you how to disable two-factor authentication in Salesforce:Go to SETUP, and type 'session settings'.Scroll down to 'Session Security Levels'Select Two-factor authentication from High Assurance.Now click on Remove and then Click on save.

How do I verify a mobile number in Salesforce?

If you clicked My Settings, select Personal | Advanced User Detail.From the User detail page, to the right side of the Mobile field, click Add or Change.Enter a valid mobile number without any spaces or dashes, and then click Register.Enter the verification code received via SMS, and then click Verify my code.More items...

Why does Salesforce always ask for a verification code?

Users logging in to Salesforce will be prompted to verify their identity as a security measure. This behavior is common for Users in organizations who automatically delete browser cookies for security purposes or don't specify trusted login IP ranges under Network Access.

Code

Messaging.SingleEmailMessage mail = new Messaging. SingleEmailMessage ();

Conclusion

So, now you know how to generate OTP in Salesforce LWC. Wasn’t this solution interesting? Do let us know your feedback if you try out this solution for your business. We will be back with another interesting technical blog next week that will help you succeed with Salesforce.

Piyush Singhal

Piyush, a seasoned Salesforce professional started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry.

2. Create apex class to send WhatsApp Message

Create an apex class which will get record information and send OTP as WhatsApp message to customer/contact or user.

3. Create LWC component to generate OTP

Create a lwc component which will generate OTP and send to customer using WhatsApp message. We can generate both type of OTP using this library. Instead of WhatsApp we can use SMS or email as well for verification.

4. Test Page

Add LWC component on Account record page. This will generate OTP and send to account’s mobile.

Cirrus Insight users can access the email opt-out field in the inbox

Using Cirrus Insight, salespeople can see the email opt-out field for Leads and Contacts in their inbox.

Cirrus Insight Email Campaigns respect the Salesforce opt-out field

Cirrus Insight Email Campaigns enable you to send personalized mass email to prospects and customers from Outlook or Gmail. You can create a template from Outlook or Gmail, or choose a template from Salesforce, and then use Cirrus Insight Email Campaigns to mail merge the templates along with Salesforce merge tags into Outlook.

Salesforce email opt-out link

Install the Unsubscribe opt-out application by Salesforce Labs from the Salesforce AppExchange into your Salesforce org. Follow the unsubscribe set-up guide to create an unsubscribe link and add it to any Salesforce email template of your choice.