Mastering Security in Salesforce
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Mastering Security in Salesforce: A practical guide to securing your Salesforce implementation

Mastering Security in Salesforce: A practical guide to securing your Salesforce implementation


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About the Book

Establish yourself as a Salesforce security expert by mastering cybersecurity concepts, advanced configurations, and coding strategies to safeguard data, secure access, and build trust with your customers and end users Key Features Harden security for your Salesforce orgs while understanding practical trade-offs Apply battle-tested security strategies through real-world security scenarios and examples Leverage advanced tools such as encryption, event monitoring, and Einstein for enhanced protection Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionIn Mastering Security in Salesforce, three seasoned Salesforce security experts share their collective experience from securing hundreds of implementations—from Amazon’s enterprise deployments to custom solutions for businesses of all sizes—to demystify complex security concepts and offer easy-to-follow steps grounded in real-world scenarios. You’ll learn essential cybersecurity principles, configurable Salesforce settings, and best coding practices to safeguard your Salesforce implementation. Whether you’re building a strong security foundation or improving existing security measures, this book guides you through designing scalable sharing models, fine-tuning access controls, and choosing authentication systems. Step-by-step instructions will help you manage users, control record access, optimize permissions with profiles, and establish standard operating procedures for auditing. Beyond configuration, you’ll master secure coding, build user trust, and secure platform features, sites, portals, and apps using available tools. Real-world use cases and examples enable you to apply the techniques to your own Salesforce organizations. By the end of this book, you'll be on your way to becoming a Salesforce security specialist, impressing your managers, and delighting your customers with your new expertise in protecting your business.What you will learn Reduce cyberattacks on mobile devices using Salesforce mobile security features Design scalable sharing models, roles, and access systems Manage user authentication with SSO, 2FA, and certificates Control record visibility with sharing rules and restriction rules Ensure regulatory compliance with platform encryption and event monitoring Secure Salesforce integrations, portals, and platform features Use AI capabilities for threat detection and response Who this book is forThis book is for Salesforce administrators, developers, and security professionals who want to improve their organization’s security posture. Technical program managers, product owners, and business analysts will gain the knowledge needed to effectively discuss security risks when advising on new builds. Those pursuing the Sharing and Visibility Architect certification will benefit from the instruction in this guide.

Table of Contents:
Table of Contents Absolute Security System Settings and Good Policies - The Backbone of a Secure org Know Your Users! Create, Deactivate and Manage your Users Practically perfect, create and manage profiles and permission sets User Authentication; Show me your badge Managing Security For External Users Record-Level Security - Implementing & Managing Sharing For Records Fine-Tuning Data Accessibility in Salesforce - Optimizing Data Access for Salesforce Success Securing Your Platform Features Sharing Is Caring - Share Your Records Via Apex Secure Coding Practices - Best Practices and Guidelines Connected Apps and Integrations security Securing Salesforce With Event Monitoring - Insights from Event Monitoring Platform Encryption and Masking - Fortifying Your Salesforce Org AI Armor - Elevating Salesforce Security Using AI

About the Author :
Alice Houlihan is a security expert and certified Salesforce Sharing and Visibility Architect who designs both security models for new implementations of Salesforce as well as models for splitting off multi-orgs. Alice works as a product owner on the prestigious Amazon Salesforce Success Central (SFSC) team where she works alongside a community supporting hundreds of Salesforce implementations across Amazon. She has a master's degree in Library and Information Science and is currently studying advanced cybersecurity. Aside from nerding out over Salesforce, Alice is passionate about writing, woodworking, dogs, and delights in using humor as a teaching tool. She credits Salesforce Military for providing the training to help launch her Salesforce career and is always happy to connect with other military spouses in Norfolk, Virginia. Mayur Bari is a seasoned Salesforce Architect with over 13 years of dedicated experience. Holding 23 Salesforce certifications, including System and Application Architect credentials, Mayur brings a wealth of knowledge to his work. His deep understanding of the Salesforce platform enables him to design and implement robust, tailored solutions that meet clients' unique needs. In addition to working on various projects, Mayur has also been involved in Salesforce-based product development, showcasing his versatility and innovative approach. Passionate about innovation and committed to excellence and continuous learning, Mayur helps businesses harness the power of Salesforce for success. He believes in the power of collaboration and is always eager to learn from others. Originally from the state of Maharashtra in India, Mayur now resides in The Netherlands with his loving wife and son. In his free time, he enjoys running and mentoring newcomers on their Salesforce journey. Gaurav Jain is a Sr. IT Architect on salesforce application and design. He is a master's in information technology and enjoys working and solving business problems with technology and working with software teams to deliver real value to clients. Gaurav possesses 9 salesforce certificates and 4-star Trailhead ranger. He is currently an IT Architect and delivering value to his clients. Gaurav is an active blogger in different social media sites and likes to participate in technical conversations. Originally from a small village (Barauli Rao) in Northern India. Gaurav currently resides in the Netherlands with his wife and two children.


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Product Details
  • ISBN-13: 9781835464038
  • Publisher: Packt Publishing Limited
  • Publisher Imprint: Packt Publishing Limited
  • Language: English
  • ISBN-10: 1835464033
  • Publisher Date: 11 Jul 2025
  • Binding: Digital (delivered electronically)
  • Sub Title: A practical guide to securing your Salesforce implementation


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