A Step by Step Guide on using Login Flow
Occasionally you may want to disallow users to login to Salesforce. For example, if you are deploying new features or functionalities, or performing system maintenance or data migration or because of any other reason. You may want to disallow all the users or only a group of users or just some specific users. What will be the best way to do this? There are a few options to achieve this. For example, you can
- Freeze the user
- Make the user inactive
- Set the login hours on user’s profile to same value
Each of these options have their own pros and cons. In this blog post, I want to show you step by step how you can achieve the same using “Login Flows”. With login flow, there is going to be a one-time setup effort, but after that allowing / disallowing users will become a piece of cake.
This just gets you started on Login Flow. You can use this feature for other things like
- Enhance or customize the login experience. For example, add a logo or login message.
- Collect and update user data. For example, request an email address, phone number, or mailing address.
- Interact with users, and ask them to perform an action. For example, complete a survey or accept terms of service.
- Connect to an external identity service or geo-fencing service, and collect or verify user information.
- Enforce strong authentication. For example, implement a two-factor authentication method using hardware, SMS, biometric, or another authentication technique.
- Run a confirmation process. For example, have a user define a secret question, and validate the answer during login.
- Create more granular policies. For example, set up a policy that sends a notification every time a user logs in during non-standard working hours.
References & Useful URLs:
- Help Article (10 mins read) – Custom Login Flows
- Salesforce Security Guide (20 mins read) – Login Flow Examples
- YouTube Video (40 Mts) – Customizing User Authentication with Login Flows
Blog Change Log:
- Apr 2021 – Reviewed and updated screenshots (taken on Spring ’21 Release)
- Apr 2018 – 1st Published
|A man who asks is a fool for five minutes. A man who never asks is a fool for life.|