5 Compliance Officer Habits for Salesforce Data Security

5 Compliance Officer Best Practices You Can Nurture to Keep Your Salesforce Data Secure

It’s like every Admin Evangelist’s dream to inspire the admin community to get them hooked on the platform data security in Salesforce.

Therefore to help them groom into ideal data stewards, we have curated some classic observations that intersect with the admin roles in Salesforce, yet clarify the best practices to protect customer data.

Forming habits where, as a responsible point-of-contact dealing with Salesforce responsibilities can also be ‌able to:

Oversee data quality
Manage data governance processes
Ensure compliance across the organization

Compliance officers being the most aligned personas to deal with compliance data standards, looping into their routine habits will be perfect to shell the best practices. Further, this will brighten the gray areas that are often overlooked while handling data security in Salesforce to meet compliance standards.

Also, org-level data security involves establishing policies, practices, and standards for Salesforce data protection, to avoid fines or compliance steps that boulder ‌ the path to customer success.

Here are five compliance officer best practices you can nurture to keep Salesforce data secure :

#1 Regular Risk Assessments

Compliance risks can harm businesses through legal and regulatory failures, resulting in penalties, lost prospects, damaged reputation, and legal issues. Hence, compliance officers regularly perform risk assessments to ensure organizational activities align with relevant regulations.

Takeaway: Just like Salesforce Health Check aids org security to mitigate data risks, aligning Salesforce with a regular risk assessment regime is a cost-effective insurance to keep your Salesforce data secure.

#2 Documentation & Policy Enforcement

Once documented compliance content ‌revisions like in bank regulations could change 21 times per hour, every eight hours, year-round. Hence compliance documents need to be updated for newly introduced policies before ‌revising in-house changes.

Takeaway: Its similar to maintaining a data dictionary of the users engaged in Salesforce processes (like Services or Sales Cloud) to review roles to ensure field-level security. It can be for integrating Salesforce to an external system for multi-org data transmission or to validate record security rules while using 3rd party application for data operations.

#3 Training and Awareness Programs

As every compliance officer’s responsibility is to promote ethical conduct of the organization, compliance awareness programs are hence mandatory. In a recent report, it was found that phishing susceptibility has been reduced by 80% for ‌organizations that conduct data security training.

Even the least impactful training initiatives yield a sevenfold return on investment,
While the average-performing programs deliver an impressive 37-fold ROI.

Takeaway: As a data-responsible admin, you must educate users to better align with Salesforce data security model. Eventually, this leads to faster adoption of the platform environment and ground-up knowledge of Salesforce data center physical security controls & features.

#4 Incident Response Planning

It’s a set of predetermined to-dos ‌in cases there is a security breach in the organization. This process helps Compliance officers ‌define procedures for identifying, containing, and mitigating security incidents in alignment with compliance standards.

Takeaway: Here, Salesforce as the compliance-engineered cloud has tailored incident response plans. Yet, to prevent breaches of Salesforce data at rest or in transit, to be transmitted, handled, or stored; unauthorized disclosure of sensitive customer data with Salesforce data encryption or data masking techniques, ensures security at max.

#5 Continuous Monitoring

Above all, consistency is the key to success. Therefore continuous surveillance enables compliance officers to improve the visibility of the business, rooted in customer trust. It helps compliance teams identify risk areas, avoid non-compliance, stay proactive, and take action faster to minimize the damage caused.

Takeaway: As a part of admin responsibility it is core to ensure that data quality is maintained for all orgs across Salesforce. Admins governing the topology instances for Salesforce should know about the data structure updates before any integration, to stay up to date with data security in Salesforce for business, maximizing ROI gain.

Want to know how accuracy in Sandbox provisioning can help with Salesforce customizations? Then this blog on multi-org data seeding in Salesforce is what you are looking for.

How DataArchiva Can Loop in a Cue-Routine-Reward Cycle Of a Compliance Officer With Its Salesforce Data Backup Application

The habit loop, as described by Charles Duhigg in “The Power of Habit,” consists of three components: cue, routine, and reward.

As an Admin empowerment program, compliance automation can be absolutely rewarding. Addressing evolving security concerns can be quite a handful as real-time data can be hard to track.

In a busy Salesforce org with over 100 daily updates, maintaining data security is a challenge. Accidental deletions, especially of critical financial records, can pose restoration difficulties, elevating data security stakes

Under GDPR Article 83(5), penalties can reach 20 million euros or 4% of the global turnover, from the preceding fiscal year, whichever is higher.

But if you have planned well you can save losses. Risk reversing methods like taking backup copies of Salesforce data that can be recovered back to streamline the security routines, sound ideal. Isn’t it the best way to evangelize the admins running data security routines in Salesforce?

Tools like DataArchiva with top-notch backup automation features help to enact the drill just like a compliance officer would do as a regular reflex.

Cue: You need a backup ‌of your Salesforce data with proper config, before pushing the new custom code into production

Routine: Select the objects you want to take a backup from Salesforce, then choose how you want to take a backup. Set the backup scheduler for weekends, you can choose a full or incremental backups. Once the backup for Salesforce is complete receive immediate reminders to check details logs directly from Salesforce.

Reward: Your Salesforce org has now successfully adapted to new changes. After close monitoring, if there is any data loss, your recovery option in DataArchiva is just one click away. No need to request any privacy centers to bring back the data live to Salesforce with intact topology before or after the backup job.

Want to choose a true compliance sentinel for your Salesforce? Get in touch with our experts!