Salesforce CRM: How to protect information

Customer information is one of your company's most valuable resources, especially for your sales team. As a sales leader, it's crucial to stay informed about how to protect this information in Salesforce CRM, as losing customer data can significantly impact your company's workflow, sales process, and even its reputation.

Salesforce CRM is a platform that centralizes all your customer information in one place to boost the productivity of your sales and service staff, enable quick and informed decision-making, and deliver personalized service to all your customers. But how secure and protected is the information stored in Salesforce CRM?

More than you might imagine, this tool offers security features that allow users to perform their activities safely, reliably, and efficiently. Salesforce was created specifically to protect your data and applications, but it's important to emphasize that data protection isn't solely the responsibility of the tool; it also falls on every executive and employee on your company's sales team.

Therefore, in this article we'll tell you how to protect information in Salesforce CRM and some features you can enable with your team to implement security controls and limit data exposure.

How to protect information in Salesforce CRM

Salesforce Unique Identity

Salesforce's Sales Cloud CRM keeps your data safe and secure by allowing you to create user profiles that maintain a unique identity among employees, partners, and customers, enabling you to manage data and application usage in a centralized, secure, and transparent way.

Session security

Session security is a Salesforce feature that you and your team can use to strengthen data security. It consists of controls that each user can adjust to limit the exposure of their session. This functionality is especially useful for employees who frequently use shared computers or leave their computers unattended for extended periods while maintaining a connection to the platform.

Session security helps prevent the risk of data theft and internal attacks.

Activations

Activations in Salesforce CRM is a feature that requires users to verify their identity when they try to access the platform from an unknown browser or device.

This is a feature that works based on frequently used IP addresses and alerts in case of an unusual login, thus adding an extra layer of security to the popular username and password.

Platform encryption

Platform encryption is designed to retain certain application functionalities critical to your company's business processes, such as data search, workflow, and validation rules. Its primary function is to configure encrypted data permissions to protect information from unauthorized users.

Transaction Security

It's a framework that intercepts Salesforce CRM events in real time and applies security actions and notifications to ensure transaction security. This event monitor allows you to record and track every interaction directly from within Salesforce applications.

Single sign-on

Single sign-on (SSO) is a security feature that allows users to log in only once, meaning a user cannot be logged in from two different devices simultaneously. This feature grants access only after the username and password have been validated.

Centralized control

With Salesforce CRM, you can create and manage a centralized information control framework that ensures information is modified only by authorized individuals, fosters a collaborative environment, promotes the review and analysis of hosted information, and provides specific data views for each user; all without disrupting the company's workflow or limiting the fulfillment of team members' activities.

Salesforce Shield

Salesforce Shield provides your company's information with an additional layer of security for greater confidence, transparency, and control over data by encrypting sensitive data and ensuring compliance with security policies, regulatory requirements, and other obligations regarding the company's private data.

Field audit trail

With the field audit trail, you can monitor all the information hosted in Salesforce and know the status and value of your data whenever you need to. This feature makes it possible to maintain a healthy data network, free of obsolete content, and retain information up to ten years old.