What is Multi-factor authentication?
- Multi-factor authentication (MFA) is a simple, effective way to protect against cyber threats such as phishing attacks, which affect businesses everywhere.
- In February 2021, Salesforce announced that MFA will be required for all internal users who access Salesforce products through the user interface, either by logging in directly or through single sign-on (SSO).
All Fingertip users will be forced into enabling MFA in Salesforce's Autumn '23 Release, but you can already enable MFA with the details below. Read more about MFA from Salesforce's public materials.
Note: This guide should help you set up MFA for Fingertip. If you encounter issues with this simplified guide, please follow the thorough guide from Trailhead.
How to setup MFA in Fingertip using an Authenticator App
- To start enabling MFA, open the Setup menu using the
Lightning Setup - Look for the Permission Sets menu using the Search bar on top of the Setup menu
- Open the
Users > Permission Sets
setup screen - Click on the New-button to create a new permission set
- Set a Label and API Name for your new Permission set, so you can identify it later
- Click Save to create your MFA permission set
- Open System Permissions from the settings of the newly created Permission Set
- Search for Multi-Factor Authentication for API Logins.
- Click on the Edit button.
- Enable the permission Multi-Factor Authentication for API Logins.
- Click the Save button to confirm the changes for the Permission set. This does not yet enable multi-factor authentication for anyone.
- From the same screen, click on Manage Assignments
- Click Add Assignments, and select the Users you will start requiring Multi-Factor Authentication from.
- Done! All users you selected need to now setup MFA using their own Authenticator App the next time they log in. Here's a handy guide on that: Setting up Multi-Factor authentication from a User perspective.