5 Best Salesforce Security Best Practices: Every Business Should Consider

Introduction

Data security has always been a significant threat for many organizations, which stops them from adopting new technologies, especially Cloud technologies. And why not? The breach of an organization’s data security ultimately affects its financial health and brand image in the market.

According to a new report from IBM and the Ponemon Institute-The average cost of a data breach in 2020 is $3.86 million. The report shows a 1.5% decrease in prices from 2019 but still a 10% rise over the last five years.

This shows how important it is for organizations to save their data from unauthorized access. So which security platform an enterprise must choose?

Well, when it comes to security, nothing can beat Salesforce, the world’s number one CRM, which is highly demanded, providing robust security in current times.

Today from small businesses to FORTUNE 500 companies, over 150,000 Salesforce customers are flourishing this secure, scalable cloud platform. Salesforce has become a top choice globally. But how? The credit definitely goes to instant Salesforce support.

Salesforce products come with built-in security from the ground up that helps enterprises protect their data and applications robustly. This post will guide you to the best Salesforce security practices that have made this CRM a top choice worldwide.

Multi-factor Authentication

Enabling Multi-factor authentication in Salesforce is considered one of the most acceptable security practices. Multi-factor authentication, also known as MFA, is a critical component that adds an extra security layer in the business systems against the threats like phishing attacks, accounts hacking or takeovers, or credential stuffing.

MFA is the most effective and straightforward way that protects an organization and its data from unauthorized account access. It asks users to provide more than just their username and passwords and makes sure that your users will be exactly as they say they are.

MFA works more straightforwardly; it requires users to validate their identity with two or more forms of identification when they log in.

Salesforce comes with robust and innovative MFA solutions that make a perfect balance between security and user convenience. When it comes to satisfying business and user requirements, salesforce products are the best options because they support several robust verification methods.

Run Security Health Check

Health check is one of the prominent tools that comes with standard Salesforce products. Salesforce health check is widely used to identify and scan the security configurations unit and fix it with potential vulnerabilities in security settings.

An organization needs to run a health check to describe its own security’s health. With just one click, you can improve your overall organization’s security and even boost its score. A score is a factor that shows how healthy your organization’s security is; it ranges from a score of 0-100, in which 0 describes the danger zone, and 100 resembles most secure.

Use Salesforce Shield

The Salesforce shield is a robust tool that can take your data security to the next level. The salesforce shield works in three practical ways: platform encryption, event monitoring and field audit trail. Platform encryption encrypts highly confidential data like bank accounts, credit card details etc.

Platform encryption keeps your data protected even when there is no data transfer. It is one of the essential tools for financial services organizations to keep their data highly safe and secured.

On the other hand, event monitoring comes with a visibility feature that helps admins and security professionals to have a transparent look at the user behaviour and application performance. This helps in analyzing the potential threats and increase Salesforce use and drive adoption.

Audit trails help organizations to dig the long histories of up to 10 years. Be it custom objects, cases, contacts, leads or opportunities, an audit trail allows you to track the field history seamlessly. This tool is highly beneficial for the banking, healthcare, financial, and government agencies who need to manage the data for the long term.

Sessions Timeout

Session timeout is another very effective Security practice in Salesforce that prevents your account from unauthorized access. The default session timeout in Salesforce is two hours of inactivity. This tool is highly recommended for the financial services, IT, healthcare and other industries that deal in customer data.

An active session setting prevents the user’s device from internal and external attacks.

For example, if a user has an active salesforce session timeout in their device and left the device while still logged in, and another employee wants to access it, they fail. Because Session timeout limits the exposure to the networks.

The best part about Session timeout is it gives users the authority to control when an inactive user session expires.

The salesforce session settings come with two hours of inactivity; when the session time out limit is reached, a dialog box pops up on the user’s window that allows them to log out or continue working. If a dialog box does not receive any revert within the time limits, it automatically logs out.

Set IP Login Ranges

Login IP ranges are widely used to control login access for a user profile. Login IP ranges limit unauthorized access as it requires users to login into Salesforce from designated IP addresses, i.e. corporate network or VPN. In Salesforce, users with profile login IPs can log in from IP addresses within the range; otherwise, the access is denied.

This practice helps admins define the range of verified and allowed IP addresses to control access to Salesforce. Always remember that configuration of Login IP ranges is different.

• If you use a professional, group or personal version, you can configure Login IP ranges: Security controls > Session Settings.
• And with an enterprise or developer edition, you can configure Login IP ranges via Manage Users > Profiles.

Final Words

So here are a few best Salesforce security practices that can help you to secure your data quickly. If you are using Salesforce currently, it is already an excellent start for your business as this platform is ahead in the competition of providing top security.

We understand what role data plays for an organization; hence compromising its security is never an option. So what are you waiting for? It’s high time for you to use these Salesforce security practices and make your business systems more robust and sustainable than ever before.

To know more about Salesforce CRM to attain the significant business benefits, it is advisable to leverage Salesforce consulting services to achieve your business goals faster. It will be great to hear your experience on the above shared practices.

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