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salesforce data security

Salesforce security: the guide to keeping your business and customer data safe

By Nitin Dangwal / July 13, 2021

July 23, 2021
Salesforce security: the guide to keeping your business and customer data safe

Salesforce has skyrocketed in popularity and demand over the last few decades. This #1 ranking customer relationship management (CRM) software includes about 20% share of the market. Salesforce is a commonly used platform for development. The omnipresence of Salesforce appears as an outcome of its comprehensive abilities to provide proficient services to different industries.  

Today during these circumstances of increased remote working and developing dependence on digital systems, businesses need to move up their efforts to preserve their data from both external and internal threats. Salesforce ensures that its customers’ data remains safe and implements robust innovations that are required by businesses. But, with essential data comes significant security responsibilities as well, and Salesforce data security is a multi-pronged effort. There is a wide category of approaches that how can your information become compromised, therefore there are a variety of things that you need to protect. 

However, Salesforce’s popularity is also a risk to Salesforce's security. Everyone’s eyes are attracted to this successful CRM software, including hackers. Preserving customer data isn’t the only data security concern here. Sensitive business information, customer contacts, pricing, or supply chain details for instance, if got in the hands of any competitor can become disastrous. But the good news here is that there are a series of tactics that can be incorporated into your usage of Salesforce to improve your level of data security. 

Also, read: 7 Reports in Salesforce that will help you boost revenue

Why should you be concerned about Data Security? 

CRM platforms usually include sensitive data about your business dealings with your consumers. Preserving this data safe is important as it can expose a lot regarding your company. Aside from safeguarding your data on your business practices, you should also bother about sustaining the integrity and quality of your data. Companies should spend time and resources to make sure that their data remains secure, as data has become an imperative part of modern-day business. Salesforce CRM platform has strong security features that you can configure on your own or have them configured by Salesforce community experts. 

Best ways to protect your Salesforce customer data and keep your business safe:  

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1) Salesforce Health Check 

Salesforce Security Health Check is a tool that allows the grading of baseline security in different categories, providing results and giving recommendations. This helps to approach security weaknesses fast, with vulnerabilities identified and categorized as low-risk, medium-risk and high-risk. Salesforce is made on a robust security model; therefore, it offers numerous settings and reference material to train you. Hence, running this security check tool can give you a helpful checklist of items that need to be reviewed and fixed. 

2) Set Up Two-Factor Authentication 

You can protect your business with two-factor authentication to ensure that only authorized employees log in to your cloud apps and reach any sensitive data. Adopting two-factor authentication is one of the most economical and effective ways of preventing hackers from accessing your cloud applications. It requires users to be verified on a second level in every login. This enables the user to manage who accesses their account and when, even if the password is entered correctly. 

Also, read: Salesforce leads vs Contacts vs Opportunities – Maximize functionality

3) Backup your Data Frequently for Recovery and Beware of Phishing Attempts 

Interruptions are always there. You need to be prepared if there is some problem due to some glitch in the system. Having regular backups is an excellent way to maintain Salesforce data security. There are a variety of options and different styles of backups. This provides you the capability to tailor your tactics for your particular needs. 

Phishing implies compromising your e-mail account through false messages. This can lead to viruses affecting your computer and compromising any programs that you may interact with. The most reliable way to fight against this is to avoid it altogether. 

4) Schedule Frequent Audits 

Auditing gives information regarding the use of the system, which can be crucial in diagnosing possible or existing security issues. Audits can be conducted both within Salesforce and within your company’s IT infrastructure as well. There should be someone in your organization who should do regular audits to identify any potential abuse. Salesforce tracks each login attempt, including the IP address and the area of the login try. Administrators can further turn on-field records tracking to simplify field value fluctuations and the users that made the change.   

Also, read: Why Salesforce end-user training matters for smooth implementation

5) Use of Salesforce Shield and Secure Passwords 

Shield platform encryption gives a layer of data security while providing a significant platform to continue functioning. Salesforce Shield is a tool designed to help developers and admins support business-critical apps with added layers of security. It further allows various Salesforce security policies to be automated. It’s admin-friendly and does not need any complicated setup and is an amazingly helpful tool to protect an organization's sensitive information. 

This might seem like a simple tactic, but the requirement of a strong password can’t be overlooked. There is software that can run the possibilities and reach your password, provided enough time. So, think of your password which is secure. You can also use the above-defined software to check the security of your password by giving multiple attempts. 

6) Secure your APIs and strengthen your user access controls 

Salesforce has the capability to be easily integrated with other apps and services, enabling you to share data and support your functionality. Not every app that you connect to Salesforce is safe as Salesforce itself and can possibly generate unsecured entrances in your process. You should constantly look into the security model of every API that you connect to Salesforce before you provide it access. 

There are a number of default user access settings and requirements in Salesforce that you should tighten up, to support your instance security, essentially at this time when more and more users are working from home. 

Also, read: How to create Campaign in Salesforce for Sales Departments: 5 Best Practices

Conclusion 

There are a number of ways to maximize the data security of your Salesforce CRM. There are some best practices for Salesforce security and are simple to implement, while others can be tricky. As more employees these days are working remotely and you expose Salesforce data to unauthorized users in a community, so you need to lockdown permissions and records. Unauthorized data access may appear in data manipulation, and this can eventually influence the decision-making processes. So, businesses should prioritize efforts to close the gaps in Salesforce security, therefore, avoiding a possible data breach and any adverse consequences. Use this most reliable Salesforce CRM with proper security measures. All the best!

[sc name="Salesforce Automation"] [apss-share]

Salesforce has skyrocketed in popularity and demand over the last few decades. This #1 ranking customer relationship management (CRM) software includes about 20% share of the market. Salesforce is a commonly used platform for development. The omnipresence of Salesforce appears as an outcome of its comprehensive abilities to provide proficient services to different industries.  

Today during these circumstances of increased remote working and developing dependence on digital systems, businesses need to move up their efforts to preserve their data from both external and internal threats. Salesforce ensures that its customers’ data remains safe and implements robust innovations that are required by businesses. But, with essential data comes significant security responsibilities as well, and Salesforce data security is a multi-pronged effort. There is a wide category of approaches that how can your information become compromised, therefore there are a variety of things that you need to protect. 

However, Salesforce’s popularity is also a risk to Salesforce’s security. Everyone’s eyes are attracted to this successful CRM software, including hackers. Preserving customer data isn’t the only data security concern here. Sensitive business information, customer contacts, pricing, or supply chain details for instance, if got in the hands of any competitor can become disastrous. But the good news here is that there are a series of tactics that can be incorporated into your usage of Salesforce to improve your level of data security. 

Also, read: 7 Reports in Salesforce that will help you boost revenue

Why should you be concerned about Data Security? 

CRM platforms usually include sensitive data about your business dealings with your consumers. Preserving this data safe is important as it can expose a lot regarding your company. Aside from safeguarding your data on your business practices, you should also bother about sustaining the integrity and quality of your data. Companies should spend time and resources to make sure that their data remains secure, as data has become an imperative part of modern-day business. Salesforce CRM platform has strong security features that you can configure on your own or have them configured by Salesforce community experts. 

Best ways to protect your Salesforce customer data and keep your business safe:  

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1) Salesforce Health Check 

Salesforce Security Health Check is a tool that allows the grading of baseline security in different categories, providing results and giving recommendations. This helps to approach security weaknesses fast, with vulnerabilities identified and categorized as low-risk, medium-risk and high-risk. Salesforce is made on a robust security model; therefore, it offers numerous settings and reference material to train you. Hence, running this security check tool can give you a helpful checklist of items that need to be reviewed and fixed. 

2) Set Up Two-Factor Authentication 

You can protect your business with two-factor authentication to ensure that only authorized employees log in to your cloud apps and reach any sensitive data. Adopting two-factor authentication is one of the most economical and effective ways of preventing hackers from accessing your cloud applications. It requires users to be verified on a second level in every login. This enables the user to manage who accesses their account and when, even if the password is entered correctly. 

Also, read: Salesforce leads vs Contacts vs Opportunities – Maximize functionality

3) Backup your Data Frequently for Recovery and Beware of Phishing Attempts 

Interruptions are always there. You need to be prepared if there is some problem due to some glitch in the system. Having regular backups is an excellent way to maintain Salesforce data security. There are a variety of options and different styles of backups. This provides you the capability to tailor your tactics for your particular needs. 

Phishing implies compromising your e-mail account through false messages. This can lead to viruses affecting your computer and compromising any programs that you may interact with. The most reliable way to fight against this is to avoid it altogether. 

4) Schedule Frequent Audits 

Auditing gives information regarding the use of the system, which can be crucial in diagnosing possible or existing security issues. Audits can be conducted both within Salesforce and within your company’s IT infrastructure as well. There should be someone in your organization who should do regular audits to identify any potential abuse. Salesforce tracks each login attempt, including the IP address and the area of the login try. Administrators can further turn on-field records tracking to simplify field value fluctuations and the users that made the change.   

Also, read: Why Salesforce end-user training matters for smooth implementation

5) Use of Salesforce Shield and Secure Passwords 

Shield platform encryption gives a layer of data security while providing a significant platform to continue functioning. Salesforce Shield is a tool designed to help developers and admins support business-critical apps with added layers of security. It further allows various Salesforce security policies to be automated. It’s admin-friendly and does not need any complicated setup and is an amazingly helpful tool to protect an organization’s sensitive information. 

This might seem like a simple tactic, but the requirement of a strong password can’t be overlooked. There is software that can run the possibilities and reach your password, provided enough time. So, think of your password which is secure. You can also use the above-defined software to check the security of your password by giving multiple attempts. 

6) Secure your APIs and strengthen your user access controls 

Salesforce has the capability to be easily integrated with other apps and services, enabling you to share data and support your functionality. Not every app that you connect to Salesforce is safe as Salesforce itself and can possibly generate unsecured entrances in your process. You should constantly look into the security model of every API that you connect to Salesforce before you provide it access. 

There are a number of default user access settings and requirements in Salesforce that you should tighten up, to support your instance security, essentially at this time when more and more users are working from home. 

Also, read: How to create Campaign in Salesforce for Sales Departments: 5 Best Practices

Conclusion 

There are a number of ways to maximize the data security of your Salesforce CRM. There are some best practices for Salesforce security and are simple to implement, while others can be tricky. As more employees these days are working remotely and you expose Salesforce data to unauthorized users in a community, so you need to lockdown permissions and records. Unauthorized data access may appear in data manipulation, and this can eventually influence the decision-making processes. So, businesses should prioritize efforts to close the gaps in Salesforce security, therefore, avoiding a possible data breach and any adverse consequences. Use this most reliable Salesforce CRM with proper security measures. All the best!

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If you are new to automation and confused about Workflow or Process Builder. Need not to worry, we have got you all covered. Talk to our experts and clear all the cloudy thoughts about automation.


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