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You’ve Changed! - Field Audit Trail
and the Salesforce Time Machine
​Jonathan Bruce
​Director of Product Management
​Salesforce
​@jonbruce
​
​Jennifer McClain
​Director, Product Management
​CloudLock
​@jenniferdigital
​
It’s been a busy year...
CIOs are struggling to balance innovation and compliance
RegulationsNew Tech
World’s Most Trusted Enterprise Cloud
Trust is our #1 value
Five Elements of Trust
Transparency
Always on availability
Performance at scale
Global data centers
Enterprise compliance
Q1 Transactions
211B
+ Customers
150k
Apps
2M+
Salesforce Trust Services
Infrastructure Services
AnalyticsCommunityMarketingServiceSales Apps
Network Services
Application Services
Secure Data
Centers
Backup and
Disaster Recovery
47 Major Releases
HTTPS
Encryption
Penetration
Testing
Advanced
Threat Detection
Identity & Single
Sign On
Two Factor
Authentication
User Roles &
Permissions
Field & Row
Level Security
Secure
Firewalls
Real-time
replication
Password
Policies
Third Party
Certifications
IP Login
Restrictions
Customer
Audits
150,000+ customers 2,000,000+ apps
Sixteen years of innovation on the world’s most trusted cloud
Introducing: Salesforce Shield
Infrastructure Services
Network Services
Application Services
Secure Data
Centers
Backup and
Disaster Recovery
HTTPS
Encryption
Penetration
Testing
Advanced
Threat Detection
Identity & Single
Sign On
Two Factor
Authentication
User Roles &
Permissions
Field & Row
Level Security
Secure
Firewalls
Real-time
replication
Password
Policies
Third Party
Certifications
IP Login
Restrictions
Customer
Audits
Salesforce Shield
Platform
Encryption
Event
Monitoring
Field Audit
Trail
New services to help you build trusted apps fast
​Monitor User Activity
​Know who is accessing data from where
Optimize Performance
​ Troubleshoot application performance to
improve end user experience
​Track Application Usage
​ Understand application usage to increase
adoption
Gain Visibility Into User Actions with Event Monitoring
Encrypt Sensitive Data While Preserving Business Functionality
Seamlessly protect data at rest
Encrypt standard & custom fields, files & attachments
​
Natively integrated with key Salesforce features
E.g., Search, Chatter, Lookups work with encrypted data
Customer managed keys
Customer-driven encryption key lifecycle management
Strengthen Data Integrity with Field Audit Trail
Ensure data is accurate, complete &
reliable
Answers the who, what, when of data changes
Establish Data Retention Policies
Comply with internal and industry regulations
Track and Access Data at Scale
Big data back-end for more fields for longer
retention
“I need the ability to audit who has viewed
a records regardless of how they access
it” - -Summa (SI) -Phillips Sapphire
“I have a customer that had an issue
where they were hacked a couple months
ago. The hack stole someone's SFDC
user name/PW and extracted a list of their
contacts & customer info. They spent
weeks with legal teams, insurance and the
like afterwards (big $$). ” - Charles Schwab
Security & Audit Use Cases
“Our case object is the core of our org,
and records everything. We have maybe
100 fields on there that track all sorts of
metrics – whether it’s a case, various
actionable dates, attributes, etc. We’re
going need to add even more in order to
support the latest product release cases.
- Wearable Device Vendor
Business Process Use Cases
Biggest Asks from the Past Year
● New Retention Policy UI - most requested feature!
● True up all objects types for parity with Field History Tracking
● Improved SOQL capabilities
● Round out field type coverage (large text field, multi-select
picklists...)
● Longer Retention periods
Now, You Can Enhance Record Retention Capabilities
Keep track of your data evolution and life cycle
3x20 FIELDS PER OBJECTFIELDS PER OBJECT
Out-of-the-Box Field Audit Trail
Applies to all editions: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited,
Developer
SOQL
Bulk API
Maximize Auditability Without Sacrificing Performance
Retain archived field history data up to 10 years, independent of field history tracking
18
10
MONTHS
YEARS
SALESFORCE FIELD AUDIT TRAIL
1DAY
FIELD HISTORY
accounts
contacts leads
opportunities
cases
custom object
custom object
custom object
custom object
custom object
custom objectcustom object
inspection
warehouse inventory
position
job
review
badge
workstation
workstation
user story patient medications
budgets
expenses
members
points
transactions
OUT-OF-THE BOX CUSTOM POLICY
DATA ARCHIVE
bug
applicant
candidate
Secure Online Data Archive for Business Compliance
Single normalized data set for easier query, storage and accessibility
Field Audit Trail in a Nutshell
Single normalized data set for easier
query, storage and accessibility
What’s Next For Field Audit Trail?
Moving Quickly to Address Swiss Cheese Effect
Biggest asks from the past year include:
● New Retention Policy UI - most requested feature!
● True up - entity types for parity with Field History Tracking
● Improved SOQL capabilities
● Round out field type coverage (large text field, multi-select
picklists...)
● Longer Retention periods
Field Audit Trail - Policy Configuration UI
​Assess Field Audit risk
​Org-wide view of field audit tracking in your org
​Overview of Policies
​Holistic view of object-specific retention policies
​Policy Deployment
​Immediate policy enforcement
Available
post #DF
‘15
Demo - Field Audit Trail UI
Shawn Butterfield, PMM
CloudLock
​Jennifer McClain
​Director of Product Management
​jennifer@cloudlock.com
​@jenniferDigital
​
USERS &
APPS
DATA
INFRASTRUCTURE
● Behavioral Anomaly
● 3rd Party Apps granted access to data
● Cloud Data Protection &
Governance
● Regulatory Compliance
● Audit Logs
● Security APIs
CloudLock Enables Customers to Securely Embrace the Cloud
ITSecurity
App Developer
Homegrown Apps
ISV Cloud Apps
Enterprise
SaaS
force.com
PaaS and IaaS
Content
Classification
User Behavior
Analytics
. . .
Encryption
Management
Apps
Firewall
force.com
IDaaS
Configuration
Security
CloudLock Security Fabric 2.0: Cybersecurity-as-a-Service
INFRASTRUCTURE
CloudLock and Salesforce Shield
CloudLock Overview
Top Use Cases
• Account Compromise
• Data Breach
• Cloud Malware
• Regulatory Compliance
• Security Ops & Audit
CloudLock: Healthcare and Financial Policy Packs
Field Audit Trail in CloudLock’s Security Fabric
• Compliance Auditing
• Forensics
• User Education
The Future of Field Audit Trails in CloudLock’s Security Fabric
• Gain insight into your
existing Field Audit Trail
configuration from a
compliance perspective.
• Fine tune your Field Audit
Trail settings to enhance
platform security
• Realize the impact of
archival with proper Data
Retention Policies.
• Prescriptive analytics aid
in security & compliance
best practices
The Future of Field Audit Trail in CloudLock’s Security Fabric
• Automated, Policy-Driven Response Actions to selectively archive field
history
Thank you

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You've Changed: Field Audit Trails and the Salesforce Time Machine

  • 1. You’ve Changed! - Field Audit Trail and the Salesforce Time Machine ​Jonathan Bruce ​Director of Product Management ​Salesforce ​@jonbruce ​ ​Jennifer McClain ​Director, Product Management ​CloudLock ​@jenniferdigital ​
  • 2. It’s been a busy year...
  • 3. CIOs are struggling to balance innovation and compliance RegulationsNew Tech
  • 4. World’s Most Trusted Enterprise Cloud Trust is our #1 value Five Elements of Trust Transparency Always on availability Performance at scale Global data centers Enterprise compliance Q1 Transactions 211B + Customers 150k Apps 2M+
  • 5. Salesforce Trust Services Infrastructure Services AnalyticsCommunityMarketingServiceSales Apps Network Services Application Services Secure Data Centers Backup and Disaster Recovery 47 Major Releases HTTPS Encryption Penetration Testing Advanced Threat Detection Identity & Single Sign On Two Factor Authentication User Roles & Permissions Field & Row Level Security Secure Firewalls Real-time replication Password Policies Third Party Certifications IP Login Restrictions Customer Audits 150,000+ customers 2,000,000+ apps Sixteen years of innovation on the world’s most trusted cloud
  • 6. Introducing: Salesforce Shield Infrastructure Services Network Services Application Services Secure Data Centers Backup and Disaster Recovery HTTPS Encryption Penetration Testing Advanced Threat Detection Identity & Single Sign On Two Factor Authentication User Roles & Permissions Field & Row Level Security Secure Firewalls Real-time replication Password Policies Third Party Certifications IP Login Restrictions Customer Audits Salesforce Shield Platform Encryption Event Monitoring Field Audit Trail New services to help you build trusted apps fast
  • 7. ​Monitor User Activity ​Know who is accessing data from where Optimize Performance ​ Troubleshoot application performance to improve end user experience ​Track Application Usage ​ Understand application usage to increase adoption Gain Visibility Into User Actions with Event Monitoring
  • 8. Encrypt Sensitive Data While Preserving Business Functionality Seamlessly protect data at rest Encrypt standard & custom fields, files & attachments ​ Natively integrated with key Salesforce features E.g., Search, Chatter, Lookups work with encrypted data Customer managed keys Customer-driven encryption key lifecycle management
  • 9. Strengthen Data Integrity with Field Audit Trail Ensure data is accurate, complete & reliable Answers the who, what, when of data changes Establish Data Retention Policies Comply with internal and industry regulations Track and Access Data at Scale Big data back-end for more fields for longer retention
  • 10. “I need the ability to audit who has viewed a records regardless of how they access it” - -Summa (SI) -Phillips Sapphire “I have a customer that had an issue where they were hacked a couple months ago. The hack stole someone's SFDC user name/PW and extracted a list of their contacts & customer info. They spent weeks with legal teams, insurance and the like afterwards (big $$). ” - Charles Schwab Security & Audit Use Cases
  • 11. “Our case object is the core of our org, and records everything. We have maybe 100 fields on there that track all sorts of metrics – whether it’s a case, various actionable dates, attributes, etc. We’re going need to add even more in order to support the latest product release cases. - Wearable Device Vendor Business Process Use Cases
  • 12. Biggest Asks from the Past Year ● New Retention Policy UI - most requested feature! ● True up all objects types for parity with Field History Tracking ● Improved SOQL capabilities ● Round out field type coverage (large text field, multi-select picklists...) ● Longer Retention periods
  • 13. Now, You Can Enhance Record Retention Capabilities Keep track of your data evolution and life cycle 3x20 FIELDS PER OBJECTFIELDS PER OBJECT Out-of-the-Box Field Audit Trail Applies to all editions: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer SOQL Bulk API
  • 14. Maximize Auditability Without Sacrificing Performance Retain archived field history data up to 10 years, independent of field history tracking 18 10 MONTHS YEARS SALESFORCE FIELD AUDIT TRAIL 1DAY FIELD HISTORY accounts contacts leads opportunities cases custom object custom object custom object custom object custom object custom objectcustom object inspection warehouse inventory position job review badge workstation workstation user story patient medications budgets expenses members points transactions OUT-OF-THE BOX CUSTOM POLICY DATA ARCHIVE bug applicant candidate
  • 15. Secure Online Data Archive for Business Compliance Single normalized data set for easier query, storage and accessibility
  • 16. Field Audit Trail in a Nutshell Single normalized data set for easier query, storage and accessibility
  • 17. What’s Next For Field Audit Trail?
  • 18. Moving Quickly to Address Swiss Cheese Effect Biggest asks from the past year include: ● New Retention Policy UI - most requested feature! ● True up - entity types for parity with Field History Tracking ● Improved SOQL capabilities ● Round out field type coverage (large text field, multi-select picklists...) ● Longer Retention periods
  • 19. Field Audit Trail - Policy Configuration UI ​Assess Field Audit risk ​Org-wide view of field audit tracking in your org ​Overview of Policies ​Holistic view of object-specific retention policies ​Policy Deployment ​Immediate policy enforcement Available post #DF ‘15
  • 20. Demo - Field Audit Trail UI Shawn Butterfield, PMM
  • 21. CloudLock ​Jennifer McClain ​Director of Product Management ​jennifer@cloudlock.com ​@jenniferDigital ​
  • 22. USERS & APPS DATA INFRASTRUCTURE ● Behavioral Anomaly ● 3rd Party Apps granted access to data ● Cloud Data Protection & Governance ● Regulatory Compliance ● Audit Logs ● Security APIs CloudLock Enables Customers to Securely Embrace the Cloud
  • 23. ITSecurity App Developer Homegrown Apps ISV Cloud Apps Enterprise SaaS force.com PaaS and IaaS Content Classification User Behavior Analytics . . . Encryption Management Apps Firewall force.com IDaaS Configuration Security CloudLock Security Fabric 2.0: Cybersecurity-as-a-Service
  • 25. CloudLock Overview Top Use Cases • Account Compromise • Data Breach • Cloud Malware • Regulatory Compliance • Security Ops & Audit
  • 26. CloudLock: Healthcare and Financial Policy Packs
  • 27. Field Audit Trail in CloudLock’s Security Fabric • Compliance Auditing • Forensics • User Education
  • 28. The Future of Field Audit Trails in CloudLock’s Security Fabric • Gain insight into your existing Field Audit Trail configuration from a compliance perspective. • Fine tune your Field Audit Trail settings to enhance platform security • Realize the impact of archival with proper Data Retention Policies. • Prescriptive analytics aid in security & compliance best practices
  • 29. The Future of Field Audit Trail in CloudLock’s Security Fabric • Automated, Policy-Driven Response Actions to selectively archive field history