Press ESC to close

How to SalesForceHow to SalesForce Expert Salesforce Advice for Aspiring Developers, Admins & Beginners.

How to Link the Authenticator App for Salesforce

Introduction

Today’s fast-changing digital world makes data security crucial for businesses. Due to rising cyberattacks, businesses are securing sensitive data. Authentication apps give security to accounts. Our blog post on how to link the authenticator app for salesforce will keep your Salesforce environment secure and restricted to authorized users. 

Read out latest blog on How to Export Salesforce Report to Excel?

Knowing How to Use Salesforce Authenticator

What is an authenticator for Salesforce?

Salesforce Authenticator is a two-factor authentication (2FA) tool created to improve account security. It ensures that even if your password is stolen, your account is safe by demanding an additional form of authentication. The application may be downloaded and used for free on iOS and Android smartphones.

What Makes a Salesforce Authenticator Useful?

  • Enhanced Security: Lowers the possibility of unwanted access by adding layer of security. The requirement of two forms of identification makes it far more difficult for hackers to access your account.
  • Ease of Use: The program has a straightforward setup procedure and is made to be user-friendly. Once it’s configured, it easily links with your Salesforce account.
  • Intelligent Notifications: Receive prompt alerts about attempted logins. This enables you to monitor and react to any questionable activity immediately.
  • Accordance: assists in meeting data protection regulations. Two-factor authentication makes it easier to comply with the stringent data security rules that apply to many businesses.

Requirements for Salesforce Authenticator Connection

Make sure you have the following before moving on to how to connect the Salesforce Authenticator app:

  • Salesforce Account with Administrative Privileges: You require administrative access to adjust security settings. If you don’t have admin rights, you might need to ask your Salesforce admin for help.
  • Mobile Equipment: The Salesforce Authenticator app must be installed on iOS or Android. To get the best performance, ensure your device’s operating system is the most recent version.
  • Internet Connectivity: To ensure a smooth setup, ensure your mobile device and Salesforce account are online. A steady connection is essential to prevent disruptions during the setup procedure.

How to Connect Salesforce Authenticator: A Step-by-Step Guide

Step 1: Install and download the application

Installing the Salesforce Authenticator app on your mobile device is the first step towards safeguarding your Salesforce account. This app will be the second form of authentication required to access your account.

Attention iOS Users:

  1. Open the App Store: Press its icon to access the App Store on your iPhone.
  2. Look for Salesforce Authenticator: To locate the program, use the search box at the top of the screen.
  3. Get the App: Select the app by tapping the “Get” or “Download” button adjacent to it. You might be asked to confirm with Face ID or Touch ID or to enter your Apple ID password.
  4. Open the App: After downloading and installing the app, click “Open” to start it.

Regarding Users of Android:

  1. Open the Google Play Store: Press its icon to access the Google Play Store on your Android smartphone.
  2. Look up Salesforce Authenticator on Google: Use the top search bar to locate the app.
  3. Install the App: Select the app by tapping the “Install” button adjacent to it. Some permissions may need to be granted for the installation to start.
  4. Open the App: After installation, select “Open” to start the application.

Proceed to Step 2: Access Your Salesforce Account

The next step is to enter your Salesforce account using a web browser after installing the Salesforce Authenticator app on your mobile device.

  1. Open a Web Browser: Launch your favorite web browser on your PC.
  2. Go to the Salesforce Login Page: Type in the website address to access your account. 
  3. Log In: After providing your Salesforce login credentials, click “Log In.” If this is the first time you have checked in from this device, you might be prompted to send an email or text message proving your identity.

Step 3: Select Security Settings

To configure the connection with the Salesforce Authenticator app, go into your Salesforce account and navigate to the security settings.

  1. Access Your Profile: Click on the profile icon in the upper right corner of your Salesforce account.
  2. Open Setup: Click the dropdown menu and choose “Setup.” This will launch the Salesforce Setup page, allowing you to customize your account’s settings.
  3. Find Advanced User Details: Select “Advanced User Details” under “My Personal Information” in the sidebar on the left.
  4. Find Connected Apps: Open the “App Settings” section by scrolling down and selecting “Connected Apps.” Here, you can manage the apps linked to your Salesforce account.

Step 4: Turn on two-factor authentication (2FA)

Two-factor authentication adds an extra degree of security to your Salesforce account by demanding a second form of verification.

  1. Open Salesforce Authenticator Settings: Locate and select Salesforce Authenticator under “Connected Apps.”
  2. Manage Settings: To access the Salesforce Authenticator settings, click “Manage.”
  3. Activate 2FA: Press the button to activate two-factor verification. You might have to enter your password one more to validate this action.

Step 5: Connect the Salesforce Authenticator App

After enabling two-factor authentication, you must link your Salesforce account to the Salesforce Authenticator app on your mobile device.

  1. Start the App: Launch the Salesforce Authenticator application on your mobile device.
  2. Add an Account: Press the button labeled “Add an Account.” The software will show a special two-word sentence.
  3. Input the Phrase in Salesforce: Return to your computer and log into your account. Enter the two-word phrase for Salesforce Authenticator in your mobile device’s settings.
  4. Connect: Press “Connect.” This will link the Salesforce Authenticator app to your Salesforce account.

Step 6: Confirm the Link

Verifying the connection between the Salesforce Authenticator app and your account is the last step.

  1. Approve the Request: Your mobile device will get a verification request from the Salesforce Authenticator app. Approve the connection request by opening the app.
  2. Confirmation: Your Salesforce account will display a confirmation message confirming the successful connection after approval. With your Salesforce account, two-factor authentication is now enabled.

Solving Typical Problems

Problem 1: Application Not Connecting

Resolution:

  • Correct Two-Word Phrase: Verify that the two-word phrase you enter from the app is accurate. Make sure the sentence matches perfectly because it is case-sensitive.
  • Internet Connection: Verify that your computer and mobile device are connected to the Internet. A steady connection is necessary for the setup procedure.
  • Restart Devices: Try reconnecting after restarting your PC and mobile device. Restarting the device could sometimes fix connectivity problems.

Problem 2: Verification Requests Are Not Being Received

Resolution:

  • Enable Notifications: Ensure your mobile device’s Salesforce Authenticator app has notifications turned on. If you don’t receive notifications, you might not receive requests for verification.
  • Update App: Verify whether the app has been updated to the most recent version. Flaws in outdated apps may keep them from working properly.
  • Reconnect App: If the problem still exists, reconnect the app by starting the connection procedure over. Restarting the program after disconnecting it sometimes fixes issues.

Issue 3: Misplaced mobile device

Resolution:

  • Use Backup Codes: You can access your Salesforce account using backup codes. You need these codes if you want to access your account without using the app.
  • Disconnect Lost Device: Go to your Salesforce account’s security settings to disconnect the lost device. This will prevent unwanted access from the misplaced device.
  • Set Up on New Device: Use this guide’s instructions to set up Salesforce Authenticator on your new device. Make sure you create fresh backup codes and keep them safe.

Conclusion

Linking Salesforce Authenticator is crucial to account security. This article provides detailed procedures for adding security to your account. Regularly review login activity, instruct your workforce on best practices, and update software. With these procedures, you can protect your Salesforce environment from security assaults

Connecting the Salesforce Authenticator app and taking extra security precautions helps protect your sensitive personal and corporate data. Now is the moment to secure your Salesforce account and protect your firm from internet threats.

Maaz Ahmed Ansari

Passionate Salesforce Application Architect @ PixelEdge with 3+ years of experience developing triggers, classes, and components and integrating Salesforce with other platforms.

Leave a Reply

Your email address will not be published. Required fields are marked *