Salesforce Cloud Security
Protect Your
Salesforce Customer Data
The Right Way!
Trust-based
Customer Experiences
Incorporating security into your Salesforce Cloud ecosystem should be viewed as more than just an IT responsibility, it is a critical organizational asset that adds significant value to your business.
A robust security posture directly influences your revenue model, product development, and service offerings, enhancing customer trust and loyalty. With the global rise in cyberattacks, particularly against cloud solutions, the need for advanced Salesforce security measures has never been more pressing.
The threat landscape is evolving. While traditional phishing emails persist, there is an alarming increase in sophisticated attacks, such as deep fake phone and video calls, fueled by AI advancements. Additionally, malware is increasingly being spread through chat applications. These tactics succeed primarily due to their cost-effectiveness and the vulnerability of human error, often the weakest link in security defenses.
To counter these threats, fostering a strong security culture within your organization is essential. This involves implementing regular training programs and recognition methods that encourage security awareness and best practices among employees.
Although Salesforce provides a comprehensive suite of cybersecurity protections, any custom functionality you’ve developed—whether it’s Lightning Apps, Experience Cloud pages, or custom Apex code—requires additional security considerations. These custom developments are not inherently resilient to cyberattacks unless built following security best practices.
We have identified key areas as part of your Salesforce Cloud landscape that need focused attention to ensure your customers’ data is protected in the right way.
Security Assessment
All stages of your implementation, from requirements to design, code to testing, and deployment, should adhere to specific security standards, typically structured within a Secure Development Lifecycle (SDL) framework. As part of your Salesforce SDL, conducting a thorough Security Assessment is critical for identifying and mitigating risks related to misconfigurations, weak coding practices, and improper access controls.
Platform and System Security
In today’s evolving cybersecurity landscape, ensuring the security of your Salesforce environment is paramount. This practice identifies key areas within Salesforce that, if not properly configured or implemented, could serve as potential attack vectors.
– Authentication and Access Control
– Data Sharing and Visibility
– User Access and Permissions
– Data Export Controls
– Data Encryption
– Monitoring and Auditing
– Third-party Apps and Integrations
– Sandbox Management
Application and Code Security
As the complexity of applications grows and the sensitivity of the data they handle increases, so does the potential for cybersecurity threats.
Salesforce developers and administrators must be vigilant in defending against key threats, including SOSL/SOQL injection, cross-site scripting (XSS), cross-site request forgery (CSRF), and the use of insecure external library resources.
Development and Deployment Processes
In Salesforce development, while the risks of unintentional misconfigurations are well-recognised, the dangers posed by insecure code and loose deployment processes can be equally severe.
Poor coding practices and inadequate deployment controls can lead to security breaches, exposing your organisation to significant threats. Strengthening your Salesforce security defences requires a focus on robust development and deployment practices.
Secure coding is your first line of defence, ensuring your code is resilient against vulnerabilities. Automated testing is vital for enhancing code security compliance, with unit tests helping to identify vulnerabilities early in the development cycle.
Culture and Organisational Security
In today’s digital landscape, the greatest threat to organisational security is not merely technological flaws but the behaviours and attitudes of the people within the organisation. As cyber threats continue to evolve in complexity and frequency, the role of human factors in maintaining robust cybersecurity has become increasingly critical.
A strong security culture is the bedrock upon which an organisation’s defence mechanisms are built. It not only empowers employees to recognise and mitigate risks but also ensures that cybersecurity becomes an intrinsic part of the organisation’s DNA.
Properly configured security in Salesforce, from platform settings to application and code security,
is crucial in protecting your company’s reputation.