Best Practices to Improve Salesforce Data Security

Dextara Digital blog

Organizations are constantly adapting to technological advancements in today's fast-paced digital landscape. The top CRM platform in the world and the most powerful driver of digital transformation, Salesforce, offers businesses advanced features to manage their Sales, Service, Financial, Community, and Marketing Clouds via automation, integration, along with customization options to build business apps or use available apps on Salesforce AppExchange and helps businesses cut overhead expenses by millions of dollars while still storing terabytes of customer data on its servers. Any system may be the subject of a cyber security attack, particularly one that stores a lot of data. The Salesforce takes this duty very seriously and has taken several steps to improve its cloud security and raise the safety of both its clients and their customers.

As per the 2022 Official Cybercrime, the report published by Cybersecurity Ventures stated that the cost of cybercrime is predicted to increase by 15% over the next several years. Amid these data threats and cybercrimes, more than 150,000 companies rely on Salesforce to protect their cloud-based data. The security of salesforce data security is of utmost importance to prevent data breaches and protect the reputation and trust of customers. This blog will discuss factors contributing to data threats and the best practices, tools, and strategies to fortify your organization's Salesforce Cybersecurity against data breaches and cyber-attacks.

Contributing factors for the Data threats

  1. Poor Cloud Configuration:

Gaps and errors in Cloud configuration can make your business data vulnerable to data attacks. Gartner says that the misconfiguration of cloud platforms can result in more than 80 percent of security breaches and by 2025, 99 percent of failures in cloud security occur because of customer errors. The primary reasons for cloud misconfiguration are:

  • Unauthorized user access,
  • inappropriate date encryption,
  • software disintegrations,
  • poor monitoring and logging system.
  • So, ensure you avoid these mistakes and keep your cloud configuration solid.

    1. Data storage and information overloading:

    Handling large amounts of data makes the business data more vulnerable to data threats and cyber-attacks. As per estimates, organizations don't use 97% of data. More data needs more space and high security. Additionally, insufficient company storage infrastructure can result in data encryption, access control, and back up issues. Furthermore, the information overloading makes it more complex to identify patterns by processing data and analyzing info related to cyberattacks. These data issues can result in costly delays and security incidents. So, it's wise to handle data effectively.

    Follow these best practices to data security

    1. Salesforce Data Protection:

    The security model of Salesforce enables the users to protect info from org level to personal record and access data from organization, objects, fields, and records level. Though Salesforce Multi-factor authentication ensure identity and verification criteria to authorize a user, Salesforce Shield enables users to identify the potential risks, act quickly and ensures the configurations and Salesforce instances are secured with constant monitoring capabilities.

    1. Regular updation and review of user permissions:

    Removal of access to those who no longer use your Salesforce org can help you stay assured that your business's sensitive data is accessed only by the authorized users based on access controls and permissions.

    1. Choose Salesforce AppExchange apps wisely:

    Avoid sensitive data loss or leakage by implementing strong data governance framework along with usage of Salesforce Shield and other third-party apps related to data protection on Salesforce AppExchange. But while choosing any app on Salesforce AppExchange ensure you:

  • Check the latest release date, initial release date, rating of the app and search if there exist any latest reviews, latest versions of the same app to avoid the vulnerable data risks with older versions
  • Do app security review, see if the app uses any external services and platforms to process your data to avoid security risks. Click on "Get it now" button to start the app installation on AppExchange and see if the app prompts to access third-party websites on authorization, then, the app needs further investigation on security risk so pause the installation process
  • Always choose Salesforce native apps built on Salesforce Platform. Because Salesforce native apps like Dextara CPQ are highly secure, easy-to-integrate, use data storage on Salesforce servers, always up and running. So, always choose native apps on Salesforce AppExchange
    1. Other important data security practices:
  • Implement a strong security policy within your business
  • Audit your IT systems and determine the systems that need high level security
  • Create awareness among your teams on internal data usage and security policies, also on how to maintain confidential info, sensitive data, passwords, and use data remotely
  • Maintain data quality by constantly updating data by removing duplicate, inaccurate, inconsistent data to reduce data redundancy
  • Consult a Salesforce Partner to provide Managed Salesforce support services to keep your data secure and systems up and running
  • As a Salesforce Gold Consulting Partner, our Salesforce specialists at Dextara know how to secure salesforce data security aligning with GDPR compliance and act upon any cyberattacks, risk detection. So, if you’re someone who needs guidance and support related to the Salesforce platform, connect with our teams at


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