Small Business CRM Coach helps businesses implement the Salesforce Sales Cloud CRM for small to midsize business (SMB). Part of our job is understanding how to configure a Salesforce system to protect all that sensitive data. Salesforce helps you to protect your data by using multi-factor authentication (MFA).

When a business hack occurs, thousands or millions of accounts are affected. The company faces fines for not implementing the latest required security measures, business is interrupted, consumers must be notified, and those who lose faith in the company take their business elsewhere. Building credibility with the public again becomes an uphill battle. 

Cybercrime has increased by 600% since the beginning of the global pandemic.

Protecting Confidential Client Information with MFA

If your organization is using Salesforce, you may have noticed emails or notifications about Multi-Factor Authentication (MFA). This security feature was introduced a while ago, but we only have a few weeks left before Salesforce requires everyone to use it. By talking to Salesforce SMB consultants like us, you’ll understand how this change will impact your business and learn about your options.

Multi-Factor Authentication is a way to confirm user identities of anyone accessing Salesforce. The goal is to improve security during the login process and decrease the possibility of having unauthorized users or a cyberattack on your Salesforce account.

Data breaches are frequently in the news, and it is clear that usernames and passwords are easily compromised. Although you may have some level of user verification using text messages, this solution is not the most secure way to verify account users since mobile phone providers don’t use encryption on SMS messages. Hackers can quickly grab your passcode in plain text.

Sixty of the biggest data breaches in 2021 included millions of records accessed through cloud-based systems from Yahoo, Facebook, LinkedIn, First American Financial Corp, and Marriott. The stolen identities and credentials help criminals gain access to other companies who don’t have adequate cyber security protection. The global impact is that every business is increasingly vulnerable.

MFA provides an extra layer of security to confirm the user’s identity before logging into Salesforce. It uses the Salesforce Authenticator App, a third-party authenticator, such as Google, Microsoft, and Authy, or a USB Security key. 

Establishing and Maintaining Trust in Your Community

You want your clients to continue to trust your brand and services, which aligns with one of Salesforce's core values as an organization: Trust. They help you implement SMB CRM best practices for cybersecurity to protect consumers from a growing problem. The massive data breach of the federal government and private sector in March 2020 was only the beginning. 

Small Business CRM Coach knows our clients are not thrilled about using MFA. We have implemented it for several of them, with a few waiting to make the transition until January. We wish changes to processes weren't necessary to make Salesforce access more secure, but this effort may be the single most important update you do for your business this year.

Taking Steps to Protect Your Organization

Once MFA is enabled for your users in Salesforce, they will have to get used to a new login process. It will require having their phone nearby for an added step to access the authenticator app or using a USB key instead. It takes a few more seconds to complete the login. 

MFA and Google and Microsoft Plugins 

We have clients that use the Salesforce Google plugin and others that use the Microsoft Salesforce plugin. Using MFA, they are required to complete the login process with the authenticator app the same way they access Salesforce. You can avoid multiple authentication processes by increasing the session time in the Salesforce Session Settings, but you need to be careful when taking this route.   

Safest Ways to Streamline the MFA Login Process

Instead of increasing session time, users can click the toggle in the Salesforce Authenticator to remember their device location (Always Approve this Location). Another feature is the Lightning Login. Make sure users are aware of these features and know how to enable them in the system. 

The February Salesforce MFA Deadline

If you put off enabling the MFA process, you and your team will have a hard time logging into Salesforce in early February, wasting valuable work time as you figure out how to get business processes back online.

You will know when it happens because you won't be able to log in with only your username and password. Taking the time to install the authenticator app to complete the login process while working will be painful and impact your productivity. The users in your organization will likely be confused and frustrated. We recommend configuring it ahead of time. 

Configuration and Implementation

The length of the implementation process depends on how many users you have in your organization and the type of rollout plan needed to make a smooth transition. For our clients with 10 to 50 users, it takes us three to four hours. We can explain the process and what to expect in advance so you can prepare employees and work around peak production times. 

Single Sign On enabled (SSO)

If you have Single Sign On (SSO), your system is configured to allow users to log in to Salesforce through a Microsoft or Google account. But the SSO feature must be enabled with your identity provider for it to work. Salesforce walks you through the process in a helpful article about SSO and MFA. They also share how your company benefits from MFA, saving money while reducing risk. 

Small Business CRM Coach offers packages to implement MFA, and pricing is based on the number of users in your organization. To learn more about our Salesforce MFA Configuration package, please schedule an appointment to ask questions or get started. 

Every growing business should have Salesforce SMB consultants who understand unique industry challenges and needs. Salesforce solutions, including security features, adapt and evolve with technology to protect  your processes. Reach out to implement the Salesforce CRM  for small to midsize business. We work with you and your team to turn daily challenges into smooth operations with a system designeddeveloped, and delivered exclusively for your business.

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