Salesforce Multi Factor Authentication and Data Security

salesforce data security

It is draining for any business to constantly live in the fear of breach of their CRM cybersecurity. In order to bring business owners to ease, Salesforce has Multi-Factor Authentication for your data. The CRM platform enables you to choose the verification method that is best suited for your organization. Once you are able to procure this feature of Salesforce, your cybercrime worries will be a thing of the past.

What is Salesforce Multi-Factor Authentication?

A secure authentication method requires users to give more than one piece of evidence and prove their identity when they are logging into an online account. This is called multi-factor authentication.

The first factor that the user has to provide is one that they know of, such as their username and password. The second factor is something that the user has, which may be a security key or an authenticator application. The Salesforce multi-factor authentication feature makes it difficult for acts that can pose a threat such as account takeovers and phishing attacks. Salesforce provides one of the best data security practices in the industry.

Why Do You Need Multi-Factor Authentication for Salesforce?

You need MFA authentication because of the major rise in cybercrimes in the past decade. Cybercriminals today have more than fifteen million credentials that they have stolen and can choose from in order to take part in illegal activities such as stealing your data. With the help of salesforce data security, your data becomes less enticing, hence propelling cybercriminals to target someone other than your organization. 

CRM cyber security includes factors such as a thumbprint or physical hardware that can amp up the security of your organization. The salesforce MFA requirement adds an extra layer of protection to your system that further enhances the security of your organization’s confidential data.

How to Enable MFA For Salesforce 

Salesforce multi-factor authentication simply and innovatively provides a convenient user experience along with a high level of security. The requirements of your business and the needs of your user can be diverse.  For this reason, Salesforce multi-factor authentication gives the option to choose from an array of unique verification methods, exclusive of mobile applications and hardware devices. 

In order to implement this cybersecurity strategy, Salesforce provides you with a variety of different tools which are as follows:

  • Dashboards and reports in order to monitor usage 
  • One-time passwords (OTP) or temporary passwords can give users access to their accounts if they cannot remember their login details. 

Salesforce Authenticator Application 

The Salesforce Authenticator app is a mobile app that integrates into your login process and makes the MFA authentication process easier. It is a fast, free, and frictionless authentication process. Users can simply install the application on their phones and connect it to their salesforce accounts. After logging in, the user receives a push notification on their mobile to either approve or deny the authorization request. 

When the user is working from a trusted location, they can also automate an extra MFA authentication step. Users can log in using their six-digit TOTP codes if their mobile does not have connectivity. 

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The Correct Path to MFA 

Get Ready

You should evaluate the needs and requirements of their business in order to verify which verification method best suits them. This includes identifying the inventory users and privileged users to identify the level of effort required. Prepare your users to adopt the CRM cybersecurity method to keep their data protected. 

Roll Out

 You should start off with change management activities in order to prepare and encourage users to adopt MFA. You should collaborate with the support team in order to curate an access recovery process and train them to handle issues related to MFA. verification methods would then be distributed to users and MFA would be enabled for user interface logins. You should then help users register and log in with a verification method. 


Gather feedback from users and keep an eye on the usage metrics to make sure that users are readily adopting MFA. you should support the operations that are ongoing and assist the users with any authentication issues that they may have been facing in order to adjust your overall security strategy. 

What Salesforce Integrates with MFA 

B2B Commerce Cloud 

You can use unified authentication to migrate the Business Manager Accounts to the Account Manager. Check to ensure that the desired verification methods are enabled and the Enable MFA for all users in the organization. 

Marketing Cloud-Dataroma

Since August 2020, MFA has been enabled for all customers using Dataroma. 

Marketing Cloud-Email, Mobile, and Journeys: Just as for B2B Commerce Cloud, you can check if the verification methods are enabled and then enable MFA. 

Products Built on the Salesforce Platform 

This option should be enabled for your org if you are using security keys. 

User Experience for MFA 

Once the MFA has been enabled, each user needs to have one verification method registered before logging into Salesforce. During the registration process, a verification method will be connected to the users’ Salesforce account. Users have the option to register a method at any time. 

In case a user does not have a method ready when MFA is enabled, they will be prompted to register one the next time that they log in. To provide guidance to users, there will be on-screen prompts throughout the process. This makes the entire process more user-friendly. 

Ensure Successful Adoption of MFA 

Measure the Success of Your Rollout

This ensures the adoption of MFA by users and proves that they are receiving the support that they require. This can be done in two ways. 

The first would be to collect and evaluate feedback from users. This will involve checking in with users periodically to see their reviews and feelings regarding the MFA login requirements. Any pain points that the users need assistance with should be noted. You can use online polls, survey apps, or conduct focus groups to get this feedback. 

The second way is to measure the MFA usage. Help desk tickets should be reviewed and logs should be monitored to see if there are any recurring issues that need to be resolved. The issues could be regarding registering a verification method or logging in. Usage patterns should be analyzed along with who is using which method. If there are any spikes in the data, they should be addressed. The built-in Salesforce product tools should be made use of to monitor the MFA adoption. 

Support Users and Ongoing Operations

Working with the support team is vital in order for you to resolve any issues of your users. These considerations can be troubleshooting and authentication problems, as well as login problems. The support team will step up to help the users recover access in case they have lost or forgotten their verification methods. MFA should also be enabled for new employees as part of their onboarding process. Security keys should be stocked and distributed if that type of verification method is supported by your business. 


There are a number of unique verification methods that can be used. They help in enhancing the security of the data of your organization. The Salesforce MFA requirement enables you to customize the cybersecurity strategy according to the needs and nature of your business. In order to adopt MFA, you should get in touch with a Salesforce Consultant who can analyze your platform and come up with a CRM cybersecurity strategy for your organization. 

Rolustech is an Official Salesforce Partner firm and has completed several projects in Salesforce Integration, Customization, Implementation, and more. Contact us now for a FREE Business Analysis. We will be glad to assist you!