EI Data System Login Process & Salesforce Authenticator Guide

Purpose: This guide is for EI Data System users on the login process utilizing the Salesforce Authenticator

Setting up the Salesforce Authenticator

Note: If the user is using Google Chrome ensure that the user is on the most updated version of Google Chrome. If not, a message like the picture below will appear in the upper left corner of the browser screen (it may also say relaunch to update Chrome):

The user should be sure to do this prior to proceeding to follow the next instructions.

Step 1: The user will be sent an email with a link to set up the password. The email will look like the below screenshot:

Step 2: As stated in the email, the link only works for 24 hours. The new user must copy and paste the link into their web browser rather than just clicking on it. This will bring the user to the reset password screen not the login screen. The reset password screen can be seen in the screenshot below.

Step 3: Once the user has created/reset the password, the user will be logged in to the EI Data System. The user must log out and log back in using the new password to prompt for the Salesforce Authenticator. In the app store on the user’s mobile device, search for “Salesforce Authenticator.” There will be an app with a blue lock with a white checkmark in the middle. That is the correct app and will always be free. If the app asks if this is the first time you have connected an account, always choose yes even if it isn’t.

The user will be asked to choose a verification method. Choose the “use the Salesforce Authenticator mobile app” option shown in the screenshot below.

Step 4: The user will be prompted for a 2-word phrase that will appear on the mobile app when the blue ‘Add Account’ button is selected. The user will then connect on the computer and on the mobile app. Make sure notifications are turned on for the app and on the device's overall settings. Notifications are required to verify the login to Salesforce. Location settings can be turned on if the user will be logging in from the same place consistently. The system will automatically verify the login when location settings are turned on.

Using the Authenticator

When the user logs in, the EI Data System will send a notification to the user’s phone to verify the login. If location settings are turned on, the system will automatically verify the user. The mobile device needs to be nearby and turned on for the authenticator to work properly. If location settings are not turned on or if the user is in a different location, the system will need to verify the login. To verify the login, the user will be prompted to select “Approve.” This will automatically pop up on the screen. See screenshot for example.

Once the user has successfully logged in, a big green check mark will appear on the screen and the user will have access to the EI Data System.

What to do if there are glitches in notifications/connections

If the user is unable to turn on notifications or to receive them on the mobile device (sometimes there are glitches in Salesforce), the workaround is to

1. Use the blue Having Trouble? link

1. Use the Use A Different Verification Method link

1. Enter the 6 digit code above the username for the account the user is logging in to. The 6 digit code updates every few minutes.

This is what your App should look like showing the 6 digit Verification Code:

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