Salesforce security

7 Game‑Changing Salesforce Security Tips to Protect Your Org

As a growing organization relying on Salesforce, you deserve a system that’s secure, efficient, and working for your business — not against it. Left unchecked, your Salesforce org can harbor hidden risks that can lead to major data exposure, compliance failures, and operational inefficiencies. That’s where a Salesforce Health Check becomes a game-changer for ensuring Salesforce security.

In this post, we’ll explore 7 powerful reasons why running a Health Check isn’t just best practice—it’s essential for maintaining Salesforce security. 

1. Shield Your Business Secrets from Public Exposure 

One of the most insidious risks? Public access to Salesforce objects. When misconfigured, this access can expose sensitive business data—like customer information, pricing models, and trade secrets—to the world. A Health Check identifies these vulnerabilities before they turn into headlines. 

Ensuring Salesforce security is paramount in today’s digital age, as it protects your organization from various threats and vulnerabilities.

2. Safeguard Against Real-World Breaches 

3. Understanding Salesforce Security Risks 

Cyber criminals are increasingly targeting Salesforce. In 2025, attacker groups leveraged phishing and malicious apps to exploit Salesforce environments—sometimes even using fake versions of Data Loader tools to breach systems. These incidents highlight the urgent need for proactive defenses. 

3. Know Your Baseline—with Scores That Matter 

Salesforce’s built-in Health Check gives you a clear 0–100 security score, comparing your settings against Salesforce’s recommended baseline or custom benchmarks. It flags high-, medium-, and low-risk items—letting you prioritize effectively. 

4. Fix Risks with One-Click Efficiency 

Why waste time navigating settings? The “Fix Risks” button lets you align multiple security settings with best practices in one go—while highlighting the most critical vulnerabilities. 

5. Accelerate Compliance & Audit Readiness 

A Health Check helps close gaps in permissions, sharing rules, and data access—guarding against compliance breaches (e.g., GDPR, CCPA, HIPAA). Misconfigurations can result in fines and audit exposure; Health Checks ensure your controls are in line. 

6. Bridge Admins and Security Teams 

Healthcare, finance, and other regulated sectors demand tight collaboration between Salesforce admins and CISOs. Health Checks translate technical findings into business risks, aligning teams around shared security goals. 

7. Build a Culture of Ongoing Security 

Security isn’t a one-off sprint. A Health Check—run regularly—encourages continuous improvement. Whether it’s enabling MFA, tightening session timeouts, or cleaning up data hygiene and sharing rules, it lays the foundation for lasting trust and protection. 

If You Don’t Act… 

– Hidden vulnerabilities could expose sensitive data or business secrets.
– Malicious actors could exploit misconfigurations with rising sophistication.
– Compliance issues may go unnoticed until they cost you in fines and reputation.
– Your team wastes time fighting inefficiencies and insecure processes. 

When You Do Act… 

– Gain peace of mind, knowing your Salesforce is configured securely.
– Unlock streamlined workflows and optimized operations.
– Trust your reports and data to drive confident decisions.
– Ensure audit readiness and regulatory compliance.
– Maximize ROI from every Salesforce license. 

Summary Table 

Problem (No Health Check)  Outcome with Health Check 
Exposed business data  Closed vulnerabilities 
Phishing and malicious app threats  Enhanced security posture 
Poor visibility and risk awareness  Clear scoring and prioritized action plan 
Compliance risks  Audit-ready controls 
Admin-security misalignments  Aligned governance and strategy 
Stagnant security  Culture of continuous improvement 

Take Action Now 

Your Salesforce setup isn’t just a tool—it’s the backbone of your business. By running regular Salesforce Health Checks, you transform it into a fortified, optimized engine for growth.

Ready to protect your data, boost efficiency, and maximize ROI?  Book your Salesforce Health Check today. 

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