You know that securing data in your Salesforce org is a priority, but where do you start?
Manually classifying data and configuring Profiles and Permission Sets to align with the Principle of Least Privilege takes time. Locking down avenues for exporting data—whether through reports, weekly exports, or API access—requires numerous manual steps. And determining whether digital experience “portals” are inadvertently exposing sensitive data externally is anything but straightforward.
For the average Salesforce administrator, managing permissions alone consumes over 20% of their time. In highly regulated sectors such as finance, government, and healthcare, this workload is even greater, as admins spend countless hours manually creating documentation to demonstrate that proper security controls are being maintained.
Security Expertise in a Managed Package
Own Secure solves these problems and more by packaging decades of specialized Salesforce security expertise into an intuitive, automated solution. This native app operates entirely within Salesforce’s regulated cloud environments, including Government Cloud Plus.
The screenshot below offers a glimpse of Secure’s automated and prioritized security insights, highlighting risky permissions and vulnerable fields. Secure streamlines the remediation planning process of these risks and significantly reduces the time required to fix security weaknesses.
By leveraging automation, Secure brings consistency and efficiency to the identification, prioritization, and remediation of security issues in Salesforce orgs. This prevents the exposure of sensitive information and ensures the continuity of vital services.
Automated Risk Scoring and Prioritization
What factors increase risks in your Salesforce org? One innovation of Secure is its data-driven approach to computing risk scoring, as detailed in the Security Insight Scoring Algorithm knowledge base article. Secure evaluates quantities such as number of Users, Profiles, Permissions, High Risk Fields, etc. to calculate your Org’s custom risk scores, which are then combined for each category of risk. For example, a ‘Security Model’ current risk mitigation score of 11.75 combines the scores automatically computed by Secure for the specific security insights tabulated below.
In the above example, the top entry is rated as Very High risk and has a risk mitigation score of 0.8 which is well below the Target Risk Mitigation Score of 2 - a clear red flag. Another concerning vulnerability is the Digital Experience Sharing, rated as High risk. This has a very low mitigation score of 0.2 compared with the target of 1.75, potentially permitting external accounts to access sensitive data in the Org. These insights are a great place to start to take action. While Secure provides recommended default Risk Ratings based on our extensive experience performing Salesforce security assessments, you can adjust these and your risk mitigation targets to fit your specific risk operating context. For example, using the Scoring Policy Configuration shown below for the Security Model insight, you could change the High Risk Permission Access insight to reduce the Score Weight of a specific permission that is less important to your organization, and you could add a Permission that is not included by default but is important for your risk scoring.
Your risk operating context defines what security controls are important to your organization, which may mean that you can accept certain risks but not others. Factors that contribute to your risk operating context include business processes, data generated, user requirements, cybersecurity policies, legal responsibilities, regulatory requirements, and accepted risks.
Investing in Salesforce security without clear risk prioritization leads to inefficiency and scattershot efforts, and ultimately might not address the riskiest vulnerabilities. Own Secure ensures that resources and efforts are aligned with real risk, leading to a less vulnerable Salesforce environment in less time.
Automated Audit Reports
After Secure analyzes your Salesforce org and computes risk scores, you can generate risk-prioritized audit reports with a single click, helping you save time, ensure report consistency, and fulfill compliance requirements. These reports provide remediation guidance that is designed to be useful to Salesforce professionals as well as risk owners and auditors who don’t have Salesforce expertise. You can use these reports to give risk owners and auditors for your organization visibility into your Salesforce data risk mitigation level, and documentary evidence to support audit requirements and regulatory compliance attestation.
For organizations, this means less time spent on audits and more time for initiatives that drive business growth resulting in opportunity cost savings and increased return on investment (ROI). One customer performing security audits twice a year, Secure saved approximately one month in reporting alone. Secure customers consistently report 75% - 95% time savings on Salesforce security management and compliance reporting, with larger and more complex environments reaping the highest ROI.
To learn how you can tailor risk scoring and prioritization to your unique risk operating context, view our on-demand Secure demo or watch our instructional Security Insights videos.
