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API Security for Salesforce Deployments: Critical Best Practices

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On September 19, 2024

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Gilad David Maayan is a technology writer who has worked with over 150 technology companies including SAP, Imperva, Samsung NEXT, NetApp and Check Point, producing technical and thought leadership content that elucidates technical solutions for developers and IT leadership. Today he heads Agile SEO, the leading marketing agency in the technology industry.

What Is API Security? 

API security refers to the practices and procedures that protect application programming interfaces (APIs) from cyber threats. It encompasses various security measures to safeguard the integrity, confidentiality, and availability of digital information exchanged through APIs. 

API security is a central part of modern cybersecurity, ensuring that only authorized users and systems can access specific data and API functionalities, preventing breaches that could compromise sensitive data. Given the increasing reliance on APIs in modern software development, securing these endpoints is essential to prevent unauthorized access and data leaks.

API security is crucial in minimizing vulnerabilities and potential vectors for attacks, such as injection flaws and automated threats like denial-of-service attacks. As APIs serve as the gateway to a vast array of services and data sets, security strategies help mitigate risks inherent in their broad accessibility. Implementing security best practices can significantly enhance the protection of user data and maintain trust between consumers and service providers.

Understanding Salesforce APIs 

Salesforce APIs are tools that allow developers to integrate their applications with Salesforce’s CRM capabilities. These APIs provide various methods for interacting with Salesforce data, facilitating operations such as data retrieval, updates, and workflow automation. Examples include the rest API, soap API, and bulk API, each serving distinct purposes and allowing for specific types of integrations. Understanding these APIs is essential for developers looking to leverage Salesforce’s feature set.

With Salesforce APIs, businesses can streamline processes and enhance efficiency by automating repetitive tasks. APIs enable data synchronization between Salesforce and external systems, contributing to more cohesive data management strategies. By leveraging Salesforce APIs, organizations can build custom applications that align closely with business requirements.

Common Use Cases for Salesforce APIs 

Synchronize Salesforce Data With External Systems

Synchronizing Salesforce data with external systems is one of the most common uses for Salesforce APIs. This process involves ensuring that data stored in Salesforce databases is kept consistent with data in other systems, such as ERP or financial systems. APIs facilitate real-time updates and data exchange, eliminating discrepancies and ensuring that all systems reflect current information. This synchronization allows organizations to make more informed decisions by leveraging up-to-date data across platforms.

Synchronizing data via Salesforce APIs also reduces manual data entry and errors, enhancing data integrity. Automated synchronization processes ensure continuous monitoring and updating of records, which is vital in environments where data changes rapidly. By integrating Salesforce APIs into data workflows, businesses can ensure their enterprise systems function harmoniously.

Connect Salesforce With Third-Party Applications

Connecting Salesforce with third-party applications is another use case for APIs, allowing businesses to extend Salesforce functionalities. APIs enable integration with applications like marketing automation tools, service desk systems, or e-commerce platforms. Such integrations can automate workflows, streamline processes, and provide a more unified view of customer interactions across various touchpoints.

With API-driven integration, businesses can better align Salesforce functionalities with external tools, creating specialized ecosystems tailored to specific business needs. These connections facilitate data flow between Salesforce and other applications, enabling features like enriched customer profiles and automated marketing strategies.

Migrate Large Datasets Between Salesforce Environments

Migrating large datasets between Salesforce environments is a task supported by Salesforce’s bulk API. This API handles massive volumes of data efficiently during migrations, ensuring data integrity and minimal disruption. It allows developers to automate data transfer processes, significantly reducing manual effort and errors. Bulk API is particularly adept at facilitating data migrations during system upgrades, environment reconfigurations, or when moving to cloud-based solutions.

Using Salesforce APIs for migrations ensures data accuracy and consistency across environments, maintaining the quality necessary for effective CRM operations. These migrations are seamless, which aids in minimizing downtime and resource expenditure. By automating the migration process, organizations can handle extensive data volumes without compromising on security or operational continuity.

Automate Repetitive Tasks or Trigger Workflows Within Salesforce

Automating repetitive tasks or triggering workflows within Salesforce is a strategic advantage facilitated by APIs. These APIs allow businesses to define automatic actions based on specific triggers, enhancing operational efficiency. Automation through Salesforce APIs can include updating records, sending reminders, or generating reports, which minimizes manual error and saves time.

APIs empower developers to design custom workflows, ensuring business operations are optimized for specific needs. Automations help maintain data accuracy and compliance by enforcing consistency in task execution. By leveraging Salesforce APIs to automate workflows, businesses can ensure their Salesforce deployment operates at peak efficiency.

Key Threats to Salesforce API Security 

Unauthorized Access

Unauthorized access is a significant threat to Salesforce API security, primarily resulting from weak authentication mechanisms. Attackers exploit vulnerabilities to gain unauthorized entry, which can lead to data theft or manipulation. It’s essential to implement strong authentication measures, such as multi-factor authentication and OAuth 2.0, to reduce these risks. Regular security audits and monitoring can detect and challenge unauthorized access attempts, maintaining data integrity and confidentiality.

Unauthorized access can be mitigated by enforcing strict access controls and permission sets. By limiting API access to only necessary roles and systems, organizations can significantly reduce the attack surface. Implementing detailed access logging and anomaly detection systems also helps in identifying unauthorized attempts quickly, allowing for immediate remedial actions to safeguard Salesforce environments.

Data Exposure

Data exposure through Salesforce APIs occurs when sensitive data is inadvertently shared with unauthorized parties. This risk often arises from misconfigured APIs or insufficient data encryption. To prevent data exposure, organizations must employ encryption both in transit and at rest, combined with rigorous data access policies. Regular API assessments and security testing can help identify vulnerabilities that could lead to data exposure.

Another approach to mitigating data exposure risks is adopting least privilege access control, where API permissions are restricted to only what is necessary for business operations. Businesses should also implement data masking techniques and data loss prevention strategies to manage sensitive information shared through APIs.

Injection Attacks

Injection attacks represent a prevalent threat to Salesforce APIs, often resulting from insufficient input validation. These attacks involve injecting malicious code or queries into an API to manipulate the underlying database. To counteract such threats, developers must employ thorough input validation and sanitation techniques. Ensuring that APIs strictly validate and sanitize inputs can prevent attackers from exploiting these vulnerabilities.

Implementing strong logging and monitoring systems can also help detect potential injection attacks early on. By keeping a close watch over API traffic and analyzing usage patterns, businesses can spot anomalies that might indicate an injection attempt. Through constant vigilance and employing backend security measures, Salesforce environments can be safeguarded against these types of attacks.

Denial-of-Service Attacks

Denial-of-Service (DoS) attacks on Salesforce APIs aim to overwhelm resources, making services unavailable to legitimate users. These attacks often involve sending a massive volume of requests to the API, exhausting server resources and bandwidth. To protect against DoS attacks, organizations can implement rate limiting to restrict the number of requests an API can handle within a specific timeframe.

Additionally, leveraging CDN services and adopting traffic filtering solutions can help distribute load and mitigate the effects of DoS attacks. Monitoring API usage for suspicious patterns and employing anomaly detection systems are vital in identifying and responding to such threats quickly. By incorporating proactive measures, businesses can secure their Salesforce APIs against denial-of-service threats.

Critical Best Practices for Securing Salesforce APIs 

Utilize Salesforce Security Health Check for APIs

Salesforce provides a Security Health Check feature that assesses vulnerabilities and recommends corrective actions for APIs. By utilizing this tool, developers can gain insights into potential security weaknesses and improve their API configurations. Regular health checks ensure that best practices are maintained, and any deviations are promptly addressed, minimizing security risks.

Additionally, integrating health check results into security action plans can help prioritize remediation efforts. Organizations can also leverage the health check to ensure compliance with industry standards and specific business requirements. By making it a routine part of security maintenance, businesses can continuously enhance their API defenses.

Utilizing Salesforce AppExchange Security Tools

Salesforce AppExchange offers a range of security tools that enhance API safety. These tools help monitor, detect, and remediate security threats specific to Salesforce environments. By integrating AppExchange tools, companies can automate vulnerability scanning, enhance threat detection capabilities, and manage compliance requirements effectively. These tools act as an additional layer of security, fortifying API interactions against potential cyber threats.

Businesses can customize security configurations to align with specific operational needs, ensuring a tailored approach to API security. Regular updates and a diverse ecosystem of third-party apps mean that AppExchange remains a vital resource for staying ahead of emerging threats.

Use OAuth 2.0 for API Authentication

OAuth 2.0 is a widely-used protocol for securing API authentication, providing enhanced security compared to traditional methods. It allows clients to access server resources on behalf of a user without exposing user credentials. Implementing OAuth 2.0 ensures a secure authentication flow, reducing the chances of unauthorized access to Salesforce APIs. By employing this protocol, organizations offer a reliable trust framework for API interactions.

The flexibility and scalability of OAuth 2.0 make it ideal for complex environments, providing multiple authentication flows tailored to specific application requirements. Ensuring token validation, expiration, and revocation processes further strengthens security. By adopting OAuth 2.0 as an authentication standard, businesses fortify their Salesforce API security.

Implementing Field-Level Encryption for Sensitive Objects

Field-level encryption is vital for securing sensitive data passed through Salesforce APIs. It encrypts specific fields within records, ensuring that even if unauthorized access occurs, the data remains unintelligible. Implementing field-level encryption focuses on protecting personal identifiers and financial information, adhering to privacy regulations. It provides an additional security layer, enhancing Salesforce API protection.

To maximize the benefits of field-level encryption, businesses should regularly review and update encryption keys and protocols. By maintaining robust encryption practices, organizations ensure secure handling of sensitive information, reducing the risks associated with data breaches.

Sanitizing Data Before Processing API Requests

Sanitizing data is a critical step in handling API requests, effectively preventing injection attacks and safeguarding Salesforce APIs. This process involves cleaning and validating input data to ensure it doesn’t contain malicious scripts or unacceptable characters. Proper sanitization protocols protect against SQL injections, cross-site scripting (XSS), and other cyber threats, reinforcing backend security.

Regular updates and maintenance of sanitization routines keep them effective against new vulnerabilities. Integrating strong data validation processes into API development, organizations build secure systems capable of resisting external threats. By emphasizing data sanitization, Salesforce deployments can maintain high security standards.

Conclusion 

In conclusion, securing Salesforce APIs involves understanding potential threats and implementing best practices to address them. From unauthorized access to injection attacks, several risks threaten API integrity and data security. Adopting measures like OAuth 2.0 authentication, rate limiting, and field-level encryption, businesses can bolster their defensive stance. Thoroughly sanitizing data and utilizing Salesforce’s dedicated security tools further enhance API protection.

Maintaining robust API security ensures reliable Salesforce integrations and sustains the performance and trustworthiness of business operations. By proactively addressing security needs and leveraging available tools, organizations can safeguard data, minimize risks, and comply with regulatory demands. Effective API security measures are essential for optimizing Salesforce deployments and protecting critical enterprise data.

Best Practices for Salesforce Security: Protecting Data and Avoiding Unauthorized Access

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On June 14, 2024

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This guest post is written by Harikrishna Kundariya, marketer, developer,
IoT, ChatBot & Blockchain savvy, designer, co-founder, Director of eSparkBiz Technologies. His 12+ years of experience enables him to provide digital solutions to new start-ups based on IoT and SaaS applications.

Salesforce is a well-known customer relationship management (CRM) platform that manages large amounts of sensitive data, which is essential to the operations of many organizations. It is vital that sensitive data be secured and that unwanted access be prevented. 

Salesforce best practices to strengthen your Salesforce environment:

1. Use Multi-Factor Authentication (MFA) and Other Robust Authentication Mechanisms

Adding multi-factor authentication (MFA) is a powerful way to increase Salesforce account security. By requiring users to provide two or more verification factors—usually a password and something the user has, such as a mobile device or security token—this technique provides an extra layer of security. Salesforce encourages better security by requiring multi-factor authentication for all direct logins.

Single Sign-On (SSO)

SSO increases security and simplifies the login procedure. Users may access Salesforce and other apps with a single set of credentials by connecting Salesforce with an SSO solution, reducing the risks related to password fatigue and the usage of weak passwords.

2. Use Profiles and Permission Sets to Control Access

Users’ behaviours inside the Salesforce environment are described in their profiles. Every user has a profile that determines their access levels and permissions. It is recommended that administrators periodically examine and update user profiles to make sure users have access levels that correspond to their jobs.

Authorization Sets

More precise control over user permissions is provided by permission sets. Permission sets can be applied to users in addition to their profiles, unlike profiles, which are assigned to users. This flexibility makes it possible to provide limited or temporary rights without changing the user’s profile.

3. Adopt Data Encryption Restriction-Free Encryption

Salesforce protects data kept on its servers using encryption while it is inactive. When data is encrypted while it is at rest, it guarantees that in the event of unwanted access to the physical storage, the data cannot be decrypted without the necessary decryption keys. An add-on called Salesforce Shield offers complete encryption solutions for data that is not in use.

Transparent Encryption

Salesforce uses TLS (Transport Layer Security) encryption to protect data that is actively travelling between places, such as over the internet or a private network. By doing this, data security is maintained as it moves between Salesforce servers and users.

4. Consistent Security Audits and Security Health Assessment Monitoring

Salesforce provides a Security Health Assessment tool that compares your Salesforce environment’s security parameters to the suggested baseline. This tool offers recommendations for improvements and helps identify possible weaknesses.

Constant Observation

Salesforce activity may be tracked in real-time by using continuous monitoring tools. Tools that provide insights into user behaviour, such as Salesforce Shield’s Event Monitoring, can help identify potentially suspicious activity and security breaches.

5. Make Field-Level Security Mandatory

Whether a user may read, change, or remove the values of a particular field on an object is determined by field-level security settings. Administrators can protect sensitive data from unwanted access or manipulation by configuring field-level security. This is particularly important for fields that hold financial or personal data.

6. Utilize Sharing Rules to Reduce Data Exposure

Using Salesforce’s sharing rules, administrators may permit users to share information according to their responsibilities, record ownership, or other predetermined criteria. This lowers the possibility of illegal data exposure by guaranteeing that users only access the data necessary for their job duties.

7. Put Role Hierarchies in Place

Salesforce role hierarchies allow users to view records shared or controlled by people below in the hierarchy. Role hierarchies should be carefully created by administrators to match the organisation’s structure and data access guidelines. By doing this, consumers are guaranteed the right access levels without needlessly disclosing private information.

8. Apply Salesforce Shield

Salesforce Shield offers sophisticated security features including platform encryption, field audit trails, and event monitoring. These solutions include strong encryption features, extended data tracking capabilities, and improved visibility into user activity. Businesses that deal with extremely sensitive data have to think about enhancing their security posture by purchasing Salesforce Shield.

9. Inform Users of Recommended Security Practices

An essential component of any security plan is user training. Users should get regular training sessions that teach them the importance of using strong passwords, how to spot phishing efforts, and how to report suspicious activity. Providing users with information can dramatically lower the risk of security breaches caused by mistakes made by people.

10. Carry out regular penetration tests

Penetration testing is a process that simulates cyberattacks on your Salesforce system to find security holes that might be used by hostile actors. Frequent penetration testing reveals security flaws and provides a chance to fix them before they are used in actual assaults. Hire Salesforce Developers from reputed organization possessing core expertise in handling Salesforce operations and safeguarding the system from online threats.

11. Implement DLP (Data Loss Prevention) Guidelines

Policies for data loss prevention (DLP) help stop private information from being disclosed to or leaked from outside the company. Sensitive data security may be ensured by configuring DLP systems to monitor and restrict data flows per specified criteria.

12. Examine and oversee integrations with other parties

Additional security concerns may be introduced by third-party programs and integrations. It is imperative that administrators closely monitor and oversee these integrations to guarantee adherence to the security protocols of the firm. Frequent audits of third-party programs can assist in locating any weak points and guarantee that only essential and safe integrations are present.

13. Keep Up with Patches and Security Updates

To fix security flaws and improve the platform’s security features, Salesforce regularly issues updates and patches. Administrators need to be aware of these upgrades and make sure they are applied as soon as possible. Keeping up with the most recent security developments can be facilitated by subscribing to Salesforce’s security alerts.

Conclusion

A complete approach that includes strong authentication, precise access control, encryption, ongoing monitoring, and user education is required to secure your Salesforce environment. Organizations may reduce the risks of unauthorized access and protect sensitive data by putting these salesforce best practices into effect. Maintaining the ongoing protection of your Salesforce data and aggressively addressing new threats need regular reviews and updates of security policies.

Is SalesForce Quip Secure? What You Need to Know

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On September 25, 2022

In Post

Today’s guest post is delivered by Gilad David Maayan, a technology writer who has worked with over 150 technology companies including SAP, Samsung NEXT, NetApp and Imperva, producing technical and thought leadership content that elucidates technical solutions for developers and IT leadership.

What Is SalesForce Quip? 

Quip is a solution that facilitates team collaboration. It combines spreadsheet and document creation and editing capabilities with comment and chat functions, allowing teams to communicate directly about projects and tasks as they work.

Quip allows you to collaboratively create and edit spreadsheets, documents, and lists in real time using a smart inbox interface. The inbox can filter and flag documents for faster searches. It saves all document revisions to let users track changes and annotate documents and spreadsheets. You can mark completed tasks on a checklist to notify all team members when a task is finished. 

Users can chat directly within the document instead of sending and receiving emails. You can message and comment on any content using the built-in one-to-one feature. You can also use @mentions to guide team members to specific spreadsheet cells or insert items into documents, including images or code. The team can leverage user-managed notifications to keep up-to-date with mentions and messages.

Quip can work on native Android and iOS applications across mobile and desktop devices. Its offline capabilities allow users to work on documents when an Internet connection is unavailable, updating the changes whenever a connection appears.

SalesForce acquired Quip in July 2016 for a total price of approximately $750 million.

Benefits of SalesForce Quip Integration

The main advantage of integrating SalesForce Quip is exporting real-time data from SalesForce to Quip. You can open SalesForce reports in a Quip spreadsheet with a single click. The data is always live, and Quip immediately reflects all changes. 

You can also quickly export a Quip document to an Excel, Word, CSV, or PDF format. Users can invite each other by sending a link to the document—they can continue editing the document after sharing using the browser or a dedicated app.

Quip improves interaction and collaboration between team members, helping them make well-informed decisions. It lets you better understand your data and receive real-time, actionable information. The regularly updated data helps you make the right decisions for your business.

Another benefit of this tool is the tracking feature for historical data—it allows you to view changes made over a specific period. If necessary, you can undo changes to keep the app’s functionality.

Is SalesForce Quip Secure?

Quip is SalesForce’s cloud document platform, obligating it to maintain a high degree of security. Security of document management tools like Quip is critical to ensure endpoint security for your employee’s corporate and personal devices. Below are some of the security capabilities Quip offers your organization.

Audits, Certifications and Compliance 

Quip has the following auditing and regulatory certifications: 

  • SOC 2 (Type 2 Certification)
  • EU-US Privacy Shield Framework
  • Swiss-US Privacy Shield Framework

All customer data stored in Quip falls under the annual certification to the EU-US and Swiss-US privacy shield frameworks awarded to SalesForce. The US DoC administered these frameworks, requiring independent SOC 2 audits of the SalesForce IT security environment, which extends to Quip. 

The SalesForce executive for your organization’s account can provide the latest Service Organization Control 2 report. Quip is also GDPR-compliant, with its systems undergoing annual security audits by a leading, independent auditor.

Penetration Testing and Bug Bounties

Achieving robust application security requires testing by security professionals. Quip contracts with an external organization to conduct annual penetration tests on Quip services. The management team reviews the results and tracks the findings to resolution. Penetration tests are performed in a controlled environment without exposing customer data.

Apart from penetration testing, Quip offers a bug bounty to encourage developers to discover and disclose vulnerabilities to the company. It continuously triages submissions and tracks them to find resolutions.

Access Authentication

Quip restricts access to your production infrastructure based on the job function of authorized persons. Only a limited number of system admins and managers have privileged access to the system. 

Quip authenticates users to production according to modern security best practices that use Secure Shell (SSH) keys and require two-factor authentication (2FA). It restricts access to the public cloud management console to authorized users who need access to perform their job duties, also using 2FA.

Encryption

Quip encrypts all customer data stored in its services at rest and in transit. It uses Transport Layer Security (TLS) to encrypt data and protect its integrity and security during transmission between Quip services and the user’s browser. It securely stores and manages encryption keys in a cloud-based infrastructure. 

Identity and Access Management (IAM) roles can control access and support audits. Quip never stores encryption keys in the source code, and it rotates the keys according to industry standards. You can use the Enterprise Key Management feature for additional visibility and control—it lets you create and manage encryption keys for your Quip data in the AWS cloud. 

Incident Management

The management team provides documentation of all incident management procedures and policies to ensure the following:

  • Contributors identify potential security incidents and report them to the relevant team members for resolution.
  • Employees adhere to the defined protocols to resolve security incidents.
  • Quip documents all procedures for making changes and notifying external and internal users.
  • Quip triages and tracks incidents to enable their resolution on time.

Service Monitoring

The Quip infrastructure monitors the performance and availability of its services and notifies the engineering team if a service diverges from performance, reliability, or availability thresholds. On-call engineers can quickly address these issues. 

Quip’s service monitoring also covers security issues and uses the production access logs to identify anomalous activity. When Quip identifies anomalous behavior, it tracks the issue until it finds a solution. It logs all logins to each production system for monthly reviews—security staff investigates, records, and remediates suspicious and unexpected login attempts. 

Quip’s intrusion detection system (IDS) helps detect and record unusual behavior. Quip continuously monitors the system’s capacity for strategic, long-term planning.

Conclusion

In this article, I explained the basics of SalesForce Quip and covered the security measures put in place by SalesForce to protect your data:

  • Certifications and compliance – Quip complies with SOC 2 (Type 2), EU-US Privacy Shield Framework, and Swiss-US Privacy Shield Framework.
  • Access authentication – Quip supports SSH and 2-factor authentication.
  • Penetration testing – Quip performs annual penetration testing and has a bug bounty program to discover security weaknesses.
  • Encryption – Quip encrypts all data at rest and in transit and uses TLS for all communications.
  • Incident management – Quip has well documented incident management procedures, as required by compliance standards.
  • Service monitoring – Quip infrastructure is continuously monitored and anomalous events are immediately investigated.

I hope this will help you make an informed decision when adopting Quip for a security-conscious enterprise.

How to Secure Salesforce Workloads: Tips and Best Practices

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On March 28, 2020

In Post

Today’s guest post is delivered by Gilad David Maayan, a technology writer who has worked with over 150 technology companies including SAP, Samsung NEXT, NetApp and Imperva, producing technical and thought leadership content that elucidates technical solutions for developers and IT leadership.

Salesforce provides security controls for your data, categorized according to organization, object, field, and record level. To properly secure your Salesforce workloads, you must first understand the Salesforce data security model, as explained in this article. You will also learn tips and best practices for data sharing, auditing, session configuration, and encryption.

Salesforce Data Security Model

Within Salesforce, you have full control over what information users can access. This extends to articles, records, and individual fields. Each security concern is categorized into a level, which enables you to control certain aspects of security.

Organization Level Security

Organization level security settings enable you to determine who has access to your Salesforce system, including from where and when.

At the organizational level, you can define:

  • IP restrictions—determines what IP addresses users can access data from.
  • Login access—determines timeframes when users can access data.
  • Password policies—determines the life cycle of passwords, required complexity levels, and reusability. 

Object Level Security

Object level security settings enable you to guide how objects are handled, including creation, access, and modification.

At the object level, you can define:

  • Profiles—determines who is allowed to do what with objects. This is based on individual users with individual create, read, edit, delete (CRED) settings. 
  • Permission sets—enables you to extend permissions granted to user profiles in a standardized way.

Field Level Security

Field level security settings enable you to restrict specific fields according to user profile. For example, you can determine who can see an employee’s compensation information. For those without permission, this information is hidden from view or access.

Record Level Security

Record level security settings enable you to determine how and by whom records are accessed or shared. 

At the record level, you can define:

  • Organization-wide sharing defaults—determines how freely records can be accessed if profile permissions are not defined. 
  • Role hierarchy—enables you to grant tiered permissions. This grants higher level users, such as supervisors, access to all data of the users below them. 
  • Sharing rules—determine how you can share information and who with. You can use these rules to define lateral sharing or to allow access outside your organization.
  • Manual sharing—enables you to grant record limited sharing permissions. For example, if only one specific user needs access to a record. 

Salesforce Security Best Practices

When configuring or auditing your data security settings, there are several best practices you should apply. These practices can help you increase the overall security of your data and ensure that customer and employee privacy is protected.

Data Sharing

Data sharing policies often aren’t used exclusively for security purposes but these policies can significantly impact security.

For example, you should carefully choose between hierarchical sharing and use of Public Groups. Keep in mind that hierarchical sharing provides a higher tier user access to all data of those below them. In contrast, Public Groups enable you to define sharing rules regardless of where users fall in a larger hierarchy. 

You should also take care with how you allow owner sharing. When records are shared manually by owners you have limited ability to track who has access. You can use the Developer Console to manually identify which records are shared but this is not practical on a larger scale. Additionally, when records swap owners, this information is lost. The lack of visibility this creates can be a liability if owners are sharing sensitive information without approval. 

Audit Regularly and Watch for Vulnerabilities

As with any system, you should make sure to regularly audit your configurations and settings. Audits can help you identify configurations that have been changed manually or automatically due to updates. It helps you identify users or roles that are no longer valid and that should be removed. Auditing can also help you identify inefficiencies in your current roles and groups and point to how these aspects can be streamlined or refined. 

It is also a good idea to regularly check for Salesforce security vulnerabilities in a vulnerability database, and take action if necessary. There is also a standard SalesForce procedure that allows you to perform a full security assessment and penetration test of the SalesForce platform to ensure it meets your security requirements.

Session Settings

Session settings provide you control over individual user sessions, including verification and timeout settings. Verification settings enable you to specify whether or not multi-factor authentication is needed. This is activated via the “Raise session to high assurance” setting. This feature is available for a variety of data and services, including reports, dashboards, and connected applications. 

Timeout settings enable you to define for how long a session is authenticated and for how long inactive sessions should persist. When setting this, you need to find a balance between convenience and security. You don’t want your users to have to log-in every thirty minutes but you also don’t want sessions active for hours after a user is done with the system for the day. 

Shield Platform Encryption

Shield Platform Encryption is a natively integrated service that enables you to encrypt your data in-transit or at-rest. You can use it to extend the built-in encryption that comes with Salesforce by default. 

With Shield Platform you can encrypt a range of data, including:

  • Fields—includes a range of standard and custom fields
  • Files—includes attachments, notes, PDFs, and images
  • Data elements—includes analytics, search indexes, Chatter feeds, and Change Data Capture information

Shield Platform Encryption works via keys managed either by you or Salesforce. If you use Salesforce managed keys, you can create keys based on a master secret and organization-defined key material. If you wish to manage your own keys, you can use the Cache-Only Key Service to fetch the key as needed. 

Apply the Principle of Least Privilege

When creating permissions, access controls, and roles, be sure to enforce the principle of least privilege. This principle specifies that only the minimum functional amount of access is provided. These limitations help reduce the damage that users can accidentally or purposely create. It also limits any access provided by compromised credentials. 

Conclusion

Salesforce provides you with the majority of the features and tooling needed for basic security. The organization level enables you to configure access control, object level is for profiles and permissions, field level restricts access to fields, and record level enables you to create a record access hierarchy. 

Once you configure your security settings, you should set up sharing procedures, audit regularly, configure and monitor session restrictions, encrypt data, and apply the principle of least privileges. 

Small Business Solutions for Protecting Against Cybercrime

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On February 26, 2019

In Post

This article has been packed up by Lindsey Weiss, who will tell us some suggestions to keep an eye on security.

Lindsey enjoys marketing and promoting one’s brand. She believes that to move your market, you must know your market. She loves writing articles on helping people build buzz around their brand and boosting their online presence.

For small business owners, fraud and data breaches are a nightmare. Not only can those issues bring work to a standstill, but it can also mean lost consumer confidence and even the closure of a business. It’s crucial to guard against threats, and if you should fall victim to one, expediting your response is the best chance for a sound recovery. 

Are You in Their Bullseye?

Big businesses often make the news when they become victims of cybercrime. However, it’s important for small business owners to recognize their own vulnerability. Gone are the days when it was safe to fly under the radar of cyber scoundrels; in fact, they are catching the eyes of criminals more than ever. Some statistics indicate small businesses are being attacked more each year, with average losses ranging from $84,000 to $148,000. Most of those companies go under within six months of being attacked, and according to studies cited by IBM, for each stolen record, you can expect a loss of nearly $150. 

Take a Careful Inventory

When it comes to evaluating your company’s vulnerability, the easiest place to start is with a careful look at your hardware and software. Making solid choices means you have a wall of defense in every direction. Start with a thorough evaluation using a checklist. Data should be backed up to a remote location routinely, and all computers and devices should have antivirus software installed. If you aren’t using a firewall, that is another a must-have. 

Examine Your Equipment

Research whether the electronics you’re using are known for being secure, and if not, invest in better equipment. For instance, shimming is an unfortunate but growing trend that threatens many small businesses. Data protection ultimately protects your customer base since a breach means lost confidence on the part of consumers. Consider investing in a more secure payment system with features such as safeguards against fraud and real-time data security. 

Where Is Your Data?

If you haven’t already done so, now is a perfect time to start using the cloud. It protects your data by saving it offsite while also freeing up some of your overhead, thereby reducing the amount of time and money your company has to spend updating software and saving files to external drives. It also means your business can operate more freely. Instead of being tethered to the office, you and your staff can do more work on the fly. Better flexibility can mean increased productivity and a better bottom line. Think through what your particulars are, such as how many devices your business requires and how much storage you need, and check reviews to find the right cloud storage option for your situation. 

Add Encryption

If your company handles sensitive data, encryption is another must-have in your line of defense. Basically, encryption uses a cipher to turn your clean data into gobbledygook, keeping would-be criminals at bay. As Business News Daily points out, the law requires encryption if you handle sensitive data such as health records, credit card numbers, or Social Security numbers, but even if you don’t handle that kind of information, it’s a worthwhile layer of protection against to help cybercrime. In fact, some operating systems have built-in encryption options, and there are plenty of encryption software packages available. 

Other Negative Influences

Once you shore up your hardware and software defenses, it’s time to examine the human element. As part of the equation where you have the least control, staying abreast of the people handling your data can be especially challenging for small business owners. Disgruntled or dishonest employees can worm their way into your confidence and your systems, leaving you vulnerable to fraud. With that in mind, make sure you’re hiring people based on their talents and integrity, and mesh your quality staff with top-notch bookkeeping software so you can keep your finger on the pulse of your accounts. 

A strong defense is your key to protecting your business against fraud and data breaches, so ensure your systems are well-protected with carefully thought out choices. When a cybercriminal has your company in his sights, you’ll be ready. 

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