#Salesforce user audit how to
#Salesforce user audit install
#Salesforce user audit code
#Salesforce user audit download

#Salesforce user audit download

Step 2: Click the download link to get more than the last 20 entries. Step 1: Search Setup for “View Setup Audit Trail

This is time-consuming, tedious work for Admins and is often overlooked until it becomes an emergency. Then identify if any of those Metadata changes seem irregular or may be a cause for concern. To monitor this, an Admin(s) needs to set up an Audit Trail, download the report of the last six months, sort through the CSV and export daily to see Metadata changes. This may be a violation of governance, policy, or security certification.

#Salesforce user audit code

As an example, if an employee pushes a new piece of code into Salesforce that causes data to pass into another platform, the Salesforce Admin would want to catch and reverse that change as soon as possible. Salesforce Admin(s) should be looking at all new code and examining if anything unexpected has occurred. Metadata changes should also be monitored daily to ensure no malicious or flawed code has been pushed into production.

It’s good to get in a habit of checking the Audit Logs daily for these kinds of events. This is a nearly impossible event to catch in real time and if someone is acting maliciously it will take them a short amount of time to deactivate Users. In order to monitor this, examine the Salesforce Audit Logs and review if a User has been deactivated or frozen and by whom. Whether it’s malicious or not, keeping tabs on how many users and who has been deactivated is smart. Step 2: Each App listed will show details about the App.Īnother area to monitor is Users or Admins that have been deactivated because it can be a sign a User is making malicious changes.

#Salesforce user audit how to

How to Report on Apps Connected to Salesforce: Step 1: Under Setup search for Connected Apps. Human error is always possible, especially if your instance has multiple admins. However, even if you do have App Allowlisting enabled, you’ll still want to report on what Apps are installed in Salesforce. For details on how to enable App Allowlisting in Salesforce check out number four in this post: Top Five Salesforce Security Tips to Make Your Instance More Secure. This is a feature we always recommend enabling within Salesforce to increase security.

#Salesforce user audit install

However, for many organization’s this is still the norm.Įnabling the App Allowlisting ( formerly Whitelisting) feature in Salesforce can help manage what Users have permission in Salesforce to install which Apps. We recommend that Integrations be connected to Salesforce using a Dedicated Integration User, for more information check out this blog post, as no integration should ever be given Admin-level access to Salesforce. The reason to track these is that applications are often granted Admin-level access to Salesforce data which means they have access to c reate or delete Users, delete Records, reset User’s passwords and more. This is problematic because not all employees understand (nor should they be expected to) all the factors that are taken into consideration when vetting if a 3rd party application should have access to Salesforce.įor this reason, it’s important to keep track of what Apps are connected with Salesforce and remove any that have not been vetted, are no longer in use, or violate your organization’s policies. With the rise of OAuth, it’s easier than ever before for employees to install an App in Salesforce. In this post, we cover five items that should be constantly monitored in Salesforce to keep your Sales Cloud data stable and protected. Often well-meaning employees make mistakes or inadvertently take actions that can create vulnerabilities in your instance. Monitoring Salesforce is key to ensuring the overall security of your instance doesn’t degrade over time.

How to Monitor the Security of your Salesforce Instance