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Two-Factor Authentication (2FA) for Salesforce


Salesforce 2FA (Two-Factor Authentication) or Multi-Factor Authentication (MFA) is an additional layer of security in which a user or an organizational employee have to provide two factors to gain access to the Salesforce account. With Salesforce TFA being enabled, anyone trying to login to your Salesforce account from an unrecognized computer/device must provide additional authorization. Authentication starts with a user submitting his traditional username and password. Once the user successfully gets authenticated with the 1st step verification, configured 2FA (OTP over SMS, Push Notifications, Yubikey, TOTP, Google Authenticator etc) method prompts for 2nd-step verification. After successfully authenticating with both of the steps a user is granted with the access to the Salesforce account. This extra layer prevents the unauthorized person from accessing the resources even if cyber attackers get to know your credentials.

miniorange provides 15+ authentication methods and solutions for various use cases. It allows users and organizations to set up certain authentication and settings which includes password restrictions, restricting sign-in methods, as well as other security settings. miniorange also makes way for authentication apps that support Time-Based One-Time Password (TOTP) Google Authenticator, Microsoft Authenticator, Authy 2-Factor authentication app and our own miniorange Authenticator app.


Connect with External Source of Users


miniOrange provides user authentication from various external sources, which can be Directories (like ADFS, Microsoft Active Directory, Azure AD, OpenLDAP, Google, AWS Cognito etc), Identity Providers (like Shibboleth, Ping, Okta, OneLogin, KeyCloak), Databases (like MySQL, Maria DB, PostgreSQL) and many more.



Apps supported by miniOrange



two factor authentication (2FA) miniOrange authenticator app

miniOrange
Authenticator App

   
two factor authentication (2FA) google authenticator app

Google
Authenticator App

   
two factor authentication (2FA) authy authenticator app

Authy 2-Factor
Authentication App

   
two factor authentication (2FA) Microsoft authenticator app

Microsoft
Authenticator App

   

Pre-requisite

  • Login to your Salesforce account.
  • Go to Setup in the top-right section of page.
  • Salesforce Single Sign-On (sso)

  • Now in the left pane, select Domain Management.
  • Select My Domain.
  • Choose your domain name, check for availability and if available, proceed by clicking the Register Domain button.
  • Salesforce 2FA/MFA : Register domain

  • Test your domain once it is ready, by clicking the link and then click Deploy to Users.
  • Search for Company Information in the search bar.
  • Copy Organization Id. (This will be required later)
  • Salesforce 2FA/MFA : copy organization id

Follow the Step-by-Step Guide given below for Salesforce Single Sign-On (SSO)

1. Configure Salesforce in miniOrange

  • Login into miniOrange Admin Console.
  • Go to Apps and click on Add Application button.
  • Salesforce Single Sign-On (SSO) add app

  • In Choose Application Type click on Create App button in SAML/WS-FED application type.
  • Salesforce Single Sign-On (SSO) choose app type

  • Search for Salesforce in the list, if you don't find Salesforce in the list then, search for custom and you can set up your application via Custom SAML App.
  • Salesforce Single Sign-On (SSO) manage apps

  • Enter the following values in the respective fields.

  • Application Name Salesforce
    SP Entity ID or Issuer https://[yourdomain].my.salesforce.com/?so=[organization_id]
    ACS URL https://[yourdomain].my.salesforce.com/?so=[organization_id]
    Single Logout URL https://customdomain.my.salesforce.com
    Sign Response ON

    Salesforce 2FA/MFA : add IdP basic settings

  • Click Next, now in the Attribute Mapping add and configure the attributes.
  • Salesforce 2FA/MFA : save configuration

  • Click on Save.
  • Your application is saved successfully. Now click on the Select button against your newly created application. Go to Metadata.
  • Salesforce 2FA/MFA : Select Metadata for SAML

  • On the Metadata page, click on Show Metadata Details and choose either of the two Metadata options :
    • If you want to use miniOrange as User-Store i.e., your user identities will be stored in miniOrange then download the metadata file under the heading 'INFORMATION REQUIRED TO SET MINIORANGE AS IDP'.
    • If you want to authenticate your users via any external Identity Provider (IDP) like Active Directory, Okta, OneLogin, Google, Apple ID, etc then download the Metadata file under the heading 'INFORMATION REQUIRED TO AUTHENTICATE VIA EXTERNAL IDPS'.
    Salesforce SSO (Single Sign-On) View IdP metadata

  • Keep SAML Login URL ,SAML Logout URL and click on the Download Certificate button to download certificate which you will require in Step 2.
  • Salesforce 2FA/MFA : Select Metadata details external IDP or miniOrange as IDP


2. Configure SSO in Salesforce

  1. Login into Salesforce Account.
  2. Navigate to Setup > Security Controls > Single Sign-On Settings.
  3. Salesforce 2FA/MFA : Security control settings page

  4. On the Single Sign-On (SSO) Settings page, click Edit
  5. Salesforce 2FA/MFA : Edit settings

  6. Check the SAML Enabled box to enable the use of SAML Single-Sign On (SSO), then click Save.
  7. Salesforce 2FA/MFA : enable saml authentication

  8. Click New.
  9. Salesforce 2FA/MFA : saml new configuration settings

  10. Configure with the following values and Save.
  11. Issuer IDP Entity ID/Issuer in miniorange metadata
    Entity ID https://[yourdomain].my.salesforce.com
    Identity Provider Certificate Upload Certificate from miniOrange metadata
    Request Signature method RSA-SHA256
    Assertion Decryption Certificate Not encrypted
    *SAML Identity Type Assertion contains the User's Salesforce username
    *SAML Identity Location Identity is in the NameIdentifier element of the Subject statement
    *Service Provider Initiated Request Binding HTTP Redirect
    Identity Provider Login URL SAML Login URL in miniOrange metadata
    Custom Logout URL https://[yourdomain].my.salesforce.com

3. Configure 2FA for Salesforce

3.1: Enable 2FA for Users of Salesforce app

  • To enable 2FA for Users of Salesforce application. Go to Policies >> App Authentication Policy
  • Click on Edit against the configured application.
  • Two factor-authentication for Salesforce | Two Factor Authentication configure 2fa of application

  • Enable the Enable 2-Factor Authentication (MFA) option.
  • Two factor-authentication for Salesforce | Two Factor Authentication enable 2fa

  • Click on Save.

3.2: Configure 2FA for your Endusers

  • To enable 2FA/MFA for endusers, go to 2-Factor Authentication >> 2FA Options For EndUsers.
  • Select default Two-Factor authentication method for end users. Also, you can select particular 2FA methods, which you want to show on the end users dashboard.
  • Once Done with the settings, click on Save to configure your 2FA settings.
  • MFA/Two-Factor Authentication(2FA) for   Configure 2FA Panel

3.3: Enduser 2FA Setup

  • Login to End-User Dashboard using end user login URL.
    • For Cloud Version: The login URL (branding url) which you have set.
    • For On-Premise version: The login URL will be the same as of Admin Login URL.
  • Select Setup 2FA from left panel. Then select any of the 2FA method available.
  • For now, we have selected the SMS >> OTP OVER SMS as our 2FA method. You can explore the guide to setup other 2FA methods here.
  • Enable the OTP over SMS if you have your phone number added under your profile section else click on Edit button.
  • MFA/Two-Factor Authentication(2FA) for   Configure 2FA Panel

  • Enter you Phone Number along with the necessary country code and click on the SAVE button.
  • MFA/Two-Factor Authentication(2FA) for   Configure Second Factor-SMS(Enter Mobile Number)

4. Test Salesforce 2FA

  • Go to your Salesforce Domain. It will redirect you to miniOrange Single Sign-On Service console.
  • zoom two factor authentication(2fa) user credentials

  • Enter your miniOrange login credentials and click on Login.
  • Since we have Two-factor authentication(2FA) enabled, you will be prompted to register for it. It's a one time process.
  • Configure your basic details.
  • zoom two factor authentication(2fa) user registration

  • Configure any authentication method of your choice.
  • zoom two factor authentication(2fa) add new security

  • After successful registration, you will be logged in to your Salesforce account.
  • Now we have Two-factor authentication enabled.
  • To verify your Two-factor authentication(2FA) configuration, go to your Salesforce Domain. You will be redirected to miniOrange login console.
  • zoom two factor authentication(2fa) verify user credentials

  • Enter your login credentials, and click on login. It will prompt to verify yourself against the configured 2fa method.
    e.g. If you have configured OTP over SMS, after login into Salesforce it will prompt for OTP.
  • zoom two factor authentication(2fa) otp prompt

  • Enter the OTP received in your phone, after successful 2fa verification, you will be redirected to the Salesforce dashboard.

  • Not able to configure or test MFA?


    Contact us or email us at idpsupport@xecurify.com and we'll help you setting it up in no time.


5. Adaptive Authentication with Salesforce

A. Restricting access to Salesforce with IP Blocking

    You can use adaptive authentication with Salesforce Single Sign-On (SSO) to improve the security and functionality of Single Sign-On. You can allow a IP Address in certain range for SSO or you can deny it based your requirements and you can also challenge the user to verify his authenticity. Adaptive authentication manages the user authentication bases on different factors such as Device ID, Location, Time of Access, IP Address and many more.

    You can configure Adaptive Authentication with IP Blocking in following way:
  • Login to Self Service Console >> Adaptive Authentication.
  • Add a Policy Name for your Adaptive Authentication Policy.
  • Salesforce Single Sign-On (SSO) Restrict Access adaptive authnetication policy

  • Select your Action for behaviour Change and Challenge Type for user from the Action for behaviour Change Section.
  • Salesforce Single Sign-On (SSO) Restrict Access adaptive authentication behaviour change


    Action for behaviour Change Options :


    Attribute Description
    Allow Allow user to authenticate and use services if Adaptive authentication condition is true.
    Challenge Challenge users with one of the three methods mentioned below for verifying user authenticity.
    Deny Deny user authentications and access to services if Adaptive authentication condition is true.

    Challenge Type Options :

    Attribute Description
    User second Factor The User needs to authenticate using the second factor he has opted or assigned for such as
  • OTP over SMS
  • PUSH Notification
  • OTP over Email
  • And 12 more methods.
  • KBA (Knowledge-based authentication) The System will ask user for 2 of 3 questions he has configured in his Self Service Console. Only after right answer to both questions user is allowed to proceed further.
    OTP over Alternate Email User will receive a OTP on the alternate email he has configured threw Self Service Console. Once user provides the correct OTP he is allowed to proceed further.

  • Now Enable Enable IP Restriction option from the IP RESTRICTION CONFIGURATION section to configure custom IP range.
  • Salesforce Single Sign-On (SSO) Restrict Access adaptive authentication ip blocking

  • Select the Action you want to perform if the IP address is out of the range. i.e. Allow, Challenge & Deny.
  • Specify the IP Address range for which you want above setting to reflect. You can add more than one IP Address ranges by clicking on following button +.
  • Scroll to the end and click on save.


B. Adaptive Authentication with Limiting number of devices.

    Using Adaptive Authentication you can also restrict the number of devices the end user can access the Services on. You can allow end users to access services on a fixed no. of devices. The end users will be able to access services provided by us on this fixed no. of devices.

    You can configure Adaptive Authentication with Device Restriction in following way

  • Login to Self Service Console >> Adaptive Authentication.
  • Add a Policy Name for your Adaptive Authentication Policy.
  • Select your Action for behaviour Change and Challenge Type for user from the Action for behaviour Change Section.
  • Salesforce Single Sign-On (SSO) Restrict Access adaptive authentication behaviour and challenge type


  • Scroll down to Device Configuration section and enable Allow User to Register Device option to allow users to register their devices.
  • Enter the Number of Devices which are allowed to register in field next to Number of Device Registrations Allowed
  • Choose Action if number of devices exceeded (This will override your setting for Action for Behaviour Change.)
    1. Challenge: The user needs to verify himself using any of the three methods mentioned in table in step 5.1
    2. Deny : Deny users access to the system
  • Enable option Send email alerts to Users if number of Device registrations exceeded allowed count if you want to alert the user about no of devices exceeding the limit. Save the configuration.
  • Salesforce Single Sign-On (SSO) Restrict Access adaptive authentication enable device restriction


C. Add Adaptive Authentication policy to Salesforce.

  • Login to Self Service Console >> Policies.
  • Click on Edit option for predefined SAML app policy.
  • Salesforce Single Sign-On (sso) edit device restriction policy

  • Set your application name in the Application and select password as Login Method.
  • Enable Adaptive Authentication on Policy page and select the required restriction method as an option.
  • From Select Login Policy dropdown select the policy we created in last step and click on save.
  • Salesforce Single Sign-On (SSO) Restrict Access save device restriction policy

    How to add a trusted Device
    1. When End-user log in to the self service console after the policy for device restriction is on, he is provided the option to add the current device as a trusted device.

External References

Our Other Identity & Access Management Products