Salesforce Hacks
And Advice from Twistellar
[January 2022]

What Is MFA, and why is it necessary? As the security environment changes, it's critical to put in place robust security measures to safeguard your company and customers.

Passwords and usernames alone are insufficient against unwanted account access. MFA gives an extra layer of security against such threats as phishing attempts, credential stuffing, and account takeovers.

When a person logs in, MFA asks them to confirm their identity using two or more types of proof – or factors. One factor is their login and password. Other aspects include user's verification techniques, such as a security key or authentication app.

Here is the overview of available verification methods supported by Salesforce:

We recommend using a Salesforce Authenticator app, as it is managed directly by the vendor and allows you to separate SF MFA tokens from other tools referenced in third-party authenticators.

To make it easier for you to log into Salesforce products with the MFA, you can let it track your geolocation, so you can add trusted areas without the need to confirm your sign-in operations every time. You can find this checkbox in the picture below:

Please check out these links for an overview and a lightweight rollout guide.

Most businesses have their websites, which share company information and contact details, describe their products and services, and finally expose interaction elements like forms, buttons, and even web shops with their product catalogue.

When your end customers and prospects start visiting and exploring your pages and their elements, they unconsciously follow their interests by navigating through the interface and interacting with the corresponding page sections. Knowing how they do that is crucial for building sales and marketing journeys for your potential clients and partners.

How to collect this data and use it for a proper targeting strategy? Well, this is where Interaction Studio enters the stage. Let us share our experience working with this platform and pack this into a quick and useful summary for you.

Interaction Studio functionality is split into several areas: data collection, analyzing and making decisions, and interaction.

Please check the diagram below to get more visibility on how it actually works. This simple setup allows you to increase conversions, onboard new customers, and boost their lifetime value.

Check this trailhead link for more details.