With more focus than ever on what data we keep in our CRM, and who has access to that data, we have produced this document to outline some of the best practices in making sure your Salesforce.com instance is secure, and how to manage and maintain the permissions of your users. With many different types of users from sales to finance accessing the valuable data in your CRM, permissions can become complex. We have all heard numerous costly horror stories of internal and external data breaches. This is a critical area due to all the new data legislation such as GDPR, PIPEDA etc. By implementing the best practices outlined in this doc you can minimize some of your risk exposure.
White Paper Content:
- Understanding Salesforce permissions
- Reasons why a review may be necessary
- Risks of not conducting a security & permissions review
- Best Practices for managing Salesforce security & permissions
- Process for conducting a security & permissions review
- Data Protection & Legislation
- Risk reduction operational plan
