Salesforce offers many customizable options for controlling data access to various object levels, field level, and record level data. While making a comprehensive data management strategy for Salesforce, it is essential to consider backup and recovery features, too, if you encounter any accidental data loss or a cyber attack. In this article, we will discuss different access controls in an organization for secured data management and Salesforce data backup and recovery.
We are setting user access to Salesforce data.
Salesforce user management is an important thing to consider in Salesforce data management. A user can be anyone who accesses Salesforce through their login. In a typical organization, the users are generally the employees at various levels. Salesforce will have a unique user account to log in and access the data and features for each user. User account will identify the users and their privileges and enable their settings. Asset by the admin, the user profile will determine which features and records they can access. Each of these user accounts will contain the following elements.
Username – username should be kept unique across all the Salesforce organizations.
User license – User license will determine which features a specific user can access on Salesforce. You will allow different users to access various standard features on Salesforce.
However, if you want to grant users access to only a few features on Salesforce, you may have a forced license. For example, you can give users access to the Chatter by providing them with chatter-free consent.
User profiles – user profiles will determine which users can do what on Salesforce. Profiles have to be selected based on the job functions of the users.
Roles – User roles will determine which users can see the diverse types of Salesforce data, where they are located, and the role hierarchy. These are basically optional, but each user can have only one role.
Salesforce object-level security Object-level security in Salesforce offers the simplest mode of controlling that access. It will help prevent users or user groups from creating, editing, or deleting the Salesforce records of a given object by setting custom permissions for that particular object. The two different ways to set object-level permissions are genuine profiles and permission sets. Some of the shapes you can custom set with permissions are like standard users having the privilege to read, edit,
and delete the objects. There are other profiles like read-only, marketing users, solutions manager, contract manager, system administrator, etc.
Field level security
Field-level security controls which all users can see, edit or delete values of particular fields of an object. Like the basic page layout, which will control the visibility of a lot on the edit pages of an object, field-level security will ensure your visibility to the specific fields of any part of the app like the list views, reports, and search results. Field level security can be applied to different areas on a single profile for the permission sets, which can be used to even a single field or all the shapes.
Salesforce data backup and recovery
Next, we will discuss salesforce data recovery and backup solutions for which you need to consider some key areas while developing the strategy. These key areas are;
– Recovery of different versions of the document like data and metadata
– Minimizing the data transformation through the restoration process.
– Handling various types of restorations.
– Considering the time to restore and the performance of the restoration.
– Planning to minimize the business impact during the restoration process
Considering all these primary requirements, you can choose the apt backup method by considering the following elements.
– Security- Whichever model or method for Salesforce data backup and recovery you use has to be well guarded against all possible security risks in terms of encryption of the local data or other security measures. Many things must be kept in mind while ensuring that your Salesforce data backup is secured, like file system storage, backup, retention, and restoration of the server configuration, etc.
Fault tolerance and scalability There should be a regular data backup on Salesforce, and the restoration solutions should have to handle any backup failures with minimal interaction with the users. You need to
consider the solutions that provide optimum fault tolerance and go into more detail about scalability, like the volume strategy, automation, capacity monitoring, and more.
Capability of restoration
If you are looking for the Salesforce data backup, you need to worry about the data restoration in case of failure. It is essential to keep specific points in mind to address the restoration requirement. You have to consider the ability to instantly restore the most important codes for ensuring the quality of restoration, repair anytime, etc.
Automation and customization of restoration
There are specific scenarios that may require you to change how the backup process works. You have to consider various factors like the scope of restoration, frequency of backup and automation of the backup frequency, backup plan to be personalized, constant maintenance, and updating the backup plan extra. You also have to consider a unique solution that offers optimum flexibility in terms of restoration.
We have discussed a few significant aspects of the security of Salesforce data at different levels, as well as the backup and recovery essentials to work out. By following all these tips, you can better manage Salesforce data and ensure a proper backup and recovery when there is a need. With this understanding, you can explore various third-party Salesforce data backup and restoration tools available out there in the App Exchange and choose the best one for your purpose.