Salesforce is a cornerstone for many organizations, acting as a central repository for crucial customer information, optimizing sales workflows, and automating business processes. Despite its extensive capabilities, Salesforce is vulnerable to risks like data loss, corruption, and unexpected downtime.
Ensuring the security, integrity, and availability of your Salesforce data is a regulatory requirement. With increasing scrutiny around data privacy and compliance standards, such as GDPR, CCPA, and HIPAA, organizations must prioritize data protection to avoid potential fines, legal issues, and reputational damage.
Data security in Salesforce involves protecting sensitive data from unauthorized access, data loss, and breaches. Compliance ensures your organization aligns with applicable legal, regulatory, and industry-specific standards.
Salesforce offers multiple data security models to help organizations protect sensitive data and comply with regulatory requirements. Two key data security models in Salesforce are:
This model determines which users can access specific objects in Salesforce, such as Accounts, Contacts, and custom objects.
Security is enforced through profiles and permission sets, where administrators define the level of access (view, create, edit, delete) for each user.
Object-level security ensures that only authorized users can interact with specific types of data within the system.
This model governs access to individual fields within a Salesforce object.
Administrators can control which fields users can view, edit, or hide entirely, ensuring sensitive or confidential information remains protected.
Field-level security helps to prevent unauthorized exposure of data without restricting access to the entire object, ensuring granularity in data protection in Salesforce.
With increasing regulatory requirements such as GDPR, HIPAA, CCPA, DPDP and the recently enforced DORA regulation in the EU, businesses must handle data with greater accountability. Meanwhile, cyberattacks are becoming increasingly sophisticated, with AI-powered threats and insider risks presenting new challenges.
Salesforce provides a secure cloud environment, but customers share the responsibility of configuring data access, implementing proper controls, and maintaining ongoing monitoring.
A single lapse in data protection can unravel years of brand building. Customers expect their data to be protected, and regulators demand it. Failing to meet those expectations can result in reputational destruction, class-action lawsuits, customer attrition, and permanent loss of competitive edge.
When a data breach hits the headlines or a regulator flags your organization for mishandling data, it shakes the trust of your investors, partners, and most importantly, your customers. Even if you recover technically, the damage to your brand’s integrity can take years to mend—if at all.
Securing and complying within Salesforce requires a layered approach that blends native functionality with purpose-built external tools. Here are the main types of solutions organizations deploy:
Designed to move infrequently used data out of the live system while retaining accessibility and compliance alignment.
Helps meet regulatory retention mandates and improves system performance.
Enable regular backups of both data and metadata.
Ensure business continuity through rapid recovery mechanisms after deletion, corruption, or attack.
Track compliance posture across data management activities.
Generate logs and reports to support audits, legal holds, and investigations.
Encrypt data transfers, manage keys, and monitor access in real time.
The right solution stack depends on your regulatory environment, risk tolerance, and operational needs.
However, pairing robust archiving and backup strategies with access control and encryption forms the cornerstone of a compliant and secure Salesforce environment.
DataArchiva offers enterprise-grade solutions designed specifically for Salesforce to help businesses meet both data security and compliance needs.
Backup is your safety net in the event of accidental deletion, data corruption, or cyberattacks.
Securing your Salesforce data is no longer optional—it’s a necessity. By integrating advanced archiving and backup strategies with tools like DataArchiva, organizations can ensure full compliance, improve operational efficiency, and gain peace of mind.
Whether you’re trying to pass a compliance audit, protect sensitive data, or reduce costs, the combination of Salesforce-native controls and DataArchiva’s powerful capabilities provides a reliable path forward.
Salesforce data security is necessary to protect sensitive customer and business information, ensure data integrity, and comply with regulatory mandates.
Yes, every organization using Salesforce must remain vigilant about security and compliance to mitigate risks, avoid legal penalties, and maintain trust across industries.
Archiving reduces data clutter while retaining access to critical records, supporting audits and legal inquiries. Backups protect against data loss, enabling restoration in case of breaches or errors, ensuring organizations meet compliance mandates like GDPR, HIPAA, or industry-specific regulations.
You can choose your preferred storage option—AWS, Azure, GCP, or even on-premises infrastructure.
Yes, DataArchiva allows access to archived records from within the Salesforce interface.
DataArchiva supports compliance by offering encryption, role-based access, audit logs, legal hold support, and configurable retention policies aligned with regulations like GDPR, HIPAA, etc.
