What is data security in salesforce


Data Security in Salesforce

  • Organization-Level Security. Organization-level security is what determines who can access your Salesforce org, as well as when and where they can access it.
  • Object-Level Security. Object-level security controls whether a user has access to an object. …
  • Field-Level Security. …
  • Record-Level Security. …
  • Role Hierarchies. …

Data Security in Salesforce

Salesforce Data security deals with the security or sharing settings of data and visibility between users or groups of users across the organization. Force.com platform provides a flexible, layered sharing model that makes it easy to assign different data sets to different sets of users.


Table of Contents

Why your data is secure with Salesforce?

  • Control over administration profiles to ensure the only people making changes are those authorised to do so
  • A collaborative environment to publish policies and promote their review and discussion
  • Rich user-permission sets, user profiles, and record types to provide specific views of data for each type of user

More items…

How does Salesforce protect your data?

Main threats

  • Compromised accounts and insider threats
  • Data leakage
  • Elevated privileges
  • Insufficient security awareness
  • Malicious third-party apps and Google add-ons
  • Ransomware
  • Unmanaged bring your own device (BYOD)

How to find the security token in Salesforce?

Why Security Token is used in Salesforce.com?

  • Security Token is automatically generated which have 24 characters, alphanumeric string.
  • They are case sensitive.
  • It is used only once, every time new security token must be generated.

How secure is Salesforce?

  • Organizational level security
  • Object Level security
  • Record level Security
  • Field level Security

What are the types of data security in Salesforce?

Further, there are five types of record-level security: org-wide defaults, role hierarchy sharing, sharing rules, manual sharing, and Apex-based sharing.

What is data security concept?

Data security refers to the process of protecting data from unauthorized access and data corruption throughout its lifecycle. Data security includes data encryption, hashing, tokenization, and key management practices that protect data across all applications and platforms.

What are the levels of security in Salesforce?

Salesforce uses object-level, field-level, and record-level security to secure access to object, field, and individual records.

Why do we need security in Salesforce?

The Salesforce security features help you empower your users to do their jobs safely and efficiently. Salesforce limits exposure of data to the users that act on it. Implement security controls that you think are appropriate for the sensitivity of your data.

What is the purpose of data security?

Data security functions to prevent data breaches, reduce risk of data exposure, and for regulatory compliance purposes. Within any organization, data security’s role is to ensure the ongoing safe and secure use of private data while minimizing exposure risk.

What are the four 4 key issues in data security?

They are: Confidentiality — Systems and data are accessible to authorized users only. Integrity — Systems and data are accurate and complete. Availability — Systems and data are accessible when they are needed.

How data security is implemented in Salesforce?

Salesforce.com utilizes some of the most advanced technology for Internet security available today. When you access our site using a supported web browser, Secure Socket Layer (SSL) technology protects your information using both server authentication and data encryption.

What is ACL in Salesforce?

Access to the filesystem is additionally restricted by the operating system’s Access Control Lists (ACLs), which define read, write, and execute permissions for files. These protections are in place to restrict the user browsing the site from accessing sensitive information on the server.

Is data encrypted in Salesforce?

Shield Platform Encryption builds on the data encryption options that Salesforce offers out of the box. Data stored in many standard and custom fields and in files and attachments is encrypted using an advanced HSM-based key derivation system, so it’s protected even when other lines of defense have been compromised.

What is Apex in Salesforce?

Apex enables developers to access the Salesforce platform back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application programming interface (API) that Salesforce developers can use to access user data on the platform.

What is encryption in Salesforce?

In the general sense, data encryption is the process of preventing unauthorized users from accessing your data. When data is encrypted, it is coded using a key. The only people that can decrypt the data are those with the key. Hypothetically, it is possible for people to decipher the data without the key.

Organization Level

If you want to provide access to every user in the entire organization, use this level. Also, you can set up multiple passwords and policies to ensure security. It even includes setting up login limits and other location restrictions.

Object Level

Object Level is the most effective method to restrict users from entering restricted areas in Salesforce. Once you activate the permission, users out of the list can’t open, view, edit, create or delete object records.

Record Level

We have Record Level Security that works only for records present in the database. Users might access the object but can’t access records with this security feature. However, it gives you better control of allocating permissions of the system through Data Security in salesforce.

Field Level

At last, you can also explicitly add restrictions to a specific field for users in the organization. Even if a profile has Object Level Access, it still requires adequate permission to use the field.

What is Salesforce record level security?

Record level security can be set to share ownership of records between multiple users. You can also set accessibility of records based on the data they hold or based on certain user’s roles in the company. The customizability that Salesforce record level security offers is great for boosting your data security.

How to improve Salesforce security?

Salesforce Data Security Best Practices 1 If you haven’t done this in a while, make sure to carry out a Salesforce health check. Salesforce has its own health check tool that can be used to analyze your CRM platform. It can help you identify any shortcomings in your security and recommend best practices for data security. You can also get in touch with Salesforce experts and ask them for their support in improving your Salesforce data security. 2 Two-factor authentication is an incredibly useful security feature that is built into salesforce. It can help enhance your platform’s overall security. Two-factor authentication requires users to authenticate themselves twice when logging in; once through a password and once through Salesforce’s authenticator app. Two-factor authentication is great for companies that have remote workers accessing their CRM platform. 3 Salesforce lets you define a role hierarchy within the platform. This feature does more than just organize your CRM platform. Having a well-defined role hierarchy can improve your Salesforce cyber security by controlling data access based on a user’s role in the company.

What is role hierarchy in Salesforce?

Salesforce lets you define a role hierarchy within the platform. This feature does more than just organize your CRM platform. Having a well-defined role hierarchy can improve your Salesforce cyber security by controlling data access based on a user’s role in the company.

How many layers of security does Salesforce have?

Each data storage level can be treated as an individual layer of security. What this means is that Salesforce data security consists of three configurable layers. Every layer has its own settings that you can tweak in order to maximize the security of your data.

How to maximize CRM security?

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.

What is two factor authentication in Salesforce?

Two-factor authentication is an incredibly useful security feature that is built into salesforce. It can help enhance your platform’s overall security.

What is object level security in Salesforce?

For every user, Salesforce verifies what objects they have access to. Object level security allows you to regulate access to different tables in your database. You can configure your object level security with the help of 2 settings: permission sets and profiles.

How does the security and sharing model work?

Although you can configure the security and sharing model entirely using the user interface, the model works at the API level. That means any permissions you specify apply even if you query or update the data via API calls. The security of your data is protected, regardless of how users get to it.

What is access to object level data?

Access to object-level data is the simplest thing to control. By setting permissions on a particular type of object, you can prevent a group of users from creating, viewing, editing, or deleting any records of that object.

1. Organisational level Security

When we talk about org (org short for organisation) level security, we are protecting our data at the broadest level by making sure only the right users can log into our org at the specified time.

2. Object Level Security

This is the second level of security considering the user has successfully logged into the org.The simplest way to control data access is to set permissions on a particular type of object. We (as an administrator), can control whether a group of users can create, view, edit, or delete any records of that object.

3. Record level Security

If a user has access to objects, we can control which records on that object the users can see. This is by defining Record level security. The record level security can be achieved by four levels:

What is Salesforce security?

Salesforce also gives sharing tools to open up and enable secure access to information supported business needs.

Can you control which users approach which information in your entire organization?

You can control which users approach which information in your entire organization, a particular article, a particular field, or an individual record. Organization: For your entire organization, you can keep up a list of approved users, set password approaches, and limit logins to specific hours and/or areas.

Can a full access client read a record?

In Full access client can alter, erase, exchange and view the record. The client can even stretch out sharing access to different users. In reading/Write get to the client can perform just Read or compose activities on record. In reading, just mode clients can just view the record.

Does Salesforce have an association structure?

Basically, all organizations have an association structure wherever groups of individuals report back to their administrators and their chiefs thusly answer to their supervisors, shaping a tree-like organization graph. In order to rearrange sharing, Salesforce gives a clear method to impart records to directors.


The Basics of A Data Security Model in Salesforce

  • Salesforce provides a flexible and extensive data security model. This makes it highly effective, but it can be complex and maybe even a little daunting. Developing an intentional strategy and structured approach is key to ensuring the right people in your organization have access to the correct information. Data is organized in Salesforce by objec…

See more on ventasconsulting.com

Organization-Level Security

  • Organization-level security is what determines who can access your Salesforce org, as well as when and where they can access it. You can use IP restrictions to limit the IP addresses users can use to log in, and you can use Login Access to control what times users can log in.

See more on ventasconsulting.com

Object-Level Security

  • Object-level security controls whether a user has access to an object. There are two ways you can manage this — profiles and permission sets Each user is assigned a profile, which you can use to configure the minimum access required. Salesforce has some standard profiles you can assign (System Administrator, Standard User, etc.), but you cannot customize the access permissions …

See more on ventasconsulting.com

Field-Level Security

  • Profiles and permission set also control a user’s access to fields. This is helpful when you want a user to have access to an object but maybe want to limit whether they can see, edit, or delete the value of a particular field. As with objects, profiles and permission sets are used to control field-level security.

See more on ventasconsulting.com

Record-Level Security

  • Commonly known as record sharing, record-level security determines what records a user has access to. There are four primary ways to control record access: 1. Organization-wide defaults 2. Role hierarchy 3. Sharing rules 4. Manual sharing Here’s a simple breakdown of each. Organization-Wide Defaults This is the minimum standard of security access provided for record…

See more on ventasconsulting.com

Role Hierarchies

  • Role hierarchies enable users with higher roles to have access to all the records of the employees they manage. For example, for a sales manager, you would add them to a role in Salesforce that would give them access to all the records of the salespeople they manage. This doesn’t necessarily mean it directly aligns with your org chart. The org chart may be a helpful starting po…

See more on ventasconsulting.com

Sharing Rules

  • Instead of access being granted based on a vertical hierarchy, sharing rules allow you to grant access horizontally with users who are assigned the same or a different role. There are two ways to do this: owner-based sharing and criteria-based sharing. Owner-based sharing is based on characteristics of the owner of the records — such as their role or membership in a group. Criteri…

See more on ventasconsulting.com

Manual Sharing

  • Manual sharing is when one user manually grants access to a record to another person using the sharing button on the record details page.

See more on ventasconsulting.com


  • Data security in Salesforce is a somewhat complex topic, but with an understanding of the basics covered in this post, you’ll have the foundation you need to build an effective security model for your organization. If you’re struggling to build an effective data security model or you want to revisit or redesign your current one, Contact Ventas Consultingto learn how we can help.

See more on ventasconsulting.com

Leave a Comment