Many business owners know that Salesforce is much more than just a customer relationship management tool. It’s one of the most popular and biggest platforms in the world that witnesses extraordinary growth within the past couple of years. Thanks to the exponential growth, the user base of Salesforce has also increased. However, more users also indicate more sensitive pieces of information, whereas some of them contain extra sensitive information.
If your business has plans to mitigate different types of data risks in Salesforce, you need to make sure you’re using Salesforce Shield. However, keep in mind that Salesforce Shield is a complicated process and many business owners don’t know how to use this specific tool. Hence, they end up implementing the tools improperly. Using the different types of features from the Salesforce shield is one of the most effective ways to develop a robust security strategy for your business.
In this article, we will discuss the best methods of implementing Salesforce Shield for your business. Without further ado, let’s get started.
Encrypt the Sensitive Data Items
The first step in implementing Salesforce Shield is to encrypt sensitive data items. This is important because it ensures that even if a data breach occurs, the sensitive data will not be accessible to the attacker. Salesforce Shield offers several encryption options, including Classic Encryption, Platform Encryption, and Shield Platform Encryption. Each option has its own benefits and is suitable for different types of data. As per IBM, data encryption can prevent malware attacks.
Shield Platform Encryption is the most advanced option and provides the highest level of security. It uses customer-controlled keys and hardware security modules to encrypt data. Shield Platform Encryption is suitable for businesses that handle highly sensitive data, such as government agencies and financial institutions.
Track the Field History with Field Audit Trail
The next step in implementing salesforce shield encryption is to track the field history with Field Audit Trail. This is important because it allows businesses to monitor changes to sensitive data and detect any unauthorized access or changes. Field Audit Trail tracks changes to fields on standard and custom objects and can store up to 10 years of data.
Field Audit Trail offers several features that help businesses monitor changes to sensitive data, including:
- Tracking changes to fields on standard and custom objects
- Retaining up to 10 years of data
- Providing detailed reports and alerts
- Enabling real-time monitoring with Streaming API
By using Field Audit Trail, businesses can detect any unauthorized changes to sensitive data and take immediate action to prevent further damage.
Robust Event Monitoring
Event Monitoring is another essential tool for businesses that implement Salesforce Shield. Event Monitoring provides real-time visibility into user activity, login attempts, and data access. This is important because it allows businesses to detect any suspicious activity and take immediate action to prevent data breaches.
Event Monitoring offers several features that help businesses monitor user activity and detect potential security threats, including:
- Real-time visibility into user activity, login attempts, and data access
- Customizable dashboards and reports
- Integration with third-party security tools
- Automated alerts and notifications
By using Event Monitoring, businesses can detect potential security threats and take immediate action to prevent data breaches.
This is the perfect process you need to know if you want to implement Salesforce Shield for your business. Do you have any other questions? Feel free to let us know in the comment section below.