securing your salesforce deployment with two factor authentication
TRANSCRIPT
Securing Your Salesforce Deployment with Two-Factor Authentication
Josh Alexander Director, Product Management [email protected] @toopherjosh
Dreamforce 2015
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Safe Harbor
2FA =
2FA =
2FA =
Two Factor Authentication is available now and can help protect accounts
Key Points (otherwise known as Spoilers)
Two Factor Authentication is available now and can help protect accounts Two Factor Authentication is about to get a whole lot better
Key Points (otherwise known as Spoilers)
Two Factor Authentication is available now and can help protect accounts Two Factor Authentication is about to get a whole lot better Salesforce is leading the charge for greater Trust and better UX at the same time.
Key Points (otherwise known as Spoilers)
Table of Contents The Next 40 Minutes of Your Life
Good authentication is like telling a story
Prologue
What is Two-Factor Authentication?
What does Two-Factor Authentication look like today at Salesforce?
Demo More Awesomeness Coming
Demo Context
Demo
Conclusion Spectacular
Table of Contents
Prologue
The Narrator - @toopherjosh Who I Am and Why Am I Here?
What Is Two-Factor Authentication?
Username: [email protected]
Password: *********
Username: [email protected]
Password: Letmypeoplego1
It’s not a good password.
It’s not a good password.
A long long time ago…
Username: [email protected]
Password: password
Username: [email protected]
Password: annabelle1020
Username: [email protected]
Password: Annabelle1020
Username: [email protected]
Password: Annab3ll31020
Username: [email protected]
Password: Annab3ll31020!
PSI
Probability of Explosion
PSI Password Strength Insistence
Probability of Explosion
What Does Two-Factor Authentication Look Like Today At Salesforce?
Demo Currently Available 2FA
More Awesomeness Coming Salesforce Authenticator 2.0
Story Segmentation – Increase Trust The Climax– Improve UX The Dénouement – Adding Context
The Twist
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Safe Harbor 2 – Safer Harbor With a Vengeance
Story Segmentations
Good stories are often too intricate to tell in one fell
swoop.
Let’s imagine for a moment if some of
the best trilogies were abbreviated:
Indiana Jones
Lord of the Rings
Lord of the Rings
Lord of the Rings
Lord of the Rings
Star Wars
Star Wars
Star Wars
Star Wars
Some narratives have more depth.
Some narratives have more depth.
Breaking that story into 3 parts
enables:
Introduction Action Ending
Introduction Action Ending
Introduction Action Ending
Authentication is not currently a 3-
part process
Currently, in authentication we
only focus on the Introduction – Login
This seems a little silly…
If we want to increase Trust ever
more…
Then we should focus more on the
Action, less on the Introduction
you are not you.
you are not you.
Our Customer, Your User.
Question
If the critical part of the session is the Action, how do you move the
challenge to the Action?
<Login>
<Action>
A Happy Ending?
Repetition Poisoning
We retain the right to rename your kids
Repetition Poisoning
Repetition Poisoning Test
ILK BILK SILK
What fiber to SILKworms produce?
ILK BILK SILK
ILK BILK SILK
What’s another word for
DEFRAUD?
ILK BILK SILK
ILK BILK SILK
What’s a word to describe a person or thing similar to which you’ve previously
referred?
ILK BILK SILK
ILK BILK SILK
What do cows drink?
Wrong.
Cows drink water.
The Climax Abbreviated Content from Tech Talk 2015
What would movies look like
without climaxes?
130
Jurassic World with SFX
Jurassic World without SFX
Jurassic World without SFX
Jurassic World without SFX
nevermind.
Jurassic World with SFX
Jurassic World with SFX
How do we “do” invisibility today for
authentication?
U/P + device recognition < MITB
U/P + device recognition < Zeus
1 / 30 days
3-4 times per day
MFA @ 1%
invisibility ≠ omission
Demo Non-automated Authentication Automated Authentication Step Up Authentication
Context
Sick
Bad Ass
Bad Ass
Literally
Literally = Literally
Literally = Figuratively
Literally = Figuratively = Not Literally
Alright, cool, but how do we push trust and UX
even further up and to the right?
Demo Apple Watch Authenticator for Non-Automated Apple Watch Authenticator for Automated
The Climax
The Twist
The Conclusion
Two Factor Authentication is available now and can help protect accounts Two Factor Authentication is about to get a whole lot better Salesforce is leading the charge for greater Trust and better UX at the same time.
Key Points
Thank you
Questions? [email protected]
@toopherjosh
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Grow pipeline
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Increase sales productivity
Improve rep performance Complete insight
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Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Safe Harbor
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The text style uses the sixth color in the color palette.
The line spacing is set to single space.
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The text style uses the sixth color in the color palette.
The line spacing is set to single space.
The space between the paragraphs is set to 6 before, 6 after.
The text style uses the sixth color in the color palette.
The line spacing is set to single space.
The space between the paragraphs is set to 6 before, 6 after.
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If a gradient fill is needed, use one that varies between different tints of the same color, not a gradient between two different colors.
Arrows Use arrows that have a closed, wide head.
Lines Lines should be thin, with flat ends. The exact width of the line will vary with need. The lines on this slide are 1 pt thick.
Shadows are subtle
Subtle Highlight Color
Icon Examples
These are examples of how icons should be designed.
Make the icon white if the icon is enclosed (ie in a circle or some other shape).
Sales Service Marketing Community Analytics Platform
Sales
Analytics
Service Marketing
Platform
Default
Communities
Icons
Infographic Elements Use these samples to start your own infographic slides
70%
An IDC report sponsored by Salesforce shows that customers are finding solid business benefits with the platform:
Faster app development
83% More apps developed
520% ROI Proof: By the Numbers
Salesforce PaaS On-premise IaaS SaaS
Salesforce Cloud Infrastructure by the numbers
Always On
99.9% + Uptime (no sleeping here)
Speed
1.9 Billion + transactions a day with an average response time of less than 250ms
Innovation
4 Million + applications
Trust Built On
Transparency trust.salesforce.com
Salesforce Devices Slide Device layout and shadows
iPhone 6 Galaxy S5
Note: Phones are to scale in relationship to one another, use this slide as a reference
Lumia 925 Nexus 5
Additional Devices
Note: Phones are to scale in relationship to one another, use this slide as a reference
Showing devices with text (example)
Integer porttitor metus non odio tincidunt, vitae porttitor magna interdum.
Pellentesque lobortis metus non enim viverra ornare.
Quisque efficitur nisl vel ligula tempus ornare.
Morbi sit amet erat luctus, ultrices libero sit amet, sollicitudin erat.
• Spec 1
• Spec 2
• Spec 3
Phasellus hendrerit nunc ac pharetra hendrerit. Cras fringilla convallis libero et faucibus.
Device Shadow Resize and layer as needed
In color Salesforce Brand Extension Logos (In Salesforce Sans)
In white Salesforce Brand Extension Logos (In Salesforce Sans)
In color Additional Logos (In Salesforce Sans)
In white Additional Logos (In Salesforce Sans)
Salesforce Logo No tagline
Salesforce Corporate Signature Logo (In Salesforce Sans) Vertical tagline stacked (2 Line Preferred)
Salesforce Corporate Signature Logo (In Salesforce Sans) Vertical taglines (2 Line Preferred)
Salesforce1 Logos
Service Cloud Subtitle placeholder
This slide is made for easy layout of text, charts, tables, images, and other media
First level text is set at 20 point Salesforce Sans
• Second line bullets are 18 point Salesforce Sans
• Third level text is set at 16 point Salesforce Sans
• Limit the number of bullets on a slide
Fourth level text Fifth level text for text sourcing
Example of highlighted text
Sales Cloud Subtitle placeholder
This slide is made for easy layout of text, charts, tables, images, and other media
First level text is set at 20 point Salesforce Sans
• Second line bullets are 18 point Salesforce Sans
• Third level text is set at 16 point Salesforce Sans
• Limit the number of bullets on a slide
Fourth level text Fifth level text for text sourcing
Example of highlighted text
Marketing Cloud Subtitle placeholder
This slide is made for easy layout of text, charts, tables, images, and other media
First level text is set at 20 point Salesforce Sans
• Second line bullets are 18 point Salesforce Sans
• Third level text is set at 16 point Salesforce Sans
• Limit the number of bullets on a slide
Fourth level text Fifth level text for text sourcing
Example of highlighted text
Platform Subtitle placeholder
This slide is made for easy layout of text, charts, tables, images, and other media
First level text is set at 20 point Salesforce Sans
• Second line bullets are 18 point Salesforce Sans
• Third level text is set at 16 point Salesforce Sans
• Limit the number of bullets on a slide
Fourth level text Fifth level text for text sourcing
Example of highlighted text
Analytics Cloud Subtitle placeholder
This slide is made for easy layout of text, charts, tables, images, and other media
First level text is set at 20 point Salesforce Sans
• Second line bullets are 18 point Salesforce Sans
• Third level text is set at 16 point Salesforce Sans
• Limit the number of bullets on a slide
Fourth level text Fifth level text for text sourcing
Example of highlighted text
Community Cloud Subtitle placeholder
This slide is made for easy layout of text, charts, tables, images, and other media
First level text is set at 20 point Salesforce Sans
• Second line bullets are 18 point Salesforce Sans
• Third level text is set at 16 point Salesforce Sans
• Limit the number of bullets on a slide
Fourth level text Fifth level text for text sourcing
Example of highlighted text
Setting Up the Template Salesforce 2015
PC PowerPoint 2010 • Open the PowerPoint file.
• Chose File, Save As, <name>. Select PowerPoint Template (.potx) for the file type. Your computer will automatically navigate to the folder on your computer where the file should go.
• Choose save.
PC PowerPoint 2013 • Extract the template.
• Open the PowerPoint file.
• Choose File, Save As, Browse. Navigate to: C:\Users\<you>\Documents\Custom Office Templates\ <you> = your network login name / computer name
• Select (.potx) for the file type.
• Choose save.
Installing the Template
Note: The new PowerPoint template starts with a large number of sample slides, making the file size closer to that of a final file. Once you’ve started your new file from this template, it would be best to immediately remove all sample slides that you will not need to reference or use.
C:\Users\<you>\Documents\Custom Office Templates\
Filename
PowerPoint 2013
PowerPoint For Mac 2011
• Open the PowerPoint template (.pptx).
• Click File, Save As, then change the Format to PowerPoint Template (.potx). The location will change to the correct Mac folder for storing PowerPoint for Mac 2011 templates.
• Click Save.
Installing the Template on a Mac
Note: The new PowerPoint template starts with a large number of sample slides, making the file size closer to that of a final file. Once you’ve started your new file from this template, it would be best to immediately remove all sample slides that you will not need to reference or use.
PowerPoint for Mac 2011
Advanced Features and Setup
Inserting Footer/Source Automatically Insert a Footer
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A pre formatted text box will appear in the proper place at the bottom left of the page. Use this text box for sourcing material.
Mac 2008 and 2011: View > Header & Footer > Check Mark Footer > Apply
PC 2007 and PC 2011: Insert > Header & Footer > Check Mark Footer > Apply
NOTE: Do not apply to all. Only Apply a footnote on the page you are working on or you will potentially replace all footnotes throughout the deck with the one you are Applying to All with.
PowerPoint For Mac 2011
• Open the PowerPoint file.
• Click on the Theme tab.
• Click “Save Theme”.
• Click Save.
Installing the Theme on a Mac
PowerPoint for Mac 2011 Salesforce
PowerPoint 2010
• Open PowerPoint.
• Click File, New, My Templates.
• Select the template from the list and choose Ok.
• Choose Window button, Save As, rename your presentation and edit as needed.
PowerPoint 2013
• Choose File, New.
• Click Personal.
• Click on the template.
• Click the Create button.
Starting a New File
PowerPoint 2013
PowerPoint For Mac 2011
• Open PowerPoint.
• Click File, New From Templates, My Templates.
• Select the template from the list and choose Ok.
• Choose File, Save As, rename your presentation and edit as needed.
Starting a New File on a Mac
PowerPoint for Mac 2011
PowerPoint (2010 or 2013)
• Click File, select New, Blank Presentation.
PPT2010: adjust the new presentation size to be 13.33” wide and have a 10” height. PPT 2013, this will already be the default.
• Click on the Design tab. At the bottom right is a triangle to expand the menu further. Click it.
• Click “Browse for Themes…”
• Navigate to the template or any other file that uses the template. Click apply.
• The master layouts for the template will now be applied to the new document.
Starting a file this way applies the layouts to the backend, but does create a new file with all the sample slides.
Starting a New File Using the Theme
PowerPoint 2010 / 2013
Note: Applying the theme to an existing file will apply the layouts to the existing slides, but some artifact design elements may remain. Go to View, Slide master to remove the artifact elements. This method is only recommended for advanced users.
Starting a New File Using the Theme on a Mac
PowerPoint for Mac 2011 PowerPoint For Mac 2011
(assumes the theme is installed) • Click File, select New Presentation.
• Click on the Theme tab.
• Select the Salesforce theme.
• Under Theme tab, Click “Slide Size”.
• Click Page size, and enter 13.33 for width and 7.5 for height.
• Alternatively
• Click “Browse for Themes…”
• Select “Salesforce” under My Themes Folder.
• Under Theme tab, Click “Slide Size”.
• Click Page size, and enter 13.33 for width and 7.5 for height.
Making and Using Chart Masters Useful for streamlining the creation of a particular look on charts
Saving
• Adjust the fill colors, line colors/widths, axis options, legend and title options, etc.
• With the finished chart selected:
PowerPoint 2010: in the design tab of the chart tools tab click “Save as template”.
PowerPoint 2013: right click, then click “Save as template”.
• Give the chart master a descriptive name (ex. Horz bar chart).
Create new or applying to existing
• Select the chart you want to apply a chart master to.
• Navigate to Chart tools, Design, Change Chart Type, Templates.
• Select the chart you are looking for.
• Some adjustments maybe be necessary to accommodate the new set of data (the chart master was designed around a certain data set, and the new data may be much different).
PowerPoint 2010 / 2013
Making Chart Templates for Mac Useful for streamlining the creation of a particular look on charts
Saving
• Adjust the fill colors, line colors/widths, axis options, legend and title options, etc.
• With the finished chart selected right click on the chart and select Save as Template.
• Give the chart master a descriptive name (ex. Horz bar chart).
• The save screen must be directing your saved file to the location “Chart Templates” (see screenshot right). If it is not, try closing, reopening, and trying again.
PowerPoint for Mac 2011
Using Chart Templates for Mac Useful for streamlining the creation of a particular look on charts
Create new or applying to existing
• Select the chart you want to apply a chart template to.
• Navigate to Chart tab, then click the down button next to “Other” (see screenshot right).
• At the bottom of the options in the gallery are the chart templates you have created. Select the one you want, then make adjustments to the chart as necessary.
PowerPoint for Mac 2011
Welcome to Salesforce Sans Salesforce 2015
This Template Uses the Custom Salesforce Sans Font It is pre-installed on all Salesforce computers.
If You Are Copying Slides from an Older Deck Be Sure to Change All Text to Salesforce Sans You can do this manually or go globally by using the Find Replace Font Feature.
What if You Do Not Have Salesforce Sans Installed on Your Computer? If you are working on a computer that doesn’t have the Salesforce Sans font installed, please replace all instances of Salesforce Sans with Arial.
What if You Are Sending it to Someone that Doesn’t Have the Font Installed It is is recommended that you save your presentation as a PDF before sending it to third parties.
Use Find and Replace to Change Fonts Across Entire Deck or Within a Slide
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How To Find and Replace Fonts on a Mac Select any text, go to Format>Replace Fonts>Change it to the New Font
OR
How To Find and Replace Fonts on a PC
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Select any text>Home Tab>Replace>Select Replace Fonts>Replace
In earlier versions of the Corporate PowerPoint Template some paragraph line spacing may have been set to .9 or 8.5. This was to create lines of text that were tighter together.
The new Salesforce Sans Font needs to be set to single space.
You may need to manually change the value of paragraph line spacing in slides taken from previous versions of the template to ensure some letters don’t touch.
About Paragraph Line Spacing in Salesforce Sans Font
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Text Character Spacing
In earlier Versions of PowerPoint the font Character Spacing may have been set to Condensed .02 or higher to create lettering that is tighter together.
In the new Salesforce Sans font, all Character spacing should be set to Normal.
You may need to manually change the value of character spacing in your text that comes from previous versions of the deck.
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