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Introduction, Salesforce’s platform-as-a-service (PaaS) offering, is evolving into an application, data, and people integration hub. The foundation of its hub ambitions is its multilayered flexible approach to user, application, and data security, with a particularly granular approach to data security.


  • In a public cloud context you cannot rely only on cloud service provider assurances. Encrypt and back up your data on premise using a mix of and third-party technology.

Features and Benefits

  • Gain a short, concise, but nonetheless detailed overview of's security capabilities.
  • Receive recommendations on how to make the best of's security features.

Key questions answered

  • Which security features does make available to users? How do these relate to one another?
  • What are the strengths and limitations of's security features?

Table of contents


  • Catalyst
  • Ovum view
  • Key messages


  • Recommendations for enterprises
  • Recommendations for vendors

Combine multiple security layers to secure implementations

  • Like Salesforce, combine security layers
  • is reliable but do backup regularly
  • Ask about Salesforce’s data center security
  • Keep in mind data location issues and work around them
  • Combine and third-party technology

Mix multiple access management techniques

  • Use’s password and login policy management capabilities
  • Leverage’s SSO capabilities

Carefully manage’s data access mechanisms

  • A flexible layered design that combines top-down and bottom-up security
  • A design that can quickly become complex, so needs careful planning and management
  • Leverage’s monitoring facilities

Start with profiles and permission sets for data access

  • Use profiles to grant access then tweak with permission sets
  • Manage carefully and consider all possible consequences

Add bottom-up object, field, and record-level data access settings

  • Start with object and field permissions then adjust
  • Combine field-level and page layouts security
  • Define record-type security via profiles and permission sets
  • Define record-level security via organization-wide sharing settings
  • Refine record-level security via hierarchies
  • Refine record-level security via automatic and manual sharing rules
  • Carefully combine permission sets and sharing rules
  • Apply sharing rules to groups, besides role hierarchies
  • If nothing works you can always define sharing programmatically
  • Keep the processing impact of sharing rules in mind


  • Further reading
  • Author

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