Some Actionable Tips for Salesforce Data Security and Backup

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Data Security

There had been many recent incidents where the widespread of remote working. Due to the pandemic posed a significant threat to date security. Businesses that use CRM systems across the globe have started using Salesforce on the cloud. On their devices and from mobile phones etc. Even though companies are trying to run their operations as usual as possible, certain circumstances have changed their styles dramatically. There is more reliance on various digital systems now, and businesses. Have to step up to better protect the data from any types of internal threats.

To protect and safeguard Salesforce data, the admins need to consider the data infrastructure and the backup and recovery tools. Security monitoring is essential across the Salesforce ecosystem to identify which users access the data. What essentials are needed to ensure optimum data security. If you already haven’t taken appropriate measures, it is high time you secure the cloud applications you manage.

Cyberattacks are increasing daily, and cyber criminals now take advantage of the data vulnerabilities to infiltrate the networks. Considering this, it is essential to take appropriate actions to prevent any critical data loss. Malicious access to business data. Even when on the cloud. which is deemed to be highly secured and decentralized. It is primarily the responsibility of the users to protect their data. Bringing the proper precautions will help protect your CRM systems like Salesforce. During any data crisis and give you the power to react to data security threats proactively.

Get a security health check

It is essential to gather a detailed overview of your current security standards if you are on Salesforce. Any possible vulnerabilities can be categorized into various classes as low-risk, medium-risk, high-risk, etc. You can quickly assess the impact and make changes accordingly. Salesforce has a tool known as Health Check, which will evaluate and grade your fundamental security measures across various categories. Produce an appropriate percentage score by giving recommendations for quickly addressing the weaknesses of the data process.

Salesforce offers security checks tools that everyone can run on their own. The admins can set measures in terms of security,. Each user can take steps to enact and ensure the security measures. These tools, if used correctly, can identify all the settings and possible vulnerabilities in your Salesforce org. Using devices over a security checklist can help you review the existing security standards and fix any flaws. Salesforce is built an excellent security model, which comes with numerous settings updated frequently. These tools describe the standard settings, potential impacts, and reference materials to update you.

Enabling two-factor authentication

Two-factor authentication is a Salesforce feature that is built-in. It enables an additional layer of security. If you are not already using the two-factor authentication for Salesforce org, you should switch it on now. This will demand the users to go through an additional level of user authentication.Each login to ensure optimum protection to Salesforce accounts and data.

With two-factor authentication, the users will also download the apps like Salesforce Authenticator. To their phone or get an OTP over a text message. By relying on this unique code shared personally, Salesforce can confirm that the authentic user. It trying to access the account and grant permission. Two-factor authentication also adds a guard layer between the bad actors and the Salesforce instances. This can also be used efficiently in salesforce data recovery and backup to ensure that you are constantly dealing with the right set of data and users.

Here are two ways to roll out two-factor authentication

  1. You may require the users to comply with two-factor authentication when they log on to Salesforce.
  1. You may trigger the two-factor authentication only when users meet a specific criterion. Like reviewing reports and accessing a connected app.

To ensure the optimum usage of two-factor authentication. Salesforce admins can also set up some IP restrictions, which will only restrict the access. To the Salesforce data within a specific IP range or at certain times of the day. These measures will offer an add-on layer of security to Salesforce data.

Set up a role hierarchy

Adding to the field and object-level security, it is ideal for maintaining a proper organization’s role hierarchy. Along with dictating the areas accessible to a particular user. The concept of role hierarchy also revolves around the reports, records, and dashboards. That can be easily viewed or modified by the specific roles. Role hierarchy will also let the admins grand write, read, or delete access. To data based on the rank or position of the users in various business departments. Even though it is available, it is a highly underused functionality. In contrast, a well-architected hierarchy will cover up the Salesforce instance. As an additional security layer based on each user role.

Scanning for any virus or malware

There is an adverse argument on hosting the Salesforce data on different systems; however, instead of integrating the data with a comprehensive platform like Salesforce on the cloud. However, Salesforce may need extra security, which some third-party apps have offered for virus scanning and monitoring.

There are many possible security vulnerabilities in a typical business working environment. As the threat can come through unsecured devices, open networks, malware, and many more. You may use Salesforce Shell to protect against any possible threats.

There are many data protection and security tools available at Salesforce App Exchange. Even though there are plenty of such simplified and lightweight solutions available. You have to be very careful about choosing one apt for your need in hand.