As Salesforce Admins, we work with important data and have a powerful platform at our fingertips. But as the saying goes, with great power comes great responsibility. You, as an admin, must promote a culture of positive security controls, protect your organization’s data from unauthorized access, and be security responsible.
You play a crucial role in the day-to-day maintenance of your Salesforce org, rolling out improvements and ensuring all user and customer data is protected. There are many aspects of data security that admins can monitor, including who can see what, who has permission to export data, and who can run org health checks and implement login security controls.
Having been an admin for multiple orgs, I’ve come to understand the importance of security management. One of my more memorable challenges was being tasked with setting up a user security architecture that shared all the same core platform, but utilized that data differently for separate department user groups. Now, I’m sharing what I’ve learned to help you hone your security management skills.
Let’s explore how to be data responsible and a security-minded admin within your Salesforce org.
Managing security within Salesforce is about giving users access to the data they need while protecting your organization from unauthorized access. Salesforce provides multiple features to implement security controls to meet your organization’s requirements.
Here are four key ways that admins can manage security within their org:
My advice is to proactively utilize the tools available to you, and continually test for weaknesses and improve further. I set a fortnightly (that’s every 2 weeks for you non-Aussies) reminder to run Health Check, which helps me ensure the data within Salesforce is protected and that I prevent any issues from becoming bigger problems.
Cybersecurity skills are increasingly becoming in demand within the tech industry, especially for Salesforce Admins. By being a security-minded admin, you’ll have a skill that many employers desire which, in turn, will help further your career prospects as the industry grows.
Become a security champion within your organization and advocate for a positive culture that prioritizes security management. Showcase your skills on your resume by detailing the processes you’ve put in place to safeguard information. You can go further and even quantify the amount of data that’s now secure due to your actions, and highlight how that has positively impacted your company. Your security management efforts can also help your company promote their data privacy and security controls to customers, building trust and increasing customer confidence.
I truly believe it’s important to continuously challenge yourself and learn. Strive to become a security champion at your own organization, and point yourself and your company in the right direction to protect your Salesforce org.
Trailhead is your best resource to learn how to manage security within your Salesforce org.
As admins, you hold the keys to success for your users and companies to get the most out of Salesforce. You have the unique opportunity to build and manage trusted solutions that drive productivity and innovation through five core admin responsibilities: security, user management, data management, analytics, and a new core responsibility: product management. The […]
Editor’s note: As of January 2022, Essential Habits for Salesforce Admins has been refreshed and is now available as a Trailhead module. This blog post was updated in July 2023 to reflect the content changes. At Salesforce, we’ve identified four core responsibilities that all admins share: user management, data management, security, and actionable analytics. And […]
As a Salesforce Admin, you play a crucial role in maintaining the security of your company’s valuable data. In fact, security is one of the five admin core responsibilities. New technologies like GenAI and Salesforce’s Agentforce bring increased value to admins, but also new security challenges. Following security best practices is more important than ever […]
