Salesforce Security Practices to Ensure Privacy and Security

Salesforce is a powerful platform that can help businesses streamline their processes and improve their bottom line. However, with great power comes great responsibility, and it is crucial that businesses take steps to ensure the privacy and security of their business data on Salesforce.

In this article, we will discuss Salesforce Security Best Practices and how businesses can implement them to protect their data from unauthorized access, data breaches, and other security threats.

Why is Salesforce Security Important?

Salesforce is a cloud-based platform, which means that businesses are entrusting their sensitive data to a third-party provider. While Salesforce has robust security measures in place, businesses also have a responsibility to ensure the security of their data. Failure to do so can result in a range of negative consequences, including loss of reputation, legal liability, and financial damage.

Data breaches are a growing concern for businesses of all sizes, and Salesforce is not immune to this threat.

In fact, Salesforce has been the target of several high-profile data breaches over the years, including a breach in 2018 that exposed the data of over 30,000 customers(link to news article).

This highlights the importance of taking proactive steps to ensure the security of your business data on Salesforce.

Tarams’ List of Best Practices

User Access Controls

User access controls are one of the most important aspects of Salesforce security. Businesses should implement a system of user roles and permissions that restrict access to sensitive data to only those users who need it to perform their job duties. This can include limiting access to specific fields, objects, or records within Salesforce.

It is also important to regularly review user access controls and ensure that they are up-to-date and appropriate. When employees leave the company or change roles, their access to Salesforce should be updated accordingly to ensure that they no longer have access to sensitive data that is no longer necessary for their job duties.

Two-Factor Authentication

Two-factor authentication is an additional layer of security that can help protect Salesforce accounts from unauthorized access. With two-factor authentication, users are required to provide two forms of identification before they can access their Salesforce account. This can include something they know (such as a password) and something they have (such as a mobile phone or hardware token).

Salesforce offers several options for two-factor authentication, including SMS verification, email verification, and authentication apps such as Google Authenticator. Businesses should enable two-factor authentication for all Salesforce users to add an extra layer of security to their accounts.

Data Encryption

Data encryption is a critical aspect of Salesforce security. Encryption ensures that sensitive data is protected even if it falls into the wrong hands. Salesforce offers several options for data encryption, including field-level encryption, platform encryption, and data-at-rest encryption.

Field-level encryption allows businesses to encrypt specific fields within Salesforce, such as social security numbers or credit card numbers. Platform encryption provides encryption for all data at rest within Salesforce, while data at rest encryption encrypts data stored on disk in Salesforce data centers.

Businesses should implement data encryption based on their specific security needs and regulatory requirements. It is important to ensure that encryption keys are properly managed and stored to prevent unauthorized access.

Regular Audits and Monitoring

Regular audits and monitoring are essential for maintaining Salesforce security. Businesses should conduct regular security audits to identify potential vulnerabilities and ensure that security measures are up-to-date and effective. This can include reviewing user access controls, monitoring for unusual activity, and reviewing security logs.

Salesforce also provides several monitoring tools, including event monitoring and transaction security, which can help businesses detect and prevent security threats in real time. Businesses should leverage these tools to detect and respond to security incidents as quickly as possible.

In addition to regular audits and monitoring, businesses should also establish incident response procedures in the event of a security breach. This can include identifying a response team, developing a communication plan, and conducting regular drills to ensure that the team is prepared to respond quickly and effectively in the event of an incident.

Training and Awareness

Finally, training and awareness are key components of Salesforce security. Businesses should provide regular security training to all Salesforce users to ensure that they are aware of potential security threats and best practices for protecting sensitive data. This can include training on how to create strong passwords, how to identify phishing scams, and how to report suspicious activity.

In addition to training, businesses should also establish a culture of security awareness throughout the organization. This can include regular communication about security best practices, highlighting the importance of security in company policies and procedures, and rewarding employees who demonstrate good security practices.


Salesforce is a powerful platform that can help businesses streamline their processes and improve their bottom line. However, it is crucial that businesses take proactive steps to ensure the privacy and security of their business data on Salesforce. Implementing best practices such as user access controls, two-factor authentication, data encryption, regular audits and monitoring, and training and awareness can help businesses protect their data from unauthorized access, data breaches, and other security threats.

By prioritizing Salesforce security, businesses can not only protect their sensitive data but also build trust with their customers and stakeholders. The implementation of these security best practices can be a significant investment in the short term, but the long-term benefits of protecting sensitive data and maintaining a strong security posture far outweigh the costs.

Tarams Software Technologies Pvt Ltd. is a software services company bridging the gap between ideas and successful products. Our combined experience in diverse domains and technology, paired with a keen eye on current technological advancements, results in the right mix you need for your business to grow.

Our dynamic team comprising developers, designers, and subject matter experts ensures the smooth development and administration of processes and modules in Salesforce. We pride ourselves in our Advanced Salesforce Capabilities to build custom solutions tailored to suit the client’s needs.

How can we help you?

Recommended Posts