Editor’s note: Effective April 8, 2024, MFA is a default part of the login process for new Salesforce production orgs. If you’re a new Salesforce customer, this blog post provides tips to help ensure your users are ready for MFA when your org goes live. This post was updated on June 27, 2024, with the latest information and resources.
To better protect our customers and keep their data secure, multi-factor authentication (MFA) is now a default part of the direct login process for new Salesforce production orgs. For a frictionless launch of Salesforce to your users, we recommend including some MFA awareness and training in your onboarding activities.
MFA is fast and easy, but busy people may be resistant to an extra step when logging in. To hit the right notes with your Salesforce users, share why MFA is a critical security measure and help everyone quickly incorporate it into their daily lives. A good strategy for managing change includes engaging and educating everyone with communication, training, and onboarding materials. And—great news–there are templates available to help you jump-start these activities.
To make sure no one is surprised by MFA, communicate early and often with your users. We recommend using multiple channels to help reach everyone.
As part of your messaging, describe what MFA is, what users must do to be ready, and where they can find instructions and support. To promote user adoption, amplify the idea that MFA is an important safeguard for account access and, ultimately, your valuable business and customer data.
Here are a couple of ideas to engage your users.
When a user logs in, a series of prompts shows them how to register and use MFA verification methods. But don’t rely on this guidance alone. A little end-user training prepares everyone to respond to MFA challenges.
There are a variety of training approaches you can take, including:
When creating training materials, consider addressing these topics.
Training is valuable, but don’t count on your multi-tasking users remembering everything they learned. On the day your production org launches, users will benefit from simple resources that supplement the guidance provided by the in-app MFA registration prompts. Onboarding materials go a long way in getting people up and running (and reduce calls to your support team).
Consider creating a “quick start” webpage or a laminated cheat sheet that walks through the login process. Focus on the step-by-step instructions for acquiring, registering, and logging in with verification methods. And be sure to include guidance on how to get help if users wind up stuck or confused.
Download the free MFA Rollout Pack for change management templates, and use the additional resources below for more information.
And join the conversation anytime in the MFA – Getting Started Trailblazer Community Group.
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Editor’s note: This post was updated on June 27, 2024, with the latest information and resources. As an #AwesomeAdmin, part of your role is managing and maintaining user access. With multi-factor authentication (MFA) in effect for your org, it’s important to know how to resolve MFA-related access issues that users may encounter. Access issues typically […]
Editor’s note: This post was updated on June 27, 2024, with the latest information and resources. Multi-factor authentication (MFA) is one of the easiest and most effective ways to protect user accounts against cybersecurity threats. It’s such an important safeguard that Salesforce made it a contractual requirement to use MFA when accessing Salesforce products. That […]
