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Best Data Security Solutions | Salesforce

Data Security Solutions

Secure your Agentforce and Customer 360 with advanced data security controls. Mitigate insider threats, protect your sensitive data with data encryption, track any changes to your data, and quickly re-classify data. Effortlessly monitor permissions and access. Enforce mobile security to safeguard your business.

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Explore Our Data Security Solutions

Monitor, encrypt, and classify your Salesforce data.

Salesforce Shield

Report on unauthorized or unlawful activity.

Prevent undesired events with Event Monitoring. Get detailed security and usage data on all your Salesforce apps to understand who, when, and where data is accessed. Create customized, flexible security policies to block malicious activity, and receive alerts to prevent and mitigate threats.

Encrypt sensitive data.

Protect your most sensitive data, including fields, files, attachments, search indexes, custom metadata, and more using Platform Encryption. Manage your own key lifecycle for greater control and flexibility, follow security best practices with regular key rotations, and analyze encryption processes to improve decision making.

Track changes to critical data.

Maintain compliance and data integrity with Field Audit Trail. Automatically track and log modifications to important fields in your Salesforce records, including what changed and when. Centralized field history tracking lets you review, edit, and revert changes, streamlining audit and compliance reporting.

Find and classify sensitive data quickly.

Find address, and protect sensitive data directly within a simple UI with Data Detect. Locate and classify sensitive data, like credit card or social security numbers, according to your preferences. Explore matched patterns, and view flagged data across all records. Protect customer information to comply with data protection laws and security best practices.

Centrally view, monitor, and manage your security health.

Security Center

View permissions and controls in a single dashboard.

Security Center organizes all of your permissions and controls into one dashboard. Quickly identifiy misconfigurations and incorrect user permissions, and eliminate any gaps in your org's security posture. Drill down further for granular details to uncover deeper insights or to prove compliance with regulatory standards.

Monitor changes and set alerts.

Create custom alerts on key permissions and metrics to quickly get notified when changes occur. Swiftly identify new threats as they emerge to reduce security risks and time spent monitoring changes.

Manage security policies efficiently.

Configure key security settings once, then deploy them out to your connected Salesforce orgs. Set security policies around session time outs, trusted IP ranges, password configurations, and your health check baseline. Quickly improve your security performance, and ensure your configurations never deviate from your business intent.

Identify and report on risk

Automated risk assessments identify and prioritize threats based on security best practices and your organization's risk tolerance, providing prescriptive guidance for risk remediation.

Secure access management.

Customer Identity

Passwordless Login.

Leverage Passwordless login to make registration and access even simpler. Capture mobile-first markets by providing the ability to create an identity with your brand without forcing consumers to juggle yet another password. Customize login pages to reflect your brand, and choose from a variety of verification methods, such as SMS, and Facebook Messenger. As users engage through these new access channels, report on login activities from Salesforce to better understand what new methods are resonating with your customers.

Social Sign On.

Imagine providing a registration experience that's as smooth as it gets. Users can sign up effortlessly using their social credentials from well-known platforms like Google and Facebook. No more creating yet another password that they'll inevitably forget. This approach not only reduces friction but also elevates the overall user experience.

Enforce mobile security with mobile app management.

Salesforce Mobile App Plus

Enforce security policies at scale.

Mobile devices are integral to modern work environments, and their usage presents unique security challenges. Enforce organization wide mobile security policies with clear severity levels. Ensure a consistent and robust approach to safeguarding sensitive corporate data and assets. By defining severity levels, organizations can prioritize threats and vulnerabilities, focusing resources and attention on the most critical issues.

Restrict unauthorized use and prevent data loss.

Enable IT teams to manage and secure the mobile applications on their employees' devices. Block file sharing and copy/paste capabilities, and specify browser and dialer apps. Defend against malware, phishing attacks, and other cyber threats that can compromise the security of mobile endpoints.

Capture mobile app events for compliance auditing.

Meet industry and region-specific regulations and compliance requirements that mandate the protection of sensitive data and data access management audits. Mobile app event capture helps ensure that companies can provide evidence of compliance, which is crucial in sectors like healthcare, finance, and government. Record essential customer actions such as calls, texts, emails, and screenshots to capture events for compliance audit purposes.

Having that single source of truth helps you master your data and know how to share your data. Only the member or the entity that needs their data can access it.

Brian Cahill
VP, Pharmacy Segment CIO, Humana

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Solution Brief

Secure, Compliant and Resilient Data for Agentforce

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Salesforce Data Security FAQ

What is data security software?

Data security software is a set of tools that enable organizations to protect their most important asset: their information. Data security tools protect critical data through processes such as masking, encryption, sensitive data detection, and backups to help enterprises meet regulatory compliance.

Why is data security software important?

It is crucial to employ cloud data security tools to protect against cybersecurity threats, meet regulatory compliance, prevent unwanted costs, and maintain customer trust.

Does my business need data security software?

Introducing a data security platform allows your business to meet compliance with an ever-changing regulatory landscape, keep your data protected from potential threats, and ensure the accuracy of your information, and prevent data breaches to ultimately uphold trust among your customer base.

What are the benefits of a data security platform?

Data security platforms empower enterprises to maintain trust with their customers. This includes preventing internal and external bad actors from compromising sensitive information, and avoiding costly fees for noncompliance with security and privacy regulations.

How do I choose the right data security platform?

When evaluating data security tools, select a trusted, scalable platform that meets your organization's specific security needs, such as your industry-specific and standard compliance requirements, data classification, and user access management strategies.

How much does Salesforce data security platform cost?

Pricing varies based on each customer's individual needs. Our sales team will work with you to tailor a package that meets your requirements and price considerations, no matter your company's size or industry.


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