Prepare for Upcoming Root Certificate Changes in Salesforce

The digital master key to your Salesforce connections is changing. Salesforce is migrating to the modern DigiCert Global Root G2 to meet the highest security standards. For most users, this is invisible, but for organizations running API integrations, on-premise servers, or custom apps, it’s a critical compliance deadline. We’ve broken down exactly what a root certificate is, whether your org is at risk, and the three steps you must take to stay connected.

What is a root certificate?

Root certificates are the essential elements of digital security, acting as the “master keys” that establish trust across the internet. They allow for the validation of websites, software, and secure connections. For successful integration and authentication with Salesforce, your servers must trust the specific root certificates that Salesforce utilizes.

To comply with contemporary security and engineering protocols, Salesforce is currently transitioning from its older set of root certificates to the DigiCert Global Root G2, which impacts many of its services.

Is your org at risk?

This change only impacts Inbound Connections (systems talking to Salesforce). You need to take action if you use:

  • API Integrations: Middleware (MuleSoft, Boomi, Informatica) or custom code that pushes/pulls Salesforce data.
  • On-Premise Servers: Internal databases or ERPs that connect to Salesforce via SSL/TLS.
  • Custom Mobile Apps: Any non-standard apps that authenticate with your Salesforce instance.

If you miss the February 5th deadline your external systems could fail to “handshake” with Salesforce. API calls will fail, data syncs will stop, and users may see “Connection Not Secure” errors.

3 Steps to Ensure Your Org Stays Connected

1. Audit Your Trust Stores

Your IT Infrastructure team must ensure the DigiCert Global Root G2 certificate is installed in the “Trust Store” of every server that connects to Salesforce. This includes Java Keystores (JKS), Windows Certificate Stores, and Linux/Unix trust stores.

2. Adopt the “Mozilla Rootset”

Salesforce recommends that instead of manually adding one certificate at a time, your IT team should trust the Mozilla Certificate Rootset. This is a pre-verified bundle of global authorities. By trusting the bundle, you protect your integrations from future certificate rotations automatically.

3. Check for “Certificate Pinning”

Ask your developers if they have “pinned” (hardcoded) specific certificates in their code. This is sometimes done to increase the security of a connection but it is a common cause of service outages during rotations. They should move toward trusting the Root CA instead of a specific leaf certificate.

TL:DR

Salesforce is implementing a critical security update by transitioning to the modern DigiCert Global Root G2 certificate. This change, with a strict deadline of February 5th, primarily impacts organizations with inbound connections (API integrations, on-premise servers, and custom apps) talking to Salesforce. To prevent service outages and failed connections, IT teams must perform three key steps: audit all trust stores to ensure the DigiCert Global Root G2 is installed, adopt the Mozilla Certificate Rootset for future-proofing, and ask developers to check for and remove Certificate Pinning (hardcoded certificates) in their code.

Optimising your Assets for Better User Experiences

As part of our UX Guidelines series we’re going to take a deep dive into the different types of assets and their best practices. You may have already seen our previous blogs on How to improve User Experience on Forms or Build your Landing Pages with UX in mind, however we’re going to look into some specifics within these assets.  Continue reading “Optimising your Assets for Better User Experiences”

Enhancing User Experience with Clear Text

In digital design, typography plays a crucial role in shaping user experience (UX). It’s not merely about selecting beautiful fonts, it’s about ensuring readability, accessibility, and clarity of communication. In this blog, we’ll delve into the principles of typography and its application in UX design to create interfaces that are both aesthetically pleasing and user-friendly.

Choosing the right typeface

The first step in choosing effective typography is to select the appropriate typeface. While decorative fonts may seem appealing, they can often compromise readability. Sans-serif typefaces, with their clean lines and modern appeal, are recommended for digital interfaces, ensuring legibility without sacrificing style.

This experiment about font readability showed impressive results, as readers took almost twice as long to read decorative fonts.

Font weights and sizes

Consistency in font weights and sizes is key to maintaining visual hierarchy and reducing cognitive load for users. Reserve bold font weights for headings to draw attention and guide users through content. For body text, use regular weights and ensure adequate font sizes. For long text set the minimum font size to 18px for optimal readability across devices.

Line height and alignment

Ensuring comfortable reading experiences involves setting appropriate line heights. Aim for a minimum line height of 1.5 for long body text to prevent text from feeling cramped and improve legibility.
When it comes to text alignment, left alignment is recommended for English text, as it follows the natural reading flow. Centred alignment can be used sparingly for headings or short snippets of text to create emphasis. Avoid centre alignment for long body text, as it can disrupt the reader’s rhythm. Additionally, maintain consistency in alignment throughout the interface to avoid visual clutter.

Copywriting for clarity

Effective typography is complemented by clear and concise copywriting, ensuring that content is easily digestible and actionable for users. Break down information into scannable sections with descriptive headings and subheadings to facilitate navigation and comprehension. Utilise numerals for numbers to improve readability and differentiation, especially in email newsletters or web forms.

By following the principles of readability, consistency, and clarity and carefully selecting typefaces, font weights, sizes, line heights, and alignment, you can transform interfaces into intuitive, accessible, and visually pleasing experiences for your users. Implementing these principles not only improves the overall UX but also fosters effective communication and engagement with your users.

 

This blog is part of our series on User Experience. You can check out the other blogs here

All You Need, Is Less!

In today’s fast-paced digital world, capturing the user’s attention and engagement in their journey with you is becoming more challenging than ever. Users are constantly bombarded with information, so it’s essential to create a simple and effective customer experience. 

In this blog, we will explore strategies to minimise cognitive load while effectively delivering a seamless and enjoyable user experience.

Continue reading “All You Need, Is Less!”

Unveiling the Power of Muting Permission Sets in Salesforce

Have you ever needed to temporarily restrict access to a group of users, but you were concerned with how complex and time-dependent this activity would be? Muting Permission Sets in Salesforce is a feature that allows administrators to temporarily turn off specific permissions granted by a permission set for certain users.  Continue reading “Unveiling the Power of Muting Permission Sets in Salesforce”