Salesforce Consulting Services: 9 Tips to Keep Your Data Secure with Salesforce
- Emorphis Technologies
- Feb 16, 2021
- 4 min read
Nowadays, we always hear about the news of data leaks, data hacks, and security breaches. So, companies’ priority is to offer overall security to the data. During this pandemic, remote working has become widespread a little sooner than anticipated, and CRM users across the world are now accessing Salesforce and its data on their gadgets.
In the face of increased remote working, businesses need to step up their efforts to protect their data from internal or external threats. For most companies, data is the most valuable asset, and to prevent its misuse, Salesforce gives their customers the tools to safeguard it with great efficacy. Besides, Salesforce is built with so many capabilities and provides robust features to the enterprises.
To prevent any kind of data leaks, Salesforce users must prohibit sharing their logins through emails. Recently, Pony’s Vawtrak malware had stolen user credentials and tried to access and take data from Salesforce by making unauthorized logins.
Salesforce offers a single cloud-computing resource to serve its customers by assigning a unique identifier number to each customer. This ID is further associated with each session of the companies to access the cloud and thus ensure effective data security.
Moreover, Salesforce has a health check feature that tells security scores that show the robustness of the configuration, and this security health score is based on Salesforce’s recommended baseline settings.
As a Salesforce customer, you always need to take significant steps to secure your Salesforce environment by following practices that are considered as your mantras.
Knock-Knock! –Who’s there?
Prevent unauthorized access by turning two-factor authentication for your business. It is an extra layer to ensure the security of Salesforce accounts.
To access their Salesforce account, users can download an app like the Sales authenticator, or they can receive a text message. Afterward, they may be required to have a unique identification number to confirm their identity before accessing the accounts. TFA is more effective than passwords that can be lost or guessed.
Data Encryption
Data encryption is a method where information is encoded and can only be accessed or decrypted by a user with the correct encryption key. Consumption of platform encryption should accompany the regular generation of a new tenant secret.
Recall re-encrypting the encrypted data with the new critical irrespective of whether they are currently used or archived and not destroyed.
Use Virus Scanner
Any kind of virus can lead to unexpected data loss or cause computer crashes and to avoid such circumstances, Salesforce needs extra data security, preferably through a virus scanner app with the help of third parties. There are numerous security vulnerabilities through insecure devices, calling for the need to connect the Salesforce virus scanner app to the Salesforce environment. Install firewalls and antivirus software and ensure they are updated and working properly.
Custom Logins flows:
To protect a Salesforce account, Salesforce provides a tool called customer login flows, which directs users through a login process before accessing the Salesforce account. Users can use it to control the business processes that users follow when they login Salesforce accounts.
Custom login flows enable you to include additional authentication procedures when they seem unusual login attempts.
Strict user access controls
As this pandemic has forced everyone to work from home, the Salesforce data is more likely to be attacked by online intruders. Organizations need to work along with their employees to ensure regular system updates because remote employees delay updates.
When they are in the office, instruct the employees to change passwords frequently and encourage them to cover protection procedures.
Security Health Check
As the name implies security, health check tools’ main focus is security. Health check improves the Salesforce organization’s overall security and the ability to keep the bad ones out. This can help to address security weaknesses fast. Any vulnerability detected is classified as low risk, medium risk, and high risk.
The Salesforce is required to run a health check into their organization to identify any vulnerabilities and settings out there. The tool itself describes the setting, its possible impact, and tutorial material regarding how to fix issues.
Shield Platform Encryption
With shield platform encryption, you can encrypt all kinds of sensitive data at rest on the Salesforce platform. Shield platform encryption builds on the data encryption options that Salesforce provides out of the box.
Here, the data is stored in many customs fields and standards. Moreover, the attachments are encrypted using an advanced HSM-based key derivation system. Therefore, it is highly protected even when other lines of defense have been compromised. Your encryption keys are not sharable to other users of your organization. The Salesforce can be allowed to generate the key material, or downloads are available.
Salesforce Application Programming Interface
We all know that Salesforce is integrated with other apps and services, thus facilitating data sharing and boosting functionality. Though all apps which are integrated with Salesforce are completely safe, yet it will be the best option to seek a security model of API to connect to Salesforce before giving access to it. As a Salesforce user, you should enhance data security and integrity. Look at the companies who can help to backup and restore the data.
Activate Clickjack Protection
Clickjacking names sound like unfamiliar jargon for those who never heard of it. But here you can clear your mind. Clickjacking is a hack that tries to attract users into clicking a link or pressing a button they perceive to be safe. This hacking is held by the cybercriminals to perform malicious operations.
With Salesforce, the technique can be used to ease instant and data modification. Salesforce can tailor data protection against possible clickjacking by restricting the iframes uses on-site pages. This page may be protected by default, but it is better to install additional protection.
Recapitulation
All organizations should keep an eye on their data sharing and security model even when some employees are working remotely. When you show your Salesforce data to unauthorized users in a community, you need to lockdown records and permissions. Unauthorized data access may result in data manipulation and thus affect the decision making processes.
Salesforce also has their in-house features to keep your data safe, secure and you only need to follow these best practices to stay safe from malicious attack. For any further assistance, you can hire the best Salesforce consulting companies who can do all these activities on your behalf.
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