Welcome to the Multi-Factor Authentication (MFA) Rollout Pack!

1. This pack provides customizable templates and other resources to help you plan your MFA implementation and prepare your users. The resources assume you’re turning on MFA directly in Salesforce products, but they can be adapted to work for an SSO identity provider’s MFA services.

2. Based on our experiences and customer feedback, we’ve identified steps and best practices for completing a successful MFA implementation. The resources in this Pack get you started with many of these steps. For guidance on all of the recommended steps, use How to Roll Out Multi-Factor Authentication in Salesforce Help.

The Multi-Factor Authentication Rollout Pack includes these resources:

All phases
*Sample MFA Rollout Checklist v1.docx	A checklist of the recommended phases, stages, and steps for rolling out MFA. Includes links to relevant help topics. Modify as needed to align with the steps that you’ll complete for your project. For customers with products built on the Salesforce Platform: For an interactive version of this checklist, use the Multi-Factor Authentication Assistant in Setup.
Get Ready phase
MFA Overview Presentation v2.pptx	Presentation that you can use to make the case for MFA and get alignment with your stakeholders and leadership. (See Make the Case for MFA in Salesforce Help for more information.)
User Inventory Template - B2C Commerce v1.xlsx User Inventory Guidance - B2C Commerce v1.pptx User Inventory Template - Platform v1.xlsx	Templates and instructions for conducting an inventory of your users, so you know who your privileged users are, and if any users don’t need the level of permissions they currently have. If you’re rolling out MFA in stages, privileged users are your top priority. (See Conduct a User Inventory for Your MFA Implementation in Salesforce Help for more information.) Templates are provided for products built on the Salesforce Platform and for B2C Commerce Cloud.
Sample Project Schedule v1.xlsx	Sample project schedule for planning and rollout out MFA, based on a 10 week timeline. (See Plan Your MFA Rollout in Salesforce Help for more information.)
Change Management Strategy v1.pptx Change Management Strategy Assets v1.xlsx	For customers with complex change management needs, use these resources for a detailed discussion of change management best practices and a formal change management framework.
Roll Out phase
Sample Drip Email Campaign v2.docx	Template with four sample emails that you can customize and send out to help prepare your users for your MFA rollout. (See Prepare Your Users for MFA in Salesforce Help for more information.)
MFA Training Deck v2.pptx	Customizable deck for training your users on what MFA is, how it works, and how to register and log in with supported verification methods. (See Prepare Your Users for MFA in Salesforce Help for more information.)
Test Plan Template v1.xlsx	Simple template to help coordinate testing your MFA implementation. (See Test Your MFA Implementation in Salesforce Help for more information.)
Onboarding_3rd-Party Authenticator Apps v1.docx Onboarding_Built-In Authenticators v2.docx Onboarding_Salesforce Authenticator v1.docx Onboarding_Security Keys v1.docx	Customizable onboarding guides that show users the steps for registering and logging in with each of the MFA verification methods that are supported by Salesforce products. You can distribute these guides shortly before you turn on MFA to support users on your launch day. (See Verification Methods for MFA, Prepare Your Users for MFA, and Help Users Acquire and Register Verification Methods for MFA in Salesforce Help for more information.)