9 Essential Aspects of a Successful Salesforce Data Security Policy

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• 9 Essential Aspects of a Successful Salesforce
  Data Security Policy

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Here are 9 essential aspects of a successful
Salesforce data security policy

• Access Controls
• Self-hosting vs Cloud Hosting
• Updated User Permissions
• Frequent Audits and Reporting
• Communicate Best Practices to Team Members
• Ensure Strong Code
• Current Data Backup
• Properly Configured Data Recovery
• Regulatory Compliance Awareness

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1. Access Controls

• The most basic level of protection for your
  Salesforce system is to control who can access
  it. Log in screens are your first line of defense
  against unwanted visitors. Vendors can also have
  their own portal into your system, so these
  screens will need to be protected as well.

2. Self-hosting vs Cloud Hosting

• Salesforce is hosted in the cloud. And while this
  provides a series of benefits, it can also create
  security issues. Hosting your own network
  provides full control over your IT infrastructure
  so you know youre properly covered.

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3. Updated User Permissions

• Overexposure of data is a major vulnerability
  for data security. Simply put, more people that
  have access to a set of data increases the
  chances of it being leaked or otherwise
  compromised.

4. Frequent Audits and Reporting

• You arent going to be able to fix a problem if
  you dont know it exists. In fact, IBM
  reported that it takes an average of 280 days to
  find and contain a data breach. Your Salesforce
  data security policy needs to take this into
  account by running audits and reports to check
  your system for breaches.

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5. Communicate Best Practices to Team Members

• Open communication is a simple but powerful tool
  in a Salesforce data security policy.
  Unfortunately, poor practices by our team members
  are frequent sources of data loss and system
  breaches.

6. Ensure Strong Code

• The software releases from your Salesforce DevOps
  pipeline offer increased functionality and
  security. However, this goal will only be
  achieved if the code that makes up these releases
  is error free.

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7. Current Data Backup

• As we mentioned earlier, there is no guarantee
  that you will never experience a data loss event.
  Preparing for the worst-case scenario might not
  be pleasant, but you will be happy you did should
  this scenario occur.

8. Properly Configured Data Recovery

• A recent data backup is only the first step in
  this effort. You must also be able to restore the
  backed up data quickly and efficiently. A recent
  snapshot of your system wont provide any
  benefits if you cant move this data and metadata
  back into your active Salesforce environment.

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9. Regulatory Compliance Awareness

• Many businesses deal with sensitive information.
  Those in regulated industries such as banking,
  insurance, and healthcare will need to remain
  informed about applicable government regulations
  relating to data security.

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