cloudanalogy12 (7)

1
Salesforce Security Best Practices for Every Admin
2
Overview
Customer Relationship Management is critical to
the success of every profit-oriented business in
todays times when much emphasis is given to
aspects such as data security and best
practices. Following these advanced Salesforce
Security best practices will help us get most of
the powerful and out-of-the-box Salesforce CRM
system. Through it, Salesforce admins can easily
leverage all of the platforms features to
safeguard their company and customers' data.
3
Salesforce Security Best Practices
Data Sharing
Implicit Sharing
External Sharing
Session Settings Identity Verification
Session Settings Session Timeout
Creating Admins with Permission Sets
4
Data Sharing - When it comes to data sharing, who
has access to which data on the Salesforce
platform is very important for the security of
each instance data. However, it is important
how data gets shared in the role hierarchy for
most administrators.
5
Implicit Sharing - Salesforce provides implicit
sharing model between accounts and child records
(opportunities, cases, and contacts) and for
various groups of portal users for Salesforce
Admins. Implicit Sharing is when a user gains
access to a child record and also gains read-only
access to the parent.
6
External Sharing - Salesforce also provides
separate External Sharing Org Wide Defaults (OWD)
to set a different default access level for
external users. Before setting the external
organization-wide defaults, make sure the feature
is enabled in Salesforce.
7
Session Settings Identity Verification - One of
the effective ways Admins can enhance the
security of their Salesforce instance is by
leveraging session settings. Admins can protect
the most sensitive parts of Salesforce by
enabling the Raise session to high assurance
option for certain items.
8
Session Settings Session Timeout - In
Salesforce, an administrator can configure
session settings to log out when the user is in
Salesforce and hasn't been active for a certain
period of time. Configuring and Controlling
Session Settings on a user profile basis are
ideal to set the session timeout duration after
two hours.
9
Creating Admins with Permission Sets - Profiles
in Salesforce is a collection of settings and
permissions that allow administrators access to
make organizational changes. Admins can create
three Permission Sets and each of these
Permission Sets can be implemented individually.
The permission set group contains the combined
permissions of all three permission sets. The
three permission sets are User Admin, Record
Admin, and Metadata Admin.
10
Conclusion
Implementing these above-mentioned best security
practices may effectively reduces the risk of
data breaches and protects sensitive data from
malicious and accidental thefts. If you are
looking to discover more about Salesforce
Security Best Practices for Salesforce data,
contact Cloud Analogys team of certified
Salesforce experts now!
11
THANK YOU