Welcome to the MFA Rollout Pack for Salesforce Partners!

 

This pack provides customizable templates and other resources to help Salesforce Partners plan for multi-factor authentication (MFA). Use these materials to either enable MFA for your customers or provide them with guidance on how to self-enable it and prepare their end users.

Salesforce OEM Partners: As Salesforce doesn’t communicate with your customers, you can use these resources to provide them with advance notice about the MFA requirement, Salesforce auto-enablement and enforcement plans, and guidance on how to comply with the contractual requirement to use MFA when accessing Salesforce orgs. To help your customers prepare their end users, they can access the customer version of the MFA Rollout Pack. You can also direct them to the Multi-Factor Authentication for Salesforce site, where they can get enablement and change management resources.

 

Notes:

·       These resources assume you’re turning on the MFA service provided by Salesforce for direct logins, but they can be adapted to work for an SSO identity provider’s MFA service.

·       Salesforce has identified a methodology and best practices for completing a successful MFA implementation for customers. The resources in this pack get you started with many of these steps. For guidance on all the recommended steps, use How to Roll Out Multi-Factor Authentication in Salesforce Help.

 

 

 

The MFA Rollout Pack for Salesforce Partners includes these resources:

 

All phases

*Sample MFA Rollout Checklist-Partners.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.

About MFA Auto-Enablement-Enforcement-Partners.docx

Understand how MFA auto-enablement and enforcement works and how Salesforce has scheduled these actions. Use this information to plan for MFA and ensure your customers are prepared for it.

Get Ready phase

MFA Overview Presentation-Partners.pptx

Presentation that you can use to get alignment on MFA — within your company and with your customers’ leadership and stakeholders. 

 

If your customers are responsible for turning on MFA and training their users, use this deck to drive awareness and enablement via webinars or ask-the-expert sessions that you host.

User Inventory Template-Partners.xlsx

Template and instructions for conducting an inventory of an org’s users, so you know who the 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 the top priority. (See Conduct a User Inventory for Your MFA Implementation in Salesforce Help for more information.)

Sample Project Schedule-Partners.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.)

Roll Out phase

MFA Comms Email Templates-Partners.docx

Email templates that you can customize and send out to communicate with your customers about the MFA requirement, Salesforce auto-enablement and enforcement actions, and how to get ready for MFA. (See Prepare Your Users for MFA in Salesforce Help for more information.)

MFA Training Deck-Partners.pptx

Customizable deck for training your customers’ 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-Partners.xlsx

Simple template to help coordinate testing an MFA implementation. (See Test Your MFA Implementation in Salesforce Help for more information.)

Onboarding_3rd-Party Authenticator Apps-Partners.docx

 

Onboarding_Built-In Authenticators-Partners.docx

 

Onboarding_Salesforce Authenticator-Partners.docx

 

Onboarding_Security Keys-Partners.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 products build on Salesforce technologies. You can distribute these guides shortly before you turn on MFA to support your customers’ 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.)