how to protect your salesforce data

Protect Your Salesforce Data

• Security Basics. Educate your users, protect your Salesforce org, and encourage a culture of security.
• Data Security. Control access to data using point-and-click security tools.
• Permission Set Groups. Use permission set groups to bundle permission sets for a job function.
• Session-Based Permission Sets and Security. ...
• Identity Basics. ...

Full Answer

How do you keep your data safe in Salesforce?

Learn how you and your users can work together to keep your data safe. Educate your users, protect your Salesforce org, and encourage a culture of security. Control access to data using point-and-click security tools. Use permission set groups to bundle permission sets for a job function.

Is your Salesforce platform putting your data at risk?

In many cases, a large proportion of your users accessing Salesforce have low awareness of security and might put your sensitive information at risk by unintentionally sharing it. In other instances, malicious actors may gain access to your most sensitive customer-related assets.

What is Salesforce and how does it work?

Being a business-critical app, Salesforce is accessed and used by people inside your organization and by others outside of it (such as partners and contractors) for various purposes.

What is Salesforce CRM?

As a major CRM cloud provider, Salesforce incorporates large amounts of sensitive information about customers, pricing playbooks, and major deals inside your organization.

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How does Salesforce secure my data?

Salesforce.com utilizes some of the most advanced technology for Internet security available today. When you access our site using a supported web browser, Secure Socket Layer (SSL) technology protects your information using both server authentication and data encryption.

What is Salesforce data security?

Salesforce Data security deals with the security or sharing settings of data and visibility between users or groups of users across the organization. Force.com platform provides a flexible, layered sharing model that makes it easy to assign different data sets to different sets of users.

How do you protect your data from a company?

Securing Your Devices and NetworksEncrypt your data. ... Backup your data. ... Make your old computers' hard drives unreadable. ... Secure your wireless network at your home or business. ... Use a firewall. ... Encrypt data on your USB drives and SIM cards. ... Disable file and media sharing if you don't need it.More items...•

Is data in Salesforce encrypted?

Yes, Salesforce has encryption solutions for your data while it is in transit and at rest. These various encryption strategies are designed to protect your data at all times.

What are types of security in Salesforce?

Further, there are five types of record-level security: org-wide defaults, role hierarchy sharing, sharing rules, manual sharing, and Apex-based sharing.

Can Salesforce see my data?

Can any salesforce employee see my data? No, Only some set of data engineers can access your data as they are at data centres where it is stored, but every access is logged. Also, if you Grant login access to Salesforce Support agent, they can also see and view your data, its also monitored and recorded.

What are some good data protection techniques?

However, here are 7 of the most effective data security techniques that you can try to secure your data.Data encryption. ... Backup and recovery optimization. ... Data masking. ... Row level security. ... Promote transparency and compliance. ... Cyber insurance. ... Work with experts in data.

How do I protect my digital footprint?

Ten tips for protecting your digital footprint#1 Limit the types of data you share.#3 Don't enter personal data on public Wi-Fi.#4 Delete old accounts.#6 Don't log in with Facebook.#7 Use an identity protection service.#8 Limit your sharing on social media.#9 Always update your software.#10 Act fast after a breach.

How do I protect my digital identity?

7 ways to protect your digital identityidentity protection, reinvented. ... Safeguard your social security number. ... Get security software that updates automatically. ... Set up an external drive for data storage. ... Use an encrypted connection. ... Choose secure passwords. ... Think twice before downloading an app. ... Use social media safely.

How do I encrypt data in Salesforce?

Required Editions and User PermissionsMake sure that your org has an active encryption key. ... From Setup, in the Quick Find box, enter Platform Encryption , and then select Encryption Policy.Click Encrypt Fields.Click Edit.Select the fields you want to encrypt. ... Click Save.

How does encryption protect data in Salesforce?

The Shield Platform Encryption service then encrypts the data on the application server. If customers opt out of key derivation or use the Cache-Only Key Service, the encryption service applies the customer-supplied data encryption key directly to customer data.

What is Salesforce data mask?

Salesforce Data Mask is a powerful data security resource for Salesforce admins and developers. Instead of manually securing data and access for sandbox orgs, admins can use Data Mask to automatically mask the data in a sandbox.

Security Basics

Educate your users, protect your Salesforce org, and encourage a culture of security.

Permission Set Groups

Use permission set groups to bundle permission sets for a job function.

Session-Based Permission Sets and Security

Use session-based permission sets to limit access to data in your org.

Identity Basics

Secure your org so users can log in once to access a variety of apps, orgs, and services.

User Authentication

Secure your org with multi-factor authentication, My Domain, and single sign-on.

How does Salesforce data security work?

The Salesforce data security model allows for a great deal of customization and flexibility for you to set it up the way your organization needs it. As an admin, the buck would stop at you to enforce the right level of data access across the organization while still setting up your roles to perform their roles effectively. Be informed that implementing data security in your Salesforce instance is not a one-and-done exercise. Instead, consider devoting time regularly every month to audit your instance and tweak your security policies to protect the most prized asset of your business: your customers and their data.

What is Salesforce security?

The Salesforce platform provides a data security model that aims to secure data at multiple levels from the organization to individual attributes and records. This tiered level of security allows you to restrict data access widely across the organization and then open up access for selected roles and users on the levels below.

What is Salesforce consolidated?

Salesforce consolidates most domain-level data sets and tables as objects and treats them as a consolidated means to enforce access with the help of profiles and permissions. Profiles help you enforce access privileges on a set of objects on a given domain like Contacts or Campaigns. Permission sets allow you to double down on the level of additional permissions you need to provide to specific users already present in a profile.

What is record level security in Salesforce?

Record level security in Salesforce allows you as an admin to customize access and sharing of records for each profile. These security features allow you to enforce segregation of duties on the role, which can potentially only view records in their department but not across other departments. Record-level security also enables admins to set up discreet rules for sharing data by setting up ownership-based sharing rules based on specific roles and criteria.

How does Salesforce work?

Salesforce works on a multi-tenant architecture, where you can set up each organization differently to suit your business needs. You can restrict how your users access your Salesforce instance by setting up features like Trusted IP ranges and Custom Login methods.

How much is a data breach in 2020?

3.86 Million Dollars. That is the approximate cost of a data breach on any business worldwide in 2020. The number increases to 8.64 million dollars in expenses in the United States alone. Let us add that it takes an average of 228 days in 2020 to identify a breach event. These statistics alone can give any customer-facing business sleepless nights, ...

Can you protect what you cannot see?

You cannot protect what you cannot see. Thankfully, the Salesforce platform allows you to conduct a comprehensive security assessment of your Salesforce org instance in the form of a Salesforce Health Check. Health Check will enable you to run security checks as per the Salesforce Baseline Standard. However, you could also create your security ...

What is the guideline of least benefit in Salesforce?

Thus, It's imperative to limit the information our clients can see and the consents they need to just which is important to play out their activity - this idea is known as the guideline of least benefit.

What can an administrator control?

Administrators can control which clients approach which information in the organization, a particular, a particular field, or an individual record. It's critical to see how these levels associated with one another. The rundown beneath gives a concise diagram of which kinds of controls ought to be executed at each level:

1. Check Your Data Health

Salesforce Admins should use Salesforce Security Health Check to reduce security risk and limit institutional data loss. Settings that meet or exceed compliance raise your score, while settings at risk lower your score. I recommend aiming for a score of 90% or higher for the most optimized Salesforce security settings.

2. Consider User Permission Settings

If your institution hasn’t thought through the permission settings needed by each user, you may have a higher risk of accidental deletion or alteration of student and alumni data. Take time to consider whether or not employees need access to so much data.

3. Get Your Admins Certified

All Salesforce admins should get certified. Being certified as an admin will increase their skill level and help them become more knowledgeable about Salesforce best practices. Admin users who do not have the proper Salesforce knowledge can put your institution at risk of user-inflicted data loss and corruption.

4. Establish Integration Credentials

As part of your institution’s digital transformation, you may decide to enrich your Salesforce org by integrating internal systems and applications through the Salesforce API.

5. Back Up Regularly

According to the OwnBackup State of Salesforce Data Protection survey results, 88% of companies have no comprehensive backup and recovery strategy. Plus, 49% of data loss and corruption are caused by human error. These accidents are reversible with comprehensive backup and recovery tools.

6. Comply with Regulations

Higher education institutions would be well-advised to implement effective backup and recovery processes. For example, the General Data Protection Regulation ( GDPR) requires institutions to mitigate risks to the data they control, which may include backing up EU student and alumni data.

7. Speed Up Recovery

For many higher ed institutions, having unresolved data loss or corruption for over one week could negatively impact students, alumni, and faculty. As you construct your data recovery strategy, you will need to define your recovery point objective (RPO) and recovery time objective (RTO).

Control Salesforce with built-in policies and policy templates

You can use the following built-in policy templates to detect and notify you about potential threats:

Automate governance controls

In addition to monitoring for potential threats, you can apply and automate the following Salesforce governance actions to remediate detected threats:

Protect Salesforce in real time

Review our best practices for securing and collaborating with external users and blocking and protecting the download of sensitive data to unmanaged or risky devices.