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March 4, 2024

How to Set Up Salesforce Authenticator

TechTab's latest blog post offers an essential guide to enhancing Salesforce security by setting up the Salesforce Authenticator app, in light of the mandatory Multi-Factor Authentication (MFA) requirement introduced in the Salesforce Spring '23 update.

In the ever-evolving digital landscape, safeguarding your Salesforce login with robust security measures has never been more crucial. With the Salesforce Spring '23 update, it's mandatory for all users to embrace Multi-Factor Authentication (MFA) for enhanced protection. MFA is not just a recommendation; it's a necessity, requiring users to verify their identity through multiple security checks every time they log in.

Why MFA Matters

MFA fortifies your Salesforce security by demanding not just one, but several proofs of identity, making unauthorized access significantly more challenging. Among the plethora of MFA solutions out there, the Salesforce Authenticator app stands out for its efficacy, ease of use, and the fact that it's absolutely free.

Introducing Salesforce Authenticator

This user-friendly mobile app adds an extra layer of security to your Salesforce login process. Available for both iOS and Android devices, Salesforce Authenticator sends a push notification to your phone every time a login attempt is made. You then have the power to approve or deny access right from your mobile device, ensuring that only authorized users can gain entry.

Setting Up Salesforce Authenticator: A Step-by-Step Guide

  • Begin by downloading the Salesforce Authenticator app from your device's respective app store. (App Store) or (Google Play)
  • Salesforce mandates the use of MFA for login; hence, users will be prompted to connect their account via Salesforce Authenticator during their initial login. For those not mandated, the option to connect via personal settings is still available.
  • Navigate to 'Advanced User Details' in your personal settings, and select 'App Registration: Salesforce Authenticator' to initiate the connection.
  • Launch the app on your mobile device and opt to 'Add an Account', which generates a unique phrase.
  • Enter this phrase back in your Salesforce account to link your app.
  • A final approval request will be sent to your device; confirm it to complete the setup.

Device Limitation

For security reasons, the Salesforce Authenticator can only be connected to one device per user account at a time. This ensures that only the legitimate account holder can approve login requests, thereby significantly enhancing account security. However, for users requiring flexibility across multiple devices, Salesforce offers a workaround. By utilizing the 'App Registration: One-Time Password Authenticator' option within Salesforce, users can set up an alternative Salesforce Authenticator app on a second device. This approach allows the convenience of having authentication capabilities on two devices while maintaining the integrity of Salesforce's security protocols. It's an ideal solution for users who frequently switch between devices but still wish to ensure the highest level of security for their Salesforce account.

Disconnecting

Should you need to disconnect your Salesforce Authenticator, simply access the user account settings, locate 'App Registration: Salesforce Authenticator', and select 'Disconnect'. You can reconnect at any time following the initial setup steps.

Trust-Based Approval

For locations you frequently log in from and trust, Salesforce Authenticator offers an option to 'Always verify from here', streamlining the login process without compromising security.