Why data security is crucial in Salesforce and how to achieve it

March 30, 2023

Tags: Technologies



One of the most important aspects when creating a website or any application is the security of the data that will be contained therein. Cyberattacks happen often, so developers and experts make sure to use tools and features to block them to stay safe. This is a particularly tricky aspect in Salesforce.


“Salesforce is the client company. We create cloud-based software designed to help businesses connect with their customers in a whole new way, so they can find more prospects, close more deals, and wow customers with incredible service." they say on the Salesforce website.





Data security and its importance in cloud computing


Salesforce is a CRM technology that works based on the cloud, hence the importance of knowing what is referred to as cloud computing. This is one of our areas of expertise, defined as the on-demand delivery of IT resources over the Internet with pay-per-use pricing. Instead of buying, operating, and maintaining physical servers and data centers, you can use a cloud provider like AWS to get technology services like processing power, storage, and databases as needed.


By having the data in a cloud, it must have the necessary security functions and tools to protect it from any cyberattack and thus keep all the information confidential, earning the trust of customers.


At IBM they point out “Security in the cloud is a collection of procedures and technology designed to address external and internal threats to business security. Organizations need cloud security as they move toward their digital transformation strategy and incorporate cloud-based tools and services as part of their infrastructure.”




Data Security in Salesforce: How to Achieve It


Salesforce offers a wide range of security features to help you achieve data security in your organization. Here are some development and QA features and best practices for achieving data security when using Salesforce within company systems:


  • User Management: Assign users to their specific roles with only the necessary access permissions. Implement the principle of least privilege by granting only the minimum access required for users to perform their job functions.
  • Password Policies: Set up password policies for all Salesforce users to make sure they create strong passwords that are hard to guess or hack.
  • Two-Factor Authentication: Use two-factor authentication to add an extra layer of security to user logins. Salesforce offers a range of two-factor authentication options, including time-based one-time passwords, SMS authentication, and third-party authenticator apps.
  • Data Encryption: Encrypt sensitive data using Salesforce's built-in encryption features. Salesforce offers field-level encryption and platform encryption to protect your data at rest and in transit.
  • Data Access Controls: Use Salesforce access controls to restrict access to sensitive data. This includes configuring profiles, roles, and permission sets, as well as using object-level security and field-level security to control access to data.
  • Audit Trails: Enable Salesforce audit trails to track user activity and control changes to data. This helps you identify any unauthorized access or changes to the data.
  • Regular security reviews: Perform regular security reviews to identify any vulnerabilities or weaknesses in your Salesforce security settings. This includes reviewing user access, password policies, data access controls, and encryption policies.





By following these best practices, you can achieve data security in Salesforce and protect your organization's sensitive data from unauthorized access or data breaches. It is important to ensure that all users are trained on these security policies to maintain a strong security posture.


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