#sfdc security model

[speridian]

Best Practices for Salesforce Security Awareness Training

Introduction

Cybersecurity isn’t just a technology issue—it’s a people issue. Despite Salesforce’s robust built-in security features, many breaches still stem from human error, like credential theft or misconfigured permissions. With Salesforce being a mission-critical system for many organizations, it's essential to ensure that every user understands how to protect data and follow secure practices.

The Salesforce security model provides the technical backbone for protecting information—offering fine-grained access controls, authentication protocols, and audit tools. But without adequate user training, these controls can be undermined. That’s why Salesforce security awareness training is not optional—it’s foundational.

Understanding the Salesforce Security Model

Core Components of the Salesforce Security Model

Salesforce’s layered security model includes:

Authentication and Identity: Tools like Single Sign-On (SSO) and Multi-Factor Authentication (MFA) protect access.

Authorization Controls: Role hierarchies, profiles, permission sets, and sharing rules determine who can see and do what.

Data Protection: Field-level security, encrypted data at rest and in transit, and IP restrictions.

Monitoring & Compliance: Tools like Salesforce Shield, Event Monitoring, and the Security Health Check help detect threats.

Why Security Awareness Is Integral to the Model

While these features are powerful, they are only as effective as the users behind them. Many breaches occur not from platform flaws but from end users falling for phishing scams or inadvertently exposing data. Training users on the nuances of the Salesforce security model is essential for reinforcing its effectiveness.

Why Organizations Need Salesforce Security Awareness Training

Rising Threat Landscape in Cloud CRMs

Cloud CRM platforms like Salesforce are prime targets for cybercriminals. Common threats include:

Phishing attacks that harvest login credentials

Session hijacking through unsecured devices or networks

Misuse of integration tools that open backdoors

Falling prey to these risks can trigger serious compliance violations under laws like GDPR, HIPAA, and CCPA.

The Role of End-User Behavior in Security

Many data incidents originate from user actions, such as:

Downloading datasets to unencrypted drives

Sharing reports with unauthorized parties

Weak password practices or password reuse

Training helps users understand how their actions impact the broader Salesforce security model and compliance posture.

Best Practices for Salesforce Security Awareness Training

Align Training with the Salesforce Security Model

Security awareness must mirror the technical controls in place. Focus on:

Understanding role-based access and permission sets

Encouraging use of MFA and strong authentication

Educating users on secure report sharing and export practices

Tailor Training Based on User Roles

A one-size-fits-all approach won’t work. Admins need deeper insight into security configuration, while Sales users need guidance on data handling and phishing. Role-specific training leads to better retention and application.

Simulate Real-World Threats During Training

Make the training actionable by simulating phishing attacks or unauthorized data access scenarios. Use tools like Salesforce’s own phishing simulation modules or third-party LMS platforms to reinforce learnings.

Create a Culture of Continuous Security Learning

Security awareness isn’t a one-time event. Reinforce knowledge through:

Microlearning modules

Gamified assessments

Certification-based incentives using Trailhead or custom LMS paths

Measuring the Effectiveness of Training Programs

Key Metrics to Track

Use the following indicators to measure impact:

Decline in phishing test failures

Increased MFA adoption rates

Improved reporting of suspicious activity

Feedback Loops and Iterative Improvements

Post-training surveys and feedback sessions help refine future content. Leverage Salesforce analytics dashboards to detect risky behavior patterns and adapt your training accordingly.

Tools and Resources to Support Training

Leverage Salesforce Native Tools

Salesforce Shield for encryption, monitoring, and audit trails

Health Check to assess and improve org security posture

Security Center for real-time visibility across instances

Third-Party Training Platforms and LMS Integration

Organizations can supplement internal training with SCORM-compliant content or integrate Salesforce-specific security modules from platforms like KnowBe4 or Infosec IQ.

Conclusion

When users understand their role within the Salesforce security model, they become active defenders of enterprise data. Technical defenses are essential—but without human vigilance, they remain incomplete. Embedding security awareness into your organizational culture isn’t just smart—it’s a business imperative.

Call to Action

Want to secure your Salesforce environment beyond just configuration? Start by empowering your people. Embed awareness into every interaction, aligned with the Salesforce security model.

Protect your platform. Train your users. Strengthen your future.

[sfdcpanther]

Sharing Rules in Salesforce

[Blogged] - Sharing Rules in Salesforce via @sfdc_panther Link - @Salesforce @Trailhead @ApexHours @SalesforceDevs #Salesforce #Trailhead #SFDCPanther #AskPanther

Hi #Ohana, In this post, We will learn all about Sharing Rules. Sharing Rules are used to open up the access to Salesforce Record on top of OWD and Role Hierarchy.Sharing rules only work if the OWD for the record is either Private or Public Read Only for any ( Default Internal or Default External ).When Sharing Rule is executed and open up the access to any record. Behind the scene, salesforce…

[globalitservices-blog1]

Cloud Consulting Services

With the rapid digitalization of every business sector, organizations are adopting cutting-edge technologies to gain a considerable advantage over their competition. With the advent of cloud computing, enterprises have found a comprehensible solution to their data storage and remote access needs.

The adoption of cloud systems by business organizations has also been boosted with the number of advantages presented by cloud technology. Primarily, cloud migration has reduced the overall operational costs, boosted innovation, and proliferated core business focus within an organization.

What is Cloud Consulting?

Cloud consulting is the delivery of efficient consultation to an organization in order to utilize and implement a cloud computing model to meet specific business requirements. Cloud consultants are responsible for advising a customer to choose from different cloud platforms – public, private, or hybrid.

Based on the specific requirements of a business organization, the cloud consultants provide a structured pathway for the implementation of an effective cloud strategy based on SaaS, PaaS, and IaaS models.

  Impact of Cloud Consulting

Irrespective of your organizational goals, cloud computing serves as an essential business decision for your organization. It is a breakthrough technology that can have long-term implications on your IT strategy, future technological implementation, regulatory obligations, and staffing.

                        Cloud computing can influence various organizational functions, and help you to take an advantageous position in the rapidly emerging IT landscape. Even though cloud computing is a direct fit for many business scenarios, still it requires an in-depth analysis and evaluation of risk factors, opportunities, and complexities involved in its implementation.

What are the Important Factors to Look for In A Cloud Consultant?

It is important for a business organization to consider certain factors in a cloud consultant.

·         Sandboxes: Sandboxes provide efficient security to your data transfers. It involves full-scale system development, integration, and migration of data. By paying your platform vendor, you can facilitate lower project management costs and risks involved in the data transfer process.

·         Backup of System and Data Configuration: An ideal cloud consultant ensures that your valuable data is properly backed up before initiating any data migration process. Backup of data also ensures that you minimize the chances of data loss during the data transfer process.

·         Configuration Logs: It is important for every cloud consultant to maintain an SFDC log to track every data transfer activity on the cloud environment. This ensures a real-time evaluation of the completed and pending tasks. The log can be in the form of a spreadsheet and updated every 90 days.

·         System Access: Cloud consultants who proliferate the establishment of strong login credentials and instruct their clients to not to share their login details with any third-party personnel or application are considered as ideal. In fact, it is beneficial for the consultant as well when the security is strengthened and less effort is required to prevent any security breach.

·         Signoffs: Signoffs are required when a particular project is completed. Many times, signoffs are essential whenever there is a change in the order. A signoff during important projects can also serve as milestones for your organization.

Where to Find Cloud Consulting Services in Sacramento?

Efficient cloud consultancy holds paramount importance for every business organization looking to expand its bandwidth. Ideal cloud consultancy firms such as Global IT Services take a holistic approach to create a cloud adoption strategy in accordance with your organization’s discreet business requirements.

The company is based in Sacramento, California and serves clients all across the United States and abroad. Their USP is to provide comprehensive cloud consulting services at optimized cost and time without compromising on the compliance standards.

You can also benefit from the company’s strategic partnership with AWS, Azure, and GCP, along with a qualified team of experienced professionals which has been accredited for the development and deployment of complex cloud applications.

Furthermore, the company has a distinct approach to cloud consulting by closely working with its clients to evaluate the suitability of different cloud applications. Their team of experts will not only suggest you the right cloud platform but will also ensure you an effective cloud migration strategy and roadmap for cloud transformation.  

[remotecareers]

Senior Web/Front-End Developer (Remote)

Employment at Heartland Financial USA, Inc.

is employment at will

Oakhurst, California – Highway 49

BBV – Overland Park Banking Center and Corporate Headquarters

Arizona Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients.

As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees.

Join a team that makes “Great Things Happen!”

The Senior Web/Front-End Developer is responsible for building a high quality, human-focused customer experience/portal that changes the way our customers and employees interact.

The role translates designs into crisp code and configurations to build thoughtful experiences centered around our customers and employees.

The position partners with functional teams to determine customer needs, brainstorm solutions, generate website mockups and prototypes, present these prototypes to stakeholders, and both develop and optimize live platforms.

Primary Responsibilities Creates and designs end user-focused experiences for our Digital Customer Portal as directed by Digital Technology Leadership.

Analyzes product requirements and develops appropriate technical solutions to ensure successful implementation.

Builds personalized and customized features for customers and internal users using modern technology, including HTTP, JavaScript, Angular, React, AJAX, HTML, CSS and/or Salesforce Lightning Components using Aura framework and Visualforce pages for use in Heartland public and private Communities, Service and Sales Clouds.

Maintains and develops enterprise application integrations using middleware tools and/or custom-developed REST/SOAP endpoints.

Implements workflow rules, validation rules, approval processes, reports and dashboards.

Maintains up-to-date knowledge of industry trends and advancements.

Serves as subject matter expert for Web and/or Salesforce solution architecture including: configuration, development, integration and customization of complex environments.

Develops code and configurations following Heartland and industry standard best practices that serve as the foundation of future projects.

Deploys features up to team quality standards through automated testing, code reviews, QA and deployment best practices.

Adheres to department standards for Change and Incident Management.

Optimizes applications/sites to improve performance and efficiency.

Authors technical documentation that provides reference when designing, building, deploying, supporting, maintaining applications.

Provides feedback and suggests improvements to current and planned implementations based on experience and best practices.

Participates with management in digital strategic planning to define the long-term technical direction of the Heartland digital platform.

Mentors junior developers in best practices for design, development, deployment, maintenance and support.

Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities Performs other duties as assigned.

Management Responsibilities This job has no management responsibilities.

Qualifications Bachelors Computer Science or related field; or equivalent experience required Web focus: 3-5 years working in front-end web development required Experience building functional and effective web-based platforms Fluency in JavaScript, HTML, frameworks such as Angular or React, APIs and CSS Experience with integrations with Web services and external systems using SOAP, WSDL, REST, SSL standards, security models and typical API client architecture SFDC focus: 3-5 years Salesforce Development experience in Communities, Service Cloud, Lightning, Visualforce, Apex, JavaScript and SOQL required Solid understanding of web technologies such as HTTP, JavaScript, Angular, React, AJAX, HTML and CSS Experience with integrations with Force.com Web services and external systems using SOAP, WSDL, REST, SSL standards, security models and typical API client architecture Basic understanding of admin activities like – user creation, role/profile set up, Security set up etc.

Developer Certification (Platform Dev 1), Advanced Developer Certification (DEV 501 or Platform Dev 2) and/or Plus to have Advanced Admin (ADM301) or Consultant (Sales Cloud/Service Cloud) Certifications General: Strong understanding of agile software delivery Strong interpersonal and communication skills Previous internal stakeholder and external client-facing application development experience User Experience design and implementation experience and training Experience building functional and effective Salesforce Lightning components leveraging Apex and Visualforce Experience with object-oriented programming languages, such as Java, C#, Python, or Ruby Strong technical portfolio that demonstrates a broad range of abilities, preferably in a Financial Services environment Working knowledge of SQL and understanding of relational databases Scheduled Weekly Hours: 40 Tim Type: Full time

Posted 4 Days Ago

Full time

21-0235

About Us

At Arizona Bank & Trust, we look for those who have an inquisitive mind, are creative thinkers with an impeccable work ethic and seeks joy in their work life.

We look to employ those who thrive on challenges and look forward to every new opportunity to build positive relationships and provide exceptional results.

While working at Arizona Bank & Trust, you’ll play an integral role in our community, united by shared values and common goals.

We want you to discover your unique potential and professional possibilities while working here.

We are a diverse and inclusive workplace creating an environment where work feels like a second home.

Everybody regardless of their role will feel accepted, supported and equally involved.

We’re a growing team committed to creating a valued workplace for everyone.

For more than 20 years, Arizona Bank & Trust has partnered with our clients, employees, and local nonprofits to lend a helping hand to our neighbors in need.

We support mental health awareness, education initiatives, economic development and several local causes.

Our incredible team of employees serve on numerous organizational boards, volunteer their time and provide significant financial support to non-profit and community organizations.

We believe this passion for our community drives us to be better bankers and better citizens.

We recognize the importance of providing a positive and professional work environment and our leadership team is dedicated to helping employees to grow and develop in their careers.

At Arizona Bank & Trust, we strive to recruit and retain the best teams possible and to live our mission of enriching lives one customer, employee, and community at a time.

Member FDIC ∙ Equal Housing Lender

Employment at Heartland Financial USA, Inc.

is employment at will

The post Senior Web/Front-End Developer (Remote) first appeared on Remote Careers.

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How does one become a Salesforce Platform Developer?

Who is a Salesforce Platform Developer?📷 A Salesforce Platform Developer is a computer programming specialist who creates Salesforce applications across various PaaS (Platform as a Service) platforms. The Salesforce CRM software suite has been mapped out to assist IT firms as they flourish by analyzing and determining the needs of their customers, using cloud-based computing for offering services pertinent to CRM like sales & marketing. This article emphasizes on how to become a Salesforce Developer. The functions and responsibilities of a Salesforce Developer are almost the same as those of other professional software and application developers. Building an affinity towards clients and earning their trust is imperative for a Salesforce Developer in order for the latter to better establish what the former expects from incorporation of Salesforce into their firms’ operational processes and to zero in on the fundamental purpose which Salesforce implementation will serve for streamlining these processes. The implication of this is focusing on clients’ needs which are beyond the scope of the software or management system they are using (which may include performance & security issues) & leveraging the advanced features and functionality of the Salesforce software suite to effectively tackle these issues and address all clients’ needs. How to become a Salesforce Platform Developer?A Salesforce Developer usually holds a Master’s or Bachelor’s degree in computer science or software engineering and often commands good skill in usage of computer programming (languages). Having a basic understanding of Model-View-Controller design pattern, OOP fundamentals, .NET & Java will give an aspiring learner who is a wannabe Salesforce Platform Developer; an added advantage while understanding concepts related to the job description of a Salesforce Platform Developer. It is advisable to work as an intern with an IT firm after graduating from college to gain industry oriented and hands on skills. If, however, you are keen on becoming a Salesforce Platform Developer long after graduation or post-graduation, then enroll for a Salesforce Platform Developer training course which offers a certification post completion. AlmaMate offers the best Salesforce training in all the IT hubs of India: Bengaluru, Gurgaon, NOIDA, Pune & New Delhi. It is regarded as one of the best training institutes in India. We offer best-in-class SFDC development training in locations spread all across India.Almamate’s Salesforce training is aligned with industry standards and has been designed while ensuring that no stone is left unturned in making the course curriculum as comprehensive as possible in order for it to include all industry stipulated topics and subjects. AlmaMate ensures 100% placement assistance after successful completion of a training course being pursued. If you are looking forward to advancing your career in the Salesforce CRM domain, then join the best Salesforce training Institute of India: Almamate.Find our Salesforce Platform Developer Online & Classroom training classes in top cities such as New Delhi, Gurgaon, NOIDA, Pune & Bengaluru:Salesforce Platform Development:Programming with APEX DML Essentials Use SOQL to Query Your Org’s Data Use SOQL to Query ParentChild Relationships Use SOSL Trigger Essentials Testing Essentials Creating Visualforce Pages with Standard & Custom Controllers Deployment Feel free to reach out to Almamate’s highly qualified team of experts using the following co-ordinates: +91 9315269123, info@almamate.in. Also visit Almamate’s website: https://almamate.in/

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Instructions to Become a Salesforce Developer: Tips and Basics

To secure the vital capacities, a Salesforce architect ought to regardless of anything else have guidance in programming improvement. One can procure a four-year affirmation in programming building, programming designing, number juggling, or related fields. By then, a Salesforce creator needs to get Salesforce-express data, for example, with online courses. Visit HIC Global Solutions  For Salesforce Development Services

There is a grouping of online courses and instructional activities to pick up capability with the crucial and moved pieces of Salesforce progression. The vast majority of them are charge-based. Nevertheless, Udacity offers a free beginning Salesforce improvement course, and Udemy routinely gives limits.

For learning purposes, SFDC offers Trailhead, which is a free stage with courses merging speculation and practice of Salesforce headway. Learning starts with the Developer Beginner module, which contains fundamental information about Salesforce progression.

Beside the particular aptitudes, the requirements for Salesforce headway positions can consolidate Salesforce affirmation. To obtain confirmation, an up-and-comer takes a charge based test. There are 5 kinds of supports, and the confirmation should be incidentally insisted (according to the Salesforce releases) by completing tasks by Trailhead.

Salesforce engineer versus Java originator

In view of the sentence structure similarities among Java and Apex, Salesforce is regularly picked by Java engineers. The middle points of interest they search after are new position open entryways around the globe (when Salesforce CRM is commonly used all over), extended compensation and just an animating change. At the same time, a couple of fashioners ensure that being a Salesforce engineer restricts one's movement decisions while Java headway licenses picking adaptable endeavors in the zones that contrast from CRM.

The calling method of a Salesforce engineer

A Salesforce architect's calling ladder contains three levels: junior, focus and senior. A senior Salesforce creator can transform into a Salesforce organizer or a Salesforce authority.

A Salesforce engineer is the most raised motivation behind the Salesforce planner's particular turn of events. The modeler structures a structure model of Salesforce CRM and custom applications as shown by a client's business needs. This position requires a solid Salesforce progression establishment and a critical data on all Salesforce things and improvement devices.

A Salesforce expert is a center individual between a customer and a specific gathering. The master examinations a client's business needs and offers the most sensible Salesforce plans to address them. For that, it's vital to perceive the circumstances when Salesforce customization is really required and when it's adequate to go with arrangement.

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[100% OFF] Crash Course on Salesforce Admin: With Whiteboard Animations What you Will learn ? SFDC Data Model SFDC Relationship SFDC Business Process Automation Salesforce Security Model…

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Salesforce BA

Position: Salesforce BA -Techno functional Location: Seattle, WA Type: Contract SFDC Techno-functional BA with 4+ Years of experience for a role as Program BA for multiple scrum teams within a train. Coordinate among multiple teams to understand and define EPIC/ Feature and create stories for delivery team. Collaborate with Product Owner to understand the high level EPIC. Discuss and derive features from EPICs to capture as features to be discussed during PI planning. Work with Architecture team to capture details around technical features/enabler to be delivered to support functional features. Work with AD and QA team for feature grooming and facilitate story creation. Work with business and facilitate UAT and Test Strategy creation. Needs to have excellent verbal and written communication. To be able to work cross functionally with multiple teams onsite/ offshore. Knowledge on Agile implementation process. SFDC knowledge: Salesforce admin knowledge, data model, sharing and security architecture, understanding of salesforce integration concepts with legacy systems. Knowledge on story grooming, functional analysis, story boarding, use case scenario and user persona creation, process flow design. Familiarity with RTC and SAFe a plus. Qualification: Bachelor's in engineering or equivalent, Master's in Business Administration preferred. Reference : Salesforce BA jobs Source: http://jobrealtime.com/jobs/technology/salesforce-ba_i9844

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Salesforce BA

Position: Salesforce BA -Techno functional Location: Seattle, WA Type: Contract SFDC Techno-functional BA with 4+ Years of experience for a role as Program BA for multiple scrum teams within a train. Coordinate among multiple teams to understand and define EPIC/ Feature and create stories for delivery team. Collaborate with Product Owner to understand the high level EPIC. Discuss and derive features from EPICs to capture as features to be discussed during PI planning. Work with Architecture team to capture details around technical features/enabler to be delivered to support functional features. Work with AD and QA team for feature grooming and facilitate story creation. Work with business and facilitate UAT and Test Strategy creation. Needs to have excellent verbal and written communication. To be able to work cross functionally with multiple teams onsite/ offshore. Knowledge on Agile implementation process. SFDC knowledge: Salesforce admin knowledge, data model, sharing and security architecture, understanding of salesforce integration concepts with legacy systems. Knowledge on story grooming, functional analysis, story boarding, use case scenario and user persona creation, process flow design. Familiarity with RTC and SAFe a plus. Qualification: Bachelor's in engineering or equivalent, Master's in Business Administration preferred. Reference : Salesforce BA jobs from Latest listings added - JobsAggregation http://jobsaggregation.com/jobs/technology/salesforce-ba_i9130

[tak4hir0]

How to Fast Track your AppExchange App 1. How to Fast Track Your App (And Move With Lightning Speed) Jeff Goree, Director of Sales, CodeScience Rob Jacques, Product Manager, CodeScience @jgoree, jeff@codescience.com @inittowinit210, rob@codescience.com 2. Back to the Future A.D. 2014 Connect and Sell from Anywhere 3. Back to the Future A.D. 2015 4. “It’s a world of laughter, a world of … Apps?” it’s a small world after all 5. A Brief History of Software Abridged Mainframe 70’s Dot-Com 00 PC’s 80’s Client Server 90’s Apps SaaS05 Web 2.004 6. It’s a quiet riot “Come on feel the noise” 5.5 Million+ In house applications, SI developed applications 3,100+ AppExchange Apps 7. Your Next Competitors 8. Lattice Engines Target the Right Accounts with Predictive Launched their product to the Fortune 500 in just months 9. Reinvented their app in 2015 and tripled their deal size SpringCM Your Revenue Accelerated 10. How did they do it? 11. Focus on building a business Not just an app 12. Don’t spend all your money on your features • 32% Sales and Marketing • 24% R&D Cost Structure of App Companies Growth Mode R&D G&A COGS Sales and Marketing Source: Pacific Crest Securities – 17th Annual Global Technology Leadership Forum 13. Work with people who fall in love with your application problem space. Plan The best partners help you find the best way forward to meet your business objectives You bring the domain expertise and your partner focuses it towards strong & reliable app. delivery Inception Phase 14. Full user experience design is critical, even for integration apps. SFDC Side Personas Customer Journey Design Our Unicorn SquadTM specializes in rapid prototyping your designs for customer feedback and build. We call them Design Sprints. Inception Phase Come see us showcase a Design Sprint LIVE 10/7 9:00 am-12:00 PM Park Central Hotel, Franciscan Ballroom 15. Discover Spend the time to analyze and design your full application architecture taking security concerns and the Salesforce security review in mind as a first principle. Scan your API’s early. Agile delivery does not mean unplanned! Product Managers and Product Owners perform detailed analysis for functional package design. Utilize Product Management principles to get a MVP to market, fast. Get the most efficient capital spend possible for your application investment. Inception Phase 16. Testing, both unit and user, must be a first-class citizen. Automate that which is automatable. Use test expertise for the rest! Build and Test Build is the most critical time of your application, the transformation of ideas and strategy into real working software. This is the threshold between cheap and expensive change. Does your development team know what to do? Construction Phase 17. Utilize the tools available to treat your application marketing with the importance it deserves. Journey builder is an amazing tool for reaching your audience with targeted messaging over time. Market Content is king! Align your AppExchange listing, PR campaigns and other marketing efforts vertically. The strongest impact comes from an aligned and repeated message. Transition Phase 18. Your commercial agreement with Salesforce can have a large impact on your revenue model. Plan it and pro-forma possible scenarios to be sure of your business plan success. Distribute Utilize native AppExchange distribution mechanisms to help your effort. There are also package apps to consider which can your distribution easier on your operations team. Journey Builder for customer onboarding can do wonders to your customer conversion rate! Transition Phase 19. Consider your channels when designing your sales process. Do you need inside sales to perform pipeline management? Do you need sales support such as Field Sales & Technical Sales due to app complexity? Sell Transition Phase 20. Some applications require complex implementation process. If your organization doesn’t have system integration capability, you may consider a SI partner to handle that aspect. Implement Don’t ignore the possibility of a SI partner and the strong revenue stream that it can provide with enhanced capacity. System Integration is a core competency and a skill in its own right. Transition Phase 21. Support must be effortless for your customers. Open the lines of communication via a customer community implementation associated to your business org. Be sure to staff the management appropriately and prepare for scale as your app grows. Support The #1 enemy of lifetime value is churn. Good support can be one of your best ways to intercept a churning customer. Even small efforts such as personal touch and constant communication when that inevitable bug arises can prevent a customer from leaving you. Transition Phase 22. Does it work? 23. We are extremely proud to announce that our app is being used by 10,000 sales reps within the first 6 months of our launch, creating more pipeline for customers at a rate of 2x. Shashi Upadhyay, Ph.D CEO, Lattice Engines 24. We now have a framework in place that lowers our costs and increases our ability to deliver needed functionalities -- and, most important, we’re consistently conveying a message to our customers that we can respond to their feedback, faster. Chris Van Horn Senior Product Manager, SpringCM 25. Your efforts have single handedly changed the paradigm of our application. The curb appeal of our tool just put us into a whole new neighborhood. Rick Pensa Founder and CEO, CPGToolBox 26. Working with CodeScience allowed us to bring a product to market 40% faster than we would have been able to if we tried to do all our APEX-based Force.com development and security reviews ourselves. Boris Grinshpun VP Sales & Marketing/Co-Founder, Terafina 27. Appendix A 28. From educating our team on Salesforce to the design and build process, CodeScience has been an invaluable member of our team from day one. We could not have brought the Provider MasterFile to market without them. Theresa Greco Sr. Vice President, Solution Development and Strategy, Health Market Science 29. CodeScience has been an integral part of one of the most complex and exciting projects our company has ever undertaken. Their expertise on elaborate custom interfaces and system integration has been the perfect complement to our industry-leading technology and experience. A Riskonnect and CodeScience 1-2 punch has been a powerful partnership for both companies’ arsenals. Bob Morrell CEO and Co-Founder, Riskonnect 30. Their folks bring all the necessary expertise in modern client-side technologies and enterprise-scale architectures to help accelerate our product development. Dory Weiss Director of Engineering, nCino 31. Thank Y u

[speridian]

Salesforce Security Audits: Best Practices and Tips to Strengthen Your Salesforce Security Model

In today's fast-paced digital economy, organizations rely on Salesforce as a central hub for customer relationship management, sales automation, and business analytics. But with great convenience comes greater responsibility—especially when it comes to securing sensitive business and customer data. A misconfigured permission set or a forgotten public link can quickly become an open door for cyber threats or compliance violations.

That’s where Salesforce security audits come in.

These audits are essential for validating your organization’s adherence to best practices, aligning with the Salesforce security model, and uncovering potential vulnerabilities before they escalate. With the added visibility of CRMA Salesforce (Customer Relationship Management Analytics), organizations can now monitor, track, and respond to threats more proactively than ever before.

Why Salesforce Security Audits Matter

The Rising Risk Landscape in Cloud CRMs

As more organizations adopt cloud-based platforms like Salesforce, they also inherit new levels of exposure. Cybersecurity risks, compliance mandates (like HIPAA and GDPR), and insider threats all demand that businesses treat their Salesforce environment as a critical attack surface—not just a CRM.

Protecting Sensitive Customer and Business Data

Salesforce stores everything from contact details and opportunity data to personally identifiable information (PII) and financial records. Without structured audits, poor permission management and lack of visibility can lead to data leaks, revenue loss, or reputational harm.

Understanding the Salesforce Security Model

Key Components of the Salesforce Security Model

The Salesforce security model is built on multiple layers of access control:

Object-Level Security – Controls access to specific standard and custom objects.

Field-Level Security – Governs visibility/editing of fields within an object.

Record-Level Security – Defines who can view or edit individual records.

Profiles and Permission Sets – Assign capabilities to users based on their roles.

Together, these layers ensure users see only the data they are permitted to see, supporting a “least privilege” access model.

Common Misconfigurations That Pose Risk

Granting full access via broad permission sets

Overuse of public groups and role hierarchy inheritance

Weak data-sharing rules without audit trails

Best Practices for Conducting a Salesforce Security Audit

1. Define Audit Objectives and Scope

Set goals such as data integrity, regulatory compliance, or insider threat detection. Map your audit scope to controls required by standards like SOC 2, HIPAA, or ISO/IEC 27001.

2. Review User Access and Permissions

Evaluate current user roles, inactive accounts, and high-privilege users. Use CRMA Salesforce dashboards to identify anomalies and excessive access.

3. Analyze Data Sharing and Visibility

Audit all sharing rules, manual shares, and org-wide defaults (OWD). Look for records shared outside intended business units or with expired users.

4. Check Integration Security

Ensure that all third-party applications follow secure OAuth flows. Monitor API calls, IP restrictions, and session timeouts to prevent misuse.

5. Automate Security Monitoring

Enable Salesforce tools like Security Center and Health Check. CRMA dashboards can surface real-time data on login patterns, permission changes, and anomalous behavior.

Tools and Resources to Strengthen Your Salesforce Security Posture

Salesforce Native Tools

Salesforce Shield – Includes Event Monitoring, Field Audit Trail, and Encryption.

Health Check – Scores your security settings against Salesforce baselines.

Event Monitoring – Tracks user activity, data exports, and app access.

Third-Party Security Solutions

External SIEM (Security Information and Event Management) integrations

Tools for automated permission auditing and compliance reporting

Role of CRMA Salesforce in Security Auditing

Visualizing Access and Activity Trends

CRMA Salesforce transforms audit data into actionable intelligence. Track login activity by location, identify outlier behavior, and detect unused access rights.

Building Custom Dashboards for Compliance

With CRMA, teams can build dashboards that highlight permission changes, high-risk user actions, and data exposure—all in real-time. These insights can be shared with security teams and compliance officers to drive proactive governance.

Common Challenges in Salesforce Security Audits (and How to Overcome Them)

Overly Complex Access Hierarchies – Simplify profiles and leverage permission sets modularly.

Lack of Real-Time Visibility – Use CRMA for dynamic reporting instead of static exports.

Disconnect Between Admins and Security Teams – Foster collaboration through shared KPIs and dashboards.

Final Thoughts

Performing regular Salesforce security audits is no longer optional—it’s essential. By aligning with the Salesforce security model, leveraging native tools, and integrating CRMA Salesforce for deep analytics, organizations can build a robust defense against evolving threats.

Ready to optimize your Salesforce security strategy? Make audits part of your regular operational hygiene and take proactive steps to protect, monitor, and scale your CRM securely.

[tinygardenphilosopher]

How to become Salesforce certified Consultant?

Freshers who are looking to get a jump start to their careers in Cloud computing

How to become Salesforce certified Consultant? Our curriculum describes or covers concepts on Force.com Platform, App Exchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports & Dashboard. Our Salesforce Certification training courses helps student to achieve Salesforce certifications. The array of courses constitutes Salesforce Administration Essentials for New Admins (ADM201), Salesforce Building Applications Using Force dot com and Visualforce (DEV-401), Salesforce Expert ( Admin & Developer), Preparing your Salesforce dot com Administrator Certification and Programmatic Development using Apex and Visualforce ( Adv Dev ).

Our professional experts will give you best counseling in demo or Introduction session. We are the experts and best for salesforce courses in comparatively low price and also we provide job assistance for aspirants and candidates, so you can utilize this opportunity and become a salesforce certified experts with us and can achieve good annual salary after certification.

Who can attend?

Functional consultants who are looking to switch to lucrative career called Salesforce technology

Freshers who are looking to get a jump start to their careers in Cloud computing

Developers who have worked on Java, mainframe & C++ 

Those are looking for boost to their career from old platform to trending Salesforce technology.

Key Features

04-05 weeks of Live interactive sessions with experts

Real scenario based Case Studies

Projects and Assignments

Industry based case studies

Salesforce certification based Live expert training

Best customer service and support

Expert guidance for Resume Preparation

Pdf materials of Interview questions

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COURSE DETAILS & CURRICULUMIntroduction to CRM

•        What is CRM

•        Different CRM Products in Market

Cloud concepts

•        What is Cloud Computing?

•        SAAS, PAAS, IAAS

•        CRM and PAAS market

•        What is SFDC?

•        How to develop apps with salesforce

Salesforce Data Model

•        Create Custom Objects and understand various properties in the Object definition section

•        Customize standard objects

•        Field and Data Types

•        Custom Field Prosperities

•        Field Dependencies

•        Types of Relationship Fields

•        Search Layouts

UI and Configuration

•        Creating Custom Buttons and Links

•        Creating Records with Actions

•        Global Action

•        Object Specific Action

•        Record Type

•        Page Layout

Security & Access

•        Organization

•        Role and Role Hierarchy

•        Sharing Rules

•        Manual Sharing

Business Logic

    •        Workflows & Process builders

•        Approvals

•        Validation Rules

Reports

•        Join Reports

•        Tabular Reports

•        Summary Report

Introduction to Sales ,Service & Marketing CloudIntroduction to Apex Lightning & Visualforce pagesDeployment

•        Deployment Steps

•        Types of change sets

•        Deployment settings

For any questions, simply contact us at -

Call: +44 7836 212635 WhatsApp: +44 7836 212635 Email: info@uplatz.com https://training.uplatz.com

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Leading ERP as well as Business Software Program Innovation Trends for 2020

As another year passed, the technology market has been turbulent in terms of fostering, fads, mergers and also procurements. Big software program gamers have actually broadened their portfolios and also have started to target consumers upstream as well as downstream from their normal consumers. For the new year we have actually assembled a checklist of leading modern technology fads - mostly for enterprise software application. These patterns consist of ERP, Social company, CRM, BI/EPM/Analytics, Cooperation, Project Failure/Success, Mobile and Safety as well as others are the major areas of emphasis.

Looking back at the 2018 listing of technology patterns, most of them have come to pass and also are still advancing as fostering remains to grow. Projects remain to fall short, investing rises, facilities as well as applications are being reprise making use of the cloud and other IT concerns continue to appear and also be solved.

Right here is a list of what we assume the leading software application patterns will certainly arise in 2018.

1. Surge of BI/EPM/Analytic Vendors: This pattern has become apparent as many brand-new tiny startups have actually introduced some kind of analytics or BI device. We have seen extremely vertical specific remedies to wide comprehensive software application that can be tailored by industry. A reason for this pattern is that enterprise applications have actually become simpler to integrate and also require much less technical knowledge to accumulated data out of a system. Organizations are needing extra real-time info, by executing these systems opens the decision-making capacity that is kept in the data.

2. Increased Expert Usage: This pattern is a 180 from companies intending to revive in-house technological experience. CIO's have dedicated to spending even more money on specialists for the approaching year as well as software application selection is a crucial element of this spend. Various other areas where organizations will certainly spend cash in IT as well as Company placement are resourcing to sustain present projects, project administration recuperation solutions have actually started to push forward as a crucial location to conserve failing IT jobs to obtain them back on course. Organizations usually do not have the resources or skill sets to effectively review enterprise software consequently, even more attention will certainly be attributed to decreasing project failure. A neutral effectively implemented software choice greatly decreases the risk of IT failure.

3. ERP's and also Business Software application Projects Remain To Fail: Lack of proficiency and also liability from both the company and the supplier cause stopped working implementations. There is no clear direction from companies regarding what ought to be applied, by whom, what timeframe serves, training, POC, monitoring of range creep, financial overruns, and exactly how issues are settled should they occur with clear-cut timelines as well as responsibility. Clear company process meanings are frequently not disclosed by the customer leaving vendors to guess how an organization does business. Organizations should be completely clear with the suppliers they select as they service partners with complete two-way interactions whereby the vendor can provide a smooth change after execution and also the company need to additionally come to be a recommendation website for the supplier.

4. Changing IT/Business Choice Criteria: As delivery designs continue to change organizations are examining different top priorities and also requirements. Previously companies have relied too much on functions and features when choosing enterprise software. Several new choice standards have started to emerge such as: subtleties of data, cloud model, portability, scalability, TCO, SHANTY TOWN levels, Supplier lock-in, ROI and also agility are locations that extra closely scrutinized.

5. Business Software Program Categories Remain To Merge: The development of new venture software classifications remains to emerge. Specialized software program vendors have begun to consist of extra performance that broadens the breadth of their service but often times not the depth that is required. Consumers are confused as to how to match the best kind of software application with what functions and deepness they really call for. Suppliers have actually begun to consist of social, partnership, CRM, project administration, invoicing and BI within their software application. This delineation muddies the water for the customer as they might not know exactly how to classify their business to match venture software application classifications thereby calling the incorrect suppliers to begin their software program assessment.

6. Paying Even More Interest to BYOD as well as Safety and security: As use mobile devices continues to proliferate mobile safety and security and social user policies have to be put into location as well as applied. Extra security will certainly decrease organizational danger by securing multiple mobile phones. Workers should also have instructions from the business as to what serves and except social media communication, who owns the information, where it saved and clear lines of interaction where social accounts separate if interactions are from the business or an individual user.

7. Increased Spending for Social, CRM and Email Automation: Organizations have actually dedicated extra IT budget to these software applications. Coincidentally, this is just one of the enterprise software categories that are mixing capabilities. An organization must understand its primary business function regarding what the organization calls for and the supporting capabilities. A blunder frequently made below is that the auxiliary capabilities come to be the emphasis which strays the initial intent of the software program examination.

8. Shadow IT Arises: This is caused by the CMO costs that does not often consist of the CIO. Normally, the new advertising and marketing, social software and also BI software is implemented and also hardly ever includes into existing IT infrastructure. The new software application is separately supported, updated as well as managed verifying hard for inner IT monitoring and integration to existing systems. Assistance also comes to be a factor of opinion as the Shadow IT companies are produced as support is frequently non-coherent as well as tough to take care of.

9. Supplier Loan Consolidation Proceeds: More suppliers are raising their portfolios by getting either complementary software program to reinforce existing performance or perhaps obtaining software that is totally various from current offerings. Organizations should very carefully distinguish their requirements as well as if the supplier can sustain their demands, if the supplier has enough market experience or is brand-new to the space entirely are areas for firms to look out for.

10. New Federal Government and Regulatory Requirements: These new requirements will call for system upgrades as well as in many cases new system executions. ObamaCare, New HIPPA and also medical industry needs will certainly drive software program spend in this industry. Likewise there have been lots of adjustments in food handling as well as manufacturing markets that will create business to re-evaluate existing systems or entirely setting up something new.

11. Salesforce.com Switching right into ERP: Salesforce continues to expand its cloud presence by acquiring even more SaaS options. Its current procurements and cloud profile suggests that a person of the few plays to boost business worth is to enhance its offerings. SFDC will get services that match their SCRM business with more HR/HCM, Financial and potentially project administration which will properly turn into an ERP for Services. The Oracle collaboration suggests that SFDC is targeting Workday consumers with Oracle performance - all to be offered in the cloud. This need to confirm interesting to see where this winds up.

12. Additional IT Specialization Being Required: New softwares are arising and requiring customized competence. A brand-new software program classification that makes it possible for integration as well as workflow capacities are greatly reducing complex IT tasks. Nonetheless, these brand-new applications frequently need very specialized proficiency such as programs, business process mapping, API production, management, combination as well as style abilities that might not have actually become part of the IT division.

13. Organizations Going Hybrid Cloud: Organizations are embracing a mix of public and also private cloud creating hybrid clouds. Organizations are not comfortable putting some kinds of info in the cloud. They develop an internal cloud and have less important information in the public cloud. The cloud supplies a seamless integration for staff members.

It will certainly fun to see what unravels this year similar to annually. Did we neglect any type of? What patterns do you see?

Eval-Source is a consulting firm that offers enterprise software application option as well as tactical innovation consulting services and products for organizations to achieve success in their IT campaigns. Our consulting methods consist of cloud as well as on-premise software application assessment services, Venture Software Job Monitoring and Recovery Services, Corporate training as well as critical innovation consulting. Our Tru- Eval selection system allows companies to avoid IT failure, get higher ROI and give accurate decision assistance for enterprise software program procurement. What collections us apart is our honest best in class consulting solutions that supply our clients with worth, direction and success in choice, preparation as well as optimization of their innovation systems.

https://www.techleadsit.com/oracle-fusion-hcm-online-training-course/

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Salesforce BA

Position: Salesforce BA -Techno functional Location: Seattle, WA Type: Contract SFDC Techno-functional BA with 4+ Years of experience for a role as Program BA for multiple scrum teams within a train. Coordinate among multiple teams to understand and define EPIC/ Feature and create stories for delivery team. Collaborate with Product Owner to understand the high level EPIC. Discuss and derive features from EPICs to capture as features to be discussed during PI planning. Work with Architecture team to capture details around technical features/enabler to be delivered to support functional features. Work with AD and QA team for feature grooming and facilitate story creation. Work with business and facilitate UAT and Test Strategy creation. Needs to have excellent verbal and written communication. To be able to work cross functionally with multiple teams onsite/ offshore. Knowledge on Agile implementation process. SFDC knowledge: Salesforce admin knowledge, data model, sharing and security architecture, understanding of salesforce integration concepts with legacy systems. Knowledge on story grooming, functional analysis, story boarding, use case scenario and user persona creation, process flow design. Familiarity with RTC and SAFe a plus. Qualification: Bachelor's in engineering or equivalent, Master's in Business Administration preferred. Reference : Salesforce BA jobs from Latest listings added - LinkHello http://linkhello.com/jobs/technology/salesforce-ba_i9948

[linkhellojobs]

Salesforce BA

Position: Salesforce BA -Techno functional Location: Seattle, WA Type: Contract SFDC Techno-functional BA with 4+ Years of experience for a role as Program BA for multiple scrum teams within a train. Coordinate among multiple teams to understand and define EPIC/ Feature and create stories for delivery team. Collaborate with Product Owner to understand the high level EPIC. Discuss and derive features from EPICs to capture as features to be discussed during PI planning. Work with Architecture team to capture details around technical features/enabler to be delivered to support functional features. Work with AD and QA team for feature grooming and facilitate story creation. Work with business and facilitate UAT and Test Strategy creation. Needs to have excellent verbal and written communication. To be able to work cross functionally with multiple teams onsite/ offshore. Knowledge on Agile implementation process. SFDC knowledge: Salesforce admin knowledge, data model, sharing and security architecture, understanding of salesforce integration concepts with legacy systems. Knowledge on story grooming, functional analysis, story boarding, use case scenario and user persona creation, process flow design. Familiarity with RTC and SAFe a plus. Qualification: Bachelor's in engineering or equivalent, Master's in Business Administration preferred. Reference : Salesforce BA jobs from Latest listings added - LinkHello http://linkhello.com/jobs/technology/salesforce-ba_i9948