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Einstein Automation

Fecha de publicación: May 6, 2025
Descripción
Users may want to turn on Einstein "automation" within the Salesforce Authenticator App to ensure automation for login. If location services are enabled and available, the app shows your current location and automates. Due to the nature of geolocation technology, the accuracy of geolocation fields (for example, street address, country, city) results can vary. 
Solución

Permissions Needed for setup:   Customize Application 
Works with or without two factor permission sets in place.  

  1. From Setup, enter Session Settings in the Quick Find box, then select Session Settings.
  2. Customize the session security settings.

These identity verification settings are also available on the Session Settings page. You can change the settings in either location. 
 
In Security Session Settings Section: Allow location-based automated verifications with Salesforce Authenticator  (check the box.)

In the Salesforce Authenticator App:  When you select “Always verify from here”, the next time you log in from the same computer (browser), and the phone is in the same location, your phone will respond automatically for you when all are the same in a repeated pattern of 3 or more times. 

Note: If there are any differences, dynamic IPs, location, browser or device changes the user will be prompted for push notification again. 

1. In the Salesforce Authenticator App of the User end phone/app side click path:
In the Salesforce Authenticator app from the phone: in the app click the wrench circular icon > go to Advanced Settings - Automation Settings> click the > arrow to turn ON Enable Einstein Automation to activate.
Note The Salesforce Org Admin must have checked to allow automation in the Org wide settings.   

2. Salesforce Org Admin side click path (Classic and Lightning): 
From Setup, enter Identity Verification in the Quick Find box, then select Identity Verification. 
Enable - Let Salesforce Authenticator automatically verify identities using geolocation
 

Número del artículo de conocimiento

000383342

 
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Salesforce Help | Article