How salesforce protects ssn


Salesforce provides encrypted text fields out of the box, at no extra cost.

Using encrypted text fields to mask a card number
  1. All digits.
  2. All digits except for the last four.
  3. A credit card number (as shown in the example above)
  4. A national insurance number.
  5. A social security number.
  6. A social insurance number.
Feb 8, 2021

Table of Contents

How secure is Salesforce?

In other words, Salesforce is an inviting target. While experts agree that the platform itself is reasonably secure—“given the robust defense-in-depth approach Salesforce applies internally,” says Brian Olearczyk, chief revenue officer at OwnBackup, it’s still a big attack surface.

How can you improve your Salesforce data security?

You can control who can access your data, who can see it, and who can edit it. Salesforce lets you set read and write exceptions and fine-tune permission settings on different levels. You can further enhance your Salesforce data security by having your Salesforce CRM customized.

Is your Salesforce system holding sensitive customer data?

Your Salesforce system holds a lot of sensitive customer data. Don’t fall victim to one of these common sins, errors, and blindspots. Marketing technology, or ‘martech’, keeps getting more complex and more vital to the way companies do business.

What is the purpose of the Salesforce security best practices?

This lets you follow Salesforce security best practices without having to create bottlenecks in your workflow. By default, Salesforce allows users to access records that they own (that were created by them).


How can I secure my SSN?

In most instances, the safest way to share your financial and health documents is by uploading them to a password-protected secure “portal” or cloud platform, with credentials from your employer, bank or accountant.

Is sending SSN over email secure?

Don’t Send Your SSN via an Electronic Device Never type your SSN into an email or instant message and send it. The majority of such messages can be intercepted and read. Also, don’t leave a voicemail that includes your SSN. If you need to contact someone and give them your number, it’s best to do it in person.

How are SSN stored?

Confidential data should be stored in an area that has physical access controls in place. Filing cabinets or computers that store SSN should be in a locked room. The file cabinet should have a locking mechanism, and a computer should have a strong password and other controls in place (see 6 and 7).

Are Social Security numbers encrypted?

The Social Security Number (SSN) Encryption module allows you to maintain SSN in a secure manner only allowing those with the proper security clearance to be able to access the full SSN. Organizations should avoid the use of SSN for record-keeping purposes and as personal identifiers.

Is it safe to email last 4 digits of SSN?

Guard the Final Four. These are truly random and unique; the first five numbers represent when and where your Social Security card was issued. Scammers can get those numbers by knowing your birth date and hometown. So don’t use the last four as a PIN. Don’t share them in emails.

What can someone do with the last 4 digits of your SSN?

As long as a hacker or scammer has access to other personal information such as your name and address, they can use the last four digits of your SSN (in most cases) to open accounts in your name, steal your money and government benefits, or even get healthcare and tax refunds in your name.

Why SSN is confidential?

Background. The Social Security number (SSN) has a unique status as a privacy risk. No other form of personal identification plays such a significant role in linking records that contain sensitive information that individuals generally wish to keep confidential.

Is SSN considered PCI data?

While SSNs and PCI aren’t related, you could do worse than to start using the PCI standard as a guideline for handling SSN numbers or any sensitive data.

Is Social Security number sensitive personal data?

Personally identifiable information (PII) uses data to confirm an individual’s identity. Sensitive personally identifiable information can include your full name, Social Security Number, driver’s license, financial information, and medical records.

How do I lock my Social Security number for free?

To access Self Lock, you must be logged in to your myE-Verify account. To lock your SSN, you must enter your SSN and date of birth. myE-Verify does not store your SSN when you create your account, so you must provide your SSN to “lock” it. In addition, you must select and answer three challenge questions.

Can I sell my Social Security number back to the government?

Believe it or not, it’s legal for private firms to sell, or reveal, Social Security numbers. When Congress passed the Privacy Act of 1974, it restricted the government’s use of SSNs but left the private sector free to use them at will.

How do I remove my SSN?

The only way to have the government destroy the number and all records connected to it would be to file suit in court. There are no court precedents on such a case, and the trouble and expense may not pay off and will likely only make you a higher-profile target for the government.

2021 Security Advisories

Oracle NetSuite and SAP SuccessFactors connectors used in Tableau Gallery may be storing sensitive data in a subset of Tableau On-Premise customers’ logging infrastructure

2019 Security Advisories

If your organization is impacted by an information security incident, your organization’s Security Contact (s) will be notified.

Report a Security Concern

As a leading software-as-a-service and platform-as-a-service provider, Salesforce is committed to setting the standard in safeguarding our environment and customers’ data. Partner with us by reporting any security concerns.

1. Counting on Salesforce to handle it all

Experienced security pros aren’t going to fall into the “they’ll secure it” trap, but some smaller companies or IT shops with no security specialization do.

2. Not specifying a security program and owner

Recognizing a shared responsibility is first, and any responsibility needs an owner. RevCult found that many companies persistently lack clear security programs for the platform, the tools needed to support the program, and Salesforce security expertise.

3. Not classifying data

Not all data is not the same, so different types of information require different levels of security. This is a key principle recognized, for example, in the still-emerging zero trust security approach.

4. Not understanding workflows and processes across departments

Cross-functional blind spots persist around how a company’s Salesforce organization is actually used. Salesforce is a customizable platform, with workflows getting turned into custom configurations and settings. Often, those doing the configuration reside in lines-of-business or departments.

5. Misconfiguring APIs

It’s also important to keep in mind that some of the security issues involve Salesforce application programming interfaces (APIs). That’s especially relevant considering the amount of data coming in and out of Salesforce to support a multitude of end-to-end business processes.

6. Misconfigured communities or other elements

Salesforce is a big platform with a lot of different elements, options, and functions.

7. Not continually broadening the security effort

Security program ownership, as noted above, will help prevent or remediate basic errors. As Salesforce implementations expand, however, it will take the proverbial village to expand efforts to secure data from errors such as the communities configuration.

Why should you be concerned about Data Security?

CRM platforms often contain sensitive data about your business dealings with your customers. Keeping this data is safe is important since it can reveal a lot about your company. Apart from safeguarding your information on your business practices, you should also worry about maintaining the quality and integrity of your data.

Salesforce Data Security

Like we have mentioned above, Salesforce has highly configurable security. You can control who can access your data, who can see it, and who can edit it. Salesforce lets you set read and write exceptions and fine-tune permission settings on different levels.

Types of Security in Salesforce

Salesforce’s way of handling data plays a role in determining how it secures data. In Salesforce, data is stored at three levels. There are objects, which are basically tables in a database. Then there are fields in every object, these fields are columns in a table. The third level consists of records, which are rows in each field.

Salesforce Data Security Best Practices

Just like with everything else, you can optimize your Salesforce data security by following a set of best practices. The exact cyber security process of a Salesforce CRM will vary depending on your company’s approach to data security. You can incorporate these best practices in order to make your Salesforce cyber security even more effective.


There are a number of ways to maximize the Data security of your Salesforce CRM. Certain best practices are easy to implement, but some practices can be tricky. In order to maximize your CRM’s security, you should consider getting in touch with Salesforce consultants who can analyze your platform and come up with a plan of action for you.


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