Backup and Recovery

Six Salesforce Security Best Practices

Mike Melone
Content Marketing Manager
September 13, 2021

The sensitive information you hold in Salesforce is vital to the growth of your company. When data is procured, your teams can use it to build and maintain valuable company relationships, manage interactions and turn leads into valued customers. These crucial components help you expand the reach of your business and better serve your customers.

But how can you protect this vast amount of sensitive information and ensure the right people have the right level of access? Implementing routine practices can provide more than just peace of mind. Here’s how you can use Salesforce security best practices to keep your most critical data secure.

1. Set Restrictive Permissions

One of the most important ways to protect your data is to take measures that help prevent an internal attack. If a cybersecurity incident occurs, restricting administrative access helps ensure adversaries are less likely to access admin accounts with far-reaching privileges.

Once intentional permissions are set, be sure to review and revalidate them over time. From new accounts to those no longer in use, routine housekeeping can help ensure your information remains secure.

We know this can be a challenge to do manually and Admins are often looking for solutions to save time. Third-party tools like OwnBackup Secure offer features that let you easily search your Salesforce data across object, records, and users lenses to understand precisely why particular Salesforce users have read, edit, deletion, or export permissions.

2. Activate Multi-Factor Authentication (MFA)

Multi-factor authentication adds extra protection to your Salesforce data, and is now a requirement of all organizations who use Salesforce. As the infiltration techniques used by adversaries become more advanced, a simple password may not be enough to protect against unauthorized usage. MFA requires the user to confirm their identity in two or more ways upon logging in.

This extra layer of security can be achieved in a few ways, such as:

  • Security keys: Security keys are small devices that can be used in place of a password. This handheld hardware is easy to carry with you and links via port or wireless technology for versatile connectivity.
  • Authenticator apps: These apps create unique, temporary login codes for a more secure login process.
  • Built-in authenticators: From facial recognition to fingerprint readers, enabling the basic MFA verification processes on your desktop, laptop or mobile device can boost security.

3. Identify Security Vulnerabilities and Misconfigurations

Understanding what data you have in Salesforce and identifying misconfigurations are foundational steps to strengthening your org’s security posture, as well as reducing risk.

Salesforce offers the Health check tool, which can be a good starting point for smaller organizations. However, most companies need much more robust capabilities that are customized to their company’s security policy and can analyze important implementation details like custom code and user access configuration.

With OwnBackup Secure for example, you can easily identify and fix misconfigurations, incorrect permissions, and data exposures in your Salesforce environment with ease. Secure also allows you to proactively automate the remediation of these misconfigurations with detailed action plans and real-time alerts.

4. Safely Inspect Suspicious Code

From creating precise development and testing environments to anonymizing sensitive data, populating a Salesforce sandbox with an intuitive seeding solution can help make verifying untested or untrustworthy code safer and simpler. This method creates an isolated environment that mirrors production environments, which helps prevent potentially malicious code before it infiltrates your network. With the code isolated to the test environment, you can experiment with different variables, test system changes before they go live and remove minor threats before they become significant issues.

5. Perform Regular Backups

Even with all these protections in place, it might not be possible to prevent every single threat that compromises your data. This is where strengthening the resiliency of your CRM platform becomes essential in keeping your business running like clockwork. Performing regular backups can protect critical data and metadata and make recovery quick and hassle-free. With a backup and recovery solution, you can:

  • Receive real-time incident alerts
  • Easily pinpoint impacted data
  • Seamlessly restore your system

You should also consider automating daily backups. Doing so helps ensure the most current data is accessible in the event of an incident and your teams can get back to work efficiently.

6. Trust Your Salesforce Data to OwnBackup

By enacting a plan focused on both the key elements of automated backup and recovery, as well as SaaS security posture management, you can be well positioned to fortify data security and recover from data loss and corruption.

At OwnBackup, we help companies in both areas. Our market-leading backup and recovery solution, OwnBackup Recover, is currently available for Salesforce, Microsoft Dynamics 365, and ServiceNow. And with OwnBackup Secure, we can assess your current Salesforce implementation and help ensure it aligns to your policies around data classification, access controls, Salesforce Shield Platform Encryption, data retention, and compliance audits.

Get started with a free Salesforce Risk Assessment to review your security posture within Salesforce.

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