Welcome to the Multi-Factor Authentication (MFA) Rollout Pack!
The customer version of the rollout pack provides customizable templates and other resources to help you plan for MFA and prepare your users to log in with it. The resources assume you’re using the free MFA functionality provided by Salesforce for direct logins to your Salesforce products, but they can be adapted to work for an SSO identity provider’s MFA service.
The customer version of the rollout pack is in the /Customer version folder and includes these resources:
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Plan for MFA |
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MFA Overview Presentation v4.pptx |
Presentation that you can use to make the case for MFA and get alignment with your stakeholders and leadership. (See this topic in Salesforce Help for additional information.) |
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Test
Plan Template v1.xlsx |
Simple template to help coordinate testing your
MFA implementation. (See this topic in Salesforce Help for additional
information.) |
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Prepare Users for MFA |
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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. |
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Sample Drip Email Campaign v3.docx |
Template with four sample emails that you can customize and send out to help prepare users for MFA logins. (See this topic in Salesforce Help for additional information.) |
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MFA Training Deck v4.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 this topic in Salesforce Help for additional information.) |
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Onboarding_3rd-Party Authenticator Apps v3.docx Onboarding_Built-In Authenticators v4.docx Onboarding_Salesforce Authenticator v3.docx Onboarding_Security Keys v3.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. (See this topic and this topic in Salesforce Help for additional information. |