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Identity verification methods and challenges

Key Takeaway

Privileged internal users must use a phishing-resistant method, such as a passkey, to meet the MFA requirement. Other internal users can use a standard method. Internal users can't use email or SMS codes to log in with MFA.

Identity verification is how a Salesforce user proves they are the real owner of an account. The user gives extra evidence, called a verification method, such as a fingerprint scan, a physical security key, or a code from an authenticator app. Admins choose which methods users can use.

The three forms of identity verification

Identity verification has three forms. Each form asks for a verification method at a different moment:

  • Multi-factor authentication (MFA) asks for a verification method at login, in addition to the username and password.
  • Device activation asks for a verification method when a user logs in from an unrecognized device.
  • Step-up authentication asks for a verification method before a sensitive action, which is an action that needs a higher session security level. For example, a user with a standard session might open a resource that requires a high-assurance session.

Device activation no longer applies when MFA is enabled, because users must verify their identity at every login, whether or not their device is recognized.

Platform Administrator Study Guide

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Explain the various organization Security Controls (for example: Identity verification, Setup Audit Trail, Login Hours, Session Settings, agent access)

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