Is Your Salesforce Org Secure? A Consultant’s Guide to Best Practices

SCI 360 Marketing
Oct 16
3 min read

Salesforce consultants from SCI360 implementing Salesforce security best practices to protect sensitive customer data and ensure compliance. The image depicts a secure Salesforce dashboard with access controls, encryption icons, and cloud security symbols representing data protection, audit logs, and governance frameworks. It visually conveys the importance of Salesforce security audits, role-based access, and ongoing monitoring to prevent data breaches and misconfigurations. The consultants are shown reviewing Salesforce user permissions, validating third-party app integrations, and applying least-privilege principles to strengthen overall system integrity. This reflects SCI360’s expertise in Salesforce instance reviews, secure custom implementations, and app development. The scene emphasizes enterprise-level Salesforce data security, compliance readiness, and risk mitigation strategies for financial, insurance, and legal teams.

Salesforce is one of the most powerful platforms for managing customer relationships, streamlining operations, and driving business growth. But with great flexibility comes great responsibility—especially when it comes to data security.At 360 Intelligent Solutions, our consulting branch specializes in Salesforce instance reviews, custom implementations, and app development, ensuring every environment we touch is not only optimized for performance but fortified against risk.

Why Salesforce Security Matters

Your Salesforce org holds a wealth of sensitive information—client data, financial details, and proprietary workflows. Any misconfiguration or overlooked vulnerability could open the door to data breaches or compliance issues.The good news? A secure Salesforce environment starts with a strategic approach—one that combines the right governance, user practices, and technology.

1. Start with a Comprehensive Instance Review

Security starts with visibility. Our Salesforce instance reviews are designed to uncover hidden risks and inefficiencies that could compromise your system.

Key Areas to Evaluate:

User Access & Roles: Are permissions aligned with job functions? Too often, users have excessive access that can expose critical data.
Security Health Check: Salesforce’s native tools provide a baseline, but a deeper, consultant-led assessment can reveal misconfigurations and overlooked weaknesses.
Audit Logs & Activity Monitoring: Reviewing login patterns and API usage helps identify potential anomalies or misuse.
Third-Party Integrations: Each connected app or integration introduces its own risk. Vet them carefully and revoke unnecessary connections.

A professional instance review ensures your system complies with best practices and lays the groundwork for more secure customizations.

2. Build Security into Every Custom Implementation

Every organization is unique, and that’s why out-of-the-box Salesforce setups rarely meet all business needs. But custom implementations can unintentionally weaken security if not handled with care.

At 360 Intelligent Solutions, we emphasize “secure by design” principles in all our custom projects. That means:

Enforcing principle of least privilege access from day one.
Using custom profiles and permission sets instead of default roles.
Implementing data encryption (both at rest and in transit) for sensitive fields.
Validating APEX code and custom APIs for vulnerabilities before deployment.

When customization aligns with compliance and security, your Salesforce org not only performs better—it earns stakeholder trust.

3. Develop Apps with Security at the Core

Whether you’re building an internal app or a client-facing extension, Salesforce app development demands robust security considerations.Our development team integrates governance and best practices at every stage of the process—from architecture planning to testing and release.

Best Practices Include:

Conducting code reviews and penetration testing before launch.
Following Salesforce Secure Coding Guidelines to prevent SOQL injection, XSS, and data leakage.
Leveraging Salesforce Shield and Event Monitoring for advanced protection and transparency.
Using secure authentication protocols like OAuth 2.0 and enforcing MFA for all users.

The goal is to deliver apps that are powerful, user-friendly, and inherently safe.

4. Establish Ongoing Governance and Monitoring

Security isn’t a one-time project—it’s a continuous process.After implementation, our consultants help organizations develop governance frameworks that ensure your Salesforce org stays compliant and secure as it evolves.

Recommended Steps:

Conduct quarterly security posture reviews.
Keep a change management policy in place for new customizations.
Use Salesforce Shield’s Event Monitoring to detect irregular behavior in real time.
Train users regularly on security awareness and data hygiene.

Partner with Experts Who Understand Salesforce Security Best Practices

Your Salesforce org is the heartbeat of your customer operations. Protecting it requires the right combination of technical expertise, strategic planning, and continuous oversight. Ensuring that you implement Salesforce security best practices helps you achieve this.

At 360 Intelligent Solutions, our Salesforce consulting team brings years of experience across industries—helping clients secure, streamline, and scale their CRM environments through:

In-depth instance reviews that identify vulnerabilities and performance gaps
Custom implementations that enhance functionality while maintaining airtight security
App development that integrates seamlessly and safely within your Salesforce ecosystem

Ready to make your Salesforce org more secure and resilient?👉 Learn more about our consulting services.