8 Salesforce Security Recommended Best Practices You Must Be Following

The confidential information you have within Salesforce is essential for the development of your business. If you acquire data from your team, they can use it to establish and maintain important relationships with your company, manage interactions, and convert leads into loyal customers. These essential components can aid in expanding the coverage of your company and helping you better serve your clients.

Salesforce is a highly effective cloud-based customer relationship management (CRM) system that lets users manage their customers’ leads, accounts, and many more. It also poses a security risk if you don’t configure it properly.

Salesforce security protects information to prevent it from being accessed by non-authorized third parties. Secure Your Salesforce account is crucial because it holds sensitive information about your company, such as employees and customer data. If you don’t have adequate security, sensitive information about your customers could be stolen and end up in the wrong hands. Salesforce security companies can help you safeguard your data by making sure that all of the Salesforce security options are set properly and have the appropriate permissions.

Data protection is a crucial aspect for companies, and failing to take it seriously could have fatal results. To improve security and ensure the integrity of your company’s data, Salesforce offers you a range of features, tools, and measures that we have compiled into a checklist of the top best security measures. Below, we’ll discuss the following:

1. Activate multi-factor authentication (MFA)

– Multi-factor authentication provides additional security to your Salesforce information and is currently required by all companies that utilize Salesforce. Since the methods of infiltration used by hackers have become more sophisticated, a simple password might not be enough to prevent misuse by unauthorized users. MFA will require the user to verify their identity in two or more ways after login.

This extra layer of security can be achieved in a few ways, such as:

Security keys – Security keys are tiny devices that can be used instead of the password. The device can be carried around and is connected by wireless or via a port to offer a wide range of connections.
Authenticator apps – These applications generate unique temporary login codes that allow for more secure login.
Built-in authenticators – In addition to facial recognition and fingerprint scanners, the ability to enable the fundamental MFA verification process on your laptop, desktop, or mobile device can improve security.

2. Restrict access by using IP ranges –

Salesforce operates on multi-tenant technology, which means that resources are shared among users, with security and privacy. For security reasons, only users who are authorized are able to access your company’s network. Administrators can limit access by making use of IP addresses. This restricts accessibility by making it mandatory for users to log into Salesforce using specific IP addresses, typically, via your network at work or via VPN.

3. Establish secure password management policies –

A secure password should contain an alphanumeric combination that includes lower and upper-case letters as well as symbols. Also, it must have a minimum length of between eight and 10 characters.
Salesforce suggests setting user passwords to expire 90 days from the time they were created.
Password history. This will ensure that your new password doesn’t match any of the five passwords that were previously used.

4. Limit the number of failed logins –

Limit the number of possible ways to sign into your account using the incorrect password.

5. Force a session reboot when a user is inactive –

When the session time ends. To work on the session, users must sign into their accounts again.

6. Run checks on your organization’s security status –

To determine the settings of your security options for your company, Salesforce offers you the basic as well as free Health Check. The tool lets administrators manage the most crucial security settings from a single panel.

Health Check includes everything from the configuration of password policies to the management of files and sessions. The tests provide an estimate of the percentage of your company’s level of security. For instance, a score lower than 54% can be considered poor, while excellent is above 90 percent. The score is determined by determining the degree to which your company’s security settings are in line with the recommendations of Salesforce.

7. Regularly generate a new encryption key –

If you’re using platforms that use encryption, Salesforce advises you to often create a new encryption key.

8. Perform Regular Backups –

Even with all the security measures in place, it may not be possible to protect against all threats that could compromise your information. This is why enhancing the resilience of your CRM system becomes crucial to keeping your business running smoothly. Making regular backups will protect important data and metadata, and help make recovery fast and easy. With an effective backup and recovery system, you can:

Receive real-time incident alerts
Easily pinpoint impacted data
Seamlessly restore your system

Also, you should consider the possibility of automating your daily backups. By doing this, you can ensure that the most up-to-date data is readily available in the event of an emergency and your team is able to return to working efficiently.

Manras Technologies is a Certified Salesforce Consultant and can help you with Salesforce security-based queries. With 7+ years of experience and certified Salesforce professionals onboard, Manras Technology can help you with expert knowledge in setting up Salesforce and integrating Salesforce CRM with other technologies. Feel free to get in touch with us at – Team@manras.com