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Mastering Security in Salesforce - Alice Spreitzer, Mayur Bari, Gaurav Jain

Mastering Security in Salesforce

A practical guide to securing your Salesforce implementation
Buch | Softcover
2025
Packt Publishing Limited (Verlag)
978-1-83546-343-7 (ISBN)
CHF 52,35 inkl. MwSt
Establish yourself as a Salesforce security expert using cybersecurity concepts, configuration, tools and coding strategies with best practices to safeguard data, secure access, and build trust with your customers and end-users

Key Features

Harden security for your Salesforce orgs while learning about trade-offs
Learn concepts with real-world security risks and examples
Utilize advanced tools such as encryption, event monitoring, and AI for enhanced protection
Purchase of the print or Kindle book includes a free PDF eBook

Book DescriptionSecurity breaches cripple businesses financially and damage customer trust. Having strong security measures in place for your Salesforce instance is key to protecting your business. Mastering Security in Salesforce will teach you about cybersecurity principles, configurable Salesforce settings, as well as best coding practices to safeguard your Salesforce implementation.
With this book, you’ll be ready to create a strong security foundation or improve security in existing orgs. You’ll design scalable sharing models, fine-tune access, and choose authentication systems. Step-by-step guidance will help you manage users, control record access, and optimize permissions with profiles, permission sets, and establish standard operating procedures for auditing. Beyond configurable settings, you’ll learn to code securely, build trust with your end-users and secure platform features, sites, portals, and apps using available tools. Real-world use cases and examples help you apply the techniques to your own Salesforce organizations.
By the end of this book, you'll have all the knowledge required to become a Salesforce security expert. Your new-found expertise will open new doors for your career, impress your managers and delight your customers, while successfully protecting your business.What you will learn

Reduce cyberattacks on mobile devices using Salesforce mobile
Design scalable sharing models, roles, and access systems
Manage user authentication with SSO, 2FA, and certificates
Control record visibility with sharing rules and restriction rules
Comply with regulations using platform encryption and event monitoring
Secure Salesforce integrations, portals, and platform features
Leverage AI capabilities for threat detection and response

Who this book is forThis book is for Salesforce admins, developers, and security professionals aiming to improve their org’s security posture. Technical program managers, product owners, and business analysts will now be equipped to speak about security risks when advising on new builds. Anyone interested in pursuing the Sharing and Visibility Architect certification will benefit from the instruction in this guide.

Alice Houlihan is a security expert and certified Salesforce Sharing and Visibility Architect who designs both security models for new implementations of Salesforce as well as models for splitting off multi-orgs. Alice works as a product owner on the prestigious Amazon Salesforce Success Central (SFSC) team where she works alongside a community supporting hundreds of Salesforce implementations across Amazon. She has a master's degree in Library and Information Science and is currently studying advanced cybersecurity. Aside from nerding out over Salesforce, Alice is passionate about writing, woodworking, dogs, and delights in using humor as a teaching tool. She credits Salesforce Military for providing the training to help launch her Salesforce career and is always happy to connect with other military spouses in Norfolk, Virginia. Mayur Bari is a seasoned Salesforce Architect with over 13 years of dedicated experience. Holding 23 Salesforce certifications, including System and Application Architect credentials, Mayur brings a wealth of knowledge to his work. His deep understanding of the Salesforce platform enables him to design and implement robust, tailored solutions that meet clients' unique needs. In addition to working on various projects, Mayur has also been involved in Salesforce-based product development, showcasing his versatility and innovative approach. Passionate about innovation and committed to excellence and continuous learning, Mayur helps businesses harness the power of Salesforce for success. He believes in the power of collaboration and is always eager to learn from others. Originally from the state of Maharashtra in India, Mayur now resides in The Netherlands with his loving wife and son. In his free time, he enjoys running and mentoring newcomers on their Salesforce journey. Gaurav Jain is a Sr. IT Architect on salesforce application and design. He is a master's in information technology and enjoys working and solving business problems with technology and working with software teams to deliver real value to clients. Gaurav possesses 9 salesforce certificates and 4-star Trailhead ranger. He is currently an IT Architect and delivering value to his clients. Gaurav is an active blogger in different social media sites and likes to participate in technical conversations. Originally from a small village (Barauli Rao) in Northern India. Gaurav currently resides in the Netherlands with his wife and two children.

Table of Contents

Absolute Security
System Settings and Good Policies - The Backbone of a Secure org
Know Your Users! Create, Deactivate and Manage your Users
Practically perfect, create and manage profiles and permission sets
User Authentication; Show me your badge
Managing Security For External Users
Record-Level Security - Implementing & Managing Sharing For Records
Fine-Tuning Data Accessibility in Salesforce - Optimizing Data Access for Salesforce Success
Securing Your Platform Features
Sharing Is Caring - Share Your Records Via Apex
Secure Coding Practices - Best Practices and Guidelines
Connected Apps and Integrations security
Securing Salesforce With Event Monitoring - Insights from Event Monitoring
Platform Encryption and Masking - Fortifying Your Salesforce Org
AI Armor - Elevating Salesforce Security Using AI

Erscheinungsdatum
Verlagsort Birmingham
Sprache englisch
Maße 191 x 235 mm
Themenwelt Informatik Netzwerke Sicherheit / Firewall
ISBN-10 1-83546-343-6 / 1835463436
ISBN-13 978-1-83546-343-7 / 9781835463437
Zustand Neuware
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