App Tutorial

Secure Salesforce Login: Add Account to Authenticator - 5 Steps

Jason Gong
App automation expert
Apps used
May 5, 2024

Adding an account to Salesforce Authenticator involves downloading the app, generating a connection request in Salesforce, and confirming this request on your mobile device. This process enhances your Salesforce security by setting up two-factor authentication.

Understanding and implementing this setup is crucial for protecting your Salesforce data.

Enhance your Salesforce operations and security by automating tasks with Bardeen, saving time and reducing manual entry errors.

Adding an account to Salesforce Authenticator is a critical step in enhancing the security of your Salesforce experience. Given the importance of safeguarding data, understanding the process of integrating Salesforce Authenticator with your account is essential. This guide will walk you through the necessary steps, utilizing the Salesforce Authenticator app to establish a more secure login process.

How to Add Account to Salesforce Authenticator

To begin adding an account to Salesforce Authenticator, you first need to have the app installed on your mobile device. The Salesforce Authenticator app is available for download on both iOS and Android platforms. Once the app is installed, the process of adding an account involves generating a connection request from within your Salesforce settings and then confirming this request on your mobile device.

  1. Open the Salesforce Authenticator app on your mobile device.
  2. In Salesforce, navigate to your 'Settings' or 'Setup' menu, where you will find an option to 'Add a Connected App' or similar language indicating the integration of an external application like Salesforce Authenticator.
  3. Within the Salesforce settings, you will likely be prompted to scan a QR code or enter a key manually. This action initiates the connection between Salesforce and the Authenticator app.
  4. Switch back to your mobile device, where the Salesforce Authenticator app should now display a prompt to approve the newly initiated connection request.
  5. Confirm the connection on your mobile device. You may be asked to choose a specific level of authentication security, such as requiring verification every time you log in or only for new devices.
Automate your Salesforce operations and enhance your security with Bardeen's powerful automation. Learn more in our Salesforce Integration Workflow Automation Guide.

Salesforce Authenticator Setup

The setup of Salesforce Authenticator is not just about adding an account; it's about configuring the app to meet your security needs. After successfully adding your Salesforce account to the Authenticator app, you should explore the app's settings. Here, you can adjust security levels, manage connected accounts, and set up backup methods in case your mobile device is lost or replaced.

Salesforce Authenticator Add Account

When adding multiple accounts to Salesforce Authenticator, repeat the process for each account. This flexibility allows you to manage authentication for different Salesforce environments, such as production and sandbox instances, or even non-Salesforce accounts that support the Authenticator app. It's important to label each account clearly within the app to avoid confusion during the login process.

Connect Salesforce Authenticator

Connecting Salesforce Authenticator with your Salesforce account significantly enhances security by adding a layer of two-factor authentication. This connection not only protects your account from unauthorized access but also provides a seamless login experience. Once connected, the app sends push notifications to your mobile device, prompting you to approve or deny access attempts. This method ensures that only you, the account holder, can grant access to your Salesforce data.

Discover useful Salesforce shortcuts and automations to streamline your work. Check out our Salesforce integrations page for more info.

Remember, the strength of your Salesforce security posture is greatly improved by the proper setup and use of Salesforce Authenticator. By following these steps to add and manage your account within the app, you're taking a proactive stance in protecting your valuable data and ensuring a secure Salesforce experience.

Automate Salesforce Tasks with Bardeen: A How-To Guide

Adding an account to Salesforce Authenticator enhances the security of your Salesforce experience. While this action is performed manually as explained above, automating your Salesforce workflows can significantly increase efficiency and data accuracy in your sales and marketing operations. Bardeen offers powerful automation that can streamline various Salesforce tasks. Here's how you can utilize Bardeen to automate your Salesforce operations:

  1. Create a Salesforce account from a Crunchbase organization: This playbook streamlines the process of capturing valuable business insights from Crunchbase and seamlessly transferring them into your Salesforce CRM, automating sales prospecting and account creation.
  2. Create a Salesforce account from a LinkedIn company profile and send a Slack message: Enhance lead generation by automating the creation of Salesforce accounts from LinkedIn profiles, followed by instant notification to your team via Slack.
  3. Copy all Salesforce accounts to Google Sheets: This playbook allows for easy transfer of Salesforce account data to Google Sheets, facilitating better data analysis and sharing across your team.

Embrace these automation solutions to save time, reduce manual entry errors, and enhance your sales strategy. Get started now by downloading the Bardeen app.

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