Understand and Apply Salesforce Security Features

Ensuring your data and CRM system is protected from potential risks is essential. We would advise preparing a Data Protection Policy with security information and risk register to assess and mitigate risks through preparing processes and equipping your systems against any potential data breaches. Salesforce CRM offers a range of security features, but these need to be applied and managed by team members, so there needs to be little room for human error. The role of the Data Manager is essentially important here.

Security features that should be applied, include but not be limited to:

• Access and Login Policies
• Secure Data Access
• Data Encryption and Protection
• Monitoring and Compliance

We would suggest completing Trailheads that make you aware of all of the security features and practices that Salesforce offers to help protect your data and to create your data protection policy.

European Union Privacy Law Basics

https://trailhead.salesforce.com/trails/learn-privacy-and-data-protection-law

Learn about the General Data Protection Regulation (GDPR) and how to comply.

Check out the following Trailheads:

Secure Identity and Access Management

https://trailhead.salesforce.com/trails/identity

Learn how Salesforce Identity lets you give the right people the right access to the right resources at the right time.

Protect Your Salesforce Data

https://trailhead.salesforce.com/trails/security

Learn how you and your users can worktogether to keep your data safe.