Salesforce Security Best Practices | Yantra Inc

By Author: Yantra Inc
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Understanding The Threat Landscape
Before embarking on your Salesforce security journey, it’s crucial to recognize the potential adversaries:
Cybercriminals: These malicious actors employ a range of tactics, from phishing attacks and malware to social engineering, to gain unauthorized access to data.
Accidental Insider Threats: Unintentional data breaches can occur due to human error, such as sharing login credentials or neglecting to follow security protocols.
Negligence: Lax security practices, like weak passwords or inadequate access controls, can leave your data vulnerable.
The Bedrock Of Security: Core Principles
There is a set of foundation principles that help us construct Salesforce security best practices. These include:
Defense in Depth: Implement multiple layers of security to create a robust barrier against breaches. Even if one layer is compromised, others can still hinder attackers.
Least Privilege: Grant users only the minimum level of access required to perform their jobs. This minimizes the potential damage caused by unauthorized access.
Data Encryption: ...
... Encrypt sensitive data both at rest and in transit to ensure confidentiality even if intercepted.
Continuous Monitoring: Regularly monitor user activity, system logs, and potential security vulnerabilities to identify and address threats promptly.
Security Awareness Training: Educate your users about cyber threats, best practices, and how to report suspicious activity
The Arsenal of Security: Essential Practices
Multi-Factor Authentication (MFA): Add an extra layer of protection beyond passwords by requiring a secondary verification step, such as a code from an authenticator app.
Strong Password Policies: Enforce complex passwords with a minimum length, character variety, and regular password changes to deter brute-force attacks.
IP Address Restrictions: Limit login attempts to designated IP addresses, typically within your corporate network or VPN, to prevent unauthorized access from outside locations.
Session Management: Set session timeout limits to automatically log out inactive users, reducing the risk of unauthorized access if a device is left unattended.
User Access Controls: Utilize profiles and permission sets to grant users access to specific data and functionalities based on their roles. Periodically review and update access privileges to ensure continued appropriateness.
Field-Level Security: Control visibility and editability of specific data fields within objects, ensuring users only see and modify what’s pertinent to their tasks.
Data Encryption: Leverage Salesforce Shield Platform Encryption or Data Loss Prevention (DLP) to encrypt sensitive data both at rest and in transit, rendering it unreadable even if intercepted.
Event Monitoring and Logging: Enable comprehensive event monitoring to track user activity, login attempts, and data modifications. Maintain detailed logs for forensic analysis and anomaly detection.
Regular Security Audits and Penetration Testing: Conduct periodic salesforce security assessments to identify and address potential vulnerabilities. Penetration testing simulates real-world attacks to evaluate your defense’s effectiveness.
Backup and Disaster Recovery: Establish a robust backup and disaster recovery plan to ensure business continuity in case of unforeseen events like data loss or system outages.
Security Awareness Training: Educate your users on common cyber threats, phishing schemes, Salesforce security best practices, and the importance of reporting suspicious activity.
Third-Party App Security: Scrutinize third-party apps integrated with Salesforce to ensure they adhere to robust security standards.

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