The Seer
THE BIG PICTURE
6 Tips to Optimize Your Salesforce Data Recovery Plan
5 Indicators Your Salesforce Audit Trails Aren’t Audit-Ready
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.
Data audit trails aren’t just a regulatory checkbox; they’re a reflection of your organization’s data discipline. In industries governed by strict compliance frameworks—finance, insurance, healthcare, and others—Salesforce audit trails must do more than exist. They must be complete, accessible, intelligible, and reliable under scrutiny.
Yet many enterprises believe they’re covered because Salesforce offers built-in audit capabilities. What they often miss is that these native tools, while useful, don’t make the audit process automatic—or audit-ready. Organizations frequently fall short, not from a lack of effort, but from an overreliance on assumptions, fragmented visibility, and poor data hygiene.
Here are five indicators that your Salesforce audit trails may not stand up to regulatory review—and what to do about them:
Industry Pulse
How AutoRABIT + nCino Help Banks Drive Salesforce Digital Transformation
Why Financial Workflows Fail Without End-to-End Visibility
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.
The financial services industry doesn’t lack tools. It lacks transparency. In the intricate maze of customer data, regulatory constraints, risk mitigation, and aggressive development cycles, what you can’t see can hurt you—and often does.
When Salesforce development and deployment pipelines are fragmented, blind spots multiply. Manual errors go undetected. Excessive permissions linger. Misconfigured policies or insecure code quietly make their way into production. The result? Failed audits. Data exposure. Reputational harm. Lost trust.
End-to-end visibility isn’t just a DevOps luxury. It’s a financial imperative.
Expert Voices
Salesforce AppSec: A Comprehensive Guide to Key Application Security Acronyms
UNC6040 Is a Wake-up Call for Salesforce Security Teams
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.
In early June, Google’s threat intelligence team exposed a highly sophisticated social engineering campaign by UNC6040—a group using voice phishing (vishing) and browser extensions to exploit Salesforce access. The result? Sensitive customer data exfiltrated from global enterprises, including Allianz Life.
The kicker? Salesforce itself wasn’t breached. But it was used.
And that’s what makes this a wake-up call.
Beyond the Buzz
How Do Salesforce Deployment Tools Expedite Release Cycles?
Why “Secure by Default” Doesn’t Apply to 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.
Despite Salesforce’s widespread use and enterprise-grade architecture, it is not “secure by default.” In fact, its default configurations—especially around access control—can leave critical data exposed unless explicitly reviewed and hardened.
This assumption of built-in security is not only misleading but potentially dangerous. Salesforce security is a shared responsibility, and default settings are just the beginning, not the benchmark.
We’ll explore why this is so important and what your team can do about it.
