Mastering Security in Salesforce

Establish yourself as a Salesforce security expert by mastering cybersecurity concepts, advanced configurations, and coding strategies to safeguard data, secure access, and build trust with your customers and end users

Key Features

Harden security for your Salesforce orgs while understanding practical trade-offs
Apply battle-tested security strategies through real-world security scenarios and examples
Leverage advanced tools such as encryption, event monitoring, and Einstein for enhanced protection
Purchase of the print or Kindle book includes a free PDF eBook

Book DescriptionIn Mastering Security in Salesforce, three seasoned Salesforce security experts share their collective experience from securing hundreds of implementations-from Amazon's enterprise deployments to custom solutions for businesses of all sizes-to demystify complex security concepts and offer easy-to-follow steps grounded in real-world scenarios.
You'll learn essential cybersecurity principles, configurable Salesforce settings, and best coding practices to safeguard your Salesforce implementation. Whether you're building a strong security foundation or improving existing security measures, this book guides you through designing scalable sharing models, fine-tuning access controls, and choosing authentication systems. Step-by-step instructions will help you manage users, control record access, optimize permissions with profiles, and establish standard operating procedures for auditing. Beyond configuration, you'll master secure coding, build user trust, and secure platform features, sites, portals, and apps using available tools. Real-world use cases and examples enable you to apply the techniques to your own Salesforce organizations.
By the end of this book, you'll be on your way to becoming a Salesforce security specialist, impressing your managers, and delighting your customers with your new expertise in protecting your business.What you will learn

Reduce cyberattacks on mobile devices using Salesforce mobile security features
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
Ensure regulatory compliance with platform encryption and event monitoring
Secure Salesforce integrations, portals, and platform features
Use AI capabilities for threat detection and response

Who this book is forThis book is for Salesforce administrators, developers, and security professionals who want to improve their organization's security posture. Technical program managers, product owners, and business analysts will gain the knowledge needed to effectively discuss security risks when advising on new builds. Those pursuing the Sharing and Visibility Architect certification will benefit from the instruction in this guide.