How to View and Edit Password Policies of Profiles in Salesforce

In the Salesforce CRM, as a part of maintaining a secure environment, system admins need to ensure robust password policies, and for that, it is required to edit the Password Policies of profiles in Salesforce org. according to the requirements to ensure security.

We will discuss the method to View and Edit Password Policies of Profiles in Salesforce with the help of a couple of examples in Salesforce Lightning and Salesforce Classic.

Password Policies in Salesforce

In Salesforce, we have a security feature for managing password policies to enhance the security of user profiles. The Password Policies consist of specific rules and requirements for creating and managing passwords. These policies can be modified according to the requirements of the users and organization.

View and Edit Password Policies of Profiles in Salesforce Lightning

To View and Edit Password Policies of Profiles in Salesforce Lightning, login to your Salesforce account and follow the below steps.

1. Navigate to the setup page of Salesforce Lightning, and for that, click on the settings icon, and from the dropdown, select the option Setup.

2. On the setup page of Salesforce Lightning, go to the Quick Find and search, then select Profiles under the heading Users.

View and Edit Password Policies of users in Salesforce

3. In the Users setup window, select the user profile to view and edit the password policies. In this example, I have selected the Chatter free user profile to view and edit password policies.

Select user profile to edit Password policies in Salesforce

4. In the profile setup, go to the section Password Policies and click on the Edit button.

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5. In the edit window, go to the section Password Policies, and you can modify the fields User passwords expire in, Enforce password history, Minimum password length, Password complexity requirement, Password question requirement, Maximum invalid login attempts, Lockout effective period.

There are some optional criteria-based fields like Obscure secret answer for password resets, Require a minimum 1 day password lifetime, and Don’t immediately expire links in forgot password emails that you can activate.

Salesforce Lightning View and Edit User Password policies

6. After specifying the fields according to your requirements, click on the Save button.

As we click on the Save button, the Password Policies will be updated for the selected user profile.

View Password Policies of Profile in Salesforce Lightning

In this way, we can view and edit the Password Policies of profiles in Salesforce Lightning with the help of the above steps.

View and Edit Password Policies of Profiles in Salesforce Classic

To View and Edit Password Policies of Profiles in Salesforce Classic, first switch to the Salesforce Classic version and follow the below steps.

1. On the Home page of Salesforce Classic, click on the Setup tab.

2. In the Setup page, go to the Quick Find box in the left sidebar and search, then select Profiles under the heading Manage Users.

Salesforce Classic View and Edit User Password policies

3. In the profiles setup, we can see a list of profiles, and from here, select the profile in which you have to view and edit Password Policies.

In this example, I have selected the Contract Manager profile to view and edit password policies.

Select user profile to edit Password policies in Salesforce Classic

4. In the Setup window of the Profile, go to the Profile detail section and click on the Edit button.

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5. In the edit window of the profile, scroll down to the section Password Policies, and here you can edit the fields, User passwords expire in, Enforce password history, Minimum password length, Password complexity requirement, Password question requirement, Maximum invalid login attempts, Lockout effective period.

Below these fields, there are some checkbox fields: Obscure secret answer for password resets, Require a minimum 1 day password lifetime, and Don’t immediately expire links in forgot password emails that you can activate to implement the criteria-based rule in password policies.

Modify Password Policies in Salesforce Classic

6. After modifying the above fields, click on the Save button to apply changes.

As we click on the Save button, the Password Policies will updated with the applied settings, and in the section Password Policies of the profile, we can view the updated password policies.

Salesforce Classic Edit User Password policies

In this way, we can view and edit password policies for user profiles in Salesforce Classic by following the above steps.

Conclusion

Salesforce provides robust security features and enables administrators to modify password policies to the unique needs of their business. By following the above examples in Salesforce Lightning and Salesforce Classic, you’ve gained insights about the essential steps for viewing and editing password policies within Salesforce profiles.

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