Tips and Best Practices to Ensure a Secure Salesforce System
In today’s digital world, data security has become a trending topic. In fact, with more information being shifted to the cloud, increase in the number of breaches, change in policies, and requirements, the need for data privacy and security has increased significantly. As a cloud-based platform, Salesforce has become a preferred choice of organizations looking to store their data in a secure way.
While Salesforce is an extremely secure platform due to the presence of some fundamental security tools, it isn’t completely secure. Salesforce users should take some measures to protect their Salesforce environment. Listed below are some of the tips and best practices, which every user should undertake:
Defining a Stance: It is important to have a clear vision of what you want from a data security point of view before making any changes. It’s important to take into consideration everything like obligations to shareholders, regulatory compliance needs and industry. Since your Salesforce org constantly changes, it’s important to outline a stance while maintaining core security principles.
How Your Company is Aligning with the Stance: Once you have defined your stance, make sure to do a data classification exercise to know what kind of data is present in your system. Review all the types of data to ensure if confidential data is secure or not. Usage of platform encryption should be done and accompanied by the generation of a new tenant secret. The Salesforce health check feature checks all the settings and switches available to you and how securely you are using them. Finally, it’s important to well document the security model and review its implementation.
Define an Action Plan: Once the documentation is reviewed, it’s important to ensure that everyone has an understanding of how Salesforce is being used by the organization. Post this recommendation can be provided to create a plan of action basis the security stance defined in the beginning.
So, if you too are willing to make your Salesforce environments secure, it’s important to follow the aforementioned tips and best practices. If you are still on the fence, it’s in your best interest to get in touch with an experienced and certified Salesforce consultant who can guide you through the realm.