My Domain: The Ins & Outs of Implementing Your Subdomain Name

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If you’re a Salesforce developer or administrator, chances are you’ve come across My Domain in Salesforce. But do you know what it is, why your org should have a subdomain name, and how to implement it?

In today’s post, we will give an overview of the My Domain Salesforce feature.

Details

All orgs are on a particular Salesforce instance and assigned a URL by Salesforce. For example, your org might be on the NA30 instance, so your URL is https://na30.salesforce.com. Adding a subdomain replaces the instance name with your chosen subdomain name, so https://na30.salesforce.com becomes https://mynewname.my.salesforce.com. This customized name allows you to highlight your brand, personalize your login page, and increase security.

By implementing My Domain, you are able to:

  • Include your company name in your new unique domain URL
  • Customize the login screen and right-frame content
  • Work in multiple Salesforce orgs
  • Decide what happens if user doesn’t log in with new domain name
  • Set up single sign-on (SSO)
  • Set up social sign-on
  • Utilize Lightning components
  • Specify how users are authenticated

Setup

  1. Choose subdomain name. It can include up to 40 numbers and letters, and it can include hyphens. However, you’re not able to start the name with the terms “root”, “status”, or a hyphen.
  2. Check availability before committing to the chosen name.
  3. Register subdomain name. An email notification will be sent when the subdomain is ready for testing.
  4. Test subdomain. All application URLs will need to be manually updated with the new subdomain name before deploying. You can use the Lightning Readiness Assessment to identify all hardcoded URLs!
  5. Communicate to end users. Explain why you are implementing, remind to update bookmarks, and give date this change will be effective. Send screenshots showing how to login using custom domain.
  6. Deploy. Deploying to users automatically takes all new logins and places them on new subdomain.

Customization

  • Set the login policy. By default, users login from the generic login.salesforce.com page and bypass your subdomain’s login page. You are able to prevent users from logging in to login.salesforce.com.
  • Set the redirect policy. Choose if page requests that don’t use the subdomain name (such as bookmarks to Salesforce pages) are…
    • Redirected to the same page within the domain
    • Redirected with a warning to the same page within the domain
    • Not redirected (recommended for security purposes)
  • Add header logo
  • Change background color
  • Add right-frame URL – great for announcements!
  • Adjust authentication configuration if you want users to login through Facebook, Google, LinkedIn or Twitter

Additional Resources

Salesforce has great resources to help you further. Check them out!

My Domain Salesforce Documentation

Demo Video: Setting Up My Domain

 

Thank you for reading my blog!

If you have Salesforce tips or tricks you would like to see in this blog, please Tweet @JessSFDC and let me know.

Until Next Time,

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