Salesforce Lightning Login: How to Use This Powerful Feature

February 16, 2023

Tags: Tecnologías



Among the CRM software on the market, Salesforce stands out as one of the most powerful. It is a tool that allows you to collect and order customer data and their behavior, helping to improve the company's marketing and the final relationship you have with the user or customer.


To get an idea of what Salesforce is about, we can see how they define it on their official website “Salesforce is the client company. We create cloud-based software designed to help businesses connect with their customers in a whole new way, so they can find more prospects, close more deals, and wow customers with incredible service."





Salesforce Lightning Login


One of the features most celebrated by Salesforce users is its Lightning Login, which allows you to log in without having to enter a password each time you enter, making it convenient and fast.


To sign up for Lightning Login, a Salesforce admin must first give you permission. Once permission has been obtained, the following steps must be followed:


  1. Please have your mobile device handy so you are ready to approve the enrollment notification.
  2. Lightning Login requires Salesforce Authenticator (version 2 or later), the two-factor authentication mobile app that is available as a free download for iOS and Android devices. If you don't already use Salesforce Authenticator, enrollment includes a few additional steps. You'll be guided through downloading and installing Salesforce Authenticator, connecting to your Salesforce account, and setting up a second factor of authentication (fingerprint or PIN).
  3. From your personal settings, enter Advanced User Details in the Quick Find box, then select Advanced User Details. No results? Enter Personal Information in the Quick Find box, then select Personal Information.
  4. Click Sign Up next to the Lightning Login field.
  5. If you don't see this option, your administrator hasn't made you eligible to enroll.
  6. When prompted, check the Salesforce Authenticator notification on your mobile device and approve the request.
  7. When prompted, provide your fingerprint or PIN on the mobile device


Once each of these steps has been followed, as a Salesforce user you are ready to use the Lightning Login feature.




How to Use Salesforce Lightning Login


In order to use this function, you as a user must follow these steps:


  • Click: On the Salesforce login page, find the lightning bolt next to your Lightning Login-enabled username and click your username. If the login page asks for both username and password, you can enter your username, skip the password field, and click Sign In.
  • Tap: On your mobile device, tap the notification from the Salesforce Authenticator app.
  • Touch – Verify your identity with your fingerprint or PIN. Ready! Are you connected.


In this way the person can enter without using a password.




Salesforce Core Benefits


Not only is collecting data what a company that uses Salesforce CRM in its internal systems will get, it also has other important benefits:


  • With Salesforce, you'll be able to get more leads and close deals faster.
  • Improve customer satisfaction, increasing loyalty and retention.
  • Connects with customers on social media and mobile devices.
  • It allows anticipating the needs and desires of customers by evaluating their recent behaviors.
  • You can manage sales anywhere and at any time.


At Rootstack we have a team of Salesforce experts who can help you with any need you have with this software or if you are interested in a CRM solution. Contact us and let's start working together.


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