How to make sure your next Salesforce project is secure

This flexibility, which enables integrations and encourages user accessibility, creates an automated third-party supply chain that quite quickly can become difficult to keep track of. A sea of uploads, downloads, and URLs enters your CRM, often straight into a highly pressurized environment with pending deadlines and timeline expectations, awaiting action from employees within your business. 

This is where your business can become exposed, putting your data at risk. Unmonitored uploads may contain malicious content, such as ransomware or other malware. If your organization doesn’t properly protect itself, the sharing and automation features of the platform can lead to you being responsible for infecting your partners’ internal networks with malware, ransomware, or phishing attacks. Another risk is sophisticated infiltration by cyber criminals in search of valuable corporate and customer data. This could lead to irreparable damage not only to IT systems, but also to business continuity, customer loyalty, and brand reputation.

If you want to grow your omnichannel customer activity with peace of mind, it’s time to look at how to close off your Salesforce engagement channels to potential hackers. Here are some ways to approach this vital security issue:

1. Don’t cut security corners to increase the speed of Salesforce adoption

We get it: Salesforce is often brought into companies by enthusiastic business decision makers who recognize the opportunities it offers, the gaps it can fill, and the efficiencies it can deliver. You’ll want to start by getting to grips with basic security hygiene best practice of what steps to take across the business, including multi-factor authentication (MFA); restricting access by user, location, or time; and educating end users on the business’ shared responsibility with Salesforce to protect your data.

2. Start a dialogue with sales and marketing, IT, and the C-Suite about why Salesforce security is important

Security teams and Salesforce professionals in organizations need to start working together more closely to ensure that new Salesforce projects can work effectively while having security considerations built in from day one. Developing a checklist that can be applied to all Salesforce implementations will help you to ensure that standards are met every time you expand your Salesforce footprint. Start by taking our risk assessment to find out where your implementation would sit on the cyber security risk scale.

3. Close your Salesforce security gap with a Salesforce-approved solution

Ideally, you’ll need to integrate a Salesforce-approved security solution that scans documents and links for malicious content in real time, and automatically quarantines unsafe files and URLs before they do any harm to your infrastructure, business, and stakeholder relationships. It’s important to make sure that you find a technology solution that doesn’t disrupt your workflow, and provides high-level customer support to guide you through the process.

Using WithSecure™ Cloud Protection for Salesforce, flexible scans run in the background in real time or on demand, with no disruption to Salesforce activities. We’ve also got around-the-clock customer support, to ensure you can access help when you need it. Even with the most demanding and complex security problems, our dedicated team of consultants can lend a hand.

Know your Salesforce data and face the future with confidence

With threats detected and automatically removed from both internal and external users, your environment will stay clean of any malware, phishing, and junk content. You can monitor and manage the security status of your content for a real-time snapshot at any time from your Salesforce portal.

After you have these simple steps covered, your team of innovative thinkers can focus on growing your customer base with confidence, engaging both customers and partners securely—with worry-free digital journeys, and without the uncertainty of waiting for a targeted attack to strike.