7 Ways to Keep Salesforce Secure
Summary
Salesforce environments require vigilant security strategies as they become critical to business functions. Key practices include tightening third-party app access, treating permissions as security controls, restricting bulk data exports, and strengthening authentication beyond just MFA. Educating users on approval-based attacks and monitoring Salesforce like a production system are essential. Preparing incident response plans is also crucial for proactive security. These insights help Salesforce teams implement strong security postures and reduce risk effectively.
Takeaways
- Lock down third-party app access to prevent unauthorized integration risks.
- Treat Salesforce permissions as security controls, not just admin tasks.
- Restrict data exports and bulk access to minimize data leakage.
- Harden user authentication methods but do not rely solely on MFA.
- Train staff to recognize and prevent approval-based phishing attacks.
If we learned anything in 2025, it’s that the more we rely on Salesforce to run our critical business functions, the more aware and alert we need to be about keeping our data safe and protecting our customers. I invited Jari Salomaa , the CEO of Valo.ai , to share his deep Salesforce experience with me about ways that we can make our Salesforce environment more secure. We discuss Connected Apps, the ShinyHunters gang of hackers, best practices, and practical steps that you can take. Here are our top 7 tips: Lock down third-party app access (this is critical) Treat Salesforce permissions as security controls, not admin housekeeping Restrict data export and bulk access Harden user authentication, but do not rely on MFA alone Educate staff on approval-based attacks Monitor Salesforce like a production system, not just a CRM Prepare for incidents before they happen Here is the full video … Our Courses Daryl Moon is our instructor for all courses.