Table of Contents Toggle Introduction:What is data, and its importance for businesses?What is Data Security? Why does It need to be secured? What is Salesforce? What is the use of Salesforce?Why is Salesforce famous in the industry? Benefits of SalesforceWhat is Salesforce Data Security?The Salesforce Security Model Framework.How does Salesforce Security is configured? The Concepts of Salesforce Security:The Configuration steps of Salesforce Security: STEP 1. PROFILESTEP 2. PERMISSION SETS AND GROUPSSTEP 3. ROLES & SHARING GROUPS STEP 4. PAGE LAYOUTS & LIGHTING RECORD PAGESSTEP 5. LIGHTING APPS AND HOME PAGESSTEP 6. GROUPSSTEP 7. QUEUESFinal WordAuthor Bio
Introduction:
Although digitization has shrunk the world and made it easy to work remotely, we have never been more vulnerable. Risks involving data are an everyday issue, especially in today’s time when hackers are coming up with new ways to breach data privacy. Data breaches are even more common because cloud computing is on the rise. Salesforce is a cloud-based computing software. Cloud computing is a blessing for businesses as it provides services like- servers, storage, databases, analytics, etc. This cloud computing software provides services to enterprises and gets big chunks of data that need to be secured. So, Salesforce security is a matter of paramount importance. As users, we and our work are dependent on these computing services. But these services generate enormous amounts of data, and companies’ responsibility doubles up; to manage the company and take measures to keep the data secured. If you want to become a Salesforce Developer, you can use Salesforce Developer Training and join the course and improve your skills in this field.
What is data, and its importance for businesses?
Data is information relevant to businesses and their growth. It is digitally stored and processed on computers as text, visual images, audio or computer codes. Several cloud companies like Salesforce provides businesses with services such as data storage, networking and processing for their market and target audience. In simple words, data is the reason for the survival of any business enterprise. Data is the backbone whose security cannot be compromised.
What is Data Security? Why does It need to be secured?
It won’t be wrong to say that a company’s biggest asset is its data. A business relies on it. Data security is an ethical practice where an enterprise is responsible for safeguarding digital information from theft, corruption, and illegal access. Some enterprises have strict protocols and data protection regulations. Even if some companies do not have clear rules for data protection, they are still liable to keep the data safe because a modern business’s survival is on its customer’s data. A global report has shown that data breach cases have happened in 17 countries across 17 industries. The average cost of a data breach increased by 2.6% from USD 4.24 million in 2021 to USD 4.35 million in 2022. Data breaches are at an all-time high, and their average cost has climbed 12.7% from USD 3.86 million in the 2020 report. 15% of breaches happened because of cloud misconfiguration, 16% of breaches were results of phishing, and 19% were stolen/compromised credentials. And the list goes on. Data theft causes financial loss and emotional distress to the company, which also leads to the loss of customer trust. The threats that often cause data breaching are: We need a properly secured network to protect data, in cloud computing and otherwise. Like in Salesforce security.
What is Salesforce?
Cloud-based software is a 360 approach to computing services. It is a complete CRM (Customer Relationship Management) software solution. It targets sales, customer service, data analytics, marketing, automation and app development. Salesforce began as a Software as a Service (SaaS) company, but now it has become a Platform as a Service (PaaS) company.
What is the use of Salesforce?
Salesforce is a complete CRM-based technology that targets the company’s existing and potential customers through healthy company-customer relationships and interaction. Salesforce uses many cloud platforms to bring in various data and services that benefit the company’s customers. As we discussed, it is a 360 approach to understanding your customer’s needs by providing cloud services like unified data management and integrated systems.
Why is Salesforce famous in the industry?
The globalization of businesses has led to their expansion quickly. The growing market competition is not an easy challenge. It is crucial to boost one’s marketing and sales strategies to thrive in the industry and survive amongst tough competitors. Customer satisfaction and relations are the top priority in scaling any business. And Salesforce is a complete CRM tool with cloud-based services. It takes care of your marketing campaigns, provides visual dashboards, and handles sales with its reporting features.
Benefits of Salesforce
What is Salesforce Data Security?
Salesforce primarily provides a complete CRM service, and alongside, it ensures an in-depth and versatile data security network which secures data at many levels. It is a complete framework of salesforce security tools to access data based on business necessities. There are three fundamental structures in Salesforce Security:
The Salesforce Security Model Framework.
This model aims to protect the data on various levels, from the company’s perspective to personal data security. The Salesforce security model targets four security areas, ensuring a complete security framework for users and enterprises. The four layers of the security framework are:
How does Salesforce Security is configured?
The process of achieving complete data security is complex. As important as it is, Salesforce security can handle all virtual data and access scenarios. Sounds intimidating but crucial. Below we will find out how to practically configure Salesforce Security.
The Concepts of Salesforce Security:
(Page layouts) how do users see the object (visibility) how only specific users can have access to the record types shows how the process of business works/flows
The Configuration steps of Salesforce Security:
STEP 1. PROFILE
The profile is the first step to security configuration.
to create profiles based on department/team to share those profiles to minimize in number to make a single profile for (Finance) and a single for (Sales), meaning to generalize
STEP 2. PERMISSION SETS AND GROUPS
The approach to configuring permission sets.
STEP 3. ROLES & SHARING GROUPS
STEP 4. PAGE LAYOUTS & LIGHTING RECORD PAGES
Mostly we first have objects that are per record layout type. Then, later we can add profile-specific layouts if needed. Same for lighting record pages.
STEP 5. LIGHTING APPS AND HOME PAGES
Every profile has only one default app, so it is better to define which profile is for which app and the home page.
STEP 6. GROUPS
For the data like reports, lists and dashboards, groups are crucial for visibility and sharing.
STEP 7. QUEUES
In this, the tasks are assigned to departmental queues before they hand out to the individual. They are for group object assignments, and their configurations are familiar to group configurations.
Final Word
Salesforce security works, especially for businesses that want to scale their sales and marketing and establish consumer-company relationships and interactions. For a 360 CRM solution tool, Salesforce Security should be every company’s priority. When it comes to its configuration, it is a complex process. A lot of detailed technical know-how is needed if you want to use it beyond the CRM tool.
Author Bio
Bala SubbaRao is a digital marketer and writer at MindMajix, a leading global online training provider. He has expertise in various IT and cutting-edge technologies, including Business Intelligence, Salesforce, Cybersecurity, Software Testing, Data Analytics, Project Management, and ERP tools. With a passion for writing and a deep understanding of the tech industry, He is dedicated to delivering insightful and informative content for his readers.
