Setting up Duo for Enterprise CRM Authentication
Salesforce may prompt you to verify your identity when taking certain actions in the Enterprise CRM environment, such as viewing or exporting a report or dashboard. The Enterprise CRM recommends using email verification codes or Duo Mobile to verify your identity.
By default, Salesforce will send a verification code to your IU email address when additional authentication is required. Once you have configured another verification method, Salesforce will use that method instead.
To configure Duo Mobile in the Enterprise CRM:
- Click the circular profile picture in the top right corner of the page
- Select ‘Settings’ under your name
- Select ‘Advanced User Details’ from the menu on the left
- Next to ‘App Registration: One-Time Password Authenticator’ click ‘Connect’
- If prompted, complete identity verification. Once complete, a QR code will be presented.
- Open the Duo Mobile app on your mobile device
- Tap the ‘Add’ or ‘+’ button
- Select ‘Use QR Code’ or search for ‘Salesforce’
- Scan the QR Code on the screen
- Enter the verification code or passcode from your mobile device screen and click ‘Verify’
