salesforce mobile best practices
This leads to a lack of visibility into what has been shared manually. It’s important to note, a user’s external OWD cannot have greater access than their internal OWD. If you haven’t already, we recommend you read before you read this post. If you haven’t already, we recommend you read Salesforce Security: Admin Checklist before you read this post. It’s also important to remember that changing a user’s role or where the role is in the hierarchy can change the access to the child records a user has.
Instead, Communities leverage Share Groups to control data sharing.If you work heavily with Communities, here are some resources about external sharing: Lastly, here is a great Trailhead that covers manual sharing, sharing rules, role hierarchy, and organization wide defaults: Another way Admins can increase the security of their Salesforce instance is by leveraging session settings. When users switch to the new Salesforce mobile app, they’ll notice a few changes to navigation and record pages. Organizations can track field history going back up to 10 years across custom objects, accounts, cases, contacts, leads, and opportunities for 60 fields per object. High Assurance can vary by your org, but in most Salesforce orgs, a high assurance login will require the user to complete two-factor authentication. With respect to regulated data such as Protected Health Information (PHI) and Personally Identifiable Information (PII), Salesforce acts as the data processor, meaning Salesforce is responsible for providing sufficient physical and technical security measures while Salesforce customers are accountable for the integrity, quality, and usage of the data, as well as the types of data being stored.Salesforce has met the requirements of many rigorous compliance certifications including:Salesforce’s Government Cloud, which includes Force.com, Sales Cloud, Service Cloud, Analytics Cloud and Chatter is also FedRAMP compliant.In general, Salesforce contracts include clauses that prohibit Salesforce from accessing customer accounts or releasing customer data stored in their platform.
Event monitoring works best if organizations use Salesforce’s Analytics Cloud to visualize the events or a third-party tool that combines event logs from Salesforce and other services to analyze potential insider threats. As an Admin, it is essential to understand what your team has access to and how they impact the security of the Org. And check out the new mobile options in the Lightning App Builder. IBM recently published that the average cost of a data breach is $3.86 million.However, unauthorized user access in Salesforce is not very common for two reasons:There are basic steps Admins can take to prevent nefarious users from gaining access to Salesforce (What is far more common than unauthorized users gaining access to Salesforce, is employee error or a former employee who was not deactivated properly logging in (check out: ). However, Salesforce also allows for separate External Sharing Org Wide Defaults (OWD). For Sales, For Mobile. The Adobe Flash plugin is needed to view this content.
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