Salesforce is a powerful cloud-based business application that allows businesses to manage their customer relationships, track sales opportunities and customize solutions for their customers. As such, it requires a secure environment in order to protect your company’s information and data from malicious users or hackers.

Here are 15 best practices for managing user access and permissions within Salesforce:

1) Set Clear Access Policies:

Establish clear rules governing who can access what type of information on the system. Make sure all employees adhere to these policies by regularly reminding them of the rules and consequences if they are found to be violating them.

2) Monitor User Activity:

Keep an eye out for unusual activity or suspicious behavior from users on the system. Investigate any such activities and take necessary corrective measures.


3) Use Encryption:

Using encryption helps protect data from unauthorized access or modification by encrypting it before sending it over the internet or saving it to a database.

4) Manage User Permissions:

Set up user permissions in order to control who can access different areas of the system, as well as what actions they are allowed to take.

5) Implement Multi-Factor Authentication:

Add an extra layer of security by requiring users to enter their credentials more than once, such as a password and a code sent via text message for example, when logging into Salesforce.

6) Use Role-Based Access Control:

Configure access by assigning users to specific roles, which will allow them to access only the information and features related to that role.

7) Regularly Audit User Accounts:

Perform checks on user accounts to ensure they are being used according to the set policies and that no unauthorized changes have been made.

8) Do Not Share Credentials:

Make sure each user has their own unique login credentials and do not share them with anyone else. This ensures that only authorized personnel can access sensitive data within Salesforce.

9) Set Strong Passwords:

Enforce strong passwords on your system in order to protect it from brute force attacks. Passwords should contain a mix of upper and lowercase letters, numbers, and symbols for maximum security.

10) Enable Automatic Timeouts:

Enable automatic timeouts after a period of inactivity to ensure that no one is accessing the system without authorization. This will help reduce the risk of unauthorized access or data theft.

11) Verify IP Addresses:

Verify the IP addresses of devices connecting to Salesforce in order to make sure they are only coming from trusted networks. This can help you prevent unauthorized access from external sources.

12) Use a Firewall:

Install a firewall on your network to protect against malicious attacks and intrusions. A firewall can block unwanted connections and monitor traffic for suspicious activity.

13) Monitor API Usage:

Monitor API usage on the system in order to detect any unusual or suspicious activities. Investigate any suspicious API calls that could be related to an attack.

14) Enable Email Logging:

Enable email logging so that all emails sent through Salesforce are monitored and logged for future reference. This allow you to track user activity and identify any security breaches or suspicious activities.

15) Educate Employees:

Educating employees on the importance of data security will help ensure, that they are adhering to all security policies and best practices for protecting company data. 

By following these 15 best practices, you can ensure that your Salesforce environment is secure, and that user access and permissions are managed effectively.

Doing so not only helps protect the sensitive information stored in your system, it also helps ensure compliance with legal requirements such as the GDPR.


By implementing these best practices, you can have peace of mind knowing that your company’s Salesforce environment is secure and compliant with industry standards.

In addition, it will also provide users with increased confidence when accessing Salesforce as they know their data is being protected against malicious activity. So make sure to follow these steps regularly to keep your system secure and productive!


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