Changing your phone in Salesforce typically refers to two main scenarios: migrating your Salesforce Authenticator app to a new device for multi-factor authentication (MFA), or updating your contact phone number within your Salesforce user profile. Both processes are straightforward and crucial for maintaining secure access and accurate contact information.
Migrating Salesforce Authenticator to a New Phone
If you're using Salesforce Authenticator for multi-factor authentication (MFA), you'll need to set it up on your new device to ensure uninterrupted access to Salesforce. This process securely links your new phone to your Salesforce account.
Step-by-Step Migration
To move your Salesforce Authenticator to a new device, follow these steps:
- Install the App: Download and install the Salesforce Authenticator app on your new phone from your device's app store (Apple App Store for iOS or Google Play Store for Android).
- Open the App: Open the Salesforce Authenticator app on your new phone.
- Start Pairing: Follow the on-screen instructions within the app to begin the setup process, which will typically guide you to generate a new pairing code.
- Generate Pairing Code: The app will display a unique, alphanumeric pairing code.
- Link New Device in Salesforce:
- Log in to your Salesforce account from a computer or another device (you might need to use a temporary verification code if you haven't linked another MFA method yet, or have an admin assist).
- Navigate to your personal settings (usually by clicking your avatar or name in the top right corner, then Settings or My Settings).
- Search for Advanced User Details or Identity Verification or Multi-Factor Authentication in the Quick Find box.
- Look for the section related to Salesforce Authenticator or Connected Apps.
- You should find an option to "Connect" or "Add" a new Authenticator app.
- Enter the pairing code generated by the app on your new phone into the designated field in Salesforce.
- Confirm Connection: Once the code is entered, Salesforce will link your new device. You may need to approve the connection from your new phone.
Important Considerations for Authenticator:
- Temporary Verification: If you no longer have access to your old phone and didn't set up another MFA method (like a security key or another authenticator app), you might need to use a temporary verification code or contact your Salesforce administrator to reset your MFA for you.
- Security: Always ensure you're on a secure network when linking your new device.
Updating Your Contact Phone Number in Salesforce
If "changing your phone" refers to updating the contact number associated with your user profile within Salesforce, this process is usually managed through your personal settings.
How to Update Your Profile Phone Number
- Log In to Salesforce: Access your Salesforce account using your username and password.
- Navigate to Personal Settings:
- Lightning Experience: Click your profile picture (or avatar) in the upper-right corner, then select Settings.
- Salesforce Classic: Click My Settings (or your name) in the upper-right corner.
- Access Personal Information: In the Quick Find box on the left, type
Personal
and then select Personal Information or Advanced User Details. - Edit Details: Click the Edit button next to your personal information.
- Update Phone Number: Locate the field(s) for Phone, Mobile, or Fax and update them with your new phone number.
- Save Changes: Click Save to apply your updates.
Common Phone Fields in Salesforce Profiles
Field Name | Description | Purpose |
---|---|---|
Phone | Typically represents a primary landline or main office number. | General contact |
Mobile | Your personal cell phone number. Crucial for SMS verifications or direct contact. | Direct contact, MFA (if enabled) |
Extension | An internal extension number, often used with the 'Phone' field. | Internal communication |
Ensuring your contact information is current helps your colleagues and administrators reach you efficiently, and a correct mobile number is vital for multi-factor authentication methods that rely on SMS.