
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 (https://security.salesforce.com/mfa-rollout-pack). You 
can also direct them to the Multi-Factor Authentication for Salesforce site 
(https://security.salesforce.com/mfa), 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 services.
> 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 (https://help.salesforce.com/s/articleView?id=sf.mfa_welcome_to_mfa.htm).


The MFA Rollout Pack 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.

Sample Project Schedule-Partners.xlsx
	Sample project schedule for planning and rollout out MFA, based on a 10-week timeline. 


________________
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.

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. 

Test Plan Template-Partners.xlsx
	Simple template to help coordinate testing an MFA implementation.
 
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.



