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Data Security

Strengthen security posture by understanding data exposure risks and proactively taking action to protect your data with OwnBackup Secure.
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security risk
Reduce security risk and data breaches
protect data
Protect highly sensitive data
identify risks
Identify new risks as they emerge
identify risks
Be audit ready,
all the time


Identify security risks with confidence
Security insights
Insight panels
Who Sees What Explorer
Quickly assess your current Salesforce implementation and how it aligns to your policies around data classification, access controls, Salesforce Shield Platform Encryption (encryption at rest), data retention, and compliance audits.

Pinpoint misconfigurations, incorrect permissions, and data exposures wherever they may be in Salesforce.
Analyze overall Salesforce security posture in a single screen. Security Insights delivers key SaaS security posture management (SSPM) metrics broken down into six distinct lenses for additional drill-downs: Data Protection, Integration, Data Loss Prevention, Access Control, Security Model Authorization, and Monitoring.
ownbackup secure identify
Keep the data analysis going. Drill down further in each Security Insights lens to uncover more granular data like users, permissions, high-risk fields, and encryption settings.
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.

Granular drilldowns help ensure the Principle of Least Privilege – eliminating over-privileged users who can weaken your org’s security posture.


Classify sensitive information with ease
Sensitivity and compliance
Fill rates and usage
Smart classification
ownbackup secure classify
Isolate exactly where sensitive information exists in Salesforce and apply classification categories without leaving the platform.
ownbackup secure classify
Not all data is equal. Assign compliance and sensitivity categories down to the field level to inform profiles and permission settings for users.

Popular sensitivity levels include Confidential, Private, Public and our favorite: create your own. Sample compliance categories can include: PII, HIPAA, PHI, GDPR, PCI, COPPA, and CCPA.
ownbackup secure classify
Knowing how fields are being used is critical when prioritizing which Salesforce data to classify and protect. The Fill Rates Calculator provides a percentage of records that have entries in each field.
ownbackup secure classify
Receive proactive notifications when potential high-risk fields have been identified as unclassified. With one click, InfoSec and admins can immediately view the precise fields likely to contain sensitive data requiring classification.


Control access rights with precision
User authorization
Proactive alerts
Accelerate remediation with detailed blueprints
Accelerate Salesforce Shield implementation
ownbackup secure protect
Stop Salesforce configuration creep with granular “Who Sees What” lenses, and trace individual, group, or guest access rights down to the record level.
ownbackup secure protect
With Who Sees What Explorer, quickly search your Salesforce data across object, records, and users lenses to understand precisely why Salesforce users have read, edit, deletion, or export permissions.
ownbackup secure protect
Create customized alerts and notifications when thresholds are met. Sample alerts include:

- Data Vulnerability Score
- Data Export System Permission assigned
- Data Egress Score
- Data Classification Score
ownbackup secure protect
Proactively automate remediation of data vulnerabilities and encryption blind spots with detailed action plans.
ownbackup secure protect
Simplify the implementation and maintenance process of Salesforce Shield to save time and money, and ensure it is implemented correctly.


Prove compliance with industry regulations
Time Machine
Multi-org reporting
Action plans
ownbackup secure prove
Deliver real-time, evidence-based reports and audits to satisfy internal policies and external regulations in highly regulated industries.
ownbackup secure prove
With one click, view results from previous data security analyses to understand how data vulnerabilities are evolving. Use the scheduling functionality to automatically set up data snapshots around encryption, data classification, security insights, retention policies, and user authorizations.
ownbackup secure prove
Connect multiple Salesforce orgs for visibility into security insights across the six data security lenses:

Data Protection, Integration, Data Loss Prevention, Access Control, Security Model, Authorization, and Monitoring.

Use the progress, compliance, and stack ranking reports to understand your security posture across your entire data surface area.
ownbackup secure prove

Access progress, compliance, and stack ranking reports across multiple security lenses and orgs.

Export the raw Secure data for use in other BI applications or use the PDF reports to drop charts into presentations.

Build native Salesforce dashboards and reports using the OwnBackup Secure objects that are contained in the AppExchange managed package.

ownbackup secure prove
Secure delivers detailed action plans and prescriptive next steps to strengthen your security posture. By analyzing more than 30 unique dimensions, Secure delivers contextual insights—removing the guesswork.

Guided Risk Assessment for Salesforce

Identify your risk exposure and review your security posture.
Request free risk assessment
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Implement & Manage Salesforce Shield 80% Faster

Save time and ensure it's implemented correctly.
Learn about Secure for Shield
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OwnBackup Secure Resource Center

featured image cisos guide to salesforce
The CISO's Guide to Salesforce
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featured image shield platform checklist
Salesforce Shield Platform Encryption Checklist
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what 2020 revealed about salesforce data security
Top 5 Salesforce Security Gaps Our Risk Assessments Revealed
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  • Identify & Manage Risk.

    OwnBackup Secure provides excellent visibility and helps with identifying and managing risk! The team has been very helpful and has been great to work with!
    Adam Safie
    5-Star AppExchange Review
  • Intuitive, Simple to use, Powerful.

    I think the title says it all. Never had to look at the documentation as it is that easy to use. However, don't let the simplicity fool you. It is a very powerful tool.
    Joey Rubino
    5-Star AppExchange Review
  • Accelerator.

    The team has been very open to feedback, feature requests, and support whenever we want to engage.
    Roopesh Sheth
    5-Star AppExchange Review
  • Simplifying a complicated task - Great Work!

    Not only did they deliver an application that simplifies a really complicated process, they provide a consultative approach with a wealth of experience. Very approachable with a great sense of humor!
    Donna Heyvaert
    5-Star AppExchange Review

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