Salesforce Security Guide: Best Practices

Salesforce data security can be confusing to people due to the fact that it is extremely customizable. The CRM platform lets you modify and personalize the security features of Salesforce in fine details. Once you have mastered your mind over Salesforce Development & Customization Services, you’ll see that Salesforce is truly impressive.

Security of data is now a huge issue ever since remote working has become more prevalent. Securing CRM platforms is imperative for businesses. To ensure that your Salesforce CRM is safe, we must get an understanding. We will go through the Salesforce basics & best practices.

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Why Should You Care About Data Security?

Typically, CRM platforms store sensitive information related to your businesses & customers. Protecting this data is vital since it could reveal much about your business. Alongside safeguarding the data on your operations, you must be mindful of the integrity and accuracy of your information.

As data is now a vital aspect of modern businesses, companies must spend time and money making sure their data is safe. What you don’t want is to see your CRM data leak to competitors. The good news is that Salesforce has taken cyber-security very seriously. Salesforce has strong security features that can be configured by mobile app development company and even by yourself. 

Types of Salesforce Security

Salesforce’s method of managing data is a factor in the way it protects the data. In Salesforce, the data has three different levels. There are objects that are in essence tables within databases. The third layer is made up of rows, which are records within each field.

Salesforce provides security at every level of storage for data:

• Object level security
• Security on the field
• Record level security

Salesforce Security: Top Practices

The top practices for Salesforce Security are here below. 

Health Check for Salesforce Security

A highly effective tool for a Salesforce administrator can be the Salesforce Health Check. It provides a security score for certain Salesforce settings in comparison to Salesforce suggested standard setting. It also allows administrators to evaluate the security of their settings from a security standpoint. The security score has the following elements:

• Minimum password length (8 characters)
• Maximum number of invalid login attempts (Salesforce suggested 3 attempts)
• Forced logout after session timeout (Salesforce recommends: Enable this feature)
• Forced re-login when the administrator has logged in with another user (Salesforce suggested: activate this feature)

Implicit Sharing

Administrators are often unaware that Salesforce offers an implied sharing system that applies to accounts. Implicit sharing implies that it’s built into Salesforce’s model for sharing data. Therefore an administrator is unable to alter the model. Moreover, keep in mind that changing the role of a user may alter the access to child records granted to users.

External Featured Sharing

A majority of administrators are familiar with internal sharing or organization wide defaults (OWD). Additionally, Salesforce offers separate “Org Wide Defaults” for External Sharing (OWD). The feature is typically used for Communities.

After activating this feature, Administrators have the capability of opening an additional set of OWDs to external users. Thus, it is important to note that an external OWD is not able to have access greater to their internal OWD. There is also no notion of roles or an order of things for the majority of Communities apart from Communities that are partners. In reality, Communities take advantage of Share Groups to control the sharing of data & utilize mobile app development services.

Session Modifications

Admins can modify the Session Settings in Salesforce. Setting Sessions in a manner that the session expires within two hours is the ideal. Two hours may seem a bit excessive but it won’t create any unnecessary stress to team members’ daily routine. The team members start to get annoyed when the timeout for a session is just 30 minutes.

Configuring a Session Timeout

• Firstly, click on ‘Setup’, and look for “Session Settings’.
• Make the ‘Session Timeout’ 2 hours long.
• Next, you must not disable the session warnings.
• Select Force session timeout logout.
• Lastly, select the session locks for the domain.

Making Admins with Permission Sets

Utilizing Profiles for Admin Permissions is a crude tool which can result in providing kinds of access that aren’t necessary. Admins are able to create three different Permission Sets to provide an alternative that is more complex. Each Permission Set may be applied separately or the Systems Admin user might require all three. These permission sets include User Admin, Metadata Admin & Record Admin.

Last Words

There are numerous methods to increase the data protection of the Salesforce CRM. We have put together the guide to Salesforce Development & Customization Services. Some best practices can be simple to implement, while certain methods can be difficult. To ensure the security of your CRM, it is recommended to get connected with the best mobile app development company. All in all, they will analyze your CRM and create strategies for you.

Harry Miller is an expert app developer at MobileCoderz, an established Web & Mobile App Development Company. With more than 8 years of experience, he/she has expertise of working with top-rated enterprises and startups. Apart from professional brilliance, he/she loves to read and write poems along with being an orator at public events.