Securing Your Salesforce Deployment with Two Factor Authentication

Securing Your Salesforce Deployment
with Two-Factor Authentication
 Josh Alexander
 Director, Product Management
 josh@salesforce.com
 @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

 Two Factor Authentication is available now and can
help protect accounts
Key Points (otherwise known as Spoilers)

 Two Factor Authentication is about to get a whole lot
better

better
 Salesforce is leading the charge for greater Trust and
better UX at the same time.

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

The Narrator - @toopherjosh
Who I Am and Why Am I Here?

What Is Two-Factor
Authentication?

Username:
josh@salesforce.com
Password: *********

Username:
moses@aol.com
Password: Letmypeoplego1

Username:
josh@aol.com
Password: password

Username:
josh@aol.com
Password: annabelle1020

Username:
josh@aol.com
Password: Annabelle1020

Username:
josh@aol.com
Password: Annab3ll31020

Username:
josh@aol.com
Password: Annab3ll31020!

PSI
Password
Strength
Insistence
Probability of Explosion

What Does Two-Factor
Authentication Look Like Today At
Salesforce?

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

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:

Some narratives
have more depth.

Breaking that story
into 3 parts
enables:

Authentication is
not currently a 3-
part process

Currently,
in authentication we
only focus on the
Introduction – Login

If we want to
increase Trust ever
more…

Then we should
focus more on the
Action,
less on the Introduction

you are not you.
Our Customer,
Your User.

If the critical part of the
session is the Action,
how do you move the
challenge to the Action?

We retain the right to rename your kids

What ﬁber to
SILKworms
produce?

What’s another
word for
DEFRAUD?

What’s a word to describe a
person or thing similar to
which you’ve previously
referred?

The Climax
Abbreviated Content from Tech Talk 2015

What would
movies look like
without climaxes?

How do we “do”
invisibility today for
authentication?

U/P + device recognition < MITB

U/P + device recognition < Zeus

Demo
Non-automated Authentication
Automated Authentication
Step Up Authentication

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

better
 Salesforce is leading the charge for greater Trust and
better UX at the same time.
Key Points

Questions?
josh@salesforce.com
@toopherjosh

 This slide is made for easy layout of text, charts, tables, images, and other media
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Title Slide A
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Title Slide B
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Title Slide C
First Name Last Name
Title of Presenter
email@salesforce.com
@twitterhandle

Title Slide C
Working example
First Name Last Name
Title of Presenter
email@salesforce.com
@twitterhandle

Basic 2 Layout
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table, charts, smart art, or media.
2-Column Layout

2-Column Gray Layout

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hold text, table, charts, smart
art, or media.
art, or media.
art, or media.
3-Column Layout

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can hold text, table, charts,
smart art, or media.
3-Column Gray

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consectetur
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faucibs cursus
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maximus
consectetur
faucibus cursus
maximus
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faucibus cursus
maximus
Salesforce Content Salesforce Content Salesforce Content
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3-Column With Titles

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can hold text, tables,
charts, images, or
media.
charts, images, or
media.
charts, images, or
media.
charts, images, or
media.
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4-Column Multi Layout
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can hold text, table,
charts, smart art, or
media.
media.
media.
media.

4-Column Photos
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Grow pipeline
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amet, consectetur
faucibus cursus
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turpis maximus
amet, consectetur
faucibus cursus
turpis maximus
amet, consectetur
faucibus cursus
turpis maximus
Increase sales
productivity
Improve rep
performance Complete insight
amet, consectetur
faucibus cursus
turpis maximus
Split 4-Column Layout

 “We take more orders than
ever with Salesforce.”
Bullets are set in 20 point Salesforce Sans
Limit the number of bullets on a slide
Try not to go below the recommended font sizes
Customer Hero A
Buddy Valastro, President & CEO, Carlo’s Bakery

Customer Hero B
“We take more orders than ever with Salesforce.”
Buddy Valastro, President & CEO, Carlo’s Bakery
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Chart and Data Examples
The following are slides that show the ﬂexibility of the default layouts

 Change all text within charts to the Salesforce Sans font.
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Salesforce Sans, however you may keep Numerical values as
associated with bars as Arial for ease of use.
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into the template change them Salesforce Sans
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1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
Insert a text box
here to focus on
this one large
piece
4.3
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Chart Title
Category 1 Category 2 Category 3 Category 4

4.3
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Sales
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Aliquam vitae est nec massa
imperdiet faucibus eget et
magna. Cras non sapien at
eros sollicitudin dignissim ut
vitae nunc. Donec non.
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Example of a Chart with Supporting Text
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imperdiet faucibus eget et
magna. Cras non sapien at
eros sollicitudin dignissim ut
vitae nunc. Donec non.
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1st Quarter
2nd Quarter
3rd Quarter
4th Quarter
Insert a text box
here to focus on
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Salesforce
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PaaS
On Premise
Service
Example of Charts Using the 2 Column Layout
$12B Q1
58%
Q4
9%
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10%
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23%
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Example of a Table
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Intro heading text
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If this is going to be presented
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Column title, can be
multi-line
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Suspendisse congue turpis
maximus dignissim posuere.
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ultrices, ﬁnibus massa eu,
vehicula dui.
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vehicula dui.
vehicula dui.
vehicula dui.
vehicula dui.
vehicula dui.

Example of a Table
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ﬁnibus massa eu, vehicula dui.

Example of a Table

Example of a Table
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Source: placeholder

Customer Success Platform
As a navigational/breadcrumb tool
Right align and top align
to this lock-up for
consistent placement
Sales Service Marketing
Community Analytics Apps
Sales
Service
Marketing
CommunityApps
Analytics

Connect with your customers in a whole new way
The Customer Success Platform
Sales
Service
Marketing
CommunityApps
Analytics

10 palette colors
Color Usage
Header/title
Bold Highlight
Subtle Highlight
Body
Typography Color Palette
These are the colors that the chart and table will default to, from
left to right. More than six categories in a chart will cause the
colors to automatically adjust to diﬀerent shades of these six
colors.
Logo colors
R 208
G 217
B 222
R 25
G 50
B 92
R 0
G 161
B 224
R 124
G 134
B 141
R 0
G 178
B 169
R 150
G 60
B 189
R 237
G 139
B 0
R 255
G 199
B 44
R 38
G 38
B 38
R 255
G 255
B 255
Subtle highlight
can be found here
Bold Text
(Salesforce
Blue)
Standard
Text
Chart colors
High Contrast Colors
(Avoid using unless necessary)
Analytics
Color
Service
Color
Marketing
Color
Community
Color
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Background

Salesforce Brand Color Family
For colors not already in the PowerPoint palette, manually enter the RGB codes
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0, 24, 113
146, 193, 233
65, 143, 222
167, 123, 202
150, 60, 189
100, 204, 201
0,178, 169
241, 180, 52
237, 139, 0
Brand Extensions
Corporate Colors
Secondary
0, 161, 224 124, 134, 141
242, 242, 242 208, 217, 222 124, 152, 174 25, 50, 92
Sales Service Marketing
251, 219, 101
255, 199, 44
Community Analytics Platform
78, 116, 139 0,60,77
PowerPoint Speciﬁc
Background
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Standard Drawing Guide Placement Layout Slide (Margins)
Realigning Guides
Guides can can easily be bumped and moved accidentally.
This slide layout show you how to reset your guides.
NOTE: When working on any older deck, be sure to check and ensure
that the guides in your deck are set.
1.  Turn on your guides
2.  Insert a new slide the using the Guide Layout slide option.
3.  Do your guides align with the orange lines in the new slide? If
yes, your guides are set, if not, proceed then realign each of the
lines to line up with the lines shown on this page.
4.  Once guides are reset, delete the Guide Layout Slide
What are Drawing Guides?
Drawing guides are thin lines that that appear on all pages in the same spot,
but don’t show up when you print or view deck in Show mode.
Think of them as internal margins for the proper alignment and consistent
placement of content. Object will snap to them and they are also perfect for
cropping an image to.
This template has pre-made guides that delineate where your workspace is.
How to Turn Guides On and Oﬀ
Windows: ALT + F9 or Right click in blue area oﬀ workspace >Grids and
Guides>Display Drawing Guides on Screen
Mac 2011: Control + Option + Command + G or
View>Guides>Static Guides
MAC 2008: Command + G or View>Guides>Static Guides
The left and right top and bottom corners only
area you should work within on each slide.
 Use this layout for realigning basic drawing guides or reference them as needed

Top bar
Change this to another color in the palette
by placing a rectangle of measurement .1
height, and 12.96 width over the top. No
shadows should be applied.
Align the rectangle to the top and right of
the slide (How to: Drawing tools tab, Align,
“Align to slide”: top, then right)
Sales
Service
Marketing
Community
Analytics
Platform

Text Styles
 Ctrl+alt+C the text below to copy a text style; select the new text then click
Ctrl+alt+V to paste the style
Text styles can vary widely. The spacing between lines, paragraphs, and letters should
organize the text into easily readable blocks, varied by the size of the font. Below are some
text styles you can easily apply to your own text blocks.
The text style is using the sixth color
in the color palette. The line spacing
is single line spacing. The space
between the paragraphs is set to 6
before, and 6 after.
To copy the style of this text box to
your text boxes, select the entire
text box (not the text inside), and
click Ctrl+alt+C to copy the entire
box style (not just the text style).
Then select your own entire text
box, and click Ctrl+alt+V.
If you select just your text and do
the above, the paragraph spacing
will not be copied.
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.
palette.
to single space.
before, 6 after.
palette.
to single space.
before, 6 after.

Slide Graphics
 The style of Salesforce
PowerPoint graphical
elements are clean and
bright. Use these styles
consistently throughout your
presentation so the visuals
effectively support your
presentation.
 Ctrl+alt+C to copy a style from a graphic below; Ctrl+alt+V to paste that style to your own graphics
Shapes and gradients
In general, the shapes should be flat colored
(no gradient). The corners can have slightly
rounded edges.
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
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Showing devices with text (example)
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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)

Service Cloud
 Example of highlighted text

Sales Cloud

Marketing Cloud

Platform

Analytics Cloud

Community Cloud

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.
•  Choose File, Save As, Browse.
Navigate to: C:Users<you>DocumentsCustom 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>DocumentsCustom 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

Inserting Footer/Source Automatically
 Insert a Footer
1
2
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.

•  Click on the Theme tab.
•  Click “Save Theme”.
•  Click Save.
Installing the Theme on a Mac
PowerPoint
for Mac 2011Salesforce

 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

•  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
 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
 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
1
2
3
4
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
2
3
1
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
3
1
2
OR
1
2

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.
1
2
4
5
3

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