Many times we want to display Notices, Messages, or Information to our users after they successfully logged In to Salesforce. For example, similar to Salesforce downtime or maintenance notifications. Displaying information after login will help the organization to keep its users informed about upcoming events or changes.

Objectives:

After reading this blog, you’ll be able to:

Understand what is a Login Flow
Setup a simple Flow
Understand how to set up a Login Flow

Business Use Case

Edward Backhouse is a System Administrator at GurukulOnCloud. Edward received a requirement to company upcoming webinar registration link (with banner) to users when they successfully logged into Salesforce.

What is Login Flow?

Login Flows give you the flexibility to build a custom process that can be used to display a message, take users’ input, and process the data, build a post-authentication process that meets your business requirements. For example, you want two-factor authentication only when a user is trying to log-in from a particular City, Subdivision, Zip code, County, or Browser. Let us start with a business use case.

Automation Champion Approach (I-do):

Usually, with Salesforce, multiple approaches are available to solve a business requirement. Choose the ones that are simple, straightforward, and consume fewer resources.

Similarly in this scenario, we will use a combination of Flow and Login Flow. Before trying to understand the technical aspect of the solution, let us spend some time to understand the general flow of our solution at a very high level. Please spend a few minutes to go through the following flow diagram and understand it.

Let’s begin building this automation process.

Guided Practice (We-do):

There are 3 steps to solve Edwards’s business requirement using Salesforce Flow. We must:

Add a Screen Element
Add a display Text to Screen Element
Set up a Login Flow

Step 1: Add a Screen Element

Click Setup.
In the Quick Find box, type Flows.
Select Flows then click on the New Flows.
Select the Screen Flow option and click on Create.
Drag-and-drop Screen element onto the Flow designer.
Enter Label the API Name will auto-populate.
Click Done.

Step 2: Add a Display Text to Screen Element

On the Screen element, navigate to the Display section and double-click on the Display Text field, to add it on to the Screen element
Enter API Name.
You can now use a Rich-text editor to add content like Text, Image, URL, etc.
Click Done.

In the end, Edward’s Flow will look like the following screenshot:

Once you’re done, Save the flow and name it Display Flow on Login. Do not forget to activate the Flow by clicking on the Activate button.

Step 3: Set up a Login Flow

Click Setup.
In the Quick Find box, type Login Flows.
Select Login Flows then click on the New.
Select the Type from the drop-down Flow.
Enter Display Message on Login as a Name.
The next step is to select Flow, User license, and Profile. Follow the steps as shown in the following screenshot:
Click Done.

It’s time to test the Login Flow

Now, if a User with profile Salesforce successfully logged In, they will see the flow which displays the message.

Great! You are done! Feel free to modify it based on your business requirement.

Formative Assessment:

I want to hear from you!

What is one thing you learned from this post? How do you envision applying this new knowledge in the real world?

Let me know by Tweeting me at @automationchamp, or find me on LinkedIn.

Two-factor authentication is a security process in which the user provides two means of identification, one of which is typically a normal user credential and the other of which is typically something memorized, such as a security code. You can enable Two-factor authentication for users by adding Two-Factor Authentication for User Interface Logins permission through a Profile or a Permission Set.

Objectives:

After reading this blog, you’ll be able to:

Understand what is two-factor authentication
How to build custom two-factor authentication using Flow
How to use Flow to send an email
Set up Login Flow

Business Use Case

Warren Mason is a System Administrator at Gurukul on Cloud (GoC). He received a requirement to implement Two-factor authentication for Partner Community users who are having profile Partner Community User Clone.

What is Two-factor Authentication?

Two Factor Authentication, or 2FA, is an extra layer of protection used to ensure the security of online accounts beyond just a username and password. This process is done to better protect both the user’s credentials and the resources the user can access.

Automation Champion Approach (I-do):

Usually, with Salesforce, multiple approaches are available to solve a business requirement. Choose the ones that are simple, straightforward, and consume fewer resources.

Let us solve this scenario using Flow and Login Flow – as this business case involves adding a second factor of authentication after the username and password verification. Before diving further, let me show you a diagram of a Process Flow at a high level. Please spend a few minutes to go through the following Flow diagram and understand it.

Let’s begin building this automation process.

Guided Practice (We-do):

There are 7 steps to solve Warren’s business requirement using Salesforce Flow. We must:

Create a formula in the Flow to generate Security Code (We are using Current DateTime to do so)
Store Security Code in a Variable
Send Security Code to User via Email
Allow user to enter Security Code
Validate the Security Code
Add a Screen to display a failure message
Set up a Login Flow

Step 1: Create a Formula

Click Setup.
In the Quick Find box, type Flows.
Select Flows then click on the New Flows.
Select the Screen Flow option and click on Create.
Navigate to the Manager tab and click on the New Resource.
Enter API Name and Description.
Select Number as Data type and enter the Description.
Use the following formula
1. Value(SUBSTITUTE(LEFT(RIGHT(text( {!$Flow.CurrentDateTime} ),9),8), “:”, “” ))
Click Done.

Step 2: Store Code (Formula value) in a Variable

Create a Number Variable to store the security code generated by Flow formula.
Navigate to the Elements tab and drag-and-drop Assignment element onto the Flow designer.
Enter Label the API Name will auto-populate.
Set Variable Values:
1. Row 1:
  1. Variable: {!VarNSecurityCode}
  2. Operator: Equals
  3. Value: {!VarNCode}
Click Done.

Step 3: Email Security Code

Create a Text Formula to store the logged-In user email address.
Navigate to the Elements tab and drag-and-drop Action element onto the Flow designer.
Select Send Email core action.
Enter Label the API Name will auto-populate.
Set Input Values:
1. Row 1:
  1. Body: Here is your security code {!VarNSecurityCode}
  2. Subject: Security Code – Salesforce
  3. Email Addresses (comma-separated): {!ForTLoggedInUserEmail}
Click Done.

Step 4: Screen to enter the Security Code

Drag-and-drop Screen element onto the Flow designer.
Enter Label the API Name will auto-populate.
On the Screen element, navigate to the Input section and double-click on the Number field, to add it on to the Screen element
Enter Label the API Name will auto-populate.
Make sure to select the Require checkbox.
Click Done.

Step 5: Validate Security Code

Drag-and-drop Decision element onto the Flow designer.
Enter Label the API Name will auto-populate.
On the First Outcome enter the Label the API Name will auto-populate.
When to Execute Outcome: All Conditions Are Met
1. Row 1:
  1. Resource: {!VarNSecurityCode}
  2. Operator: Equals
  3. Value: {!Security_Code}
Click Done.

Step 6: Screen to display code Mismatched Error

Drag-and-drop Screen element onto the Flow designer.
Enter Label the API Name will auto-populate.
On the Screen element, navigate to the Display section and double-click on the Display Text field, to add it to the Screen element
Enter API Name.
You can now use a Rich-text editor to add content like Text, Image, URL, etc.
Click Done.

In the end, Edward’s Flow will look like the following screenshot:

Once you’re done, Save the flow and name it Two Factor Authentication. Do not forget to activate the Flow by clicking on the Activate button.

Step 7: Set up a Login Flow

Click Setup.
In the Quick Find box, type Login Flows.
Select Login Flows then click on the New.
Select the Type from the drop-down Flow.
Enter Two-Factor Authentication as a Name.
The next step is to select Flow, User license, and Profile. Follow the steps as shown in the following screenshot:
Click Done.

It’s time to test the Login Flow

Now, if a User with profile Partner Community User Clone successfully logged using a username and password, they will see to our Flow to complete the two-factor authentication process

Enter your Security Code onto the screen input field and click on the Next button, as shown in the following screenshot:

If the Security Code is matched then you will redirect to Salesforce (i.e. Partner Community) else it will display an error message.

–> To add a restriction on the number of unsuccessful attempts, you can add one subflow (It will Freeze the user’s account after three or more unsuccessful attempts). Check out the more advanced Login Flow use case here.

Great! You are done! Feel free to modify it based on your business requirement.

Formative Assessment:

I want to hear from you!

What is one thing you learned from this post? How do you envision applying this new knowledge in the real world?

Let me know by Tweeting me at @automationchamp, or find me on LinkedIn.

Automation Champion

Tag: Define Login Flow

Getting Started with Salesforce Flow – Part 17 (Want to Learn How to Display a Notice at Login? Read on!)

Posted at 8:29 AM by Rakesh Gupta, on October 11, 2020

Objectives:

Business Use Case

What is Login Flow?

Automation Champion Approach (I-do):

Guided Practice (We-do):

Step 1: Add a Screen Element

Step 2: Add a Display Text to Screen Element

Step 3: Set up a Login Flow

It’s time to test the Login Flow

Formative Assessment:

Getting Started with Salesforce Flow – Part 18 (Want to Secure Your Org? Use Login Flow to configure Two Factor Authentication!)

Posted at 9:26 PM by Rakesh Gupta, on January 29, 2015

Objectives:

Business Use Case

What is Two-factor Authentication?

Automation Champion Approach (I-do):

Guided Practice (We-do):

Step 1: Create a Formula

Step 2: Store Code (Formula value) in a Variable

Step 3: Email Security Code

Step 4: Screen to enter the Security Code

Step 5: Validate Security Code

Step 6: Screen to display code Mismatched Error

Step 7: Set up a Login Flow

It’s time to test the Login Flow

Formative Assessment:

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