In this presentation, we will discuss Salesforce Security Best Practices for Every Admin. Following these advanced Salesforce Security best practices will help us get most of the powerful and out-of-the-box Salesforce CRM system. Through it, Salesforce admins can easily leverage all of the platform’s features to safeguard their company and customers' data.

1. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Salesforce
Security Best
Practices for
Every
Admin

2. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Overview
Customer Relationship Management is critical to the success of every profit-oriented
business in today’s times when much emphasis is given to aspects such as data
security and best practices.
Following these advanced Salesforce Security best practices will help us get most of
the powerful and out-of-the-box Salesforce CRM system. Through it, Salesforce
admins can easily leverage all of the platform’s features to safeguard their company
and customers' data.

3. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Salesforce Security Best Practices
Data Sharing
Session Settings:
Identity Verification
Implicit Sharing External Sharing
Session Settings:
Session Timeout
Creating Admins
with Permission Sets

4. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Data Sharing - When it comes to data sharing, who
has access to which data on the Salesforce
platform is very important for the security of each
instance data. However, it is important how data
gets shared in the role hierarchy for most
administrators, including how users can access a
record or set of records because of where they sit in
the hierarchical structure

5. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Implicit Sharing - Salesforce provides implicit sharing
model between accounts and child records
(opportunities, cases, and contacts) and for various
groups of portal users for Salesforce Admins.
The sharing capabilities of the Lightning Platform
include a wide variety of features that administrators
can use to explicitly grant access to data. Implicit
Sharing is when a user gains access to a child record
and also gains read-only access to the parent.

6. cloud.analogy info@cloudanalogy.com +1(415)830-3899
External Sharing - Salesforce also provides separate
External Sharing Org Wide Defaults (OWD) to set a
different default access level for external users.
Before setting the external organization-wide
defaults, make sure the feature is enabled in
Salesforce.

7. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Session Settings: Identity Verification - One of
the effective ways Admins can enhance the
security of their Salesforce instance is by
leveraging session settings. Admins can protect
the most sensitive parts of Salesforce by
enabling the “Raise session to high assurance”
option for certain items. This feature can be
activated on a lot of things including, Reports
and Dashboards, Manage Connected Apps, and
more.

8. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Session Settings: Session Timeout - In
Salesforce, an administrator can configure
session settings to log out when the user is
in Salesforce and hasn't been active for a
certain period of time. Configuring and
Controlling Session Settings on a user profile
basis are ideal to set the session timeout
duration after two hours.

9. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Creating Admins with Permission Sets - Profiles in
Salesforce is a collection of settings and permissions
that allow administrators access to make
organizational changes. Admins can create three
Permission Sets and each of these Permission Sets
can be implemented individually. The permission set
group contains the combined permissions of all three
permission sets. The three permission sets are User
Admin, Record Admin, and Metadata Admin.

10. cloud.analogy info@cloudanalogy.com +1(415)830-3899
Conclusion
Implementing these above-mentioned best
security practices may effectively reduces the
risk of data breaches and protects sensitive
data from malicious and accidental thefts.
If you are looking to discover more about
Salesforce Security Best Practices for
Salesforce data, contact Cloud Analogy’s team
of certified Salesforce experts now!

11. THANK
YOU
cloud.analogy info@cloudanalogy.com +1(415)830-3899