7 Salesforce Security Practices For SalesForce

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Security concerns have prevented businesses from using cloud services for years, but there are many security practices that prevent breaches and will encourage teamwork among employees.

Good SaaS companies recognize the risks associated and provide tools to their customers for self-help.

Below are just a few of the security features Salesforce offers that will ensure your company secure communication and development.

1. Salesforce Trust
Salesforce Trust is an aspect of the program where users are able to view a summary of the platform’s performance as well as any security issues you should be aware of. Specifically, this is where Salesforce users can find updates on phishing attacks and malware that you should be aware of. Users will also be informed of any steps they should take to prevent a security breach, which should be used to as a regular security practice.

2. Salesforce Health Check
Another tool that is helpful for a Salesforce users is the Salesforce Health Check, which is a feature that provides a security score for your Salesforce settings compared to the setting recommended. This will help users understand the level of security they’ve reached, and how they may want to consider improving it. The score includes suggestions for password length, login attempts, forced logout session timeouts, and forced re-login after a user logs in as another user.

3. Salesforce Auditing
Salesforce auditing is a built-in feature that tracks all login attempts for the last six months. It records all login attempts and locations using IP addresses so any charges made to the account can be tracked. Monitoring this regularly will ensure all charges made are approved.

4. Custom Login Flows
Salesforce allows administrators to customize login terms. You can restrict users from logging in based on their IP address, time of the day, etc. and require that users answer security questions in order to gain access. This allows businesses to reach maximum security which also giving their employees remote access to perform the essential duties required of their job from home or on the road.

5. Field Level Permissions
One of the best Salesforce security practices is setting different permissions for each level of your employees. When creating a new field, users can set it as read-only, private, or customize who can see it. Permissions can also be set to individual employee profiles, as each employee should only have access to one profile.

6. Encryption
Salesforce provides Classic Encryption, which allows administrators to encrypt custom fields with 128-bit Advanced Encryption Standard (AES). The only limitations are the fact that it only applies to custom text-fields that can’t be more than 175 characters long.

7. Event Monitoring With Salesforce Shield
Using Salesforce Shield’s event monitoring feature allows administrators to view user behavior and application performance. The system logs activity and delivers the data the following. This security practice works best when used alongside Salesforce’s Analytics Cloud or another third-party tool that compares event logs from all services in order to analyze potential insider threats. This security practice can also be used to increase Salesforce use and drive employee use.

Do you have an example of other SaaS Vendors that provide useful security tools to manage access for your employees? Please let us know in the comments section below!


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