An intentional approach to data security helps avoid data loss events. Here are 9 aspects of a successful Salesforce data security policy.

1. 9 Essential Aspects of a Successful
Salesforce Data Security Policy
www.autorabit.com
Click to d text

2. Hereare9essentialaspectsofasuccessfulSalesforcedatasecuritypolicy:
▪ Access Controls
▪ Self-hosting vs Cloud Hosting
▪ Updated User Permissions
▪ Frequent Audits and Reporting
▪ Communicate Best Practices to Team Members
▪ Ensure Strong Code
▪ Current Data Backup
▪ Properly Configured Data Recovery
▪ Regulatory Compliance Awareness
7/1/2022 www.autorabit.com 2

3. 1.AccessControls
• The most basic level of protection for your Salesforce system is to
control who can access it. Log in screens are your first line of defense
against unwanted visitors. Vendors can also have their own portal into
your system, so these screens will need to be protected as well.
7/1/2022 www.autorabit.com 3
2.Self-hostingvsCloudHosting
• Salesforce is hosted in the cloud. And while this provides a series of
benefits, it can also create security issues. Hosting your own network
provides full control over your IT infrastructure so you know you’re
properly covered.

4. 3.UpdatedUserPermissions
• Overexposure of data is a major vulnerability for data security. Simply
put, more people that have access to a set of data increases the
chances of it being leaked or otherwise compromised.
7/1/2022 www.autorabit.com 4
4.FrequentAuditsandReporting
•You aren’t going to be able to fix a problem if you don’t know it exists. In
fact, IBM reported that it takes an average of 280 days to find and
contain a data breach. Your Salesforce data security policy needs to take
this into account by running audits and reports to check your system for
breaches.

5. 5.CommunicateBestPracticestoTeamMembers
• Open communication is a simple but powerful tool in a Salesforce data
security policy. Unfortunately, poor practices by our team members
are frequent sources of data loss and system breaches.
7/1/2022 www.autorabit.com 5
6.EnsureStrongCode
•The software releases from your Salesforce DevOps pipeline offer
increased functionality and security. However, this goal will only be
achieved if the code that makes up these releases is error free.

6. 7.CurrentDataBackup
• As we mentioned earlier, there is no guarantee that you will never
experience a data loss event. Preparing for the worst-case scenario
might not be pleasant, but you will be happy you did should this
scenario occur.
7/1/2022 www.autorabit.com 6
8.ProperlyConfiguredDataRecovery
•A recent data backup is only the first step in this effort. You must also be
able to restore the backed up data quickly and efficiently. A recent
snapshot of your system won’t provide any benefits if you can’t move this
data and metadata back into your active Salesforce environment.

7. 9.RegulatoryComplianceAwareness
• Many businesses deal with sensitive information. Those in regulated
industries such as banking, insurance, and healthcare will need to
remain informed about applicable government regulations relating to
data security.
7/1/2022 www.autorabit.com 7

8. 7/1/2022 www.autorabit.com 8
info@autorabit.com
+19255001004
548MarketStreetPMB98272
SanFranciscoCA
94104-5401
www.autorabit.com
Source:9EssentialAspectsofaSuccessfulSalesforceDataSecurityPolicy
Contact us or Request a demo
Click to add text
Click to add text
https://www.autorabit.com/request-a-demo/