Working From Home: Keep it Secret, Keep it Safe

September 9, 2020 Jared Baker

This blog is part of an ongoing series on enabling your team to work more efficiently in the office and anywhere in the world. 

In this penultimate post on optimizing your systems for remote work, I’d like to address a bit of an elephant in the room. When you have optimized your systems, are leveraging tools that enable your team to work from anywhere, and have improved your system architecture with valuable integrations, you have opened a potentially risky door. Now that your team is more empowered, they may also have access to more sensitive data. As you work to enhance your Salesforce environment, don’t forget to spend some time working on your system security.

There are a number of ways to enhance the security in your Salesforce environment. One of the most underutilized solutions worth considering is integrating Salesforce with your company’s identity management tool. Integrating with something like Active Directory allows your IT team to instantly grant or remove access to all connected systems. If you have a new hire, you don’t need a team member to go and create their user record in the system because the integration will take care of that, saving valuable time to work on more critical tasks. When someone finds a new job, gets put on furlough, or is let go, you can similarly instantly remove their access to the system.

In addition to integrating with your company’s identity management solution, you may want to consider what Salesforce Shield can do for your team. Shield is a valuable add-on purpose built to bring enhanced security protocols to the already very secure Salesforce platform. Shield helps you “monitor app and data use, automate security policies, encrypt sensitive data, and run compliance audits.” Enabling Shield allows you to set field history tracking on more fields and retain the history longer than is available with standard licenses, monitor system usage to automatically identify if someone is behaving suspiciously and take immediate action, deeply enhances encryption and field masking capabilities, and more.

Finally, don’t forget to audit your usage of out-of-the-box security features. Be sure you have reviewed and set appropriate password policies for your team. Simplify your usage of Profiles and Roles to remove complexity and ensure the right users see the right data at the right time. Leverage Sharing Rules, and Account and Case Teams if you need to grant multiple users access to the same records. And don’t forget to speak with your Salesforce Implementation Partner -- we can help audit your system, recommend security enhancements, and help you design security protocols that ensure your data is safe and your team has access to all the tools they need.

Working from home is tricky, but the right technologies can help make the process easier. Giving your team powerful new ways to connect with customers, automating your paper processes, integrating systems to ensure everyone has easy access to the right data at the right time, and thoughtfully securing your system will give you peace of mind that your team has the tools they need and that your system will be safe as everyone navigates this new normal together. In the final post in this series, my colleague, Olivia Miller will discuss ways to keep your team engaged, happy, and connected. 

You can find the entire Working From Home series here: 

Dial Up The WFH Experience with CTI
It’s Time to Chat
Make Your Paper Work with Document Management
Seamless Interactions Are An Integration Away​

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