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10 Easy Steps to Mastering
Org Security
Director, Admin Marketing
Salesforce
@RebeccaSaar
Senior Manager, Security
Engagement
Salesforce
@laurapelkey1
Laura Pelkey
Today’s Speakers
Rebecca Saar
Forward Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating
and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected
current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-
based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such
forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results
could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events;
the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading
provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the
competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our
customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and
prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate
and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of
acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in
complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains
or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic
investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau
due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to
protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and
maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet,
those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release
of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability
to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit
facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate
change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the
Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at
www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Connect with Us!
@SalesforceAdmns
#AwesomeAdmin
admin.salesforce.com
Salesforce Admins
Salesforce Admins
Salesforce Admins
Watch the Recording
Find it right here on:
trailhead.com/live
This is being recorded!
Join the Admin Webinar Group for Q&A!
Don’t wait until the end to ask your
question!
• We have team members on hand to answer
questions in the webinar group.
Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup
Today’s Agenda
Making security part of your success story
9 Security best practices & controls
1 Step to educate yourself & your users
Resources
Q&A
Cybersecurity is More Important Than Ever
Security Best Practices and Controls
• Measure your Org’s security against Salesforce’s
standard baseline
• Easily identify at-risk security settings
• Fix with one click for immediate results
• Customize based on your company’s
compliance/reporting needs
Give Your Security Settings a Check-Up
1. Health Check
Launching in 2020
Preview: Security Command Center
2. Lock Down User Access with Two-Factor Authentication
2FA Protects account access even if a user’s password is compromised
Something
you know
Something
you have
3. Consider Single Sign On (SSO)
For 1 or more orgs
Single sign-on (SSO) lets users
access authorized network
resources with one login – if your
users need to access multiple apps
regularly, this is a game changer.
An added security benefit is that
you can use 2FA or MFA with SSO!
4. Login IP Ranges
New IP, who ‘dis?
5. Field Level Security (FLS)
For your eyes only
• Restrict access at the Profile level
• Define user’s access to fields on a
given object
• Controlled on the profile and
permission sets
6. Security Using Permission Sets
Manage user access to data
Permission Set Groups
Group permission
sets based on user
roles for easier
assignment.
You can now
assign a
permission set
group to a profile!
NEW(ish) starting in Winter ‘20
7. Mobile Security
• Enable 2FA
• Configure SSO
• Require a PIN code for mobile users
• Configure the mobile session timeout
• Edit mobile compliance policies
• Enable or disable the Salesforce
mobile browser app
I’m a mobile girl, in a mobile world.
8. Data Classification
Understanding data through classification
Field Usage
Current status of the field
Data Sensitivity Level
Level of sensitivity of the
data typically housed in the
field
Data Owner
Look-up to user or group
Monitor and take action on user
activity
Know who is accessing data from where with
daily and hourly event log files
Drive user adoption
Analyze user behavior to drive training and
adoption of Salesforce
Optimize Performance
Proactively identify bottlenecks and high
demand pages to improve user experience
Add visibility and automation to your Salesforce data
9. Monitoring and Preventative Controls
Educate Yourself and Your Users
10. Educate Yourself and Your Users
• Use Health Check as a starting point to assess the security of
each of your orgs
• Earn security badges on Trailhead relevant to your role (or to
expand your security knowledge)
• Partner with your IT team to educate users about phishing
Where to start
• What is a phishing email?
• How can I tell if an email is a phish?
• What kind of emails will I get from Salesforce?
• What should I do if I suspect an email to be a
phish?
If you see something suspicious related to your
Salesforce implementation, report it to
security@salesforce.com, in addition to your own
IT or security team.
Educate Your Users About Phishing Emails
Recap: 10 Easy Ways to Master Org Security
1. Run Health Check
2. Implement Two-Factor Authentication (2FA)
3. Consider Single Sign On (SSO)
4. Set Login IP Ranges
5. Field Level Security
6. Review Profiles and Permission Sets
7. Evaluate Your Mobile Security
8. Use Data Classification
9. Get Familiar with Preventative and Monitoring Controls
10. Educate Yourself and Your Users
Resources
Protect Your Salesforce Data Trailhead Trail
bit.ly/protectyoursalesforcedata
Managing Security for Multiple Orgs Just Got
Easier
bit.ly/salesforcesecurityfororgs
Q&A
bit.ly/AdminWebinarGroup
Slides
bit.ly/adminsecurityslides
Wrapping Up
Survey
bit.ly/adminsecuritysurvey
10 Easy Steps to Mastering Org Security

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10 Easy Steps to Mastering Org Security

  • 1. 10 Easy Steps to Mastering Org Security
  • 2. Director, Admin Marketing Salesforce @RebeccaSaar Senior Manager, Security Engagement Salesforce @laurapelkey1 Laura Pelkey Today’s Speakers Rebecca Saar
  • 3. Forward Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock- based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  • 5. Watch the Recording Find it right here on: trailhead.com/live This is being recorded!
  • 6. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • We have team members on hand to answer questions in the webinar group. Stick around for live Q&A at the end! • Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
  • 7. Today’s Agenda Making security part of your success story 9 Security best practices & controls 1 Step to educate yourself & your users Resources Q&A
  • 8. Cybersecurity is More Important Than Ever
  • 9. Security Best Practices and Controls
  • 10. • Measure your Org’s security against Salesforce’s standard baseline • Easily identify at-risk security settings • Fix with one click for immediate results • Customize based on your company’s compliance/reporting needs Give Your Security Settings a Check-Up 1. Health Check
  • 11. Launching in 2020 Preview: Security Command Center
  • 12. 2. Lock Down User Access with Two-Factor Authentication 2FA Protects account access even if a user’s password is compromised Something you know Something you have
  • 13. 3. Consider Single Sign On (SSO) For 1 or more orgs Single sign-on (SSO) lets users access authorized network resources with one login – if your users need to access multiple apps regularly, this is a game changer. An added security benefit is that you can use 2FA or MFA with SSO!
  • 14. 4. Login IP Ranges New IP, who ‘dis?
  • 15. 5. Field Level Security (FLS) For your eyes only • Restrict access at the Profile level • Define user’s access to fields on a given object • Controlled on the profile and permission sets
  • 16. 6. Security Using Permission Sets Manage user access to data
  • 17. Permission Set Groups Group permission sets based on user roles for easier assignment. You can now assign a permission set group to a profile! NEW(ish) starting in Winter ‘20
  • 18. 7. Mobile Security • Enable 2FA • Configure SSO • Require a PIN code for mobile users • Configure the mobile session timeout • Edit mobile compliance policies • Enable or disable the Salesforce mobile browser app I’m a mobile girl, in a mobile world.
  • 19. 8. Data Classification Understanding data through classification Field Usage Current status of the field Data Sensitivity Level Level of sensitivity of the data typically housed in the field Data Owner Look-up to user or group
  • 20. Monitor and take action on user activity Know who is accessing data from where with daily and hourly event log files Drive user adoption Analyze user behavior to drive training and adoption of Salesforce Optimize Performance Proactively identify bottlenecks and high demand pages to improve user experience Add visibility and automation to your Salesforce data 9. Monitoring and Preventative Controls
  • 21. Educate Yourself and Your Users
  • 22. 10. Educate Yourself and Your Users • Use Health Check as a starting point to assess the security of each of your orgs • Earn security badges on Trailhead relevant to your role (or to expand your security knowledge) • Partner with your IT team to educate users about phishing Where to start
  • 23. • What is a phishing email? • How can I tell if an email is a phish? • What kind of emails will I get from Salesforce? • What should I do if I suspect an email to be a phish? If you see something suspicious related to your Salesforce implementation, report it to security@salesforce.com, in addition to your own IT or security team. Educate Your Users About Phishing Emails
  • 24. Recap: 10 Easy Ways to Master Org Security 1. Run Health Check 2. Implement Two-Factor Authentication (2FA) 3. Consider Single Sign On (SSO) 4. Set Login IP Ranges 5. Field Level Security 6. Review Profiles and Permission Sets 7. Evaluate Your Mobile Security 8. Use Data Classification 9. Get Familiar with Preventative and Monitoring Controls 10. Educate Yourself and Your Users
  • 25. Resources Protect Your Salesforce Data Trailhead Trail bit.ly/protectyoursalesforcedata Managing Security for Multiple Orgs Just Got Easier bit.ly/salesforcesecurityfororgs