Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
The Elements of User Authentication
Configure User Authentication
Restrict Where and When Users Can Log In to Salesforce
Set Password Policies
Expire Passwords for All Users
Modify Session Security Settings
Configure When Users Are Prompted to Verify Identity
Require High Assurance Session Security for Sensitive Operations
Create a Login Flow
Set Up a Login Flow and Connect to Profiles
Login Flow Examples
Set Up Two-Factor Authentication
Set Two-Factor Authentication Login Requirements
Set Two-Factor Authentication Login Requirements and Custom Policies for Single Sign-On, Social Sign-On, and Communities
Set Two-Factor Authentication Login Requirements for API Access
Connect Salesforce Authenticator (Version 3 or Later) to Your Account for Identity Verification
Verify Your Identity with a One-Time Password Generator App or Device
Disconnect Salesforce Authenticator (Versions 2 and 3) from a User’s Account
Disconnect a User’s One-Time Password Generator App
Generate a Temporary Identity Verification Code
Expire a Temporary Verification Code
Delegate Two-Factor Authentication Management Tasks
Deploy Third-Party SMS-Based Two-Factor Authentication
Limit the Number of Concurrent Sessions with Login Flows
Give Users Access to Data
Share Objects and Fields
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Security Guidelines for Apex and Visualforce Development
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Delegate Two-Factor Authentication Management Tasks

Let users who aren’t Salesforce admins provide support for two-factor authentication in your org. For example, suppose you want your company’s Help Desk staff to generate temporary verification codes for users who lost or forgot the device they usually use for two-factor authentication. Assign Help Desk staff members the “Manage Two-Factor Authentication in User Interface” permission so that they can generate codes and support end users with other two-factor authentication tasks.
Available in: Both Salesforce Classic and Lightning Experience
Available in: Essentials, Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To edit profiles and permission sets: Manage Profiles and Permission Sets
To assign the permission, select “Manage Two-Factor Authentication in User Interface” in the user profile (for cloned profiles only) or permission set. Users with the permission can perform the following tasks.
  • Generate a temporary verification code for a user who can’t access the device normally used for two-factor authentication.
  • Disconnect identity verification methods from a user’s account when the user loses or replaces a device.
  • View user identity verification activity on the Identity Verification History page.
  • View the Identity Verification Methods report by clicking a link on the Identity Verification History page.
  • Create user list views that show which identity verification methods users have registered.

Although non-admin users with the permission can view the Identity Verification Methods report, they can’t create custom reports that include data restricted to users with the “Manage Users” permission.

Note