Salesforce: Lightning Login with Fingerprint

In my earlier blog Introducing Lightning Login, we discussed about how to setup Lightning Login, but many of you ask why I do not see fingerprint option, if my device support it.

To use Lightning Login, your admin must first enable Lightning Login for your org., then assign you with Lightning Login User permission. Lightning Login requires Android version 5.0 (Lollipop) or later or iOS 8 or later. If you’re using an iPhone, enable fingerprint or PIN identification. To use your fingerprint on an Android phone, first set up a PIN, pattern, or password.

As you see from above flow:
1. Click—Look for the lightning bolt next to your Lightning Login–enabled username, and click your username.
2. Tap—On your mobile device, tap the notification from the Salesforce Authenticator app.
3. Touch—Verify your identity with your fingerprint or PIN. Presto! You’re logged in.

In step 3 Touch, you can use fingerprint or PIN, but we haven't see this in the earlier blog.
This is simply because as admin, you need to grant Two-Factor Authentication for User Interface Logins permission to the user, either by Profile or Permission Set.

Once this permission is added, if user have enable Lightning Login, after user tap Approve in the device, user will be asked for fingerprint.

In other scenario, if Two-Factor Authentication for User Interface Logins permission has been given and activate by user prior Lightning Login, when user Enroll for Lightning Login, user will be asked for fingerprint when they enroll.

Reference:

• Introducing Lightning Login
• Say Goodbye to Passwords with Salesforce Authenticator and Lightning Login
• Lightning Login Overview (YouTube)
• Two Factors Authentication - 2FA

Salesforce: Introducing Lightning Login

Since Winter '17 release, Salesforce introduce Lightning Login, this has nothing related with Lightning Experience, and Lightning Login work with both Classic and Lightning Experience.

With Lightning Login, after open Salesforce login page, you just simply click your username and tap approve from your mobile device. If your phone support fingerprint, you can make this further secure by authenticate with fingerprint. So no more entering username and password, just click and approve!

How to implement Lightning Login?
Admin 
1. Activate "Lightning Login" in Session Setting.
2. Add permission "Lightning Login User" to Permission Set or Profile.
3. Assign permission to users if you use Permission Set.

User
1. Install Salesforce Authenticator in mobile app (this is the same app for 2FA implementation).
2. Navigate to your User Detail page and click Enroll link next to Lightning Login.

3. Register for Identity Verification, Salesforce will send you verification code.

4. Once verified, you need to add New Account in Authenticator app, copy the two-word phrase into Salesforce and click Connect.

5. Tap "Connect" button in the Authenticator mobile app. You will get another email from Salesforce that a new verification method was added to your account "approve notifications from Salesforce Authenticator".

6. Next, you need to Approve from your mobile app.

7. Done, Salesforce will email last email say that you've enrolled in Lightning Login, you can now log in using your username and an authenticator app instead of a password.

8. Logout and login back, make sure to tick "Remember me" checkbox, notice a small lightning icon is added next to your user photo.

Normal Login

Once all setup, here is the flow to login with Lightning Login

1. Login to Salesforce from login.salesforce.com (or your custom my domain)

2. Click your username (notice lightning icon added next to your photo)

3. Tap "Approve" button from your device with Authenticator app

How to Cancel Lighting Login?

Navigate to your User Detail page and click Cancel link next to Lightning Login and Disconnect from Salesforce Authenticator. 

Reference:

• Log In Password-Free with Lightning Login
• Enable Lightning Login for Password-Free Logins
• Salesforce Two Factors Authentication 

How to run Regex in Microsoft Excel?

1. Show Developer tab in Excel ribbon
If you do not see the tab, follow this URL to enable it.
https://msdn.microsoft.com/en-us/library/bb608625.aspx


2. VBA
To run Regex in Excel, you need to use VBA (Visual Basic for Applications).
From Developer tab, click Visual Basic icon.

3. Enable Regex for VBA for the workbook
In "Microsoft Visual Basic for Applications" window select "Tools" from the top menu.
Select "References".
Check the box next to "Microsoft VBScript Regular Expressions 5.5" to include in your workbook.
Click "OK".

Use Case:
We would like to parse specific patterns from range of cells in Excel, each cell could contain 0, 1 or more matches.
Here sample of data that user enter manually over times, to a text field without a good standard:
- Monitor 2X225,32C235, 21D2251
- 21A225; or 2C235; 21Z0251 keyboard

We need to capture and parse those ID, this looks like manual job, but with regex, we can parse this automatically. Regex should work with any new modern programming language, such as: Java, .Net and etc., but since Excel support VBA, we can make use of it.

If you notice above IDs, here is the possibility of patterns:
- 9X999
- 99X999
- 99X9999

With some testing with www.regex101.com, here is the RegEx to parse it:
[0-9]{2}[A-Z][0-9]{4}|[0-9]{2}[A-Z][0-9]{3}|[0-9][A-Z][0-9]{3}

From VBA window, copy and paste following script:

 Private Sub splitUpRegexPattern()  
   Dim regEx As New RegExp  
   Dim strPattern As String  
   Dim MyRange As Range  
   Dim i As Integer  
   Dim strMatch As String  
   'Source Data  
   Set MyRange = ActiveSheet.Range("A2:A15")  
   For Each C In MyRange  
     ' Regex pattern  
     strPattern = "[0-9]{2}[A-Z][0-9]{4}|[0-9]{2}[A-Z][0-9]{3}|[0-9][A-Z][0-9]{3}"  
     If strPattern <> "" Then  
       With regEx  
         .Global = True  
         .IgnoreCase = True  
         .Pattern = strPattern  
       End With  
       Set Matches = regEx.Execute(C.Value)  
       ' Reset the variables  
       strMatch = ""  
       i = 1  
       ' Iterate through the Matches collection  
       For Each Match In Matches  
         strMatch = "'" & Match.Value  
         ' Display the matches at right columns  
         C.Offset(0, i) = strMatch  
         i = i + 1  
       Next  
     End If  
   Next  
 End Sub  

Result:

The step and script is tested with Microsoft Excel 2013 and 2016.

Your Organization's Salesforce.com pages has moved

If your user get a splash warning message "Your Organization's Salesforce.com pages has moved. Redirecting...", what is this mean? and why this happened?

This warning message usually happened when your admin enable "My Domain" feature, but still allowed user login from https://login.salesforce.com

As admin, you can check this from Setup | Domain Management | My Domain, and look for Redirect Policy under My Domain Settings.

If Redirected to the same page within the domain is selected, users are immediately sent to the new URL, without notification.

If Redirected with a warning to the same page within the domain is selected, users briefly see a warning message before being redirected to the new URL. The warning gives users a chance to change their bookmarks and get used to using the new sub-domain URL. You can’t customize the message.

If Not redirected is selected, the user gets a “page not found” error. Eventually, you want your users to use only sub-domain URLs, but it’s a best practice to use Redirected with a warning to the same page within the domain for a short time after you deploy your sub-domain so that users can get used to the new URLs.


Reference:

• My Domain
• Set the My Domain Login Policy
• What are the differences between the redirect policy options?

Salesforce Web-to-Lead with Enable spam filtering

Web-to-Lead has been available for many years for Salesforce users, this feature is simple but allow you easily capture lead from your company website and the data goes directly to Salesforce.

The enhancements in Spring '17 release will allow you to enable spam filtering with reCAPTCHA from Google.

As per normal Web-to-Lead setup, navigate to Setup | Customize | Leads | Web-to-Lead, click "Create Web-to-Lead Form". Tick option for "Enable spam filtering (recommended)", then you need to create reCAPTCHA API Key Pair.

How to create reCAPTCHA API Key Pair?
1. Make sure you have Google account.
2. Navigate to Google reCAPTCHA page, login to Google account, and click Get reCAPTCHA button.
3. Enter label and domain name, make sure this is domain that you will use to host Web-to-Lead HTML.

4. Copy the Site Key and Secret Key.

Now, back to Salesforce setup page to enter reCAPTCHA API Key Pair created. Click lookup icon in reCAPTCHA API Key Pair, then click New button, enter API Key Pair Nickname, Secret Key and Site Key created earlier. Click Save button to store the keys for Web-to-Lead.

As per normal, continue with selecting fields to show in the web form, and the return URL.

Sample:

First Name		Last Name
Email		Company
City		State/Province
Industry	--None--Agriculture Apparel Banking Biotechnology Chemicals Communications Construction Consulting Education Electronics Energy Engineering Entertainment Environmental Finance Food & Beverage Government Healthcare Hospitality Insurance Machinery Manufacturing Media Not For Profit Other Recreation Retail Shipping Technology Telecommunications Transportation Utilities

Reference:

• Getting Started reCAPTCHA
• Google reCAPTCHA
• Generate Leads from Your Website
• Web-to-Lead: reCAPTCHA Web Form Validation

Reverse VLOOKUP with INDEX + MATCH

VLOOKUP() in Excel is one of the most powerful and famous formula. This function is very easy to use to lookup a value from a table or range. You just need to refer a key value to the column located at the most left column of the range to get result value from another column in the same row. I'll not discuss more on VLOOKUP function in this blog, you can easily Google it or watch from Youtube.

One of the requirement to use VLOOKUP, which is also limitation of VLOOKUP, is the key value must be located at the most left column in the range, but that is not always how is out data structured. What happen when the key value located at the right of the result value?

Options:
1. Move the Result or Key value column 
Move the Result value column to the right of Key value, or move Key value column to the left of Result value, then use VLOOKUP.
This may work easily, but sometimes when you work with many columns and many user, move column is not really a desired option.

2. Copy the Key or Result value
Copy Key or Result value to have Key value located before of Result value, then use VLOOKUP. Same with option 1, sometimes option to move column in big worksheet and work many user is not really a good option.

3. INDEX + MATCH function
The INDEX function returns a value in a table based on the intersection of a row and column position within that table. The first row in the table is row 1 and the first column in the table is column 1.
The MATCH function searches for a specified item in a range of cells, and then returns the relative position of that item in the range.

With combination of INDEX + MATCH functions, we can get something similar with VLOOKUP, but the Key not must be located before Result column, see this sample:

What is the formula in I2? =INDEX(A:A,MATCH(H2,B:B,0),1)

A:A = result / target value
B:B = key
H2 = data for row 2
I2 = target result