Two-Factor Authentication (2FA) is a critical security feature in Salesforce that adds an extra layer of protection to user accounts beyond traditional username and password credentials. This authentication method requires users to verify their identity through two distinct factors before gaining a…Two-Factor Authentication (2FA) is a critical security feature in Salesforce that adds an extra layer of protection to user accounts beyond traditional username and password credentials. This authentication method requires users to verify their identity through two distinct factors before gaining access to the Salesforce platform.
The first factor is something the user knows, typically their standard login credentials (username and password). The second factor is something the user has, which is usually a time-based verification code generated by an authenticator application or sent via SMS to a registered mobile device.
Salesforce administrators can configure 2FA through Setup by navigating to Identity Verification settings. The platform supports multiple verification methods including the Salesforce Authenticator mobile app, third-party TOTP (Time-based One-Time Password) applications like Google Authenticator or Microsoft Authenticator, security keys (U2F), and built-in authenticators.
Administrators can enforce 2FA at various levels. They can require it for all users organization-wide through Session Settings, or apply it selectively through permission sets and profiles. The High Assurance session security level can be configured to mandate 2FA for accessing sensitive features like reports, connected apps, or API access.
When implementing 2FA, administrators should consider user experience and provide clear communication about the enrollment process. Users typically register their verification method during their first login after 2FA is enabled, or administrators can require registration through identity verification settings.
Best practices include enabling 2FA for all users with administrative privileges, users accessing sensitive data, and users connecting through APIs. Administrators should also configure backup verification methods to ensure users can still access their accounts if their primary device is unavailable.
Salesforce provides reporting capabilities to monitor 2FA adoption across the organization through Identity Verification History and Login History reports, helping administrators track compliance and identify users who have not yet enrolled in two-factor authentication.
Two-Factor Authentication (2FA) in Salesforce
What is Two-Factor Authentication?
Two-Factor Authentication (2FA) is a security measure that requires users to verify their identity using two different methods before gaining access to Salesforce. This adds an extra layer of protection beyond just a username and password.
Why is Two-Factor Authentication Important?
2FA is critical for protecting sensitive data in Salesforce because:
• Enhanced Security: Even if a password is compromised, attackers cannot access the account since they lack the second verification factor • Compliance Requirements: Many industries require multi-factor authentication for regulatory compliance • Protection Against Phishing: Reduces the risk of unauthorized access from stolen credentials • Salesforce Requirement: Salesforce mandates MFA for all users accessing Salesforce products
How Two-Factor Authentication Works
The two factors typically include:
1. Something you know: Your username and password 2. Something you have: A mobile device with an authenticator app, a security key, or a built-in authenticator
Verification Methods in Salesforce:
• Salesforce Authenticator App: Push notifications or time-based codes • Third-Party Authenticator Apps: Google Authenticator, Microsoft Authenticator • Security Keys: Physical USB or NFC devices (WebAuthn/U2F compatible) • Built-in Authenticators: Touch ID, Face ID, Windows Hello
Implementation Options:
Administrators can enforce 2FA through: • Session Settings in Setup • Profile-level settings using the 'Two-Factor Authentication for User Interface Logins' permission • Permission Sets for specific user groups • Login Flows for customized authentication experiences
Exam Tips: Answering Questions on Two-Factor Authentication
1. Know the verification methods: Understand the difference between Salesforce Authenticator, third-party apps, and security keys. Security keys are considered the most secure option.
2. Understand enforcement levels: 2FA can be required at the org level, profile level, or through permission sets. Questions often test which approach is most appropriate for specific scenarios.
3. Remember session settings: The 'Session Security Level Required at Login' setting determines when high-assurance sessions are needed.
4. Distinguish MFA from 2FA: While often used interchangeably, MFA (Multi-Factor Authentication) is the broader term, and 2FA specifically refers to using exactly two factors.
5. Know recovery options: Administrators can generate temporary verification codes for users who lose access to their authenticator devices.
6. Understand the user experience: Users must connect their authenticator app or register their security key before 2FA enforcement takes effect.
7. API access considerations: 2FA for API logins is handled differently than UI logins. Connected apps and OAuth flows have separate security configurations.
8. Watch for scenario-based questions: The exam may present situations where you need to choose the best method to implement 2FA for specific user groups or use cases.
Key Permissions to Remember:
• Two-Factor Authentication for User Interface Logins • Two-Factor Authentication for API Logins • Manage Two-Factor Authentication in API (for admins)
Common Exam Scenarios:
• Selecting the appropriate verification method for users with varying device access • Choosing between profile settings and permission sets for 2FA enforcement • Troubleshooting user access issues related to 2FA • Understanding which features require high-assurance sessions