How does Salesforce handle data security?

May 26, 2025

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In Salesforce, Record Types serve a key purpose in managing and customizing different business processes for different users, departments, or use cases within the same object. Here’s a breakdown of their primary purpose.

Salesforce Reports and Dashboards are powerful tools used to visualize, analyze, and monitor data stored in Salesforce. They're essential for turning raw data into actionable insights that help businesses make better decisions, track performance, and identify trends or issues.

Salesforce handles data security using a multi-layered approach that includes authentication, authorization, encryption, monitoring, and compliance controls. Here's a breakdown of how Salesforce ensures the confidentiality, integrity, and availability of data:

1. Authentication and Identity Management

Multi-Factor Authentication (MFA) – Required for added login security.
Single Sign-On (SSO) – Integration with enterprise identity providers.
OAuth/OpenID Connect – Secure API and app authentication.

2. Authorization and Access Control

Profiles & Permission Sets – Define what users can see and do.
Role Hierarchies – Control data visibility based on organizational structure.
Sharing Rules – Provide flexible, rule-based access to records.
Org-wide Defaults (OWD) – Set baseline access levels for each object.
Field-Level Security – Restrict access to sensitive fields.

3. Data Encryption

Encryption at Rest – All data stored in Salesforce is encrypted.
Encryption in Transit – Uses TLS (SSL) for secure data transmission.
Shield Platform Encryption (optional add-on):
- Encrypts more sensitive data, including custom fields.
- Allows customer-managed encryption keys.

4. Audit and Monitoring

Field History Tracking – Records changes to key data fields.
Setup Audit Trail – Tracks administrative changes.
Event Monitoring – Provides access logs and user behavior analytics (via Salesforce Shield).
Login History – Logs and analyzes login attempts.

5. Compliance and Certifications

Salesforce meets many global and industry-specific compliance standards:

ISO 27001 / 27017 / 27018
SOC 1, SOC 2, SOC 3
HIPAA (for health data, with Shield)
GDPR and CCPA support
FedRAMP (for U.S. government use)

6. Security Tools and Best Practices

Health Check – Helps admins identify and fix security risks.
Security Center – Central dashboard to monitor and manage risks (for large enterprises).
IP Whitelisting / Login Hours – Restrict access by location and time.

7. Backup and Disaster Recovery

Daily backups maintained by Salesforce.
Customers can request data export or use Salesforce Backup & Restore (paid feature).

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Salesforce Admin Training Course in Hyderabad