The increase in remote working and reliance on automation makes many businesses make extra efforts to enhance the Salesforce security. Cybercriminals are on the rise and they are taking advantage of any situation to steal or manipulate data.
The Salesforce systems have not been spared because the sales team often deals with sensitive data largely distributed online. Following the right procedures can safeguard data in Salesforce. Here are 9 tips you can consider.
Adopt a two-factor authentication
Turn on the two-factor authentication for your business. The two-factor authentication requires users to be verified on a second level in every login. This can be ab effective way of protecting the Salesforce accounts.
Users can download an app like the sales authenticator or they can receive a text message. Then they may be required to key in the unique code to confirm their identity before accessing the accounts. TFA is effective than passwords, which can be lost or guessed.
Use virus scanner
Salesforce needs extra data security, preferably through a virus scanner app from a third party. Viruses can lead to unexpected data loss or cause computer crashes. There are lots of security vulnerabilities through unsecured devices, calling for the need to connect the virus scanner to the Salesforce environments.
You can lock down the environments using a non-native system such as EZ protect. Install firewalls and antivirus software and ensure they are updated and working properly.
Custom logins flow
In many organizations, Salesforce has a tool to protect against unauthorized logins. The feature can allow you to access the system under all circumstances, including unusual conditions.
Custom login flows enable you to include additional authentication procedures when the login attempts seem unusual. For instance, if a user attempts to log in from an IP that is restricted, you can set a flow that is to be triggered, requiring the user to meet other security requirements, such as answering a secret question.
Don't forget to check out: Salesforce Security – An Encryption Guide For The Paranoid
Strict user access controls
Salesforce data is more prone to threats because so many people are working from their homes. Organizations need to work with their employees to ensure regular system updates because remote employees delay updates.
When they are always from the office, they can forget to take into account the best security practices. Lay a distinction between user experience and security. Instruct the employees to change passwords frequently and encourage them to cove additional protection procedures.
Salesforce health check
Healthcheck is a tool that enables the grading of baseline security in various categories, producing results and offering recommendations. This can help to address security weaknesses fast. Any vulnerabilities detected are classified as low-risk, medium-risk and high-risk.
The Salesforce is required to run the security check tool in their organization to identify vulnerabilities and settings. The tool can describe the setting, its possible impact, and educational material regarding how to fix issues.
Shield platform encryption
Shield platform encryption provides a layer of data security while allowing the critical platform to continue functioning. You can encrypt sensitive data that is being transmitted online. Your organization can comply with data security policy, contractual obligations, and regulatory requirements for data handling.
Shield platform encryption allows data stored in standard and custom fields to be encrypted using an HSM-based system such that it is protected in all circumstances. Your encryption keys are not saved or shared among other users across organizations. The Salesforce can be allowed to generate the key material or you can download the material.
Your employees are critical assets in protecting data in Salesforce. They should be trained about the significance and procedures of data protection.
Educate the employees through e-learning courses, training classes, and site briefings. Let them understand that even if they could be working remotely, they need to stick to security policies. Training can make employees more vigilant about putting security measures into practice.
Secure application programming interface
College essay papers say Salesforce can be integrated with other services and apps, thus facilitating data sharing and boosting functionality. However, not all apps embedded in Salesforce are safe. Seek a security model of API to connect to the Salesforce before giving it access. As a Salesforce customer, you should enhance data security and integrity. Look for companies who can help you to backup and restore the data.
Activate click jack protection
Clickjacking is a hack that tries to lure users into clicking a link or pressing a button they perceive to be safe. This may, however, be used by cybercriminals to perform malicious operations.
With Salesforce, the technique can be used to facilitate instant and data modification. Salesforce can customize data protection against possible clickjacking by restricting the iframes uses on-site pages. The pages may be protected by default but it is better to install additional protection.
Check out an amazing Salesforce Video tutorial here: What are Permission Sets (Object Level Security) in Salesforce?
All organizations should review their data sharing and security models even when some employees are working remotely. When you expose Salesforce data to unauthorized users in a community, you need to lockdown records and permissions. Unauthorized data access may result in data manipulation and this can ultimately affect the decision making processes. Follow the above tips to secure data in the workforce.
Jessica Chapman is a writer and editor from Chicago working for an academic writing site, Essay writer for you. She works in management and technology subjects and blogs in sports, politics and travel niches. You can contact Jessica on Facebook.