Salesforce SMS Identify Confirmation

May 22, 2013

 

Salesforce has recently rolled out a change that affects the default identity confirmation setting and user confirmation process for your org(s). They began this change in March, issuing a new CRUC (CRitical Update Console - ) that automatically applied May 1st.

 

 

 

 

Identity Confirmation comes into play when you are logging into an org for the first time either from a new device or from a new location.  When doing so, you'll be prompted with this screen after putting in your password:

 

 

 

Receiving this verification code by email was the default setting.  After the critical update, the default method for receiving the code was by SMS.  After the update was applied, upon logging in again, you may have been prompted with this screen:

 

 

 

 

That screen will only appear for users that don't have a verified mobile phone listed on their user record.  After providing it and clicking on the "Send me a text message," the user will receive a short numeric code via text message.  If a user doesn't have a mobile phone, they can decline, using the "No thanks..." link and continue to use email verification.

 

 

 

After receiving your code, return to your Salesforce login and enter the code.  You won't have to do this again unless you log in using a new device or from a new location.

 

Take note that there is a new System Permission that will allow you to enable email-based identity confirmation for users (those w/ verified phone numbers).  This is useful in those scenarios where a user suddenly does not have access to their text messages.  This can be applied within a profile or within a permission set (recommended):

 

 More details from Salesforce here:  

 

Please reload

Recent Posts
Please reload

At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we work with leaders to strategize and optimize business processes, and design and develop solutions across every Salesforce cloud. We empower companies to innovate faster, better engage with customers, and improve bottom lines. 

CRM Science is a Salesforce Silver Consulting Partner and a Salesforce.org Registered Partner. Our strategic consulting services were recognized by Salesforce in four consecutive Salesforce Partner Innovation Awards, an annual recognition for partners that deliver outstanding client success. 

Helpful Content
Blog
Events
Client Success
Connect with us
Email Us
860 First Ave, Suite 2
King of Prussia, PA 19406
(484) 775-0333
  • Twitter
  • Facebook
  • YouTube

Copyright © 2011-2020 CRM Science, Inc. All rights reserved.