Welcome to the Multi-Factor Authentication Rollout Pack!

 

The partner version of the rollout pack provides customizable templates and other resources to help Salesforce Partners plan for MFA and prepare their customers to log in with it. The resources assume you’re using the free MFA functionality provided by Salesforce for direct logins to customer orgs, but they can be adapted to work for an SSO identity provider’s MFA service.

Salesforce OEM Partners: As Salesforce doesn’t communicate with your customers, you can use these resources to provide them with notice about the MFA requirement and the fact that MFA is automatically enabled when production orgs are created. To help your customers prepare their end users, they can access the customer version of the rollout pack in the /Customer version folder. You can also direct them to the Multi-Factor Authentication for Salesforce site, where they can get more MFA resources.

 

The partner version of the rollout pack is in the /Partner version folder and includes these resources:

 

Plan for MFA

About MFA Requirement-Partners-v2.docx

Get up to speed on the Salesforce contractual requirement to use MFA and how it affects your customers.

MFA Overview Presentation-Partners-v2.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 training their users and managing MFA, use this deck to drive awareness via webinars or ask-the-expert sessions that you host. (See this topic in Salesforce Help for additional information.)

Test Plan Template-Partners-v1.xlsx

Simple template to help coordinate testing an MFA implementation. (See this topic in Salesforce Help for additional information.)

Prepare Users for MFA

MFA Comms Email Template-Partners-v2.docx

Email template that you can customize and send out to communicate with your customers about the MFA requirement and to prepare them for MFA logins. (See this topic in Salesforce Help for additional information.)

MFA Training Deck-Partners-v2.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 this topic in Salesforce Help for additional information.)

Onboarding_3rd-Party Authenticator Apps-Partners-v2.docx

 

Onboarding_Built-In Authenticators-Partners-v2.docx

 

Onboarding_Salesforce Authenticator-Partners-v2.docx

 

Onboarding_Security Keys-Partners-v2.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 built on Salesforce technologies. (See this topic and this topic in Salesforce Help for additional information.