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Tip of the Week

Tip of the Week – Keep your team honest and data secure in Salesforce

There are few things more important than building a team you can trust. But just because you trust your team doesn’t mean you should give them carte blanche to do whatever they want with your data. Your company has spent years building a powerful database with customer information and useful metrics, and one dishonest salesperson or disgruntled support desk employee can do a lot of damage. Having strong security in place to safeguard your data isn’t about a lack of trust – it’s about limiting the temptation for honest people to do dishonest things. To help, we’ve compiled a list of some simple ways to improve upon your data security.

Setting login restrictions is a great place to start in securing your data. By limiting login to set hours and restricting login by IP address, you’re sending the message to your employees that you respect their work-life balance, want them to work reasonable hours, and don’t want them to take their work home. You’re simultaneously limiting their ability to open up the system during off-hours and tinker or download where they shouldn’t. Limiting users from exporting reports and running system backups keeps users from downloading large portions of data at a time for use outside of the system. Disabling the printable list view feature can also serve the purpose of limiting what data users can take outside of the system. There are also apps, such as ezCloudAudit, which let you track the chain of custody on your records and know who made touch points on all records in your system.

-Jared and the Salesforce Guys

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