Salesforce: Authentication and access control

Updated on
January 13, 2023

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Enable Two-Factor Authentication (2FA):

a. In Salesforce Setup, navigate to "Users" and select "Two-Factor Authentication for User"

b. Click the "Enable Two-Factor Authentication" button

c. Follow the prompts to complete the setup.

Create Profiles:

a. In Salesforce Setup, navigate to "Users" and select "Profiles"

b. Create new profiles for different user roles and assign appropriate permissions for each profile.

Create Permission Sets:

a. In Salesforce Setup, navigate to "Users" and select "Permission Sets"

b. Create new permission sets as needed to grant additional permissions to specific users

c. Assign the appropriate permissions to each permission set, such as access to a specific object or field level security

Assign Profiles and Permission Sets to Users:

a. In Salesforce Setup, navigate to "Users" and select "Manage Users"

b. Find the user for which you want to assign a profile or permission set

c. Edit the user record, and assign the appropriate profile or permission set

Control login access:

a. In Salesforce Setup, navigate to "Security" and select "Network Access"

b. Create new Trusted IP Ranges and specify the range of IP addresses which should have access to Salesforce

c. Add IPs addresses and ranges of the office and other locations you want to allow access from

Implementing Single Sign-On (SSO):

a. In Salesforce Setup, navigate to "Security" and select "Single Sign-On Settings"

b. Choose the SSO provider that fits the company's need, Salesforce support multiple providers like Okta, OneLogin, PingIdentity, etc

c. Follow the instructions of the provider to setup and configure the SSO

Monitor login history:

a. In Salesforce Setup, navigate to "Reports" and create a new report based on the "Login History" report type

b. Run the report regularly to review login activity and detect any suspicious activity

c. Review the report and take action as needed.

By following this guide, you have set up the authentication and access control in Salesforce, which will secure your organization's data and functionality. It is important to regularly review and monitor user access and authentication activity, to identify any suspicious activity and respond accordingly. Also, it is recommended to conduct regular security reviews, to ensure that your authentication and access controls are adequate and meet the business requirements.

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Follow along with one of our reference guides to start securing your Salesforce instance