Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
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
Define Identity Verification Settings for Your Orgs and Communities
Require High-Assurance Session Security for Sensitive Operations
Custom Login Flows
Set Up a Login Flow and Connect to Profiles
Login Flow Examples
Multi-Factor Authentication Considerations
Deploy Third-Party, SMS-Based Multi-Factor Authentication
Limit the Number of Concurrent Sessions with Login Flows
Connected Apps
Give Users Access to Data
Share Objects and Fields
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Real-Time Event Monitoring
Security Guidelines for Apex and Visualforce Development
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Set Up a Login Flow and Connect to Profiles

After you create a flow using Flow Builder or Visualforce, designate it as a login flow and associate it with user profiles. When users log in with an associated profile, they’re directed through the login flow.
Available in: both Salesforce Classic and Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Don’t associate a login flow with your administrator profile until you are sure that the login flow works properly. Otherwise, if it fails, you can’t log in to your org.

Note

  1. From Setup, enter Login in the Quick Find box, then select Login Flows.
  2. Click New.
  3. On the Login Flow Edit page, enter a name for the login flow.Login flow Setup page
  4. Select the type of flow you created. Choose Flow if you created the flow with Flow Builder. Choose Visualforce Page if you created the flow with Visualforce.

    For Visualforce Page login flows, make sure that the profiles you intend to associate with this login flow have access to the Visualforce Page.

    Note

  5. From the dropdown list of available flows, choose the appropriate login flow.
  6. Select a user license for the profile that you want to connect to the login flow.
  7. From the list of available profiles for this license, select the profile to associate with this login flow.
  8. If you want the login flow to resemble the Lightning Experience UI, select Render Flow in Lightning Runtime. If you don’t select this option, the login flow resembles Salesforce Classic.

    A login flow is independent of which UI users use: Lightning Experience or Salesforce Classic. You can set a login flow to resemble Lightning Experience even if users log in to Salesforce Classic. Likewise, you can set a login flow to resemble Salesforce Classic even if users log in to Lightning Experience.

    Note

  9. Click Save.

After you connect the login flow, you can edit or delete it from the Login Flows Setup page.