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    CRMTechZone
    Home»CRM System»Enhancing User Security using Salesforce Multi-Factor Authentication
    CRM System

    Enhancing User Security using Salesforce Multi-Factor Authentication

    Dhanik SahniBy Dhanik Sahni11 June 2024Updated:24 June 20241 Comment7 Mins Read
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    Salesforce Multi-Factor Authentication
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    Salesforce Multi-Factor Authentication is additional security measure to authenticate user. It requires two or more forms of verification channels to authenticate a Salesforce user for logging in to the system. This adds an extra layer of protection to the standard username and password. It will help in securing Salesforce organizations, even if Salesforce login credentials are compromised.

    How does MFA work?

    Multi-factor authentication requires multiple authentication IDs or factors to prove the user’s identity. User user needs to add all additional IDs and types of additional authentication during registration. These details can also be added later on if, MFA is optional. User can use email, mobile number, authenticator app, or third-party MFA factors like Universal 2nd Factor (U2F), YubiKey, Smart Cards, or Google Authenticator.

    MFA in Salesforce - CRMTechZone.com

    When users login using their username and password, the system validates their login credential. If the credential is valid, then it will ask for additional authentication using registered device. If a mobile number is registered, then the system will send SMS to the registered mobile number. If the authenticator is registered, then it will ask you to authenticate using the registered authentication. Once it is authenticated, the user is able to login to the system.

    Why is MFA required?

    In emerging digital environments, multi-factor authentication, or MFA, is becoming very important due to several reasons. few of the reason are below

    1. Increased Cyber Threats

    With the increased online presence of all corporations and businesses, it is important to secure data. These businesses stores data in many online storage systems, like One Drive , Google Drive, Amazon S3, online databases, etc. Salesforce also use databases and amazon storage to store files and data.

    Hackers use various methods, such as phishing, keylogging, and brute force attacks, to steal passwords and gain unauthorized access to accounts. They can also steal high-profile data that reveals millions of usernames and passwords. These credential can be used in credential-stuffing attacks on various services.

    2. Weakness of Passwords

    User normally use weak password to easily login to sites or they use same password on multiple sites. These passwords can be guessed, stolen, or cracked easily. MFA mitigates this risk by requiring additional verification steps that are much harder for attackers to replicate. They can not access the system without second factor authentications.

    3. Regulatory Compliance

    Many industries are bound by laws to use multifactor authentication (MFA) to secure confidential information. Examples include: GDPR (General Data Protection Regulation) requires stringent data protection safeguards for EU citizens, HIPAA (Health Insurance Portability and Accountability Act) requires strict security measures for healthcare information; and PCI DSS (Payment Card Industry Data Security Standard) requires multi-factor authentication for certain cardholder data access.

    4. Identity Theft Prevention

    Hackers use stolen credentials to gain unauthorised access to related websites or online databases. MFA reduces the risk of credential theft leading to unauthorized access by adding a second form of verification. MFA requires confirmation from the actual person to access an account that they are indeed the legitimate account holders.

    5. Remote Work and Mobile Access

    With the increase in remote work, employees access company resources from a variety of locations and devices. This can lead to security breaches. MFA ensures secure access no matter where users log in from.

    6. User Confidence and Trust

    Organizations that use MFA demonstrate a commitment to security, which can boost customer trust in their services. MFA helps to avoid the negative consequences of account hijacking, such as financial loss and privacy violations, by protecting user accounts from unauthorized access.

    7. Cost Savings

    By preventing unauthorized access, MFA can lower the rate of fraud and the related expenses of handling security breaches. A data breach can have expensive consequences, such as lost revenue from litigation, fines from authorities, and reputational harm. MFA reduces the possibility of these kinds of losses.

    Salesforce Multi-Factor Authentication Verification Methods

    Salesforce provides several multi-factor authentication (MFA) methods to improve user security.

    1. One-Time Passwords (OTPs)

    Users receive a time-sensitive code via SMS or an authenticator app such as Google Authenticator or Microsoft Authenticator. To gain access, they must enter this code and their password.

    Salesforce Multi-Factor Authentication - MFA- CRMTechZone- Multi factor Authentication

    You log into Salesforce, enter your password, and then receive an SMS containing a six-digit code. To complete the authentication process, enter that code on the Salesforce login screen.

    2. Security Keys

    These physical devices, such as Yubikeys, connect to a computer’s USB port and generate unique codes for each login. They provide a very secure alternative to OTPs.

    3. Salesforce Authenticator Application:

    This mobile app generates push notifications, which users must approve in order to confirm their identity. It’s convenient because it removes the need to manually enter codes. Example: You log into Salesforce, enter your password, and the Salesforce Authenticator app sends a push notification to your phone. You approve the notification, and you are now logged in.

    4. Biometric authentication

    This method uses fingerprint, facial, or voice recognition to verify user identity on compatible devices. It’s becoming more common on mobile devices.

    Salesforce Multi-Factor Authentication - MFA-CRMTechZone

    5. Email Verification

    Users will receive a verification email with a unique link that they must click to confirm their identity. This method is frequently used as an extra layer of security for sensitive operations such as password resets.

    Best practices for setting up Salesforce multi-factor authentication

    Here are some best practices for setting up multi-factor authentication (MFA) in Salesforce:

    1. Enable MFA for all users: Enable MFA for all users, not just those with privileged access. This ensures a consistent security access across your organization.
    2. Choose the right MFA method: Consider the following factors when choosing an MFA method:
      Security: Security keys offer the highest level of security, followed by authenticator apps.
      Usability: Push notifications and SMS OTPs are generally the most convenient.
      Cost: Security keys and authenticator apps may have associated costs.
    3. Enforce strong passwords: In combination with MFA, ensure users have strong and unique passwords for their Salesforce accounts. This creates an additional layer of security. Salesforce provide strong password guidelines which can be utilized.
    4. Implement Role and Profile: Implement profile/roles with least access. Based on requirement, open access using permission sets. This will help in reduce data access.
    5. Provide clear instructions: Clearly communicate the benefits and steps involved in setting up and using MFA to all users. Initially they might refuse but when it is clearly communicated they will feel comfortable.
    6. Offer support: Establish a support system to help users troubleshoot any issues they encounter with MFA. In initial phase this will make them comfortable in using it.
    7. Regularly review MFA settings: Periodically review and update your MFA settings to ensure they remain effective and align with your organization’s security needs.
    8. Consider a phased rollout: For large organizations, implement MFA in phases, starting with high-risk users or departments. This allows organizations to test and refine implementation before rolling out to the entire organization.
    9. Educate users on security best practices: Train users on how to protect their MFA credentials and recognize phishing attempts.

    Conclusion

    MFA is required due to the increasing complexity and frequency of cyber threats, regulatory requirements, the expansion of remote work, and the need to protect sensitive data while maintaining user trust. Implementing MFA significantly improves security by requiring multiple forms of authentication, lowering the risk of unauthorized access and data breaches.

    References

    Multi-Factor Authentication for Salesforce

    What is Multi-Factor Authentication (MFA)?

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    Biometric Authentication CRM Authentication MFA Salesforce Salesforce Authentication salesforce crm Salesforce Multi Factor Authentication Salesforce Security Salesforce User Security SMS Authentication User Security
    Dhanik Sahni
    • Website

    Dhanik Sahni is a seasoned Salesforce Architect with over 15 years of experience in architecting and implementing robust CRM solutions for businesses of all sizes. With a deep understanding of Salesforce's capabilities and a passion for leveraging technology to drive business growth, hehave become a trusted expert in the field.

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