The Seer
THE BIG PICTURE
6 Tips to Optimize Your Salesforce Data Recovery Plan
5 Hidden Dangers of Undermanaged Salesforce Risk
In 2024, 30.2% of businesses experienced data loss, up from 17.2% in 2023. A well-planned Salesforce data recovery plan gives organizations the tools and guidance they need to quickly return to operations after a data outage and avoid costly downtime.
There are far too many potential sources of data loss to completely guard against all of them. Those who fail to plan for worst-case scenarios are setting themselves up for loss of consumer trust, compliance failures, and massive amounts of lost money.
Most organizations don’t learn they’ve been carrying Salesforce risk until something goes wrong. The platform is so deeply embedded in revenue operations, customer experience, and regulated data flows that it’s easy to assume it’s already covered by the enterprise security program. But Salesforce isn’t a passive system. It expands, shifts, and accumulates complexity through every new permission, integration, and Experience Cloud site. Unless it’s actively governed, it becomes a source of silent, compounding exposure.
Executives tend to think of Salesforce risk in terms of individual misconfigurations or access mistakes. The real danger is broader: undermanaged Salesforce environments magnify the business impact of breach costs, reputational harm, compliance failures, operational drag, and strategic hesitation. These risks surface slowly, then all at once, and they strike precisely where the business feels the most pressure—growth, customer trust, and regulatory accountability.
Here are the five hidden dangers that matter most, and the steps leaders can take to address them before they become defining moments:
Industry Pulse
How AutoRABIT + nCino Help Banks Drive Salesforce Digital Transformation
The True Cost for Banks of Noncompliance in Salesforce
Banks looking to streamline processes and increase the value they offer their customers will see huge benefits from combining the power of AutoRABIT and nCino on Salesforce. Banking customers expect state-of-the-art software and mobile capabilities.
Any bank that doesn’t offer these capabilities will fall behind their competition. The financial services industry is among the most frequent targets for cybercriminals. Having a constantly updated data security approach is critical to properly protecting sensitive data.
Salesforce has become a strategic engine for modern banking. It drives customer engagement, loan operations, onboarding, servicing, and increasingly the workflows that shape risk decisions and client experience. With that centrality comes a new reality: the platform now holds regulated data once confined to core systems. When controls in Salesforce slip, the consequences aren’t limited to technical cleanup. The impact lands on balance sheets, reputations, and regulatory relationships.
Noncompliance in Salesforce is rarely the result of a single misstep. It emerges from incremental gaps: overly broad permissions, unmonitored integrations, untracked data flows, and patchwork retention policies. In an environment where regulators view cloud platforms as extensions of the bank’s infrastructure, those gaps carry real costs. Understanding those costs—and how they compound—is now a strategic priority.
These seven factors illustrate the true costs banks face when their Salesforce data falls out of compliance with regulations:
Expert Voices
Salesforce AppSec: A Comprehensive Guide to Key Application Security Acronyms
Securing Salesforce for the Public Sector: CodeScan and Guard Achieve FedRAMP® Moderate Authorization to Operate
In the realm of application security, many industry experts often refer to acronyms and as a developer, decoding these acronyms is crucial, as they represent key facets of safeguarding your applications.
In this guide, we’ll unravel the top 7 application security acronyms, offering not just their definitions but also insights into how code scanning tools address potential vulnerabilities, along with a glimpse into real-world examples of potential hacks.
Salesforce has become an essential platform for government and regulated industries, empowering agencies to deliver services, manage sensitive citizen data, and modernize digital operations. But with that opportunity comes risk. Salesforce is sprawling, highly customizable, and often underserved by generic security tools. Misconfigurations, permission sprawl, and insecure code can easily slip through, creating vulnerabilities that threaten mission readiness and compliance.
For public sector leaders, the challenge is clear: they need security solutions that are both Salesforce- specific and government-grade.
That’s why we’re proud to announce that AutoRABIT CodeScan and AutoRABIT Guard have achieved a FedRAMP Moderate Authorization to Operate (ATO).
Beyond the Buzz
How Do Salesforce Deployment Tools Expedite Release Cycles?
The ROI of Always-On Audit Readiness in Salesforce
Human error is continuously labeled as the leading cause of data loss. Salesforce deployment tools reduce the potential for human error by automating critical quality and security processes in the DevOps lifecycle.
A streamlined release cycle enables organizations to be more flexible and agile in their responses to software needs. Eliminating errors and automating time-consuming manual processes enable faster delivery of features and updates.
Preparing for an audit shouldn’t feel like a fire drill. Unfortunately for most organizations, it does. The moment a regulator, customer, or internal risk committee announces a formal review, teams dive into a scramble: exporting permissions, recreating change histories, reconstructing data-handling workflows, and searching for evidence that should have been captured months ago. Work is paused. Priorities shift. Stress spikes. And even after all of that effort, the risk of missing documentation or incomplete controls remains uncomfortably high.
This isn’t an accident. It’s the predictable outcome of treating compliance as a seasonal event rather than a continuous state. Studies show that many companies spend 6–9 months preparing for a compliance audit, often investing significant internal hours and external consulting fees just to get to “baseline readiness.” Other research shows that 71% of organizations could fail a cyber audit today because of scattered processes, inconsistent evidence collection, and manual controls.
In a world where evolving regulations, customer expectations, and board-level oversight all converge on the same idea: prove you are in control of your data, “always-on audit readiness” in Salesforce offers a far better return on investment.
