Slaesforce FAQ

how to set sfa for all mobile users salesforce

by Aleen Beier Published 2 years ago Updated 2 years ago
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Steps in Salesforce Classic: Navigate to Setup | Administration | Manage Apps | Connected Apps | Salesforce for iOS. Click Edit. In the 'OAuth Policies' section, set the IP Relaxation setting to Relax IP restrictions for Activated Devices.

Full Answer

How to enable multi-factor authentication (MFA) in Salesforce?

Salesforce allows for Multi-Factor Authentication to be enabled and will be enforcing MFA for all user logins starting Winter '22. This article provides instructions on enabling MFA in your Org. You have 2 options to enable MFA: create and assign a permission set OR use Session Security Levels.

Can I use Salesforce for MFA instead of SSO?

You can use your SSO provider’s MFA service. Or, for products that are built on the Salesforce Platform, you can use the free MFA functionality provided in Salesforce instead of enabling MFA at the SSO level. See how MFA works and why it’s a critical piece of your defense-in-depth strategy.

How does Salesforce Lightning login meet the MFA standard?

Lightning Login meets the MFA standard by requiring two authentication factors: Salesforce Authenticator (something a user has) and a PIN or biometric scan on their mobile device (something the user is). See Enable Lightning Logins for Password-Free Logins in Salesforce Help for more information.

When does MFA take effect in Salesforce?

The MFA requirement takes effect on February 1, 2022. Review the notification email sent to all Salesforce customers. MFA requires a user to validate their identity with two or more forms of evidence — or factors — when they log in. One factor is something the user knows, such as their username and password combination.

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How do I add Salesforce Authenticator to multiple devices?

Read this post to learn how to enable Multi-Factor Authentication and require users to use MFA. From the personal settings, click on Advanced User Details. Find App Registration: Salesforce Authenticator, and click Connect. 3- Open the Salesforce Authenticator app on your mobile device and tap Add an Account.

How do I give someone access to my Salesforce mobile?

Use a Permission Set to give multiple Users access to download Salesforce for iOS and AndroidAt Full Site Setup, go to an existing Permission Set, or Create Permission Sets.Update the Permission Set to include API Enabled: > Click on the System Permissions section. ... Add the Connected Apps: ... Assign the Permission Set:

How do I restrict mobile access for a profile in Salesforce?

To update from the Profile Settings:Navigate to Setup.In the QuickFind Search, search for and select Profiles.Click Edit next to the profile you are removing Salesforce App access.In the 'Connected App Access' section, uncheck 'Salesforce for Android' and 'Salesforce for iOS'Click Save.

How do I add Salesforce Authenticator to a new phone?

1:033:49How to Use Salesforce Authenticator for MFA Logins (For ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipStart by downloading the app en instellingen on your mobile device wie app is free app store enMoreStart by downloading the app en instellingen on your mobile device wie app is free app store en google. Play. Open salesforce authenticator en schreeuwen brief tour.

Does Salesforce have a mobile app?

Salesforce is available for iOS and Android devices that meet minimum platform requirements. See Requirements for the Salesforce Mobile App for details. You can download and install Salesforce from the App Store or Google Play.

What is a sales anywhere user in Salesforce?

The Salesforce Anywhere application helps every Salesforce user collaborate with a team, be productive in their workflow, and keep customers up-to-date with chat, alerts, comments, and videos directly integrated into the Salesforce customer success platform.

How do I restrict field access in Salesforce?

Restrict Field Access with a ProfileFrom Setup, in the Quick Find box, enter Profiles, and then select Profiles.Select the profile you want to change.Click Object Settings and select the object for which you want to update the field settings.Click Edit.More items...

How do I disable an app in Salesforce?

Disable Custom App at the Profile levelGo to Setup | Administer | Manage Users | Profiles.Look for the Profile you want to modify.Click Edit.Under "Custom App Settings" uncheck the Visible checkbox to disable the App.Click Save.

What is Salesforce Touch?

An intuitive interface that is optimized for easy navigation and data interaction on a touch device, so you can scroll, tap, and swipe through records to quickly find the information you need. Access to your Salesforce data from anywhere without having to install an app on your device.

Can I have Salesforce Authenticator on two devices?

Can I set up Salesforce Authenticator on multiple devices? You can register Salesforce Authenticator on multiple devices. However, please note that the push notification feature will only work on one device at a time.

How do I enable Multi-Factor Authentication in Salesforce?

How to enable MFA in SalesforceGo to Setup -> Permission Sets -> click New -> enter the Permission Set name -> click Save.Find System Permissions in the System section -> click Edit -> enable the “Multi-Factor Authentication for User Interface Logins” checkbox -> click Save.

How do I get a verification code for 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.

MFA Essentials

MFA is an effective way to increase protection for user accounts against common threats like phishing attacks, credential stuffing, and account takeovers. It adds another layer of security to your login process by requiring users to enter two or more pieces of evidence — or factors — to prove they’re who they say they are.

Requirement to Enable MFA

Beginning February 1, 2022, Salesforce will require customers to use MFA in order to access Salesforce products. All internal users who log in to Salesforce products (including partner solutions) through the user interface must use MFA for every login.

Scope of the MFA Requirement

Customers can satisfy the MFA requirement by enabling MFA for all internal users who log in to Salesforce products (including partner solutions) through the user interface. See the following tables for full details about how user types, login types, and environments are affected by the requirement.

MFA for SSO Logins to Salesforce Products

On its own, SSO doesn’t satisfy the MFA requirement. With a well-implemented SSO strategy, you can reduce some of the risks associated with weak or reused passwords, and make it easier for your users to log in to frequently used applications.

Verification Methods for MFA

Let’s start with verification methods that don’t satisfy the requirement, whether you’re using your SSO identity provider’s MFA services or Salesforce’s MFA for direct logins.

MFA User Experience

After MFA is enabled for user interface logins, each user must have at least one registered verification method before they can log in. The registration process connects a method to the user's Salesforce account. Users can register methods at any time.

Roll Out MFA

We have several cross-product resources to help you learn how to prepare for and roll out MFA, including:

What is Salesforce MFA?

Salesforce offers simple, innovative MFA solutions that provide a balance between strong security and user convenience. Salesforce products support several types of strong verification methods to satisfy your business and user requirements.

What is Salesforce security key?

Security keys are a great solution if mobile devices aren’t an option for your users. Salesforce supports USB, Lightning, and NFC keys that support the WebAuthn or U2F standards, including Yubico’s YubiKeyTM and Google’s TitanTM Security Key.

Why is multifactor authentication important?

Multi-factor authentication (or MFA) adds an extra layer of protection against threats like phishing attacks, increasing security for your business and your customers.

What is MFA verification?

MFA requires a user to validate their identity with two or more forms of evidence — or factors — when they log in. One factor is something the user knows, such as their username and password combination. Other factors are verification methods that the user has in their possession.

Why is Salesforce requiring MFA for SSO?

With a well-implemented SSO strategy, you can reduce some of the risks associated with weak or reused passwords, and make it easier for your users to log in to frequently used applications.

Do we have to enable MFA at both the SSO and Salesforce levels?

No. If MFA is enabled for your SSO identity provider, you don’t need to enable Salesforce’s MFA for users who log in via SSO. But if you have admins or other privileged users who log in to your Salesforce products directly, you do need to set up Salesforce’s MFA for these users.

Do we have to use the same MFA solution for all our Salesforce users?

The crux of the MFA requirement is that all of your Salesforce users must provide a strong verification method in addition to their password when they access Salesforce products. If needed, you can accomplish this by deploying multiple MFA solutions.

Can we enable MFA in Salesforce instead of using our SSO provider's MFA service?

For products that are built on the Salesforce Platform, you can use the MFA functionality provided in Salesforce instead of using your SSO provider’s MFA service. With this approach, users log in via your SSO login page. Then they’re directed to Salesforce, where they’re prompted to provide their MFA verification method to confirm their identity.

Which verification methods satisfy the MFA requirement?

Let’s start with verification methods that don’t satisfy the requirement, whether you’re using your SSO identity provider’s MFA services or Salesforce’s MFA for direct logins.

How will Salesforce know that we've enabled MFA for our SSO identity provider and that we satisfy the requirement?

If you use a third-party identity provider (IdP) to access your Salesforce products, Salesforce has limited visibility into your MFA implementation.

Will Salesforce enforce MFA for SSO?

Salesforce won’t take action on your behalf to enable MFA for your SSO identity provider. Nor do we have plans to block access to Salesforce products, or trigger MFA challenges, if your SSO service doesn't require MFA. This policy could change in the future.

Articles How to enable MFA (Multi-Factor Authentication) on Salesforce

Salesforce allows for Multi-Factor Authentication to be enabled and will be enforcing MFA for all user logins starting Winter '22. This article provides instructions on enabling MFA in your Org.

Before You Begin

Please connect with Premier Services regarding these steps and a Timeline for enabling.

Option 2: Enable MFA with Session Security Levels

For additional information, see the Salesforce Help and Training article: Enable MFA with Session Security Levels.

What is a good sales force automation software?

A good sales force automation software should give your reps the option for mobile use. Your sales reps can log into the sales automation software app on their phones and then get started tracking deals, scheduling communications, and even reviewing the sales pipeline management.

Why is it important to assume that a sales team that’s spending less time on administrative tasks and more time on

It reasons to assume that a sales team that’s spending less time on administrative tasks and more time on selling is going to bring in a larger revenue stream for the company.

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