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What is Salesforce Data Security?

As Salesforce being the world’s most trusted customer relationship management (CRM) platform, Security is major standard. Salesforce provides a detailed and versatile data protection model to safeguard data at different levels to ensure and provide a security framework that fulfills numerous exceptional proper business instances. It furthermore includes salesforce security tools to access the security database on the business necessities.

Data Security is one of the most common trends that a Salesforce Admin must follow to safeguard privacy standards. Moreover, it is crucial to protect the data while sharing information over the internet.

If an unauthorized user captures the data, it could be devastating for the entire organization. Therefore, the admin must be aware of various ways to maximize Data Security in Salesforce.

As the name suggests, Data Security is the process of sharing confidential information between multiple users of an organization. It primarily handles and manages every user who has the authorization to access the account. Further, Data Security in Salesforce deals with providing a secure environment to share data and confidential files.

There is no doubt in the fact that creates a flexible model that helps in assigning adequate access levels to the users. According to the requirement, Salesforce Admins can manually provide the levels of data access to the users. This can be quickly done through the user interface in the account menu.

Salesforce security aims 3 critical structures at object-level, field-level, and record-level protection orders and can provide safe access to the object, field, and individual records.

What does the salesforce security model look like?

The Organization, Objects, Records, and Fields are the logical tiers of security. While using the model allows users to safeguard the organization’s information at four layers.

Here’s a formal review of all of these to help develop the fundamental understanding to build the data protection strategy. The four different levels of data access present in Salesforce are:

1.) Organization Level Security:

Organizational security involves determining who can access Salesforce org and when and where they would connect directly. Users could use IP limitations to restrict the IPs that customers could use to log in and access permission to limit users’ times.

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.

2.) Object Level Security:

Object-level security determines who has access to an object. Implement object-level access permissions for a particular domain or just by providing multiple accounts on the provided profile. This 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.

3.) Field Level Security:

Profiles and authorization sets also regulate a user’s access to fields. This is beneficial whenever you want a user to gain access to an object and limit their power to see, modify, or edit a particular field’s value. 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.

4.) Record-Level Security:

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.

Salesforce data access controls are primarily managed at 2 levels:

1.) Profiles, Permission sets, and permission set groups for defining the level of access to the object (or tables) and their fields (or columns). It is good idea to use permission sets and permission sets groups over profiles when possible.

2.) Sharing rules and sharing sets for defining access to specific records (or rows) for a given object.

Let’s take an example. Take analogy of a car:

The profiles and permissions sets are your driver’s license. They specify what type of vehicle you can drive.

And Record-level access is provided by the car keys. To drive a specific car, the license is not enough. You still need keys.

Now, you have a car and keys with the license, Njoy the ride !!

Drive safe.

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Anindita Dasgupta
Anindita Dasgupta
Feb 10, 2023

Very nicely explained! Great details.

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Thank you Anindita.

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