How to Protect Your Salesforce Data 

Businesses depend on data now, so Salesforce users must especially focus on protecting it. Salesforce holds onto your most important business data: information on customers, your sales and business insight. When a data breach, loss or corruption happens, it can cause money loss, harm the company’s reputation and disturb company operations. The best way to stop this is by using strong data security strategies. In this piece, we’re going to discuss how you can secure your Salesforce records.

Implement Strong Access Controls

Restricting access to your Salesforce data is the initial way to keep your data safe. The consequences of weak access management are unauthorized use or mistaken handling of important data. Use robust techniques, such as multi-factor user authentication, to address this issue. Passing two-factor authentication on MFA involves using a password and receiving a code via your mobile phone.

Put role-based access control RBAC rules in place to ensure that employees can only access information that is necessary for their tasks. As an example, a salesperson might need contact information of customers but not the company’s sales numbers.

Encrypt Sensitive Data

Both at rest and while being transferred, Salesforce data is well protected by encryption. Salesforce provides Platform Encryption as a way to protect confidential details, files and attachments. Should someone without authorization get access to your data, they will not be able to read it unless they have the decryption key.

Regular Backups and Data Recovery Plans

You can lose your data because of careless actions, wrongdoing by others or system breakdowns. You should perform frequent backups to protect your data, in case you need to access it quickly. Since Salesforce does not back up your data, companies need to create a strong plan to back up their information.

This is where Flosum Backup & Archive for secure Salesforce data makes a difference for Salesforce. With Flosum, your backups are done automatically, and you can use safe storage and quick restoration in case something unexpected happens to your data. You can handle regular data backups, keep older data archived and remain in compliance with industry rules by using Flosum’s tool.

Along with making backups, take time to plan your recovery from any data loss. Publish an announcement about testing your recovery process a few times a year. Ensuring a proper backup and recovery plan is in place saves money and gets your business back to normal quickly.

Monitor and Audit Data Activity

Salesforce data is regularly examined and reviewed to assist in identifying any suspicious or dangerous activity. Salesforce’s Event Monitoring and Audit Trail help administrators see what users are doing, who’s logging in and the changes they make to data. You can determine whether someone has accessed the system without authorization or whether data exports are occurring unexpectedly by looking through these logs.

Set up alerts for when a lot of login attempts occur or when your system downloads a lot of data. Conducting audits often ensures that the company is obeying both its policies and the rules from outside. Organizations in the healthcare and financial sectors must demonstrate compliance with regulations like HIPAA or PCI DSS by maintaining comprehensive records of their activities.

Train Employees on Data Security Best Practices

People making errors is a major reason for many data breaches. A phishing attack, a weak password or wrong data handling can cause employees to accidentally provide Salesforce data. Training your team regularly in data security best practices is the solution. Help team members recognize phishing attempts, pick strong passwords and use the proper procedures for sharing and storing data within the company.

Inspire everyone to be cautious about security. Make sure employees tell you about anything suspicious right away, and do not use personal email accounts for sensitive company information. Certain risks to Salesforce data can be decreased if your staff knows how to prevent them.

Secure Integrations and Third-Party Apps

The system created by Salesforce makes it easy to use third-party applications, but misusing these integrations can cause security problems. Before installing the program, make sure to check its security requirements. Verify that the application complies with Salesforce’s security guidelines and is free of known security risks.

You can find reliable and secure apps on AppExchange in Salesforce. By default, set third-party apps on your mobile device to access only the information they need to function properly. Occasionally, check your connected apps and remove the ones you don’t use anymore.