White Paper – Best Practises for Managing Salesforce Security & Permissions
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 practises 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.

Salesforce deliver lots of enhancements to security, it can be hard to keep up. In the Winter 21′ release alone there are over 30 enhancements on how you can make your Salesforce instance more secure.

We have all heard numerous costly horror stories of internal and external data breaches. In fact just recently it made news headlines that a major airline giant faces a fine over a passenger data breach which could cost them a startling £183m ($229m) fine.  500,000 customers records were harvested through a “sophisticated, malicious criminal attack”.  This is a critical area due to all the new data legislation such as GDPR, PIPEDA etc.  By implementing the best practises outlined in this doc you can minimise 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
  • How to mitigate the impact of a data breach
  • Summary & Detail of permissions & security changes over previous releases

Request a copy of the Best Practices for Managing Salesforce Security & Permissions Whitepaper below: