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Saturday, December 25, 2021

Custom Login Flow

 Custom Login Flow

  • Custom login flow allows you to invoke the business process during login.

  • It is profile-based association means you can decide which flow should run for which profile

  • It supports username/Password, SAML SSO, Social SSO Logins.

  • It is applicable in salesforce, community and Salesforce1

  • Custom Login Flows connects to the existing custom 2FA system for use in Salesforce.

  • To invoke a login flow, the user must first be authenticated. Login flows don’t replace the existing Salesforce authentication process. They integrate new steps or ask the user for information.

Login Flow Use Cases

  • Custom Login Experience-Enhance or customize the login experience by adding a logo or login message.

  • Collect and update user data, such as an email address, phone number, or mailing address.

  • Accept Terms of Services-Interact with users, and ask them to perform an action. For instance, you can ask them to complete a survey or accept terms of service.

  • Geo-Fencing-Connect to a Salesforce Customer Identity service or geo-fencing service, and collect or verify user information.

  • Custom Multi-Factor Authentication-Enforce strong authentication, like implementing a multi-factor authentication (MFA) method using hardware, biometric, or another authentication technique.

  • Identity Confirmation-Run a confirmation process. For example, have a user define a secret question, and validate the answer during login.

  • Create more granular policies like setting up a policy that sends a notification every time a user logs in during non-standard working hours.

How does it work?

Custom Login flow works on below ways:

  1. To create a flow, use either Flow Builder or Visualforce. Flow Builder is a point-and-click tool that you can use to design a simple flow that users execute when logging in. Use Visualforce to have complete control over how the login page looks and behaves

  2. Set Up a Login Flow and Connect to Profiles- Once you have Flow or VF, you can align that with profile as below:

    1. From Setup, in the Quick Find box, enter Login, and select Login Flows.

    2. Click New.

    3. On the Login Flow Edit page, enter a name for the login flow.


Please refer below session for getting more details:

https://www.youtube.com/watch?v=gYes8OLAc-k 


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