Secure Your CRM

Ensure your Salesforce instance is protected with user and data security.

• Set up users and control how they can view or edit your business data.
• Secure your org with multi-factor authentication, My Domain, and single sign-on.
• Secure your Salesforce org by controlling login and data access for users.
• Control access to data using point-and-click security tools.
• Generate and protect access credentials at your organization.
• Learn about privileged user access and responsibilities.

• User Management
• Add New Users
• Control What Your Users Can Access
• User Authentication
• Secure Your Users Identity
• Customize Your Login Process with My Domain
• Set Up Single Sign-On for Your Internal Users
• Protect Your Data in Salesforce
• Restrict Login Hours and IP Ranges
• Create New Users and Allow a User to Delete Accounts
• Set Organization-Wide Defaults and Create a Role Hierarchy
• Create Sharing Rules
• Set Up Account Teams
• Data Security
• Overview of Data Security
• Control Access to the Org
• Control Access to Objects
• Control Access to Fields
• Control Access to Records
• Create a Role Hierarchy
• Define Sharing Rules
• Credential Security
• Enforce Strong Password Hygiene
• Manage Administrator Credentials
• Prevent Credential Exposure in Code
• Privileged User Responsibilities
• Manage Privileged Users
• Prevent Privileged Access Vulnerabilities