

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 (https://sfdc.co/bFT6FF) in Salesforce Help.



The Multi-Factor Authentication Rollout Pack includes these resources:


ALL PHASES
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*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 (https://sfdc.co/JwXHh): 
	For an interactive version of this checklist, use the Multi-Factor Authentication 
	Assistant in Setup.
	

GET READY PHASE
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MFA Overview Presentation v2.pptx
	Presentation that you can use to make the case for MFA and get alignment with your 
	stakeholders and leadership.

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. 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. 

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
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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.

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.

Test Plan Template v1.xlsx
	Simple template to help coordinate testing your MFA implementation.
 
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.



