RevCult is now OwnBackup Secure! In 2021, OwnBackup acquired RevCult, enhancing the cloud data protection platform with proactive data security. With OwnBackup Secure, you will strengthen security posture by understanding data exposure risks and proactively taking action to protect and secure your data—all within Salesforce.
Many of our customers work in highly secure and regulated industries (i.e. healthcare, financial services, etc.). With the close scrutiny involved with those industries comes an elevated focus on compliance and security. Almost all of our clients in those spaces have carefully defined and articulated Data Retention Policies.
When implementing a cloud solution like Salesforce to elevate your business and the processes that drive it, the platform often falls under the purview of Information Security teams. This is to ensure that the data stored within the platform adheres to the same standards as the rest of the IT systems.
Fortunately, Salesforce’s Shield security suite of products offers a solution to ensure that your data stored in the Salesforce cloud follows the same Data Retention Policies as the rest of the company. The component of Shield that can help here is called Field Audit Trail.
Field Audit Trail allows you to:
No central view
As many of our customers have found out, Field Audit Trail is a great way to ensure that you’re storing the right information (not too much; not too little), but implementation can be a challenge. Selecting the fields you want to track history for at an object level isn’t too bad from a standard administrator’s standpoint. That said, seeing all of your objects in one place and how many fields you are (or are not) tracking isn’t really available.
A need for developers
Additionally, the configuration of Data Retention Policies is an “API Only” feature. This means that you’ll need a developer (preferably one who is familiar with the Salesforce Metadata API) to update your Data Retention Policies for you. You would also need the help of a similarly proficient developer to let you know what policies are currently in place at any given point in time. They are simply not visible in the user interface anywhere as of this writing.
We decided there had to be a better way than manually configuring and trying to explain to our customers’ InfoSec teams that “we promise we implemented the Data Retention Policy as defined.” We wanted to find a solution to:
When we build internal tools that are invaluable to the success of our clients in any way (in this case, it’s security), we like to look at the bigger picture and see if others can benefit from the work we’ve done. In this case, we strongly feel that others can benefit from the solution.
All that said, we’re proud to announce OwnBackup Secure for Shield, the UI for Salesforce Field Audit Trail.
Interested in learning more? Request a free Guided Risk Assessment for Salesforce today, or schedule a demo below.