Conducting the Health Check
- Step 1 – Check the Salesforce Contract and Product Usage. You may be a consultant coming into an org for the first time,...
- Step 2 – Security Check. The next area we’ll take a look at is Security. Mainly, we are looking at the overall security...
- Step 3 – Check Access Controls. The next stop on our Health Check is access controls, which...
What is security health check in Salesforce?
Security Health Check As an admin, you can use Health Check to identify and fix potential vulnerabilities in your security settings, all from a single page. A summary score shows how your org measures against a security baseline, like the Salesforce Baseline Standard.
How do I set the baseline for health check in Salesforce?
From Setup, enter Health Check in the Quick Find box, then select Health Check. In the baseline dropdown (1), choose the Salesforce Baseline Standard or a custom baseline. The baseline consists of recommended values for High-Risk, Medium-Risk, Low-Risk, and Informational Security Settings (2).
How do I ensure the security of my Salesforce Org?
This module covers two important ways to ensure the security of your Salesforce org when developing and running custom apps. Let’s start with Health Check. What Is Health Check? Health Check is a dashboard that lets you see how closely the security settings in your org align to the settings recommended by Salesforce.
How do I use health check?
As an admin, you can use Health Check to identify and fix potential vulnerabilities in your security settings, all from a single page. A summary score shows how your org measures against a security baseline, like the Salesforce Baseline Standard. You can upload up to five custom baselines to use instead of the Salesforce Baseline Standard.
How do I create a health check report in Salesforce?
It is important to follow a clear process when conducting your Salesforce Health Check, which I have divided into four steps.Step 1 – Check the Salesforce Contract and Product Usage. Salesforce Contract. ... Step 2 – Security Check. “Health Check” ... Step 3 – Check Access Controls. ... Step 4 – Org Build Analysis.
How is health check score calculated Salesforce?
The Health Check score is calculated by a proprietary formula that measures how well your security settings meet either the Salesforce Baseline Standard or your selected custom baseline. Settings that meet or exceed compliance raise your score, and settings at risk lower your score.
Why Salesforce health check is important?
Salesforce Security Health Check is an important tool for Salesforce administrators who are responsible for the well-being of the Salesforce org and work for its improvement. With this tool, they can take note of all vulnerabilities and work toward eradicating the same with the help of their team.
Why should you use health check when developing apps in Salesforce?
Health Check can expose inactive security mechanisms that exist in your org's security settings. You can use that information to improve the security of your org as you deploy custom apps. This feature is important because any time you build and deploy a custom app, you impact the security of your org as a whole.
What is Salesforce shield?
Salesforce Shield is a trio of security tools that helps you build extra levels of trust, compliance, and governance right into your business-critical apps. It includes Shield Platform Encryption, Event Monitoring, and Field Audit Trail.
What is require HttpOnly attribute?
1. Require HttpOnly Attribute. An HttpOnly Cookie is a optional attribute added to a browser cookie that prevents client-side scripts from accessing data. This attribute is set by web server while sending response back to web browser.
How do I run Optimizer report in Salesforce?
Run Salesforce OptimizerFrom Setup, enter Optimizer in the Quick Find box, then select Optimizer.Click Allow Access to authorize Optimizer to analyze your org. Check the attestation checkbox, and click Save and Close.Click Open Optimizer. This launches the app in your org. ... Click Run Optimizer.
What is my salesforce domain?
Showcase your company's brand with your My Domain name. That My Domain name is used as your org-specific subdomain in Salesforce login and application URLs. For example, https://mycompany.my.salesforce.com and https://mycompany.my.site.com .
What is Salesforce assessment?
Salesforce assessments measure the candidate's ability to customize the Salesforce software and model data using tools such as Visualforce and Apex. Anti-cheating features enable you to be comfortable with conducting assessments online.
Which three items are available in the mobile navigation menu choose 3 answers?
You can include Visualforce pages, Lightning pages, and Lightning components. Make sure you've created tabs for those items first. To create a tab, from Setup, enter Tabs in the Quick Find box, and select Tabs.
Why is health check important?
This feature is important because any time you build and deploy a custom app, you impact the security of your org as a whole.
How does HttpOnly work in Salesforce?
Setting the HttpOnly attribute will change how an app communicates with the Salesforce server by increasing the security of each cookie the app sends. Since HttpOnly prevents cookies from being read by JavaScript, the browser can receive the cookie but it cannot be modified in the browser.
Why is it important to build custom apps for Salesforce?
When you build custom apps to run on your Salesforce org, it's important to ensure that your Salesforce instance is secure in addition to securing the apps themselves. Since the majority of custom applications are business specific, it's likely that the apps you build will be specific to your Salesforce org.
Does Salesforce use Aura or LWC?
However, in general, Salesforce is moving away from using Aura components and using LWC instead. LWC are custom HTML elements built using HTML and JavaScript. LWC and Aura components can coexist and interoperate on a page. To admins and end users, they both appear as Lightning components.
Ever Wish You Had a Dashboard to Assess Your Security Settings?
We have good news — you do! It’s called Health Check, and it's available in Setup. As an admin, you can use Health Check to improve your org’s overall security and even improve your score with one click. You can even run it before you’re done with this module! Don’t worry, we’ll wait here until you're done.
Identify and Fix Security Risks in Your Org
Now that you're aware of Health Check's capabilities, let's try it out.
Custom Baselines
Health Check is set up to automatically measure your org's security against the Salesforce baseline (called Stand Values in the tool), but you can also import your own baseline for a more customized view of security. These are called Custom Baselines in the tool and you can add them by simply importing an XML file.
View Security Across Multiple Orgs with Security Center and Optimizer
If you run a Salesforce environment with multiple orgs, you can use the power of Health Check across all of your orgs with Salesforce's Security Center. This tool is an add-on and not available out of the box like Health Check, but has a deeper level of capabilities that span multiple orgs.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
What is a baseline health check?
The baseline consists of recommended values for High-Risk, Medium-Risk, Low-Risk, and Informational Security Settings (2). If you change settings to be less restrictive than what’s in the baseline, your health check score (3) and grade (4) decreases.
How many baselines can you upload to Salesforce?
You can upload up to five custom baselines to use instead of the Salesforce Baseline Standard. From Setup, enter Health Check in the Quick Find box, then select Health Check. In the baseline dropdown (1), choose the Salesforce Baseline Standard or a custom baseline.
Can you change the settings on Fix Risks?
Not all settings can be changed using the Fix Risks button. If a setting you want to adjust does not appear on the Fix Risks screen, change it manually using the Edit link on the Health Check page.
How many fields can you have in Salesforce?
It’s common to see objects with hundreds of fields. While Salesforce Enterprise Edition allows up to 500 custom fields per object, Salesforce Optimizer flags any standard or custom object with more than 75 fields on one page layout.
How to disable health check in NPSP?
On the NPSP Settings page, click System Tools and then Health Check. You can select (check) if you’d like to Disable Record Data Health Checks, which will ignore records and look only at NPSP configuration. Because Gorav is looking for record data problems, he will leave this unselected. Click Run Health Check.
What is Salesforce Optimizer?
In addition to NPSP Health Check, the Salesforce Optimizer takes a snapshot of your org to look for potential problems and gives you a detailed report on at least 55 metrics covering storage, fields, users, and much more. For each metric, Salesforce provides a blueprint to address problem areas or improve user adoption. Keep in mind this is for your whole Salesforce org, not just NPSP.
What does Gorav's error list tell him?
One of the errors tells him that there are two opportunities that both have more than one primary opportunity contact role, which can cause opportunity rollups (like Total Gifts) to be incorrectly calculated.
Methods of fixation of risks
The fix risk buttons are used for changing the settings but not all settings can be transformed using such buttons. If you are not able to find the setting on the fix risk screen, then you have to make the changes manually by using the edit link which is available on the health check page.
Calculation of health check score
For the calculation of the health check score, we need to apply the proprietary formula that helps in measuring the extent of working of security settings that are able to meet the requirements of the baseline standards for their help in the selection of the custom baselines.
Percentage risk score
You can make the recommendation according to the percentage of the risk. If the percentage score is the line between 0 and 33 you can recommend that the higher risks are associated with the system and their health needs to be improved soon.
Creation of custom baseline for Salesforce Health Check
For maintaining Salesforce Health Check, you can complete the work of importing the customized baseline so that you can make a comparison of the security settings existing in your org with the standards created by you in context of Security Health Check.
The importance of XML files
You can also make the editing process of the XML file using the text editor. Also, you can make the adjustments of the categories of the risk for the customisation of your health check scoring.
Parting tips
Hope you got enough idea of checking the health status of Salesforce regularly. The security health check is one of the powerful means of maintaining the productivity and feasibility of all the implementation processes within the Salesforce organization. Try to calculate the health check-up score regularly and maintain an effective working process.