Description

Introduction

Salesforce Security & Compliance ensures that your Salesforce environment is safe, secure, and meets regulatory requirements. It covers user access management, data protection, compliance monitoring, and security best practices to safeguard your business and customer data.

Learner Prerequisites

• Basic knowledge of Salesforce CRM.
• Familiarity with IT security concepts and regulatory standards.
• Understanding of user management, data handling, and organizational policies.

Table of Contents

1. Introduction to Salesforce Security

1.1 Overview of Salesforce Security
1.2 Importance of Data Protection and Compliance
1.3 Security vs Compliance: Key Differences
1.4 Common Security Threats in Salesforce
1.5 Understanding Shared Responsibility Model

2. User and Access Management

2.1 Profiles and Permission Sets
2.2 Role Hierarchy and Sharing Rules
2.3 Single Sign-On (SSO) and Two-Factor Authentication
2.4 Login Policies and IP Restrictions
2.5 Managing External Users

3. Data Security and Encryption

3.1 Field-Level Security
3.2 Encryption Options in Salesforce
3.3 Shield Platform Encryption
3.4 Data Masking and Redaction
3.5 Backup and Recovery Best Practices

4. Compliance and Governance

4.1 GDPR and CCPA Compliance Overview
4.2 Audit Trail and Event Monitoring
4.3 Regulatory Reporting and Compliance Checks
4.4 Security Policies and Change Management

5. Security Automation and Monitoring

5.1 Setting Up Security Health Check
5.2 Salesforce Security Alerts and Notifications
5.3 Automated Risk Assessments
5.4 Integrating with Security Information and Event Management (SIEM)

6. Best Practices and Advanced Security Features

6.1 Secure Development Lifecycle
6.2 AppExchange Security Review
6.3 Monitoring Third-Party Integrations
6.4 Incident Response and Remediation

Conclusion

Mastering Salesforce Security & Compliance helps organizations protect sensitive data, ensure regulatory compliance, and implement robust security practices. With proactive monitoring, automation, and governance, teams can reduce risks and strengthen trust with customers.