What is Salesforce Security
Updated on 20th Sep, 22 26 Views

Overview

Salesforce began as a provider of CRM software as a service (SaaS). Users can now choose from a variety of software options, and Salesforce also offers a platform where users and developers can create and share original software.

The topics we will be focusing on, in this blog are:

We advise you to first take a look at Salesforce Training Videos For Beginners for a better understanding before delving deeper into the subject.

Now! It’s time to investigate Salesforce in more detail.

What is Salesforce?

  • Salesforce is a platform in the cloud that offers programs and services to develop pertinent customer experiences.
  • Salesforce was created as software-as-a-service (SaaS), and its multi-tenant architecture provides advantages like API Integration, configuration, scalability, free capacity, low cost of ownership, platform support, and more.
  • One of the top customer relationship management (CRM) service providers, Salesforce offers a platform for artificial intelligence (AI) that can be used for marketing automation, finance, human resource management, and other purposes.
  • With a single, shared view of customer information, Customer 360, the entirety of our product line, unites your sales, service, marketing, commerce, and IT teams and enables you to strengthen bonds with both customers and staff.
  • Salesforce offers a straightforward, clear user interface that is simple to use and understand, regardless of the application or plan.
  • Access to online training and demos, which are included with all licenses, will also help you get started.
  • Additionally, there is a free 30-day trial available to all new clients; no credit card information is required upfront, and no software needs to be installed.

Want to know about Salesforce in detail, check out the Salesforce Certification Course!

Why Salesforce?

  • Security
    • Data security is one of the most crucial elements of businesses that use CRM.
    • Since its inception, one of Salesforce’s primary areas of focus has been data security.
    • This is crucial because many CRMs don’t take data security concerns related to businesses seriously.
    • However, Salesforce comes with built-in security features that let business owners control who has access to their data within their organization, making it a very dependable and secure piece of software.
  • Ecosystem
    • When you become a Salesforce AppExchange partner, you will have access to the most popular and free apps.
    • Salesforce apps can also be created and sold separately.
    • Additionally, you have access to various tools that make it simple for you to use.

What is Salesforce Security Token?

  • A case-sensitive alphanumeric key known as a Salesforce security token is used in conjunction with a password to access Salesforce via API.
  • When a user’s account is compromised, the token’s goal is to increase security between the user and Salesforce.com.
  • It guarantees, among other things, that a third party won’t be able to access Salesforce via API or from an untrusted network if a user’s account credentials are compromised.
  • Together, a user’s security token and password are used to access Salesforce. Depending on the application, the security token can be entered in one of two ways:
    • Your password is completed with the token appended at the end without any spaces.
    • The token and password are entered in different fields.

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Why does Salesforce.com use security tokens?

  • For client and external applications, Force.com has an additional layer of access.
  • Every user must add a security token to the end of their passwords if they are using a development tool like Data Loader or Force.com IDE or creating a web application that uses the Web services API.
  • In Salesforce, security tokens are used at the end of passwords if the IP address is outside of the trusted IP range.
  • There is no requirement for a security token if the IP address is within a trusted range.
  • Using an alphanumeric string of 24 characters, a security token is automatically created.
  • They take the case into account.
  • Every time a new security token needs to be generated, it is only ever used once.

What are the security token’s uses?

  • The security token must always be added immediately after the password.
  • A user must enter “passwordxyzabc” if their existing password is “password” and their newly generated security token is “xyzabc”.
  • When changing the administrator password, we need to be extremely careful because it might interfere with currently running applications and lock out users.
  • It is advised that we create a new “API-only” user and set its password to never expire for external applications.

Your Salesforce Security Token must be reset

  • When a client changes their password, their security token also resets.
  • If that client’s security token was used to link up external applications with Salesforce, that combination will also fail.
  • You will undoubtedly need to re-enter your new security token into that application every time you reset the password for the account that is used to interface with different applications and Salesforce.

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Deactivated user security tokens

  • If a customer has been deactivated in Salesforce, they no longer have a significant Salesforce client account, and their security token is invalidated as a result.
  • Additionally, this would result in API mixes that use the deactivated client’s security token breaking.

Where to Look in Salesforce to Find the Security Token

  • A security token is required to log in when using the Salesforce API.
  • A security token is an alphanumeric code with case sensitivity that you can add to your password or enter in a different field in a client application.
  • In your settings or profile, your security token is not visible.
  • You would have received it via email when you created your account or the previous time you reset your password.

Point to Ponder:

  • When you change your password, you receive a new security token via email. You can also reset your token on its own.
  • Your old token is no longer valid in desktop clients and API applications after you reset it.
  • When viewed in Salesforce Classic

Go to My Settings –> Personal –> Reset My Security Token.

  • Log into My Settings and select Personal. My Security Token Must Be Reset.
  • Hit the Reset Security Token button:

The email address listed in your Salesforce personal settings receives the new security token.

  • Experience: Lighting

Navigate to Settings -> Personal Information -> Reset My Security Token

  • How do I locate my security token in Salesforce or how do I reset it?

To reset the security token, click. The email address listed in your Salesforce personal settings receives the new security token.

Conclusion

Salesforce’s growth is expected to accelerate as the company continues to invest in new technologies and sales tools. Additionally, the growth of mobile salesforce apps is fueling the growth of salesforce as companies look for ways to boost productivity and efficiency.

If you have any additional questions, the Salesforce experts in our Salesforce Community can assist you!

Course Schedule

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