by Mike Walsh | Nov 20, 2015 | Salesforce Tips
Security is key with Salesforce. If you ever have any questions about general Salesforce security, there are loads of resources available, one of the most valuable being trust.salesforce.com, where you can learn about security and check on system status. But despite all the tools Salesforce has available to ensure your data is and remains safe, one weak password or careless employee can lead to a breach. The good news, though, is that there are even tools available to you to enforce good password policies.
Enforcing safe password policies is simple. Go to Setup -> Security Controls -> Password Policies. Here, you will be able to set the org-wide defaults for when a password will expire, how often a user can reuse a password, minimum length, complexity (is it basically anything goes, or maybe you expect passwords to all contain upper and lower case characters, numbers, and special characters), and more. You can get more granular by setting different requirements based on profile by editing the password policies on a custom profile. For even more security, turn on Two-Factor Authentication. Effective security starts with effective passwords, so go make sure your password policies are strong enough for your needs today!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 19, 2015 | Salesforce Tips
With the ability to automate the creation of Tasks in Salesforce using Workflow Rules, Salesforce can be a powerful tool for driving success with your team. When an Opportunity reaches a critical Stage, a task can be created to call the client for specific, timely information. When a Case closes, a task can pop up to remind your team to follow up in a month and see how things are going. Tasks can be deleted by anyone, which allows users to remove unnecessary to-do items, but it can cause all sorts of problems. A deleted open Task can’t remind your users to complete a critical step, and a deleted closed Task can’t be reported on. You need a way to prevent the deletion of tasks to avoid these and other issues.
You can prevent the deletion of Tasks using a Trigger, which is the most intuitive solution. This is great because it is quick to write and offers the most comprehensive protection of your data – only users with specified profiles or other characteristics will be able to delete Tasks. But you’ll have to go through the process of writing test code, deploying to production, and maintaining. The easier solution is creating a Visualforce page to override the standard Delete page for Tasks. Deepak Anand wrote out a fantastic Visualforce Page in the Salesforce Success Community which can be used to do just that. It’s powerful, easy to write, and easy to add additional criteria, customize error messages, and more. Check it out!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 20, 2015 | Salesforce Tips
There are few things more important than building a team you can trust. But just because you trust your team doesn’t mean you should give them carte blanche to do whatever they want with your data. Your company has spent years building a powerful database with customer information and useful metrics, and one dishonest salesperson or disgruntled support desk employee can do a lot of damage. Having strong security in place to safeguard your data isn’t about a lack of trust – it’s about limiting the temptation for honest people to do dishonest things. To help, we’ve compiled a list of some simple ways to improve upon your data security.
Setting login restrictions is a great place to start in securing your data. By limiting login to set hours and restricting login by IP address, you’re sending the message to your employees that you respect their work-life balance, want them to work reasonable hours, and don’t want them to take their work home. You’re simultaneously limiting their ability to open up the system during off-hours and tinker or download where they shouldn’t. Limiting users from exporting reports and running system backups keeps users from downloading large portions of data at a time for use outside of the system. Disabling the printable list view feature can also serve the purpose of limiting what data users can take outside of the system. There are also apps, such as ezCloudAudit, which let you track the chain of custody on your records and know who made touch points on all records in your system.
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
