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Understanding Roles, Profiles and Permission Sets in Salesforce

Access management is arguably one of the most important components of front-line Salesforce security — but there's a lot more to it than just password policies. We covered the Salesforce Security Health Check in a previous post, but if you want to get about managing access, you need to understand roles, profiles and permission sets. Without proper visibility into how these controls work — and how they affect what users can see and do on the platform —  you could be vulnerable to any number of security and compliance risks.

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Best Practices for Managing Salesforce Data Security and Compliance

It shouldn't be a shock to point out that data breaches carry a huge reputational risk — one that almost always impacts the bottom line. As we can see from any number of recent, highly publicized incidents, not taking data security seriously can result in serious consequences. 

Often, when reviewing data security protocols, cloud-based enterprise systems like Salesforce tend to be overlooked. After all, one of the main benefits of cloud-based software is that you don't have to worry about security, right? 

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Four Security Mistakes to Avoid in Salesforce

76% of IT security leaders say they've experienced a data breach in at least one of their business systems. Needless to say, it’s important to follow proper security practices in order to protect your Salesforce Org and data from security threats. While the platform is reasonably secure on its own thanks to Salesforce Shield and built-in tools like the Security Health Check and Einstein Data Check, you’ll need your own plan in place to cover everything these native tools don't.

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Maintaining Org Security with the Salesforce Health Check

You likely fell in love with Salesforce because of its flexibility. With its 'no-code' customizability and extensive range of third-party apps, the platform is endlessly configurable — and while that make it possible to set up your Org in any number of ways, it also makes it difficult to tighten broad security controls.

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salesforce data classification

Protect Your Data with Salesforce Data Classification

Happy Cybersecurity Awareness Month (CSAM)! Did you know that the loss of critical, and often sensitive, information can severely impact the profitability and innovation of your organization? And with consumer awareness of data protection on the rise, it’s no surprise that data security has become a mandatory responsibility for organizations running Salesforce. 

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5 Ways Integrating NetSuite and Salesforce Can Streamline Business Processes

With effective integration, your business can use data from different applications and systems in a unified way — as we like to say, your data is your most valuable asset, and if you don't have a proper way of bridging the gap between business systems, you won't be able to act on it in the way that you should. 

With that in mind, we've teamed up with Breadwinner, a leading integration solution between Salesforce and finance software, to give you insight as to why data integration is critical to a successful business. Read on to hear Breadwinner's take on how proper data integration can streamline your business processes.

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How a NetSuite Consultant Increases User Adoption with Flashlight

We love hearing from our customers — especially when they share how our tools helped them resolve a tricky issue. From productivity hacks to meeting compliance requirements, there’s no shortage of ways Strongpoint can meet the changing needs of your business.

Recently, Anchor Group's Jacob Terneus reached out to us with a great example. Jacob used Strongpoint's Flashlight tool to quickly identify help and description fields that were missing text — increasing user adoption and saving them hours of time.

Keep reading to hear Jacob's story, in his own words.

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Six Strongpoint Tools That Your NetSuite Admin Needs Today

Administrators are the lifeblood of any organization running NetSuite — from troubleshooting errors to configuring custom reports for SOX compliance, there’s no doubt that this jack-of-all-trades plays a fundamental role in the success of a business (we even wrote a blog post about this particular topic, which you can find here). A role this multifaceted requires a variety of different tools to get the job done.


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Five Reports Your NetSuite Auditor Will Love

Compliance requirements for ERP systems are on the rise — and given the customizability of NetSuite, if you're at a public or heavily regulated company, you can easily spend hours preparing your account for audit. We’ve heard first-hand that many public and pre-IPO companies are being asked to prove that their change processes are compliant — and luckily, with Strongpoint’s tools, proving this can be as simple as generating a few custom reports. 

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