Salesforce: Application-level security controls

Updated on
January 13, 2023

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Review and enable Salesforce security features:

a. In Salesforce Setup, navigate to "Security" and review the available security features such as Event Monitoring, Platform Encryption, and Field Audit Trail.

  1. b. Enable the security features that are appropriate for your organization's needs.

Configure security settings:

a. For Event Monitoring, configure the settings for monitoring and logging of events such as login attempts, data changes, and Apex execution.

b. For Platform Encryption, configure the settings for encrypting sensitive data at rest and in transit.

  1. c. For Field Audit Trail, configure the settings for tracking changes to specific fields in Salesforce objects.

Assign security settings to profiles:

a. In Salesforce Setup, navigate to "Users" and select "Profiles"

  1. b. For each profile, assign the appropriate security settings based on the user's role and responsibilities.

Regularly review security logs:

a. In Salesforce Setup, navigate to "Security" and select the relevant security feature (Event Monitoring, Platform Encryption, Field Audit Trail)

b. Review the logs regularly to detect any suspicious activity or potential security breaches.

  1. c. Take action as needed, such as disabling a user's access or investigating a suspicious event.

Use Salesforce Sandbox for testing:

a. In Salesforce Setup, navigate to "Sandboxes" and create a new sandbox for testing and development.

  1. b. Use the sandbox for testing and development instead of the production environment to prevent accidental changes or data breaches.

Keep your Salesforce instance up to date:

a. In Salesforce Setup, navigate to "Upgrade" to check for new releases and security patches

  1. b. Follow the instructions to install any available updates to ensure that you are protected against known security vulnerabilities.

Train Users on Security Best Practices:

a. Develop a training program for your users, including topics such as strong password policies, recognizing phishing attempts, and secure data handling

b. Deliver the training to all users

  1. c. Regularly review and update the training program.

By following this guide, you have set up application-level security controls in Salesforce, which will help protect your organization's data and functionality. It's important to regularly review and monitor security logs, and to keep your Salesforce instance up to date with the latest security patches. Additionally, it's important to educate your users on security best practices to keep the system more secure. These are not a substitute for professional security audit and it is important to conduct regular security reviews and assessments to keep the system secure.

More Technical Guides

Follow along with one of our reference guides to start securing your Salesforce instance

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