Salesforce is the heart of your customer relationships — and with great data comes great responsibility.

Our Salesforce Security Assessment helps small businesses ensure their Salesforce environment is secure, resilient, and aligned with best practices.

We combine our deep Salesforce expertise with proven security frameworks to uncover risks, close gaps, and deliver a clear, actionable roadmap to harden your environment — without slowing down your business.

This isn’t a generic checklist. It’s a focused, hands‑on review designed to give you confidence that your customer data, workflows, and integrations are protected from both internal and external threats.

Here’s How We Do It

🔍 Access & Permissions Review

We examine every user profile, permission set, and role to ensure the principle of least privilege is applied — giving each user only the access they need, and nothing more.

🔒 Authentication & Password Policies

We verify that strong authentication measures, such as Multi‑Factor Authentication (MFA), are enforced, and that password policies meet or exceed security best practices.

🌐 External User Controls

We scrutinize settings for portals, communities, and other external access points to ensure the right boundaries are in place.

🛡 Sensitive Data Protection

We assess how sensitive data is identified, stored, and protected — including the use of Salesforce Shield Platform Encryption for data at rest.

💾 Backup & Recovery Readiness

We review your backup strategy and disaster recovery plan to confirm you can restore critical data quickly in the event of an incident.

🔗 Third‑Party Apps & Integrations

We evaluate all connected apps, API integrations, and data flows to ensure they’re secure and transmitting data safely.

📊 Salesforce Health Check & Monitoring

We leverage Salesforce’s built‑in Health Check tool and confirm that audit trails and event monitoring are enabled to track activity and detect anomalies.

📜 Policy Alignment

We review your security policies to ensure they reflect how Salesforce is actually used in your organization — from data handling to incident response.

👥 User Awareness & Training

We assess whether your team is trained on Salesforce security best practices, including spotting phishing and social engineering attempts.

🚨 Incident Response Preparedness

We confirm you have a clear, documented plan for responding to potential Salesforce‑related security incidents.

What You Get

•  Executive Summary — A plain‑language overview of your current security posture, key risks, and recommended priorities.

•  Detailed Technical Report — Step‑by‑step, prioritized recommendations you can act on immediately.

•  Actionable Roadmap — A clear plan to strengthen your Salesforce environment without disrupting your workflows.

Proactive security is smart business.

Your Salesforce environment holds some of your most valuable data — let’s make sure it’s protected.

📅 Get Started Today — We’ll begin with a quick kickoff call to align on scope, gather the right stakeholders, and set you on the path to a stronger, more secure Salesforce.