Salesforce Data Security Essentials to Cut Short Salesforce Data Recovery Cost

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Data security is an essential consideration for enterprises now as any loss of data or security breaches may end up in total disaster. There are ways to recover lost data as well as restore the same, but it incurs a higher cost and also credibility challenges if a data breach happens. Data security is confusing to Salesforce users as it is highly configurable. Salesforce puts forth many options to customize or tweak the features in various ways. Once you succeed in ensuring data security on Salesforce, you can find out that Salesforce’s data security measures are simply amazing.

Salesforce is the most secure and accessible stage in the business. However information security stays a common obligation as it does with all cutting edge SaaS stages. Clients are liable for forestalling client caused information and metadata misfortune and defilement and for having an arrangement set up to recuperate in the event that it occurs.

The Salesforce security highlights assist you with engaging your clients to go about their responsibilities securely and effectively. Salesforce limits openness of information to the clients that follow up on it. Execute security controls that you believe are suitable for the affectability of your information.

Salesforce is worked with security to ensure your information and applications. You can likewise carry out your own security plan to mirror the construction and requirements of your association. Securing your information is a joint liability among you and Salesforce. The Salesforce security highlights empower you to engage your clients to go about their responsibilities securely and proficiently.

Salesforce presently gives different programming arrangements and a stage for clients and engineers to create and circulate custom programming. depends on multi-inhabitant engineering. This implies that various clients share normal innovation and all sudden spike in demand for the most recent delivery. You don’t need to stress over the application or foundation updates – they happen consequently. This aides your association center around advancement rather than overseeing innovation.

During the time of the global pandemic, data security had popped up as a major thing as remote work became more common. Organizations had to take some advanced measures to ensure that their CRMs remain safe from any malicious data thieves and any adverse occurrences which may compromise the data integrity. To keep the Salesforce CRM secured, organizations have to properly understand how Salesforce CRM handles the data securely and what best practices to be followed.

Table of Contents

Why is data security a challenge?

All the platforms contain sensitive and critical data about business transactions and personal customer info. Keeping all these safe and usable is important as it could reveal many things about your organization. Apart from simply protecting this info, you should also be concerned about the integrity as well as the quality of the data to make business decisions out of it.

Data is the lifeblood of modern-day businesses, and organizations are investing a lot of money, time, and resources to ensure that their data is safe. The last thing you may want to happen is competitors, or malicious hackers access your data from CRM. Salesforce does take care of cyber security threats seriously, but ultimately it remains the responsibility of the users to ensure data security. You can configure the data on your own with the help of Salesforce developers.

Data security on Salesforce

As we discussed, Salesforce features configurable data security options. You can custom set data accessibility at various levels as to who can see it, who can edit or delete the data etc. Salesforce admins can also set the expectations on data read and write and also customize the permissions at various levels. You can also enhance data security by customizing the Salesforce CRM. Salesforce has a unique way of handling data, determining how secured the data is. Salesforce stores data at three levels as

  • Objects as the tables in the database.
  • Fields in every object, which are basically columns in the table.
  • Records as rows under each field.

Salesforce offers object-level, field-level, and record-level security features. The users can custom set the security approaches at each level. This option provides overall control over the CRM to custom set the read and write capabilities. All these data storage levels can be treated as individual layers. This means Salesforce data security consists of various configurable levels that the users can tweak and customize to optimize data security. While using third-party data backup and recovery tools, proper data maintenance will also help reduce the overall Salesforce data recovery cost. Let us explore each security level in further detail.


Salesforce can verify the objects each user has access to. This level of security will let the users regulate access for various tables in the DB. You can also custom configure object-level using two different settings as;

  • Profiles that will let you control access to the object and field-level security.
  • Permission sets for configuring accesses further within the profiles.

Using these two settings will help you to ensure object-level security at best.

Field level 

This is the next level of security which determines which users within the tables can access all fields or columns. You may set field-level security through profile setting. You can easily control who can see different fields and whom to be denied access to. You may also set view, edit, and delete privileges too within tables. Field-level security will enhance data security on Salesforce by offering selective access. 

Record level

Salesforce offers default access to the users’ records or created by them. But admins can still set custom record-level security to configure how the users can access and manipulate the records in the DB. Record-level security can be set with different rules for each user. Optimum personalization can be ensured based on your hierarchy and workflow. Ownership of records can be shared with multiple users with record-level security. It is also possible to custom set records accessibility based on the data it contains.

Data security best practices

Customized cyber security for the Salesforce CRM may vary based on each enterprise’s priorities. You can customize these based on the nature of users and different hierarchical levels, along with the criticality of data in business operations. If you have not done it every, ensure that you first conduct a health check and then customize your security administration efforts. This will help you to identify shortcomings in the security system and implement the best Salesforce data security practices. You can also get the assistance of Salesforce experts to raise your queries and seek support in enhancing your data security measures. One mandatory thing you need to implement is two-factor authentication, which is a built-in feature at Salesforce.  As discussed above, Salesforce will also let you set the role hierarchy. More than just organizing the platform, a properly set role hierarchy will help to improve cyber security. 

Wrapping things up

There are many ways to increase the security, quality, backup, and recovery of Salesforce CRM data. Implementing at the right time is so easy to accomplish, but some custom practices may be tricky at first. To optimize the security level, you may also consider Salesforce consulting to analyze your platform and suggest the most appropriate actions for you. You may consult reliable Salesforce security consulting through partners in customization, integration, implementation, security best practices, and more.

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