Security Considerations in Salesforce App Development You Must Check Now!

Published On: November 22nd, 2023 /

Salesforce is the #1 CRM platform of 2023; companies like Spotify, Amazon Web Services, BMW, and American Express are using it. The attention it’s getting is massive but it’s from both enterprises as well as hackers.

Salesforce comes with broad capabilities, providing competent services to a wide range of businesses. To be precise 49% of its customer base are small business owners, 40% medium-sized, and 11% large ones

These numbers speak out how huge quantities of sensitive customer data Salesforce is handling.  Salesforce is undoubtedly preserving its customer data the best way but businesses themselves must step a ladder up and make efforts to protect data on their own. It’s doable, there are strategies available in place. However, before that let’s explore what Salesforce app development is: 

Brief Overview of Salesforce App Development

Salesforce app development is a dynamic process of creating applications on the Salesforce platform, addressing specific business needs. This cloud-based platform helps developers to design, build, and deploy applications seamlessly, making it a cornerstone of modern business operations – of all sizes. 

Importance of Security in App Development 

Salesforce app development in itself offers users a plethora of security settings. It’s the sensitive information a business will be dealing with here. Neglecting security at this crucial stage can tarnish a brand’s reputation. Not to forget, in the first quarter of 2023 itself,  6.41 million data records were leaked, and the numbers are increasing every day.  

Authentication and Authorization

Salesforce application development places a strong emphasis on authentication and authorization mechanisms. Robust user authentication, including advanced methods like multi-factor authentication, forms the initial defence line. Complementing this, role-based access control (RBAC) ensures that users are granted permissions based on their roles and responsibilities, preventing unauthorised access and safeguarding critical functionalities.

Data Security

Security of data is vital when it comes to Salesforce app development. It’s a non-negotiable part, and here’s what you can do: 

  • Encrypt Data: Encryption, in simple words, means locking your data so that any unauthorised individual will not be able to sneak into it. It gives businesses an additional layer of protection against any potential data breach. 
  • Configure field-level security: Similar to data encryption, even field-level security offers businesses an extra layer of data security. It gives administrators extra access to control specific records that are crucial to the administration. The control over here is so fine-tuned that the risk of unauthorised access to sensitive information is the least.
  • Data access policies and sharing rules: After encryption, field-level security, comes policies and rules. When a business implements data access policies and sharing rules for the data stored, it specifies who can access the data. This measure yet again minimises the risk of data breaches or unauthorised disclosures. 

Penetration Testing and Vulnerability Assessment

Also known as pen tests, penetration testing allows authorised developers to attack computer systems to evaluate their security. One can also call it proactive testing, where the steps involve: 

  1. Regular Security Testing: Real-world attacks happen quite often, and regular security testing can help businesses identify them. With testing, they can check whether there are any potential vulnerabilities present. It’s a proactive approach, hence the whole evaluation process is continuous. 
  2. Use of third-party tools and services for assessment: It’s always good to leverage third-party tools and services to businesses to enhance the depth of security tests. These tools often provide a hidden yet holistic view of potential threats, which organisations might have overlooked. 
  3. Remediation of identified vulnerabilities: The above are only the initial steps where we are just identifying threats, the real game is the remedy part. In the world of data security, prompt remediation is important. Businesses must employ an agile and proactive approach to stay ahead of security threats.

Salesforce Security Guide: Best Practices

Salesforce provides businesses with a comprehensive set of controls to secure their data. The Salesforce Health Check utility in itself is a valuable tool, offering users a detailed assessment of potential vulnerabilities. It allows organizations to customize the check, which the Salesforce development company in India, often do for stringent evaluations, providing a score and recommendations for remediation. 

Some major ones include: 

  1. Multi-Factor Authentication (MFA): Adding an extra layer of security to user accounts, MFA is essential. Salesforce aims to make MFA mandatory for all accounts, enhancing overall security.
  2. IP Ranges and Session Restrictions: Salesforce allows organizations to restrict user access to the org instance based on IP ranges. This feature enhances security by defining usage hours and session-specific settings, ensuring high-assurance security for sensitive operations.
  3. Salesforce Shield: For organizations seeking an additional layer of security, Salesforce Shield offers features such as Shield Platform Encryption, Event Monitoring, and Field Audit Trail. These features extend beyond standard security measures, providing enhanced protection for data.


In the words of Louis Pasteur, “Fortune favours the prepared mind.” Salesforce equips organisations at every level to protect their org instances from security incidents. However, the pursuit of security is an evolving journey. Salesforce, like most cloud platforms, adheres to a shared security responsibility model.
Organisations must understand which security tasks are handled by the CRM and which are managed internally. If they are unsure about these aspects, they must get in touch with a Salesforce development company. Both internal management and regular utilisation of tools provided by the platform, such as Salesforce Health Check is the ONLY KEY  to maintaining a secure environment, which is the NEED OF THE HOUR!

Published On: November 22nd, 2023 / Categories: Salеsforcе Dеvеlopmеnt / Tags: , /