Wednesday, 12 Jun 2024
Technology

Exception to SF User for Excluding them through MFA Authentication in Salesforce

waive multi-factor authentication for exempt users

In this article, we will discuss how you, as an Administrator, can set an exception for excluding Salesforce users from multi-factor authentication (MFA). While it is generally recommended to enable MFA for all users to enhance security, there may be situations where you need to exempt a specific user from this authentication process.

Excluding Users from MFA Authentication in Salesforce

To exclude a user from MFA authentication in Salesforce, you can use the “Waive Multi-Factor Authentication for Exempt Users” permission by assigning a permission set. This allows you to exclude a user from MFA authentication without changing the org-wide MFA settings.

Steps to Exclude Users

To exclude a user from MFA authentication using a permission set in Salesforce, follow these steps:

  1. Log in to your Salesforce account as an administrator.
  2. Click on the gear icon in the top right corner and select “Setup”.

Setup

  1. In the left-hand navigation, expand the “Users” section and click on “Permission Sets”.
  2. Click “New” to create a new permission set.

Permission Sets

  1. Give the permission set a name and description, and click “Save”. Make sure to select the license that matches the user’s license to exclude them from MFA authentication.

User license

  1. Next, click on “System Permissions”.
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System Permissions

  1. In the “System Permissions” section, click on “Edit”.
  2. Scroll down and check the “Waive Multi-Factor Authentication for Exempt Users” checkbox.
  3. Click “Save” to save your changes. This will create an exception for excluding the user from MFA authentication in Salesforce.

Exception to SF User for Excluding them through MFA Authentication in Salesforce

  1. Finally, click on “Manage Assignments”.
  2. Assign the permission set to the user(s) you want to exclude from MFA authentication. This permission set can also be assigned to other users as an exception in Salesforce.

Assign Permission Set

Please note that assigning the “Waive Multi-Factor Authentication for Exempt Users” permission reduces the security of the user’s account. It should only be done when absolutely necessary and for specific users. Remember to revert the changes once the need for exemption is no longer present.

By following these instructions, you can create an exception to exclude specific users from the MFA authentication process in Salesforce.

If you have any queries or related problems, don’t hesitate to reach out to us at [email protected]. You can find more details about our integration product on our website and Salesforce AppExchange.

We hope you find this article resourceful and helpful. If you need further assistance or have any concerns, please don’t hesitate to contact us at [email protected].

About Us

Greytrix is a globally recognized Sage Development Partner and Salesforce Product development partner. We offer a wide variety of integration products and services to end users, partners, and Sage PSG across the globe. Our offerings include consultation, configuration, training, and support services for out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities.

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We have unique solutions for Cloud CRM, such as Salesforce Sage integration for Sage X3, Sage 100, and Sage 300 (Sage Accpac). Our services also include Salesforce customization and development, Salesforce Data Migration, Integrated App development, Custom App development, and Technical Support. Our Salesforce Cloud CRM integration works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

The Greytrix GUMU™ Cloud framework forms the backbone of cloud integrations. It enables real-time processing and execution of application programs at the click of a button.

For more information about our Salesforce products and services, feel free to contact us at [email protected]. We’ll be glad to assist you.

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