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9 Essential Aspects of a Successful Salesforce Data Security Policy

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

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9 Essential Aspects of a Successful Salesforce Data Security Policy

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

  2. Here are 9 essential aspects of a successful Salesforce data security policy: ▪ 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. Access Controls • 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. 2. Self-hosting vs Cloud Hosting • 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. 7/1/2022 www.autorabit.com 3

  4. 3. Updated User Permissions • 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. 4. Frequent Audits and Reporting •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. 7/1/2022 www.autorabit.com 4

  5. 5. Communicate Best Practices to Team Members • 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. 6. Ensure Strong Code •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. 7/1/2022 www.autorabit.com 5

  6. 7. Current Data Backup • 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. 8. Properly Configured Data Recovery •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. 7/1/2022 www.autorabit.com 6

  7. 9. Regulatory Compliance Awareness • 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. Contact us or Request a demo https://www.autorabit.com/request-a-demo/ info@autorabit.com +1 925 500 1004 548 Market Street PMB 98272 San Francisco CA 94104-5401 www.autorabit.com Click to add text Click to add text Source: 9 Essential Aspects of a Successful Salesforce Data Security Policy 7/1/2022 www.autorabit.com 8

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