The uses of CRM tools like Salesforce have increased over the world as remote working becomes more dominant. With Salesforce being one of the biggest CRM tools, it has users around the globe accessing the platform and its data from their devices.
Although Salesforce is a secure and safe platform, the importance of data security means that it may be necessary to take extra precautions to ensure your data is protected. Here are nine tips to secure your data in Salesforce.
1. Carry out a health check on Salesforce
You should get a detailed overview of the security that Salesforce offers. The tool has a Health Check feature that grades baseline security across several categories and gives recommendations and percentage scores to address the weakness quickly. In addition, every vulnerability that it unearths is divided into three classes – Low Risk, Medium Risk, and High Risk. And this will allow you to give priority to the most deserving.
2. Use two-factor authentication
Two-factor authentication is another good way to secure your data. It requires the users to undergo two levels of authentication every time they log in. To use TFA, users must have the Salesforce Authenticator app on their phone or get a unique code through text message to confirm that they are the ones trying to gain access to the account. It’s easy to lose, share or guess a password, but TFA gives an extra security barrier to differentiate between legal and illegal password access.
3. Have clearly defined role hierarchy
Having a role hierarchy within your organization adds to your security level. Making data accessible/inaccessible through user roles and hierarchy ensures that your data is better protected.
With a role hierarchy, admins can grant user data access based on their hierarchy in the organization. Instead of dictating the fields that users can access, it determines the dashboard, report, and records that users can view and edit based on their roles.
4. Use Salesforce Shield
The Salesforce Shield is a tool created for developers and admins to bolster critical apps to the business with extra security layers. It also ensures that users can automate many of the Salesforce security policies. This tool doesn’t require a complex setup. It is admin-friendly and is incredibly useful for organizations in the health and finance sectors to protect sensitive information.
There are several ways to improve the security of your Salesforce tool using the Salesforce Shield; some of these are:
- Platform encryption
- Event monitoring
- Field audit traits
5. Use a virus scanner
You may argue about the need to avoid putting your data in several systems and why it’s better to integrate with a comprehensive tool such as Salesforce. However, you still need extra security layers, even for Salesforce, which can come from using a third-party virus scanner.
6. Use the Clickjack protection
Clickjacking is one of the different types of hack that an organization can suffer through the internet. It involves users clicking on a link or button they believe is safe but is malicious in reality. For example, hackers and malicious actors can use clickjacking on Salesforce to access and alter data.
However, Salesforce offers a customizable protection level against this by restricting iframes usage on your website pages. The standard Salesforce page has default protection against clickjacking, but you are recommended to enable clickjack protection from Session Setting to provide additional security on the customer Visualforce page.
7. Secure your APIs
An exciting feature of Salesforce is that it’s easy to integrate it with other services and apps, allowing you to share data and improve your functionality. However, not all the apps you are connecting to your Salesforce is safe, and this may leave room for several issues such as:
- Code injections
- DDoS attacks
- Fraudulent logins
- Replay attacks
- Unsecured cardholder information
- Exposed data through URI keys
Since accessing an unsecured or shady API can lead to compliance issues, data breaches, and hacks, then measures must be put in place to use these APIs and remain protected. Some of the steps that you can take are:
- Enable whitelisting on the app
- Create an integration user
- Improve access controls for your integration users
- Watch the API access
8. Use custom login flow
Salesforce helps to protect against illegitimate logins and also gives authorized access even when the conditions are unusual. With custom login flow, you can add an authentication step if the login attempt is unusual. For instance, if the user attempts to login out of hours or from restricted IPs, it can trigger a flow that the user must meet to gain access, such as answering secret questions, for extra security.
9. Improve the user access controls
Salesforce has several user access requirements and setting that you should tighten up to boost your security, especially with people working from home.
When they are not in an office environment, users may forget to apply the best practices and security measures previously drilled into them. As a result, you must tread the fine line between user experience and security. So, for instance, it may be a good idea to have the users reset their passwords every week. This may infuriate members of the workforce, but it is protecting your Salesforce data.
Salesforce offers a good level of data security, but there’s no harm in making sure you are double secure. These tips put your data security in your hands and out of reach to malicious actors.