Left Main REI
For smrtPhone users:
smrtPhone recently updated their phone number formatting requirements, which is causing cadence issues for some Left Main customers also subscribed to smrtPhone. Click here to learn more.
Salesforce Status:
https://status.salesforce.com/?_ga=2.249314823.1271136446.1688519605-16621792.1683211740
Salesforce Enforced Email Verification Requirement
Learn more at https://help.salesforce.com/s/articleView?id=002183046&type=1.
Recently receive an email from Salesforce about Einstein Activity Capture’s email connections?
- Setup > Einstein Activity Capture > Status & Metrics > User Status
- Setup > Einstein Activity Capture > Settings > Settings > Set the percentage under ‘Connection Status Notifications’
https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_einstein_activity_capture_notifications.htm&release=248&type=5
Salesforce Multi-Factor Authentication FAQ
Frequently Asked Questions
Requirement to Enable MFA
- What is MFA and how does it work?
- Is Salesforce requiring customers to enable MFA?
- Why is Salesforce requiring MFA?
- When did the MFA requirement go into effect?
- Now that the MFA requirement is in effect, what is the impact on my users?
- How can we verify that our MFA implementation satisfies the MFA requirement?
- Is it necessary to certify that our MFA implementation satisfies the MFA requirement?
- What happens if we haven’t satisfied the MFA requirement yet?
- Is Salesforce going to enable and enforce MFA for my Salesforce products?
- What is the current plan for enforcing MFA for products built on the Salesforce Platform?
- As a potential or new customer, how does the MFA requirement apply to my Salesforce products?
Scope of the MFA Requirement
- Which user, login, and environment types require MFA?
- Is MFA required for single sign-on (SSO)?
- Is MFA required for customer and partner Experience Cloud sites?
- Are logins to Salesforce mobile and desktop apps included in the MFA requirement?
- Is MFA required for sandbox environments?
- Is MFA required for my integration users?
- Is MFA required for RPA or automated testing accounts?
- Does risk-based/continuous authentication meet the MFA requirement?
- Do trusted corporate devices meet the MFA requirement?
- Does restricting logins to trusted networks meet the MFA requirement?
- Does using VPN or Zero Trust Network Access satisfy the MFA requirement?
- Do user certificates meet the MFA requirement?
- Can we use a password manager as an alternative to MFA?
- Is MFA required for product trials?
- Are there any products that are excluded from the MFA requirement?
- Do we have to use the same MFA solution for all our Salesforce users?
- Do Salesforce subscriptions with a partner require MFA?
- Is MFA required for Environment Hub?
- Is MFA required when Salesforce service providers use customer-provided licenses to access customer orgs for performing administrative services?
- May customers assign a single license to their Salesforce service provider, where the license will be shared by multiple service provider users?
MFA for Direct Logins to Salesforce Products
- Which Salesforce products support MFA?
- How will Salesforce auto-enable / enforce MFA for direct logins to Salesforce products?
- How can we exclude MFA-exempt use cases when MFA is turned on?
- Is Lightning Login a form of MFA?
- Can we use a third-party MFA solution?
- What is Device Activation and how is it related to MFA?
MFA for SSO Logins to Salesforce Products
- Does SSO satisfy the MFA requirement?
- Why is Salesforce requiring MFA for SSO?
- Do we have to enable MFA at both the SSO and Salesforce levels?
- How frequently should users provide an MFA verification method when logging in to our SSO portal?
- How will Salesforce know if we’ve enabled MFA for our SSO IdP?
- Will Salesforce enable or enforce MFA for SSO?
- Can we enable MFA in Salesforce instead of using our SSO provider’s MFA service?
- Can we enable SSO for Salesforce admins?
- How can we enforce SSO logins for Salesforce users?
- What should we do if SSO goes down and users need to log in directly to Salesforce products?
Verification Methods for MFA
- Which verification methods satisfy the MFA requirement?
- Can users register multiple verification methods?
- Can we use email, SMS, or phone calls as MFA verification methods?
- What is Salesforce Authenticator?
- What are third-party TOTP authenticator apps?
- What is a security key?
- What are built-in authenticators?
- Can we use desktop or browser-based TOTP authenticators?
- Does Salesforce support TOTP codes from a password manager?
- What happens if no supported MFA verification methods work for us?
- Our users don’t have mobile devices. Can we still use MFA?
- Is a data connection needed to use a mobile authenticator app?
MFA User Experience
- How are my users affected when we enable MFA?
- How frequently must users provide a verification method when logging in directly?
- Can I automate or control the frequency of the MFA verification step?
- What should users do if they need to replace a verification method or their method stops working?
- How can users recover access if they don’t have their verification method?
- How can we keep admins from getting locked out when MFA is enabled?
- Does MFA affect the Log In As Another User option?
Roll Out MFA
- How do I turn on MFA for our Salesforce products?
- What are the options to enable MFA for products built on the Salesforce Platform?
- What’s the relationship between MFA and a high assurance login session?
- What’s the recommended order for adopting MFA, enhanced domains, and Hyperforce?
- Why aren’t my users getting MFA challenges after I assigned the MFA user permission?
- Can we turn on MFA for privileged users only?
- Can we enable MFA if users are sharing a Salesforce account?
- How do I prepare my users for MFA?
- How does MFA work in sandbox environments?
Learn More
- Where can I learn more about MFA?
- Where can I go if I have questions about MFA for Salesforce?
- Where can I learn more about how the MFA requirement applies to Salesforce partners or OEM packages?
Continue reading…
360 is now using “CTI” as the default lead source for leads from incoming calls unless clients select an “Overwrite Lead Source” checkbox available on the campaigns object.
2024 Aug
2024 July
2024 May
2024 Apr
QuickBooks Course Launch
Getting Started with QuickBooks Online and Left Main REI. Learn how to use the QuickBooks Online integration to get the most out of Left Main’s Quarterly Marketing Dashboard and more!
2024 Jan
Direct Mail Version 1.186
Improvements
- Totals displayed on campaign order page (not yet included on lead or opportunity list view order page)
- New Mail Piece: Letter 7A
Bug Fixes
- Direct Mail logic that maps the Property Address fields to the Customer Address fields if Customer Address fields are empty now also applies to Direct Mail Cadences logic
- Added functionality to the Approve and Cancel buttons on Company Setup for campaign orders over 1,000
- Accurate credit available display in Company Setup when submitting campaigns to preview status
- Note: PDF previews from the campaign object are limited to approximately 1000 records in the order. However, the entire order of valid records is mailed.
Contact your Customer Success Specialist for more details and to get the latest version installed.
2023 Nov
2023 Nov
Master and Automate Direct Mail Marketing Course Release
Whether you’re a seasoned veteran of Left Main’s Direct Mail App or just curious to find out more about it, we’ve got you covered with the all new Master and Automate Direct Mail Marketing course! Veterans and newbies alike will want to check out this course for all the details on Direct Mail Cadences and how to automate your direct mail marketing. Learn more at leftmainacademy.com/courses/directmail.
2023 Sept
List View Cadences Release
You asked! Now assigning cadences from the list view is here.
What Left Main Customers Need to Know
A Scribe walkthrough with details and short post-install instructions is available in the Left Main Academy Knowledge Hub here. Be sure to check out the other updates included in this release at the end of the Scribe.
2023 Aug
2023 July
Release Notes
The Left Main REI core package is updated regularly to add features, improve speed and performance and address bug fixes for our valued customers. Continue reading…
2023 July
Summer Release: Next Best Action
Introducing Einstein Next Best Action by Salesforce, now customized for real estate investors! Feature coming July 31st.
2023 June
New Features: Retail App Updates
2023 May
Project Management Course Release
Learn how to easily track project vendors, repairs, budgets and more right within Left Main! Click here to learn more.
2023 May
2023 May
Webinar Library Release
Missed a live webinar? We got you! Left Main webinar replays will be available here for all Left Main Academy students.
2023 Jan
Left Main Academy Launch
Left Main Academy is your one-stop shop for free training! Our new training program is streamlined and intuitive with active content and lots more to come. Continue reading…
2022 Dec
Direct Mail Release
2022 Nov
2022 Feb
Cadences Feature Release
2021 Aug
Project Management Release
2021 July
Retail App Release
2020 Dec
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