The Seer
THE BIG PICTURE
6 Tips to Optimize Your Salesforce Data Recovery Plan
10 Steps to Building a Resilient Salesforce Data Protection Framework
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.
Salesforce houses customer intelligence, automates workflows, and connects with countless third-party systems. That reach makes it a high-value target. Data protection in Salesforce isn’t just about security; it’s about resilience—ensuring trust, continuity, and compliance in an environment that never stops changing.
A resilient framework balances three fundamentals: visibility, control, and recoverability. Visibility ensures you know where sensitive data lives and how it moves. Control enforces boundaries and accountability. Recoverability ensures you can bounce back fast when incidents occur.
These ten steps outline how to build, strengthen, and maintain a Salesforce data protection framework that evolves with your business.
Industry Pulse
How AutoRABIT + nCino Help Banks Drive Salesforce Digital Transformation
How Automated Recovery Minimizes Healthcare Disruptions
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.
Healthcare runs on time. When clinical teams can’t access electronic health records, scheduling, referral data, or payer authorizations, patient care slows (or stops).
For many organizations, Salesforce is now part of that critical path: care coordination, patient access, contact centers, referral management, and population health programs depend on it.
We’ll explore why manual recovery isn’t enough, what automated recovery delivers, and how to implement it well, so patient services continue even when the unexpected happens.
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?
How Mismanaged Public Links Lead Directly to Salesforce Data Leaks
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.
Modern enterprises depend on Salesforce as the operational core of customer engagement. It’s a place where sensitive data, cross-functional workflows, and external collaboration converge. To support this collaboration, Salesforce offers mechanisms to share files and resources externally through “public links.” These links promise efficiency: no login required, no account provisioning, and no friction for partners or customers who simply need access to a document.
But convenience in security always carries a price. As multiple investigations into Salesforce misconfigurations have shown, public links are often deployed without oversight, governed by inconsistent permissions, and left active long after their purpose has expired. Combined with guest-user exposure issues and the tendency for externally shared assets to propagate beyond intended recipients, public links have become a quiet but pervasive source of enterprise data leaks.
We’ll explore how mismanaged public links expose organizations to unnecessary risk, the patterns that lead to these leaks, and the safeguards enterprises must put in place to close this gap.
