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Salesforce Security Made Simple with Invisibles, Configurables, Enhanceables

Salesforce Security Made Simple with Invisibles, Configurables, Enhanceables



Today on the Salesforce Admins Podcast, we talk to Laura Pelkey, Director of Customer Security Communications & Engagement, and Kylie McKlveen, Director of Product Marketing at Salesforce.

Join us as we chat about a simple framework for thinking about security in Salesforce and what you can do to protect your org.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Laura Pelkey and Kylie McKlveen.

The evolving security landscape in the age of AI

With Agentforce and the rise of AI, protecting your data is more important than ever before. Remember, the bad guys have access to these tools too, and that means phishing and deep fake attacks are becoming more sophisticated by the day.

That's why I wanted to bring Laura and Kylie on the pod to talk about security. They're here to help explain how Salesforce is already hard at work to help you protect your data, and what simple steps you can take to beef up security for your org.

A simple Salesforce security framework

Laura and Kylie have a simple framework for the security available to you on Salesforce. There are three layers to think about:

  1. Invisibles: The things that Salesforce already does to watch your back. This includes a global, 24/7 threat hunting team that is constantly scanning the network for anomalous events.

  2. Configurables: These are actions you as a Salesforce Admin can take to make your org more secure. Taking the time to configure your security settings and think through your permission sets can go a long way towards protecting your org.

  3. Enhanceables: If you work in a heavily regulated industry or have sensitive data, you may need to take extra steps to enhance your security. Tools like Salesforce Shield and Security Center can give you an extra layer of protection.

Most admins will want to focus on the configurables, and the security team has put together a handy video series to walk you through your next steps.

The importance of data continuity

One important piece of the security puzzle is continuity. Protecting against attacks is important, but you also need to account for human error—sometimes users make mistakes. If someone's delete key gets stuck, tools like Backup & Restore and Field Audit Trail can help you save the day.

If you want to learn more, be sure to check out the Dreamforce Security Keynote on Salesforce+. And don't forget to subscribe to the Salesforce Admins Podcast so you never miss an episode.

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