How to (re)connect two factor authentication for Salesforce
There are two methods for adding 2-factor authentication for Salesforce - Salesforce Authenticator and TOTP (time-based one time passcode). If you don't have 2FA set up for Salesforce currently, you will get the following prompt:
Each option is detailed below.
Salesforce Authenticator
1. Start by logging in to Salesforce.
2. If you're trying to move the Authenticator to a new device, it'll confirm your two-factor authentication; otherwise, it will force you to install 2FA when you first log in.
3. Click on your photo / avatar in the top-right corner of the web page, and then select "Settings".
4. Once in settings, click "Advanced User Details" in the menu on the top left.
5. Click on "Disconnect" link next to the Salesforce Authenticator App Registration. This will kill the old connection. If you have both set (like the below) it will auto-default to the remaining 2FA setting, otherwise, it will revert back to sending you an email.
6. After clicking Disconnect, immediately click Connect again.
7. Open the Salesforce Authenticator on your mobile device, and then click "Add an account". It will give you a two-word phrase - type it into this prompt and hit Connect on your computer, and then Connect on your mobile device, and you should be set :-D
Time-based One Time Passcodes
1. Click on the Settings link.
2. Disconnect your time-based One-Time-Passcode app registration...
3. and immediately click the Connect button to re-configure it.
4. This will cause Salesforce to email you a one-time passcode. Go into your email, grab it, and enter it here.
5. This will then give you a QR code. Use whatever app you want (Google Authenticator, Authy, Microsoft Authenticator, or even 1Password. The rest of these directions will show you how to use 1Password for this.
6. Click on your 1Password browser extension.
7. Click on your Salesforce entry in 1Password...
8. and then click on the three dots on the top right of the entry.
9. This will bring up a menu - choose the "Scan QR code" option, and it will automatically grab the QR code from the web site...
10. and you can then verify the code using 1Password:
Related Articles
How to Configure Two-Factor Authentication from Microsoft
How to set up two-factor authentication in Microsoft If you have 1Password, please make sure it is signed in. Log in to Office365 at portal.office.com. If you have 1Password, you should also save your credentials in 1Password. This is important for ...Fix Dialpad / Salesforce integration issues
Creation Date: Sep 24, 2024 Created By: Patryk Braganza-Gallagher First, let's disconnect and reconnect Salesforce. It should be noted that in order to see the "Salesforce" integration for Dialpad, you need to click on any recent call in the bottom ...How to send emails within Salesforce
1. Log in to Salesforce. 2. Once you're in Salesforce, click on your face / initials / user icon on the top right, and select Settings. 3. Once you're in your Settings, click on Email... 4. and then My Email Settings. 5. Click on "Send Through Office ...How to update your Office365 Profile Picture
Creation Date: Oct 08, 2024 Created By: Patryk Braganza-Gallagher 1. Open up a web browser - generally, we recommend Chrome, but Firefox or Edge will work just as well. 2. Go to Portal.Office.Com... 3. and log in. If you've logged in previously, it ...How to set up Microsoft Authenticator for the Remote Desktop Gateway
1. Start by opening up a web browser on your computer, and going to portal.office.com 2. Log in normally, using your user name, password, and two-factor authentication. 3. On the top right, click on your picture / your initials... 4. and then select ...